Platform App Builder Mock 2 21/10/2022 by Miquel Espinosa 0 Comments Welcome to your Platform App Builder Mock 2 An app builder needs to create new automation on an object. What best practice should the app builder follow when building out automation? One Workflow rule per object One Flow per object One invocable process per object One record change process per object UC's app builder has been tasked with replacing workflow rules and Apex triggers with Process Builders where possible. What are two important considerations an app builder should know before the project is started? Choose 2 answers Avoid generating infinite loops. Combine actions when possible. Create a process for each workflow rule. Apex has a different SOQL query limit than Flow. UC is expecting impacts to operations due to increased demand. The executive team will be reaching out to current customers and want to see the number of open cases for the account and parent account. Which two tools could an app builder combine to display the number of open cases on the account page? Choose 2 answers Process Builder Approval Process Flow Workflow On which objects are workflow rules re-evaluated whenever a field update action is triggered? Only workflow rules on the same object as the initial field update will be re-evaluated and triggered Only workflow rules on the same object as the initial field update and any parent objects will be re-evaluated and triggered Only workflow rules on the same object as the initial field update and any child objects will be re-evaluated and triggered None of the workflow rules will be re-evaluated, since re-evaluation can only occur within a process What must you create first before you can start using Record Types on the Opportunity object in Salesforce Process Visualizer Sales Process Support Process Process Builder Which of the available automation tools in Salesforce supports user interaction? Process Builder Flow Builder Workflow Rule Approvals The case handling process at UC includes multiple steps including approvals, notifications, and fields updates. To manage and evaluate all of these changes in a single save operation, an app builder wants to use Process Builder and the Advanced option to let the process evaluate a record multiple times has been selected. What option should the App Builder avoid to prevent recursion? The ISCHANGED function Setting a criteria node to No criteria-just execute the procedure Invocable processes IF statements Sales Managers at UC would like to standardize what information Sales Reps are gathering. Sales Reps want recommendations, sales strategies and to know what key fields need to be completed at each step of the sales process on the opportunity record. What feature should an app builder use to provide this functionality? Workflow Chatter Feed Path Global Action UC uses a custom object called Projects. When managers assign projects they set a custom field on the Project record called Estimated Hours. Once set, users should be able to decrease but not increase the value. How can an app builder meet this requirement? Create a validation rule that uses the PRIORVALUE function Create a formula field that uses the PREVGROUPVAL function Create a process builder to update the record type Create a formula default value for the custom field Which three Salesforce functionalities are ignored when processing field updates in workflow rules and approval processes? Choose 3 answers Validation Rules Multiple currencies Record type picklist value assignments Field-level security Decimal places and character limits UMS is ramping up the sales team to meet increased demand. As part of the short ramp up for these new reps, the manager wants to provide a help guide to enable reps to easily get help where needed during the different sales processes. Which solution should an app builder recommend? Flow Journey Builder Chatter Publisher Path UC uses a custom picklist field Account_Region__c on the account record. They want this region to be reflected on all related contact records and stay in sync if the value of this field changes on the Account. How should an app builder meet this requirement? Create a formula field on the Contact object > Set the value of the formula to ISPICKVAL(Account.Account_Region__c). Create a formula field on the Contact object > Set the value of the formula to TEXT(Account.Account_Region__c). Create a text field called 'Account Region' on Contact object > Create a workflow rule to update this picklist field if the Account Region field on the Account is changed. Create a picklist field called 'Account Region' on Contact object > Create a workfiow rule to update this picklist field if the Account Region field on the Account is changed. An app builder wants to limit the amount of fields users are required to fill out when creating a new Opportunity. Once they fill out the required fields and save, the full record page with additional fields relevant to the Opportunity type becomes available. How could this be accomplished? Once the required fields are populated, use a sharing rule to share the new fields with the user. Use different page layouts for Opportunity types based on the user profile. Make the Opportunity type a required field on the initial Opportunity page layout and use automation to fill in the type field to a record type. Hide additional sections on the page layout and show