Platform App Builder Mock 4 21/10/2022 by Miquel Espinosa 0 Comments Welcome to your Platform App Builder Mock 4 UC wants sales reps to get permission from their manager before deleting Opportunities. What can be used to meet these requirements? Process Builder with Submit for Approval action Approval Process with Time-Dependent Workflow action Two-step Approval Process Approval Process with Apex Trigger Which Salesforce feature guides users along the steps of a process, such as when working an opportunity, and highlights Key Fields and Guidance for Success notes in Lightning Experience? Sales Process Support Path Path Escalation Rule Assignment Rule Workflow Rule What are two capabilities of record types? Choose 2 answers Having multiple record types one record Filtering picklist values Displaying different field labels Displaying different page layouts What are the available types of actions that can be performed immediately or as a time-based action with workflow rules? Choose 3 answers New Email Alert New Outbound Message New Record Delete Record New Field Update When are Data Validation Rules fired in Salesforce? Choose 2 answers After a new record is saved. Before a new record is saved. Before an existing record is updated. After an existing record is updated. All of the above. None of the above. Which of the following automation tools provide a visual designer that you can use to build your solution? Choose 2 answers Process Builder Visual Workflow Workflow Rule Approval Process In which of the following scenarios may cross-object field updates be performed via workflow rules? Choose 2 answers Custom-to-Custom Master-Detail Relationships Custom-to-Standard Master-Detail Relationships Standard-to-Custom Master-Detail Relationships You cannot perform cross object field updates via Workflow Rules. UC uses a custom object to track expense reports. UC wants to automatically post updates on record's feed whenever an expense report has been approved. Approval process Feed Quick Action Feed tracking Auto-response rules Reps at UC use Salesforce to record information for new Leads. When new prospects are added, an outbound message is sent to SAP with the Lead's information. Which automation process will accomplish this without writing any code? Use Assignment Rule to create a wizard that will send an outbound message. Design an Approval Process that sends an outbound message upon approval. Create a process using Process Builder to send the outbound message. Create a Workflow Rule with an outbound message as the action. Where can a Standard Lightning Component be placed in the Lightning App Builder tool? Console Layout Canvas Mini Page Layout Mobile Card The app builder at UC has been asked to ensure that the Country field on the Account object is captured as the two letter abbreviation. How can the app builder satisfy this requirement? Create a workflow rule that only allows the expected format. Create a validation rule that only allows the expected format. Create a validation rule to set values using an external data source. Create a workflow rule to set values using an external data source Universal Containers uses a custom object to track Site Visits. When the status of a Site Visit is changed from "In Progress" to "On Hold", the business wants the Site visit owner to be automatically assigned to an "On Hold" queue. Which capability can be used to accomplish this? Flow Action Assignment Rule Escalation Rule Universal Containers has a custom assessment object used by three divisions. Each division wants to track different information on the assessments, including different values for the status picklist. Division managers do not want their teams to be able to create another division's assessment. How can this be accomplished? Create additional custom assessment objects, one for each division, to track their assessments so information can be tracked separately. Use profiles to restrict access to the three custom objects. Create separate assessment record types for each division and use them to limit picklist values. Create separate page layouts for each record type and use profiles to restrict record type access. Create three page layouts to determine the fields and picklist values for each user based on the division indicated on their user record. Use field-level security to restrict access to each division's fields. Create a separate page layout for each division and assign them profiles. Use the profile setting to configure each division's custom field list and picklist values for assessments. A customer service representative at a call center would like to be able to collect information from customers using a series of question prompts. What could be used to accomplish this? Lightning process builder Workflows rules Lightning connect Visual workflow Universal containers is importing 1,000 records into Salesforce. They want to avoid any duplicate records from being created during the import. How can these requirements be met? When importing the file, select the "Prevent Duplicates" option on the last step of the Import Wizard and import the file. Include a column in the import file that has either record names, Salesforce IDs, or external IDs that can be used to match records. After importing all of the custom objects, review all records created and manually merge or delete and duplicate record. After importing all of the custom objects, run a duplicate check report, export the record to a CSV File, and run a mass delete to purge any duplicates. Universal Containers uses a custom object to track open job positions. They would like to automatically post updates on a record's feed whenever a position stage is changed. Which social feature can be used to accomplish this? Workflow rule Feed Quick Action Auto-response rule Feed tracking Universal Containers needs a field on the Account to track how many Opportunities are closing within the next 30 days. What can be used to accomplish this goal? Process Builder Apex Code Roll-up Summary Field Workflow Rule Universal Containers has two teams: Sales and Services. Both teams interact with the same records. Sales users use ten fields on the Account record. Services users use three of the same fields as the Sales team, but also have five of their own, which the sales team does not use. What is the minimum configuration necessary to meet this requirement? One profile, two record