Salesforce Platform-App-Builder Dumps

A template for a new Lightning record page determines how the page is divided into regions. The template is responsive and will automatically adapt to the device being used to view the record page. The template can be changed after the initial save, and users do not need “View All Data” permissions for the object

Lookup is the type of relationship that would be set up to meet the specification of pairing experienced Realtors with new Realtors. According to the Salesforce documentation, “A lookup relationship creates a loose association between objects. The lookup field allows users to select a record from another object.” Indirect lookup is used for junction objects on different platforms. Many-to-many is not a type of relationship, but a result of using junction objects. Master-detail is used for creating parent-child relationships.

The best way to solve this problem is to filter components by device using Form Factor. Form Factor is an attribute that can be applied to components on a Lightning record page to control their visibility based on the device type, such as desktop, phone, or tablet. By using Form Factor, the app builder can hide some components that are not relevant for mobile users, such as charts or reports, and show only the components that are necessary for data entry, such as fields or actions. This way, the mobile users do not have to scroll through all the components and can enter data more easily. Reordering the fields may not solve the problem completely, as there may still be too many components on the page for mobile users. Updating the training documentation may not help either, as it does not address the root cause of the problem, which is the layout of the page. Deselecting the phone radio button on the Lightning record page assignment may not be desirable, as it will prevent mobile users from accessing the record page at all, which may affect their productivity and functionality.

The best way to show Asset Inventory as a related list on Asset is to create a lookup relationship on Asset Inventory to Asset. This will allow one-to-many relationship between Asset and Asset Inventory, and display the related records on the Asset page layout.

The "Sharing" button should be added to the Account page layout to allow sales reps to view the sharing details of an account record. This button enables users to see how access to the record is granted via roles, groups, and manual sharing.

A: Sharing Hierarchy provides a view of the role hierarchy but does not specifically detail record access.

B: New Task is unrelated to sharing visibility.

D: "Fait" is not recognized in Salesforce context as a valid component or feature. Reference: Sharing an Account in Salesforce Help Documentation

A report type that is in a status of In Development is not available for users to select when creating a new report. The app builder needs to change the status to Deployed to make it visible to users

 Big objects and external objects can be used to archive historical data and reduce data storage in Salesforce, while still allowing users to access the archived data using reports, queries, and lookups. Big objects store data within Salesforce, while external objects store data outside Salesforce and integrate it with Salesforce using an external data source

AppExchange is a marketplace where app builders can find prebuilt resources to help with migration and adoption projects. AppExchange offers apps, components, solutions, and consulting services that can assist with moving from Classic to Lightning Experience. Import Wizard, Lightning Object Creator, and Flow Builder are not sources of prebuilt resources, but tools for data import, object creation, and automation respectively.

 AppExchange and Apex Code are two resources that can provide custom components for a Lightning app. AppExchange is a marketplace where developers can publish and sell their custom components or apps. Apex Code is a programming language that can be used to create custom components or logic for a Lightning app. Import Wizard and Visualforce are not resources for custom components, but tools for data import and web page development respectively.

To allow quick editing of a record's status and entering a due date from the record's feed in the Salesforce Mobile App:

A. Custom action. This option enables users to perform specific tasks directly from the record page in the Salesforce Mobile App, such as editing fields.

Steps to create a custom action:

Navigate to Setup → Object Manager → select the relevant object.

Click Buttons, Links, and Actions → New Action.

Set Action Type to 'Update a Record'.

Configure the action layout to include the Status and Custom Due Date fields.

Add the action to the Salesforce Mobile layout.

This setup provides an efficient way for users to update key fields without navigating away from the record feed.

For detailed setup instructions, see Salesforce's documentation on Creating Quick Actions.

The app builder should recommend utilizing the manage assignments button to assign a permission set group and additional individual permission sets to each user. This way, the app builder can assign the five consistent permission sets to all users in one permission set group, and then assign additional permission sets to higher-level staff as needed. Option B is incorrect because it will not account for the varying levels of support staff and their different permission sets. Option C is incorrect because the Data Import Wizard cannot be used to assign permission sets or permission set groups to users. Option D is incorrect because the Data Loader cannot be used to assign permission set groups to users.

To track the total number of trails associated with a park without writing code, the correct actions to take are:

Use a roll-up summary field on the Park record to show the total number of Trails (B). Roll-up summary fields calculate and display a value in a master record based on the values of fields in a detail record. They are used to count, sum, average, or get the minimum/maximum of values in related detail records.

Use a master-detail relationship between the Park and Trail objects (C). Master-detail relationships are necessary for roll-up summary fields as they allow the master object to control certain behaviors of the detail object and summarize data from those detail records.

A formula field (A) cannot dynamically count related records unless those records are linked via a master-detail relationship, and it cannot alone handle counts across related records without such a relationship. A lookup relationship (D) does not support roll-up summaries unless combined with additional tools like triggers or third-party apps, which involve coding or extra configuration outside standard object setup.