the users how to manually expand them when they want to fill in the fields in the hidden sections. UC uses the Asset object to track products that are installed at customer locations. A new object, Asset_Inventory__c, has been created to capture details about the asset. Which approach should the app builder take to show Asset_Inventory__c as a related list on Asset? Create a lookup relationship on Asset_Inventory__c to Asset. Add the Asset_Inventory__c related list to the Asset page layout. Create a roll-up on Asset. Add the Asset_Inventory__c related list to the Asset page layout. Create a junction object to relate Asset_Inventory__c and Asset. Add the Asset_Inventory__c related list to the Asset page layout. Create a master-detail relationship on Asset to Asset_Inventory__c Add the Asset_Inventory__c related list to the Asset page layout. The finance manager at UC wants to receive a new business notification email each time a new client is won. The sales manager wants to receive a task reminding them to onboard the new client unless it is a top-tier client. Which automation tool should an app builder use to best address all these requests? Apex Flow Process Builder Approval process CK created a Locked__c custom field to identify Account records that should restrict modifications for all users except the system administrator. What validation rule will enforce this requirement on locked Account records? AND( Locked__c = TRUE, $Profile.Name = "System Administrator" ) AND( Locked__c = TRUE, $Profile.Name != "System Administrator" ) AND( Locked__c = TRUE, Stage = "Closed Won", $UserRole.Name != "System Administrator" ) AND( Locked__c = TRUE, $UserRole.Name != "System Administrator" ) An app builder wants to update a field on the parent record when a child record connected via lookup is deleted. What automation should the app builder use? Process Builder Screen flow Workflow rule Apex code CK's management team frequently travels and wants to approve requests from their team on the go via Chatter. Where would an app builder enable this ability? Object Settings Approval Process Settings Chatter Feed Tracking Chatter Settings Which two options should an app builder consider when configuring field update actions from workflow rules and approval processes? Choose 2 answers Field updates are tracked in the History related list of a record regardless of whether or NOT history tracking is set for those fields. Field updates to records based on workflow rules and approval processes do NOT trigger Validation Rules. Field updates with Re-evaluate Workflow Rules selected can cause a recursive loop if the updated field is included in a workflow. Field updates are NOT available on currency fields if the organization uses multi-currency. The VP of Sales wants a Chatter post to the All Sales private group when an Opportunity goes to the closed won stage. What two tools should the app builder use to automate this process? Choose 2 answers Workflow Process Builder Big Deal Alert Flow Universal Containers would like to automatically assign a specific permission set to new users. How can this requirement be met? Choose 2 Answers Create an approval process on the User object to assign a permission set. Create a flow on the user object to assign a permission set. Create a lightning process on the user object to launch a flow. Create a workflow rule on the User object to assign a permission set. Service agents at UMS want a more condensed case view. Service agents also want to be able to modify the associated contact and account records from the case page layout on the Lightning record page. Which two components should an app builder use to meet these requirements? Choose 2 answers Path Tabs Related Record Rich Text CK wants to begin socializing and collaborating within Salesforce around customer accounts to discuss various topics. CK would like all company employees to see these conversations. Which two features of Chatter would meet CK's business needs? Choose 2 answers Use post action on the Account object. Set up new private Chatter groups. Use Chatter actions to create tasks to complete. Set up new public Chatter groups. UMS wants to provide sales console users with an incredible experience, with the most-used components easily accessible at all times. What solution can enable reps to see and access these components from anywhere within the app without leaving the page where the team is working? Global actions Utility bar Favorites Home page UMS's sales team has been struggling to enter data on mobile since rollout; the team dislikes scrolling through all of the fields to input only the necessary data. How could the app builder solve this with minimal impact to desktop users? Update the training documentation with better screenshots. Deselect the phone radio button on the Lightning record page assignment. Filter components by device using Form Factor. Reorder the fields to make sense for the reps when in the field. UC wants to dynamically display a component on a Lightning record page for an account based on criteria about the related contact. What solution should an app builder use to fulfill this requirement? Hide the component behind a tab on the page layout. Set the component visibility to display based on an advanced filter type, using the contact field(s) to define the dynamic criteria. Set the filter type on the component visibility to