types, one page layout. Two profiles, two record types, two page layouts. One profile, one record type, one page layout. Two profiles, one record type, two page layouts. A Lightning Page is a custom layout that lets you design pages for use in which Salesforce instances? Choose 2 answers Lightning Experience Salesforce Classic Salesforce1 Mobile Lightning Components None of the Above Which of the following are the 3 valid display types that are available when selecting to create a New Button or Link on an object? Choose 3 answers Detail Page Link List Link Detail Page Button Clone Button List Button Once you have created an object-specific quick action, what must you do for it to be visible to end-users? Associate the quick action with profiles Add the quick action to the page layout in the Page Layout Editor Add the action to an app Nothing. Quick actions can not be exposed to end users, but are actions that are performed behind the scenes in Salesforce. What type of action in Salesforce enables users to create object records, but the new record has no relationship with other records? Quick Action Global Action Time Based Workflow Action Object Specific Action At UC, multiple departments utilize the Case object for different purpose. Some users submit cases while other users provide customer support with case records. What is the minimum required configuration for an app builder to enable different users to see different fields, based on the case type? Record Types, Page Layouts, Permission Set, and Profiles. Record Types, Page Layouts, Case Team, an Profiles. Record Types, Page Layout, Support Process, and Profiles. Record Types, Page Layout, Field Sets, and Profiles. An app builder at UC wants to prevent users from creating new records on an Account related list by overriding standard button. Which two aspects should the app builder consider before overriding standard buttons? Choose 2 answers Standard buttons can be overridden with a Visualforce page. Standard buttons can be overridden ,relocated on the detail page, and relabeled. Standard buttons can be changed on lookup dialogs, list views, and search result layout. Standard buttons that are NOT available for overrides can still be hidden on page layouts. UC has purchased a Lightning Component on the AppExchange. In which two areas can these Components be utilized? Choose 2 answers Process Builder Standalone Lightning App Flow Builder Salesforce1 Mobile App UC has a customer base where many customer have the same or similar company names. Which functionality should be configured to improve an end user's search experience? Choose 2 answers Update the account search layouts search results columns displayed. Update the account search layouts list view filter setting. Update the account search layouts accounts tab columns displayed. Update the account search layouts search filter fields. A business user wants a quick way to edit a record's status and enter a custom due date field from the record's feed in Salesforce Mobile App. What could be used to accomplish this? Custom quick access link Custom button Custom URL formula field Custom action UC wants to test code against a subset of production data that is under 5 GB. Additionally, UC wants to refresh this sandbox every weekend. Which type of sandbox should be used to accomplish this? Developer Developer Pro Partial Copy Full Which statement is true when a new full sandbox is created? Choose 2 answers User's email addresses will not be modified. Default email deliverability is set to system email only. Chatter data will be copied to the sandbox by default. Usernames will be modified uniquely for that sandbox. To Synchronize Accounts, orders and shipments in real time, a developer has built a custom interface between an external system and salesforce, prior to deployment, the developer needs to confirm that the interface can sustain the syncing of thousands of records at a time. Which sandbox environment is recommended to complete performance and load testing? Partial Sandbox Developer Sandbox Developer Pro Sandbox Full Sandbox When should Unmanaged packages be created? Choose 2 answers Deploying from a Developer Edition environment Publishing an application for sale on the AppExchange Migrating of components from sandbox to production Distributing open-source projects on AppExchange What is the capability of sandbox templates? Choose 2 answers Create a Partial Copy sandbox from a Partial Copy sandboxes environment. Specify the object whose data should be replicated in a Partial Copy sandbox environment. Specify the data range for data being replicated in a Partial Copy sandbox environment. Save a template for re-use when creating a Partial Copy sandbox environment. What metadata changes can be made directly in a production environment without deploying from sandbox? Choose 2 answers Apex triggers Visualforce pages Validation rules Apex classes At UC, the Account object has a Master-Detail relationship with an Invoice custom object. The app builder wants to change this to a lookup field, but is NOT able to do so. What could be causing this? The Account is included in the workflow on the Invoice object. The Invoice must have at least one Master-Detail field for reporting. The Invoice records have existing values in the Account. The Account record includes Invoice roll-up summary fields. Leads can be added to which standard Salesforce object record? Accounts Opportunities Campaigns None of the above In addition to Field History Tracking, there is another tracking mechanism available in Salesforce that enables you to track additional fields and their history. What is this tracking mechanism called? Field Level Security Setup Audit Trail Feed Tracking Filed History Tracking In addition to downloading and installing apps on the AppExchange, you can also download and install what else in your org? Lightning Pages Lightning Components Validation Rules Page Layouts Which three objects can be members of a Campaign? Choose 3 answers Contact Account Lead Opportunity What are two capabilities of Schema Builder? Choose 2 answers Viewing page layouts in a new window Showing selected object on a page Creating a new record type Editing custom settings How should an app builder configure access to a contact's Twitter profile for Salesforce mobile app users? Add an AppExchange Lightning Component to the mobile app Add the Twitter component