For more details, refer to the Salesforce Help documentation on master-detail relationships and roll-up summary fields:

Master-Detail Relationship: &type=5

Roll-Up Summary Fields: &type=5

 The two considerations that an app builder should keep in mind during the deployment process using change sets are: Change sets do not include all components and may have to perform some changes manually. Change sets are a way to deploy metadata changes from one Salesforce org to another, but they do not support all types of components, such as reports, dashboards, email templates, etc. The app builder may have to use other methods, such as unmanaged packages or manual configuration, to deploy these components. Users should be logged out of production when receiving inbound change sets. This is a best practice to avoid any errors or conflicts that may occur when deploying changes to production. Users may be working on records or components that are being updated by the change set, which may cause data loss or inconsistency. Salesforce Connect does not automatically establish a link between environments. Salesforce Connect is a feature that allows users to access data from external sources without storing it in Salesforce. It does not have anything to do with deploying changes between Salesforce orgs. Transactions will not revert if the deployment errors. Transactions are units of work that are either completed entirely or not at all. If a deployment error occurs during a transaction, the transaction will be rolled back and no changes will be made to the target org. However, this does not mean that the source org will revert to its previous state before the deployment.

Standard buttons can be overridden with a Visualforce page to provide custom functionality or user interface. For example, you can override the New button on an object to display a custom Visualforce page instead of the standard page layout3. Standard buttons that are not available for overrides can still be hidden on page layouts to prevent users from accessing them. For example, you can hide the Delete button on an object to prevent users from deleting records

Configuring a validation rule to require a field for a specific record type is the best way to ensure that important fields are entered and formatted correctly. Updating the important fields to be required on the page layout will not prevent users from entering invalid data using other methods, such as data loader or quick actions. Making a formula field to check the format of the important fields will not prevent users from entering invalid data, but only display a message or an indicator. Creating a workflow rule to check the fields are formatted correctly will not prevent users from entering invalid data, but only trigger an action after the data is saved.

 The app builder would enable this ability in Chatter Settings. Chatter Settings is a setup menu that allows an app builder to configure various aspects of Chatter functionality, such as feeds, groups, email notifications, and more. One of the options in Chatter Settings is Enable Approvals via Chatter, which allows users to approve or reject requests from their team via Chatter posts or comments. Option A, B, and D are not places where an app builder would enable this ability.

The selected objects in the sandbox template. This is correct because a partial sandbox only copies a subset of data from production, and the data to be copied is determined by the sandbox template. If the Shipping object was not selected in the template, then its data would not be copied to the sandbox

To facilitate quick managerial sign-off on discounted opportunities:

B. Dynamic Actions: Allows the display of specific actions on the Opportunity record page based on certain conditions, like the discount percentage.

D. Approval Process: Configures a formal sign-off process for records meeting specific criteria, such as discount ranges between 20% to 30%.

Steps to set up:

Configure an approval process for opportunities where the discount is between 20% and 30%.

Use Dynamic Actions to conditionally show the approval action directly on the Opportunity record page based on the discount percentage.

This setup allows sales managers to efficiently review and approve discounted deals directly from the Opportunity record page.

For guidance on setting up approval processes and dynamic actions, refer to Dynamic Actions in Salesforce.

A cross-object formula field is a formula field that references fields from another object. This can be used to display the value of the Account_Region__c field on Opportunities, as long as there is a relationship between the two objects. Option A, B, and C are not relevant for this requirement.

Cloud Kicks needs to insert 25,000 records with deduplication for the Race_Track__c custom object. Here's the reasoning for choosing Data Loader:

Data Loader: This is the appropriate tool for importing large volumes of data (up to 5 million records) into Salesforce. It also provides deduplication options through Salesforce’s native matching rules or by implementing external checks. Data Loader is highly scalable, and for 25,000 records, it is well-suited because it can handle more than the Import Wizard's record limits.

Option A (Import Wizard): The Import Wizard is not a good choice here because it supports up to 50,000 records, which may seem acceptable. However, it is generally recommended for smaller data imports, and deduplication options are limited compared to what Data Loader offers. Additionally, for bulk operations like 25,000 records, Data Loader is more efficient and robust.

Import Wizard Limitations

Option B (Lightning Object Creator): This tool is used to create custom objects from spreadsheets and is not designed for bulk data loading or deduplication. It’s not appropriate for large data imports.

Option D (Schema Builder): Schema Builder is a tool used to view and modify the structure of objects and fields in Salesforce, not for data import or deduplication purposes.

In summary, Data Loader is the most appropriate tool for importing a large number of records with deduplication needs.

The best way to help the sales manager achieve their goal of reducing manual data entry from business cards is to research and evaluate data enrichment products on the AppExchange that can automate data entry. Data enrichment products can scan business cards, extract relevant information, and populate fields in Salesforce records. This can save time, improve data quality, and enhance productivity. Option B, C, and D are not effective solutions for this goal.

The email button item will not be visible on the Lightning record page if the page layout includes the case feed component or if the email button contains JavaScript. The case feed component replaces the standard buttons on the page layout with actions in the feed. The email button item will not work if it contains JavaScript because JavaScript buttons are not supported in Lightning Experience.

As of the Winter '24 release, Salesforce introduced the ability to send outbound messages directly from Flow. This makes Flow the best choice for automating the notification to an external system when a lift is sold, fulfilling the need for both checking the custom To Be Installed checkbox and sending the notification the next day.