display based on user permissions, using custom permission to define the dynamic criteria. Add a related record component to the page layout. UC wants to provide users with a process to create Opportunity records related to an Account. Many fields can be populated based on the Account record. Some fields require input from the user. What should an app builder configure to meet the requirement? Quick Action on the Opportunity object Quick Action on the Account object Process Builder triggered from Account update Process Builder triggered from Opportunity update An app builder installed a custom Lightning component from AppExchange and has deployed My Domain. What should be done next in order to configure the component for use in a record page? Edit a record page using App Manager > Drag the component onto the page. Edit a record page using the Page Layout editor > Drag the Visualforce component onto the page. Edit a record page using the Page Layout editor > Drag the component onto the page. Edit a record page using Lightning App Builder > Drag the component onto the page. After utilizing the Lightning Object Creator to create a new object, its fields, and to insert all of the data, an app builder now needs to set up the Lightning Record Page. Which component should the app builder have on their Lightning Record Page to see all of the fields from the page layout? Record Detail Path Quip Recommendation UMS wants to automate a welcome email to new clients and include a customized survey about their buying experience. An app builder is tasked with this project and has very little time to build the solution from scratch. What should the app builder do to meet the deadline and custom requirements? Work with a developer to create custom apex code and a Visualforce survey to meet criteria. Build the survey declaratively and use a workflow rule to send it to the customer as an external message to meet criteria. Choose a managed package from AppExchange that closely meets the requirements of the project and restricts programmatic development. Select an unmanaged package from AppExchange that closely meets the requirements of the project that allows programmatic development. CK recently implemented the application lifecycle management process to its release management strategy. Which category handles bug fixes and simple changes? Rollback Major Patch Minor An app builder needs to deploy a new account detail page layout from sandbox to production. Which three components should an app builder include in the Change Set to ensure it deploys successfully and visually as expected? Choose 3 answers Custom fields Lightning App Builder System administrator profile Custom actions Detail page layout An app builder has deployed a change set from a sandbox to production. There is a long delay in the deployment. What can be causing the delay? Profiles are included in the change set. A field type change is included in the change set. Roles are included in the change set. Dependent fields are included in the change set. UC generates leads from three different sources: web, trade shows, and partners. Some of the information collected is applicable to all sources, there is also information that is unique to each type of lead. What should an app builder configure to meet these requirements? Create a partner community and a record type for web and trade show leads. Create three lead record types each with its own page layout contining the relevant fields. Create three sections on the lead layout and instruct users to collapse the non-relevant fields. Create custom page layouts for each type of lead only containing the relevant fields. An app builder wants to create a custom object and 10 fields. What should the app builder use to create the object, fields, and relationships quickly from one place? Schema Builder Lightning Object Creator Developer Console Manage Field Permissions At USM, only users with the Outer Planets profile need to see the Jupiter field on the Solar System object. How can app builder satisfy this requirement? Sharing Rule Field-level Security Classic Encryption Defer Calculations UC has the Account object's Org Wide Default set to Private. Marketing team owns their own marketing Accounts and needs to see the Sales team's Accounts. Sales and Marketing teams are in completely different branches of the role hierarchy. What feature should be used to enable Marketing team to see the Sales-owned accounts? Sharing Rule Flow Workflow Public Group Dreamhouse Realty requires that field value changes should be displayed on Chatter for certain fields such as 'Asking_Price_c' and 'Real_Estate_Agent_c' on their custom object 'House_c'. Which Chatter feature should the app builder utilize? Publisher Actions in Chatter Feed Tracking in Chatter Thanks in Chatter Topics in Chatter UC wants to display real-time stock price for each Account on the Account record page. How should the app builder implement this request? Install a solution from the AppExchange Add a Dynamic Report to the page layout Create a Lightning Web Component Build a Visual Flow that uses API calls When configuring a record type, app builder can configure available value of picklist fields for the page layout. Which opportunity standard field is available to be configured directly in the Opportunity record type? Choose 2 answers Forecast Category Lead Source Type Stage Which statement is