Flow: With this new functionality, Flow is now the most versatile automation tool for this use case. You can:

Create a scheduled path that triggers the next day after the lift is sold (e.g., when a record meets the criteria such as the checkbox being checked).

Send the outbound message to notify the external system about the lift installation.

Perform all of this declaratively, replacing the need for Workflow, which previously was the go-to for outbound messages.

Why not Workflow anymore? Although Workflow still supports outbound messages, Flow is the preferred tool now, as Salesforce is deprecating Workflow rules and Process Builder in favor of Flow. Flow also allows for more complex logic and actions, providing flexibility in future-proofing automation.

Winter '24 Flow Outbound Message

The app builder should verify that there is an Apex test that provides test coverage for the Flow. An Apex test is a unit test that verifies the functionality and quality of Apex code. Apex tests are required to deploy any change that contains Apex code or references Apex code, such as an auto launched flow3. The app builder should ensure that there is an Apex test that covers at least 75% of the Flow logic before deploying it to production in an active state4. Option B, C, and D are not things that the app builder should take into consideration when planning the deployment.

The two steps that should be suggested to meet these requirements are to select insert null values in settings and to use Data Loader to update leads using the CSV file. Selecting insert null values in settings will allow Data Loader to overwrite existing values with null values. Data Loader is a tool that can import, export, update, or delete large amounts of data.

Create a Chatter stream. This is correct because a Chatter stream allows users to follow multiple records and people in one feed, and filter the feed by selecting a stream.

Changing custom field types may result in data loss if the new field type is incompatible with the old one. For example, changing a text field to a number field may cause text values to be deleted. Field history tracking records value changes of 255 characters or less. If a rich text field value exceeds this limit, only the first 255 characters are tracked.

To ensure process compliance where cases cannot revert to an earlier status and certain fields are required based on specific case criteria, the recommended solution is:

Configure validation rules with help text (A). Validation rules enforce data integrity and business processes by preventing users from saving records if certain conditions are not met. For instance, a validation rule can prevent the status of a case from being changed back to an earlier status and can conditionally require fields based on other field values on the case.

Dependent picklists (B) ensure field values depend on another field’s value but do not enforce the inability to revert status. Approval processes (C) are used for step-by-step record approval and are not designed to prevent status reversion or conditionally require fields. Making fields required on the page layout (D) ensures they are always required when accessing the record through that layout but does not enforce conditional requirements based on other criteria.

Reference for creating validation rules in Salesforce:

Validation Rules: &type=5

The most likely reason why users are unable to view the custom Lightning component on mobile devices is that the component has been developed for Desktop Pages only. Some components are not supported on mobile devices or have different behavior on mobile devices. An app builder should check the component documentation or metadata to see if it is compatible with mobile devices.

UMS wants each Application to connect both to a Job Candidate and an Open Position, where:

One Job Candidate can apply for multiple Open Positions.

One Open Position can receive multiple Applications.This is a many-to-many relationship, which in Salesforce is implemented by using a junction object.

In this case, Application__c serves as the junction object between Job_Candidate__c and Open_Position__c.

Exact Extract:

“To create a many-to-many relationship, create two master-detail relationships on the junction object. Each master-detail relationship links the junction object to one of the objects you want to relate.” — Salesforce Help | Create a Many-to-Many Relationship

Step 1: On Application__c, create a Master-Detail relationship to Job_Candidate__c (Answer C).

Step 2: On Application__c, create a Master-Detail relationship to Open_Position__c (Answer D).

This setup allows:

Viewing all Applications related to a given Job Candidate.

Viewing all Applications related to a given Open Position.

Exact Extract:

“A junction object is a custom object with two master-detail relationships, and it is the key to building many-to-many relationships between two objects.” — Salesforce Help | Junction Object Concepts

References (Salesforce Platform App Builder documentation / Study Guide topics):

Salesforce Help | Create a Many-to-Many Relationship

Salesforce Help | Junction Object Concepts

Salesforce Platform App Builder Exam Guide | Data Modeling and Management

To allow users access to Flows, Salesforce offers multiple integration points:

A. Quick Action: Flows can be initiated from record pages, the app utility bar, or global actions using Quick Actions. This allows users to execute flows relevant to specific records or global processes.

C. Flow Launcher: A component available in Lightning App Builder that enables users to start flows directly from a Lightning page.

Steps to set up these features:

For Quick Actions, navigate to Setup → Object Manager → select object → Buttons, Links, and Actions → New Action → Action Type (Flow).

For Flow Launcher, navigate to Lightning App Builder → select the page → drag the Flow component to the desired section of the page → configure it to launch the specific flow.

For more information on integrating Flows, check the Salesforce documentation on Flow Distribution.

The inability to create a Roll-Up Summary field in this context can be attributed to:

B. The organization has Advanced Currency Management enabled. When Advanced Currency Management (ACM) is enabled, it affects how currency data is managed and aggregated, impacting the functionality of roll-up summary fields that involve currency amounts across different records.

To address this limitation, consider using custom reporting or a custom solution like a trigger or a scheduled batch class to manually calculate and update the total.

For more information on limitations with ACM, consult Salesforce's help article on Advanced Currency Management.

Component visibility filter is the feature on the Lightning app builder that should be utilized to restrict a Lightning component to mobile app users. According to the Salesforce documentation, “Use component visibility filters to show or hide components on a record page based on field values or user profile.” Chatter feed, highlights panel, and related list quick links are not features for controlling component visibility, but standard components that can be added to a record page.

The solution that should meet this requirement is updating the support team profile to remove the Bronze record type. This way, the support team users will not be able to create new cases with the Bronze record type, as it will not appear in their record type selection list. Option A is incorrect because updating the organization-wide defaults to private for Case does not affect the record type availability, but rather the record access level. Option C is incorrect because creating permission set group for Case that includes Platinum and Diamond record types does not prevent the support team users from creating new cases with the Bronze record type, as they may still have access to it through their profile. Option D is incorrect because making the record type hidden to support users and updating sharing roles to private does not prevent the support team users from creating new cases with the Bronze record type, as they may still have access to it through their profile.

The app builder should select Enhanced List for the Related List type for the Related List Lightning component. Enhanced List allows users to see ten fields and sort and wrap text on their Related Lists. Option B is incorrect because Basic List only allows users to see four fields and does not support sorting or wrapping text on their Related Lists. Option C is incorrect because ListView does not show Related Lists on record pages, but rather shows list views on object home pages or tabs. Option D is incorrect because List Class is not a valid Related List type.

 The recommended solution to grant the customer service agent access to the field is creating a permission set that allows read-only access to the field via Field Level Security and assigning it to the agent. A permission set is a collection of settings and permissions that give users access to various tools and functions. Field Level Security (FLS) is a setting that controls the access level of fields for different profiles or permission sets. The app builder can create a permission set that grants read-only access to the custom field on the account object via FLS and assign it to the agent. Option B is incorrect because creating a new profile to allow for read-only access to the field via FLS and assigning it to the agent is not recommended, as profiles are used to define the baseline permissions and settings for a group of users, and creating multiple profiles for individual users can be hard to maintain. Option C is incorrect because updating the Customer Service Profile already assigned to the agent to allow for read-only access to the field via FLS is not recommended, as this will affect all users who have the same profile, which may violate the security policy. Option D is incorrect because updating the custom field’s FLS in setup to allow the agent read-only access to the field is not possible, as FLS can only be set at the profile or permission set level, not at the user level.

 The app builder should use three features to meet the business requirements:

Process Builder: This is a type of automation tool that can execute actions based on certain criteria. In this case, the process builder can have a criteria that evaluates if an opportunity is in the Secure Commitment Stage, and then execute an action that submits it for approval.

Apex: This is a programming language that allows developers to execute complex logic on the Salesforce platform. Apex can be used to create triggers that run before or after certain events, such as insert, update, delete, or undelete of records. In this case, Apex can be used to create a trigger that runs before an opportunity is updated and submits it for approval if it is in the Secure Commitment Stage.

Flow: This is another type of automation tool that can guide users through a series of screens and perform actions based on user input. Flow can also be triggered by certain events, such as when a record is created or updated. In this case, Flow can be used to create a record-triggered flow that runs after an opportunity is updated and submits it for approval if it is in the Secure Commitment Stage. Option A and D are not features that can meet the business requirements.

A custom action on Account can be used to create additional accounts from a parent account record. A custom action can have predefined values for certain fields based on the parent record. A custom global action can be used to create records that do not have any relationship with other objects. A custom link on Account can be used to execute JavaScript or link to an external URL.

The formula for creating a visual indicator flag on each case based on the case priority should use the IMAGE and CASE functions. The IMAGE function returns an image for a given URL, and the CASE function evaluates an expression and returns a value based on that expression. Option A and D use these functions correctly, while option B and C do not.

Guided Action Flows on the record page can help service agents meet the requirement of confirming a user identity before providing support information over the phone. Guided Action Flows are a series of screens that guide agents through a predefined process, such as verifying user information, collecting case details, or resolving issues

The best way to implement this request is to create a Lightning Web Component that can fetch the real-time stock price from an external API and display it on the Account record page. Installing a solution from the AppExchange may not be feasible as it may not match the exact requirements or may have additional costs. Building a Flow that uses API calls may not be efficient as it may consume API limits and may not be able to update the stock price in real-time. Using a scheduled Apex job may not be suitable as it may not be able to run frequently enough to reflect the real-time stock price

The field attribute that should be selected are Unique and External ID. Unique means that the field will not allow duplicate values. External ID means that the field can be used as a foreign key for data imports and upserts. Option B is incorrect because Required means that the field must have a value and cannot be left blank, which is not necessary for this requirement. Option D is incorrect because Text (encrypted) means that the field will store sensitive data in an encrypted format, which is not necessary for this requirement.

The app builder should validate the inbound change set to ensure a smooth deployment to production. Validating an inbound change set allows the app builder to test whether the change set can be deployed without errors in the target org. Validating an inbound change set does not affect any data or metadata in the target org.

Lightning Object Creator is a tool that allows app builders to create an object with fields and import data from a spreadsheet simultaneously. Import Wizard and Data Loader are tools for importing data into existing objects, not creating new objects. Schema Builder is a tool for creating and modifying objects and fields, but not importing data.