true about converting a lead? Choose 3 answers The lead's most recent campaign record is automatically applied to the 'PRIMARY campaign source' field on the opportunity. Users can convert leads that are associated with an active approval process. Multi-select picklist values on lead records overwrite values on the contact's corresponding field. Administrator may choose whether to enforce validation rules & triggers. The system automatically maps standard lead fields to standard account, contact, and opportunity fields. What is the capability of a schema builder? Choose 2 answers To update description of standard and custom objects. To modify custom field help text on standard objects. To create new look-up or master-detail object relationship. To enable field history tracking on standard objects. Universal Containers would like to collaborate with its customers within Salesforce, so they'd like to enable the "Allow Customer Invitations" Chatter setting. What ability will be given to Customers when invited to Chatter Group? The ability to invite members to groups of which they are a member. The ability to @mention accounts of which they are a contact. The ability to request access to public groups. The ability to interact with members of their groups. What is a section of the Lightning App Builder Tool? Choose 3 answers Canvas Mini Page Layout Selected Publisher actions Mobile Cards Components What is the limitation of Schema Builder when creating a custom object? Custom fields can be added to any custom objects, excluding formula field types. Fields and relationships can be created, but they will be unable to add the fields to the page layout from the canvas. Save should be clicked each time a new object, field, or relationship is created. Relationships can be made to any custom objects, but any relationships to standard objects should be built in Lightning Object Manager. UC tracks Account locations in 'Zip_Code__c', a custom text field with a validation rule to enforce proper formatting of the US ZIP+4 code for UC's orders. What formula should the app builder create on Order to display only the first five digits of 'Zip_Code__c' from the parent Account? BEGINS(Account.Zip_Code__c, 5) TEXT(Account.Zip_Code__c, 5) LEFT(Account.Zip_Code__c, 5) LPAD(Account.Zip_Code__c, 5) CK has five years of sales data in their database, and CK's managers would like to check out their customers' first purchase records. How can app builder use roll-up summary to meet this requirement? Create a new date field called First_Order_Date__c, then create a roll-up summary to update the field using Type MIN. Create a new roll-up summary field called First_Order_Date__c, using Type MIN on the Opportunity Close Date with a filter where IsWon = TRUE. Create a new roll-up summary field called First_Order_Date__c, using Type SUM on Opportunity Close Date. Create a new date field called First_Order_Date__c, create a new Workflow to set the date, and roll up the value with a filter where IsWon = TRUE. UC created a custom object called Component to capture details about products sold. What approach should an app builder take to show Component as a related list on Product? Create a master-detail relationship on Product to Component. Add the Component related list to the Product page layout. Create a roll-up on Product. Add the Component related list to the Product page layout. Create a junction object to relate Component and Product. Add the Component related list to the Product page layout. Create a lookup relationship on Component to Product. Add the Component related list to the Product page layout. An app builder has been asked to display an Overdue Date that is two months after a Task's Due Date. Which approach should the app builder take? Use Process Builder and set Overdue Date equal to DueDate + ((365/12)* 2). Create a formula field using DueDate + 60. Use Process Builder and set Overdue Date equal to DueDate+ 60. Create a formula field using the ADDMONTHS( ) function. The previous administrator of the CK Salesforce Org always utilized text as the field type when creating new custom fields. CK's current road map requires a project that cleans up this Org during Lightning migration. Which three field types should be considered to keep better track of contact information in fields? Choose 3 answers. Date Phone Email Number Time UC uses a custom object called Reviews to capture information generated by interviewers during the candidate process. The Review records are visible to any user that has access to the related custom Candidate record. The VP of Human Resources wants the comment field on the Review to be private to anyone outside of the HR department. How should the app builder meet this requirement? Create an Apex sharing rule to share the field with users that have "HR" in their role. Create sharing rule to share the field with the VP of HR with Role and Subordinates. Create a page layout with the field for HR users and another page layout without the field for all other users. Create a page layout with the field and use field-level security to hide the field from all other users. UC wants to deliver purchased containers to remote construction sites. These locations are missing a traditional street address. In these cases the customer will supply UC with the coordinates to the location. What type of field should the app builder use to capture this