When a record is submitted for approval, Salesforce automatically locks it, preventing further edits until it is approved, rejected, or recalled.

Why A (Record Lock) is correct:Exact Extract:“When a record is submitted for approval, Salesforce automatically locks the record to prevent users from editing it unless they have ‘Modify All Data’ permission or are designated as an approver.” — Salesforce Help | Approval Processes OverviewThus, the user will receive a message indicating that the record is locked and cannot be edited.

Why A (Record Lock) is correct:Exact Extract:“When a record is submitted for approval, Salesforce automatically locks the record to prevent users from editing it unless they have ‘Modify All Data’ permission or are designated as an approver.” — Salesforce Help | Approval Processes OverviewThus, the user will receive a message indicating that the record is locked and cannot be edited.

Why not B or C:Once locked, no field (including Description) is editable by the submitter.

Why not D:Ownership does not change upon approval submission.

To configure a custom Lightning component for use in a record page, the app builder needs to edit a record page using the Lightning App Builder and drag the component onto the page. The Page Layout editor and the App Manager are not used for this purpose

An Approval Process is the appropriate feature to manage and enforce that new vendors accept terms on agreements before an opportunity can be closed. This process can be configured to require approvals from designated approvers when certain conditions are met, ensuring that all necessary agreements are in place and validated before proceeding.

A: Email Alert cannot enforce acceptance of terms.

B: Dynamic Action primarily adjusts the user interface based on field values, not process management.

To connect Testimonial__c records with both the submitter’s Contact record and Account record, an app builder should create a master-detail relationship from Testimonial__c to Account and a lookup relationship from Testimonial__c to Contact. A master-detail relationship creates a parent-child relationship between two objects and allows for roll-up summary fields, sharing settings, and cascading actions. A lookup relationship creates a loose association between two objects and allows users to relate records from one object to another. Source

To view a junction object record, a user must have at least read access to both master objects. This is because the junction object inherits the sharing and security settings from both master objects

 Groups is available in the Chatter section of the navigation menu, not in the selected list for the navigation menu. According to the Salesforce documentation, “Groups appear in Chatter, not in Navigation Menu.” Groups is not available in the recent section of the navigation menu, nor is it included in the Smart Search items but unavailable on the navigation menu. Groups is unavailable in the selected list for the navigation menu.

Add the standard Chatter feed component is how an app builder can add the Chatter feed to a custom object record page. According to the Salesforce documentation, “The Chatter Feed component displays updates about records in your org.” Add the standard related list component, add a custom Chatter feed component, and add the Chatter feed component from the AppExchange are not valid or necessary options.

The goal is to automatically delete rejected quotes, which requires an automation tool capable of performing record deletion actions.

Only Flow can perform this function declaratively.

Why D (Flow) is correct:Exact Extract:“Use Flow Builder to automate complex business processes by collecting data and performing actions such as creating, updating, or deleting records.” — Salesforce Help | Flow Builder OverviewA Record-Triggered Flow can be configured to delete a quote automatically when its status is updated to “Rejected.”

Why D (Flow) is correct:Exact Extract:“Use Flow Builder to automate complex business processes by collecting data and performing actions such as creating, updating, or deleting records.” — Salesforce Help | Flow Builder OverviewA Record-Triggered Flow can be configured to delete a quote automatically when its status is updated to “Rejected.”

Why not A (Validation Rule):Validation rules prevent record saving; they don’t perform deletions.

Why not B (Einstein Next Best Action):NBA recommends actions but does not execute deletions automatically.

Why not C (Approval Process):Approval processes manage approvals but don’t delete records after rejection.

 NOT(ISBLANK(Job_Accepted__c)) && ISCHANGED(Hire_Date__c) is the validation formula that the app builder should use to meet the requirement of preventing changes to Hire Date after Job Accepted is entered. This formula will return TRUE if Job Accepted is not blank and Hire Date is changed, which will display an error message and prevent saving the record. The other formulas are not correct or valid.

The full sandbox should be refreshed after each major release to production. This way, the full sandbox will have the most updated data and metadata from the production org, and can be used for final load and regression testing before the next release. Option A is incorrect because refreshing the full sandbox after user acceptance testing is complete is not necessary, as user acceptance testing can be done in the partial data sandbox or the production org. Option B is incorrect because refreshing the full sandbox after each push from the partial data sandbox is not necessary, as the full sandbox can receive configuration and code changes from the partial data sandbox without refreshing. Option D is incorrect because refreshing the full sandbox after a new user is added to production is not necessary, as adding a new user does not affect the data and metadata in the full sandbox.

A formula field is a read-only field that derives its value from a formula expression you define. The formula field is updated when any of the source fields change. You can use formula fields to display images based on certain conditions. In this case, a formula field can be used to display a green, yellow, or red circle image based on the case age.

A: Setting Sharing Settings to Read Only on both Master-Detail relationship fields ensures that users can view but not edit the master records from the junction object.

 A geolocation field can be used to capture the coordinates of a location in latitude and longitude. This field type can also be used in reports, formulas, validation rules, and Apex

If the app builder tries to convert a preexisting long text area field to text area, preexisting information will truncate to the first 255 characters. This means that any information beyond 255 characters will be lost. Option B is incorrect because preexisting information will not remain if it was over 255 characters. Option C is incorrect because preexisting information will not cause an error message to pop up. Option D is incorrect because preexisting information in the field will not be completely lost, only truncated.

The two options that the app builder should avoid to prevent recursion are setting a criteria node to No criteria-just execute the procedure and invocable processes. Setting a criteria node to No criteria-just execute the procedure means that the process will always execute the actions regardless of the record values, which can cause recursion if the process updates the same record that triggered it. Invocable processes are processes that can be invoked from another process or a flow, which can cause recursion if the invocable process updates the same record that triggered the parent process or flow. Option A is incorrect because IF statements are not an option in Process Builder, but rather a function that can be used in formulas or conditions. Option D is incorrect because the ISCHANGED function is not an option in Process Builder, but rather a function that can be used in formulas or conditions to check if a field value has changed.

Roll-up summaries allow MAX, MIN, SUM, COUNT, and AVG functions on numeric fields from child records related by a master-detail relationship. Roll-up summaries are limited to master-detail relationships and cannot be used with lookup relationships. An object can have up to 40 roll-up summary fields, not 25. An object can have up to 25 relationship fields (master-detail or lookup), not 20.

The solution that an app builder should use for this request is a lookup field. A lookup field is a type of relationship field that links two objects together and allows users to select a record from another object. The app builder can create a lookup field on the account object that references the user object and allows users to assign a customer service manager (CSM) to the account. Option A is incorrect because a multi-select picklist field is not suitable for this request, as multi-select picklist fields allow users to select multiple values from a predefined list, not from another object. Option B is incorrect because a picklist field is not suitable for this request, as picklist fields allow users to select one value from a predefined list, not from another object. Option D is incorrect because a text field is not suitable for this request, as text fields allow users to enter any alphanumeric characters, not from another object.

When creating a new field, if an app builder does not want the field to be automatically added to pre-existing custom report types, the step to take is:

Deselect 'Add Field to Custom Report Types' (D). This option is available when creating or editing a custom field and ensures that the field is not automatically included in report types where 'Automatically add new custom fields to report type layouts' is enabled.

Removing the field from page layouts (A) affects the visibility on record pages but not reports. Adjusting visibility (B) or setting read-only access (C) for report profiles affects user permissions to see the field in reports, but does not remove the field from report types if it was previously added.

Reference for managing fields in custom report types:

Custom Report Types and Fields: &type=5

The two reasons to create an unmanaged package are to distribute open-source projects on the AppExchange and to deploy from a Developer Edition environment. An unmanaged package is a collection of components that can be installed in any Salesforce org but cannot be upgraded or controlled by the developer. An unmanaged package can be used to share open-source projects or to deploy components from a Developer Edition environment to another org.

 Marking stage dependent fields as required on the Opportunity page layout is a good solution to improve efficiency and data quality, as it ensures that users enter the necessary information for each stage of the sales process. Adding a Path component with fields and instructions aligning to stages on the Opportunity is another good solution to improve efficiency and collaboration, as it provides guidance and best practices for users to move the Opportunity along the sales cycle. Using two Tabs components to separate record information from activities may not be an optimal solution, as it may reduce the visibility and accessibility of important data. Setting up an approval process requiring manager consent at each stage of the Opportunity may not be a feasible solution, as it may introduce unnecessary delays and complexity in the sales process

Create mobile navigation menus for both the sales and marketing profiles. This is correct because mobile navigation menus allow users to customize the items that appear in the navigation bar of the Salesforce mobile app, and they can be assigned to different profiles.

When activating a Lightning page from the Lightning App Builder, three options are available:

Assign the page to a combination of apps and profiles. This option allows users to specify which apps and profiles will see the custom Lightning page instead of the default page.

Make the page the org default. This option makes the custom Lightning page the default for all users in the org regardless of their app or profile.

Make the page the default homepage for specific apps. This option allows users to set different homepages for different apps in Lightning Experience. [Source]

Record-triggered flow is the automation tool that the app builder should use to best address all these requests of sending an email to the finance manager and creating a task for the sales manager when a new client is won. According to the Salesforce documentation, “Record-triggered flows automate processes for you. They start when a record is created or updated, or when a platform event occurs.” A record-triggered flow can perform actions such as sending an email alert or creating a record based on criteria or conditions. Screen flow, Apex, and Approval process are not automation tools that can handle all these requests.

To provide a help guide to enable reps to easily get help where needed during the different sales processes, an app builder should recommend Path. Path is a component that displays the key fields and guidance for each stage of a sales process on an object’s record page. Users can see where they are in the process, update the stage and fields, and access resources such as tips and links. [Source]

The solution that an app builder should use to meet this requirement is master-detail relationship. A master-detail relationship is a type of relationship that creates a parent-child relationship between two objects, where the child records inherit the sharing and security settings of their parent record. The app builder can create a master-detail relationship between Supplier__c and SupplierItem__c objects, where Supplier__c is the parent object and SupplierItem__c is the child object. This way, when a Supplier__c record is deleted, all related SupplierItem__c records are also deleted automatically. Option A is incorrect because many-to-many relationship is not suitable for this requirement, as many-to-many relationship allows two objects to be linked in both directions through a junction object, but does not support cascading delete. Option B is incorrect because indirect lookup relationship is not suitable for this requirement, as indirect lookup relationship allows an external object to link with another object using an external ID field, but does not support cascading delete. Option C is incorrect because hierarchical relationship is not suitable for this requirement, as hierarchical relationship allows users to use a lookup field that links an object with itself, but does not support cascading delete.