information? External Lookup Text Geolocation Number The VP of Sales has requested that Account Site information should be visible on all Opportunity records. What is the recommended solution to meet this requirement? Roll-Up Summary Field Cross-Object Formula Field Process Builder Workflow Rule UC wants to ensure that they are accepting clean data from their users and verify that important fields are entered. What should an app builder recommend to meet this requirement? Create a workflow rule to check the fields are formatted correctly. Make a formula field to check the format of the important fields. Configure a validation to require a field for a specific record type. Update the important fields to be required on the page layout. Universal Container needs to add an additional recipient to a workflow email alert that is fired from the case object. What type of field could be added to the case object to allow the additional desired recipient on the email alert? Choose 2 Answers Formula field Email field Text field Lookup field The CRM Manager at Universal Containers has requested that a custom text field be converted to a picklist in order to promote better data hygiene. What needs to be considered before changing the field type? Choose 2 answers Existing list views that reference the field may be deleted. Field references will be removed in Visualforce pages. All data should be backed up before converting a text field. Changing a field type will remove existing field history. What are true statements regarding roll-up summary fields? Choose 2 answers Roll-up summary fields can only be created on the master of a master-detail relationship. The roll-up summary field inherits the field-level security of the child object. Changes to the value of a roll up summary field can trigger assignment rules to run. Multi-select picklist fields can be used in the field column of roll-up summary filters. Universal Containers stores invoices in SAP. Users want to view invoice data on the related Account records in Salesforce. How can this be achieved? Choose 2 answers Create a custom Invoice object and connect to SAP using Data Loader. Create an external object connected to an invoice table in SAP. Use SAP data export functions to load data directly in Salesforce. Connect to an OData Publisher Service for SAP databases. An App Builder is loading the data into salesforce. To link the new records back to the legacy system, a field will be used to track the legacy ID on the account object. For future data loads this ID will be used when upserting records. Which field attribute should be selected? Choose 2 answers Unique Required External ID Text(encrypted) When specifying an auto-numbered field in Salesforce, which of the following items are you able to specify? Choose 2 answers Starting Number Font size Language Display Format Which of the following actions must be performed in order to track changes on a specific field? Choose 2 answers Field History Tracking must be enabled on the object the field belongs to. Field History Tracking must be enabled at the Profile level for the desired users. Field History Tracking must be enabled at the Company Information level. You must file a case with Salesforce to enable Field History Tracking for your org. The desired field to track history on must be selected under Field History Tracking for the object it belongs to. DreamHouse Realty wants to track how many lifts are being installed into customer garages. The To_Be_Installed__c checkbox field on the Lift__c object should be checked and an external system should be notified via an outbound message the next day when a lift is sold. What automation tool should be used to complete this task? Process Builder Escalation Rule Approval Process Flow CK is finding sales people are inconsistent in data entry when deals are won. CK requires that custom shoes are shipped within 2 weeks after the close date. A custom field called Scheduled_Ship_Date__c on the Opportunity records the ship date. How should the app builder ensure this field is properly filled out before setting the Opportunity to closed won? OR(ISPICKVAL(StageName ="Closed Won")&&(Scheduled_Ship_Date__c-CloseDate)>14,ISBLANK(Scheduled_Ship_Date__c)) OR(ISPICKVAL(StageName,"Closed Won")&&(Scheduled_Ship_Date__c-CloseDate)>14,ISBLANK(Scheduled_Ship_Date__c)) ISPICKVAL(StageName,"Closed Won")&&(Scheduled_Ship_Date__c-CloseDate)>14 ISPICKVAL(StageName="Closed Won")&&(CloseDate-Scheduled_Ship_Date__c-CloseDate)>14 An app builder notices several Accounts converted from Leads are missing information they expected to be caught via Account validation rules. What could be the source of this issue? Lead validation rules fail to validate on records when they are being converted. The lead settings are allowing users to intentionally bypass validation rules. Account validation rules fail to validate on records converted from a lead. The lead settings are unchecked to require validation for converted leads. A CK employee submitted an opportunity for approval by their manager. What would happen if the employee attempts to edit the description field after submission? User will be able to edit the name, but unable to edit the description. User will be presented with a 'Record Lock' notification. User will be able to edit the description field only. User will see the record is now owned by their manager. Time's up