The app builder should use a global picklist value set to share the list of values for the Status field across each object. A global picklist value set is a set of values that can be used by multiple picklist fields on different objects. This can ensure data consistency and reduce maintenance efforts. Option A, C, and D are not features that can share picklist values across objects.

 The app builder wants to create a formula field on an Account to include data from related Contacts but cannot find the relationship in the formula editor. This limitation occurs because formula fields in Salesforce cannot reference child records directly.

Option A (Unable to reference the child records): In Salesforce, formula fields can reference parent objects but not child objects. In this case, Contacts are child records of Accounts in a lookup relationship, and Account is the parent. This is why the formula editor does not provide access to the child records (Contacts) from the Account.

Formula Field Considerations

Option B (A master-detail relationship should be created): While master-detail relationships allow for roll-up summaries, creating a master-detail relationship is not applicable here since the standard Account-Contact relationship is a lookup, and changing it to master-detail is not possible.

Option C (Formula field limit reached on the Account object): This would limit the number of formulas but is not the root cause of the issue described.

Option D (More than 5,000 characters in the formula): This limit refers to formula field complexity, but it does not explain the inability to reference child records.

In summary, the limitation is due to Salesforce not allowing formula fields to reference child records.

Formula fields in Salesforce can use various functions including text, mathematical, and logical functions to create simple or complex expressions. They can handle data from fields of the same record. Option C, "A combination of the Opportunity's Text and a Description fields," is a valid configuration for a formula field as it involves simple concatenation of text fields, which is supported.

Options A, B, and D exceed the capabilities of formula fields:

A: Hyperlinks to other objects using formula fields do not directly support navigation to parent records of a different object.

B: Rich Text and HTML formatting are not supported in formula fields.

The app builder should use two tools to automate this process:

Process Builder: This is a type of automation tool that can execute actions based on certain criteria. In this case, the process builder can have a criteria that evaluates if an opportunity goes to the closed won stage, and then execute an action that posts a message to a Chatter group.

Workflow: This is another type of automation tool that can execute actions based on certain criteria. In this case, the workflow can have a criteria that evaluates if an opportunity goes to the closed won stage, and then execute an action that posts a message to a Chatter group. Option A and C are not tools that can automate this process.

The formula that should be used to select the contact’s preferred name for email communications is IF(NOT(BLANKVALUE(Nickname__c)),Nickname__c, FirstName). This formula checks if the Nickname__c field is blank or null, and if not, it returns the value of the Nickname__c field. Otherwise, it returns the value of the FirstName field.

The app builder needs to do two steps to make the custom Lightning App available to the internal users at Universal Containers:

Create a subdomain using My Domain: My Domain is a feature that allows an organization to set up a custom domain name for their Salesforce instance. This is required to use custom Lightning components and apps in Salesforce1.

Build a Custom Tab for the app: A custom tab is a tab that displays any custom object or web page in Salesforce. This is required to make the custom Lightning App accessible from the navigation menu or app launcher2. Option A and B are not necessary steps to make the custom Lightning App available to the internal users.

The issue described occurs due to the settings in the master-detail relationship. Specifically:

The Allow reparenting checkbox, Child records can be reparented to other parent records after they are created, is unchecked (B). This setting prevents changing the parent record (contact) of a child record (service plan) once it has been set. If 'Allow reparenting' is unchecked, it restricts the ability to change the associated contact, leading to the issue observed.

The other options do not directly address the inability to change the associated contact on a service plan record. The 'Read Only' and 'Read/Write' settings (A and C) pertain to access rights to the detail records based on the master record's access but do not affect the ability to reparent a record.

For a detailed understanding of master-detail relationships and their settings, including reparenting, see the Salesforce documentation on relationships:

Master-Detail Relationships: &type=5

The two tools that an app builder could combine to display the number of open cases on the account page are Flow and Process Builder. Flow is a tool that allows the app builder to create a declarative automation that can query, manipulate, and display data from multiple objects. Process Builder is a tool that allows the app builder to create a trigger-based automation that can invoke a Flow when a record is created or updated. By using these two tools, the app builder can create a solution that can query the number of open cases for the account and parent account and display them on the account page using a screen element. Workflow is not a suitable tool, as it cannot query or display data from multiple objects. It can only perform actions such as field updates, email alerts, tasks, or outbound messages. Approval Process is not a suitable tool, as it is used to automate the approval of records based on certain criteria and predefined steps. It cannot query or display data from multiple objects.

Moving the reports from the Unfiled Public Reports folder and adding them to a new change set is what the app builder should do to deploy the reports to production. According to the Salesforce documentation, “Reports in the Unfiled Public Reports folder aren’t available for deployment.” Moving the reports to the Untried Public Reports folder, recreating the reports in production, and adding the reports to an unmanaged package are not necessary or recommended actions.

 Two Master-detail relationships on a new custom object is how an app builder should configure the data model to create a relationship between Contact and Solar Project objects where each Contact can be related to multiple Solar Project objects, and each Solar Project can have multiple Contacts associated with it. This is an example of a many-to-many relationship that requires a junction object with two master-detail relationships. One Master-detail relationship on Contact and one Master-detail relationship on Solar Project, two Lookup relationships on a new custom object, and one Lookup relationship on Contact and one Lookup relationship on Solar Project are not valid or correct ways to create a many-to-many relationship.

A: Changing the Lead Matching Rule to 'Block on create' will directly prevent duplicates at the point of lead creation based on defined criteria.

Feed Tracking is the Chatter feature that allows field value changes for certain fields to show up on Chatter. Thanks, Publisher Actions, and Topics are other Chatter features, but they do not relate to field value changes.

 The best way to configure Account sharing so that community users only see their own Account is to set the account external OWD to private. This will restrict the access to Account records for external users based on the sharing rules and criteria. Creating an account record type, defining an owner-based sharing rule, or defining a permission set will not prevent community users from seeing other accounts.

 An external ID field can be a number field or a text field, but not a URL field or a phone field. A URL field is used to store web addresses and a phone field is used to store phone numbers. An external ID field is used to store unique identifiers from an external system and it can be used for upsert operations

To restrict visibility of the Jupiter field on the Solar System object specifically to users with the Outer Planets profile:

C. Field-level security (FLS). This allows the app builder to control access to fields based on user profiles.

Steps to set up field-level security:

Navigate to Setup → Object Manager → Solar System.

Select Fields & Relationships → Jupiter field.

Click Field-Level Security.

For all profiles except Outer Planets, set the Visible option to unchecked, ensuring these users cannot see the field.

For the Outer Planets profile, check Visible to grant access.

This configuration ensures that only users with the Outer Planets profile can view the Jupiter field.

For more information on field-level security, check Salesforce's guide on Field-Level Security.

The two considerations that should be made are: The Star records are all required to have an existing value in their Galaxy field. This is a prerequisite for converting a lookup relationship to a master-detail relationship. A lookup relationship is an optional relationship that links two objects together, but does not enforce referential integrity or cascade delete. A master-detail relationship is a required relationship that links two objects together and enforces referential integrity and cascade delete. To convert a lookup relationship to a master-detail relationship, all child records must have a value in their lookup field that references an existing parent record. The Galaxy object has fewer than two existing master-detail relationships. This is another prerequisite for converting a lookup relationship to a master-detail relationship. An object can have up to two master-detail relationships with other objects and can act as both the parent and child in different relationships. To convert a lookup relationship to a master-detail relationship, the parent object must have fewer than two existing master-detail relationships with other objects. The Galaxy object is required to contain existing roll-up summary fields is not a valid consideration, as it is not related to converting a lookup relationship to a master-detail relationship. 

The requirement specifies that when the Close Date is delayed by more than 60 days, the record must go through review by both the manager and VP of Sales — this implies an approval process or Flow-initiated approval is needed, not just a restriction.

Why B (Flow) is correct:A Record-Triggered Flow can be configured to detect when the Opportunity Close Date changes by more than 60 days and then automatically submit the record for approval.Exact Extract:“You can use a flow to automatically submit records for approval when they meet certain criteria.” — Salesforce Help | Flow and Approval Processes

Why C (Approval Process) is correct:The approval process enforces the review by both the manager and VP, ensuring a controlled approval sequence.Exact Extract:“An approval process automates how records are approved in Salesforce. Each approval process specifies the steps necessary for a record to be approved and who must approve it.” — Salesforce Help | Approval ProcessesYou can configure multiple approvers and specify that both must approve (“Unanimous Approval”).

Why not A (Validation Rule):A validation rule would only block saving but would not trigger a review or approval.

Why not D (Formula Field):Formula fields are read-only and cannot trigger workflow or approval actions directly.

References (Salesforce Platform App Builder documentation / Study Guide topics):

Salesforce Help | Flow Builder and Approval Processes

Salesforce Help | Approval Processes

Salesforce Platform App Builder Exam Guide | Business Logic and Process Automation

To test a picklist field in a formula, ISPICKVAL must be used. To check if the CloseDate is within 7 days of the current date, you can use simple date arithmetic (CloseDate - 7 < TODAY()).

Why A is correct:Exact Extract:“Use ISPICKVAL to determine if a picklist field has a specific value.” — Salesforce Help | ISPICKVAL Function“Date formulas can use arithmetic to compare a date to TODAY(). For example, CloseDate - 7 < TODAY() returns TRUE if CloseDate is within the next week.” — Salesforce Help | Date Functions and Operators

Why not B:Picklist fields cannot be compared with =; this formula would fail to compile.

Why not C or D:The function DAY() returns the day of the month from a date — not a duration. DAY(7) is invalid in this context.

LEFT(Account.Zip_Code_c, 5) is the correct formula to display only the first five digits of Zip Code from the parent Account. LEFT function returns the specified number of characters from the left side of a text string. Account.Zip_Code_c is the custom text field that stores the Zip Code on Account object. 5 is the number of characters to return from the left side of the Zip Code. The other options are not valid formulas or functions.