to mobile view Lightning pages Add a formula field to the Contact page layout Add a Twitter Quick Action to the mobile navigation Which of the following steps must a Salesforce user perform in order to link a specific social account to a contact record in Salesforce? (select 2) The user must log in to their own social account. The user must search for and select the social account for the contact in order to link it. The user must enable the Social Studio license in their user account. The user must enable Social Discovery in their org. What is the first thing that you need to do in order to set up Social Accounts, Contacts and Leads in your Salesforce org? Log in to your own social accounts Add the Twitter card to the Mobile Cards section of the accounts, contacts, and leads page layouts Enable Social Accounts and Contacts via Setup Contact Salesforce Support to enable Social Accounts and Contacts for you An app builder created multiple custom fields, page layouts, and reports in the sandbox and added them to a change set. After the change set was deployed to production, the reports were NOT deployed. What should the app builder do? Move the reports from the Unfiled Public Reports folder and add them to a new change set. Move the reports to the Unfiled Public Reports folder and add them to a new change set. Add the reports to an unmanaged package and install the unmanaged package into production. Recreate the reports in production. Reports are not supported in change sets. An app builder wants to create a report to compare the number of support cases in each status (New, In-progress, Closed) and by priority (Critical, High, Medium, Low). Which solution should be used for the report? Filters Grouping Bucket Columns Custom Report Type An app builder at DreamHouse Realty created a custom object which has fields containing data from two different objects via related lookups. What is needed to create "with" or "without" reports on the new custom object? Report Filters Report Bucket Field Row-Level Formula Custom Report Type Which type of relationship is available only for the user object and lets users use a lookup field to associate one user with another user? Master-detail Lookup Junction Hierarchical On which side of a relationship can a custom object have a rollup summary field created on? Master Detail Both None 70,000 lead records need to be imported into your Salesforce org. Which Data Import tool is best suited for importing these records? Excel Data Import Wizard Data Loader None of the Above In a Master-Detail relationship, the relationship is established on the detail object, and the related list is displayed on which object? master detail both neither Which of the following actions can be performed within the Schema Builder? Choose 3 answers Create a new custom object Create a new custom field Export a visual diagram of your schema to a PDF Delete a custom field UC sales reps can modify fields on an Opportunity until it is closed. Only the Sales Operations team can modify the Post-Close Follow-up Date and Posts-Close Follow-up Comments fields. How can these requirements be met? Use field-level security on the page layouts to restrict editing fields. Use record types with field sets and restrict editing fields using field-level security Use multiple record type, page layouts, and profiles Use field-level security to mark fields as read-only on the Sales profile An app builder has been asked to provide users a way to identify a Contact's "Preferred Contact Method" directly on the Contact record. Users need to be able to identify whether a phone number or an email is the Contact's preferred communication method. Which field type will allow the app builder to accomplish this with the fewest fields possible? Email Checkbox Formula Picklist The VP of Marketing wants to broadcast an email to 10,000 contacts in Salesforce on a regular basis, but realizes Salesforce's mass email functionality has a limitation on the number of emails that can be sent each day. What action should the app builder take? Develop Apex code and Visualforce pages to send the email. Download all Contacts to a CSV file and use an email client to send the emails. Research and evaluate products available on AppExchange to send mass emails. Request Salesforce increase the number of maximum daily emails. Which security mechanism in Salesforce allows users to share records that they own to other users, roles, and public groups? Manual Sharing Sharing Rule Org Wide Default Permission Set The Human Resources Director needs the Heads of each Department to be able to edit Time Off Requests, which is a Custom Object in your Salesforce organization. The Heads of these Departments each belong to different Profiles in Salesforce, and yet they need the ability to edit Time Off Requests to be extended to them. What is the best option for accomplishing this requirement? Set the organization-wide default for Time Off Requests to Private and create a Sharing Rule to allow access to the requests to the Department Heads. Set the field level security to all fields on the Time Off Request object to Read-Only, and then open up access to be able to edit the Time Off Request records by creating a Sharing Rule for the Department Heads. Create a new Permission Set and enable Edit permission on the Time Off Request object, then assign the Department Head users to the new Permission Set. Create a new profile called Department Heads and assign each of the Department Head users to this new profile. UC uses a custom object called Candidates to track information about people who are being recruited for jobs within the company. Employees should be able to create a Candidate record; however, only HR users should be able to view, edit, and report on the Salary field. Which action should be recommended for controlling who can view the Salary field? Restrict access to the "Salary" field for general employee users using custom sharing settings. Create and assign separate Candidate page layouts for general employee users and HR users. Create and assign separate Candidate record types for general employee users and HR users. Restrict access to the "Salary" field for general employee users using field-level security. CK wants to track orders against inventory, ensuring its ability to fulfill order requests. CK created a junction object called Request_Inventory__c to enable many-to-many relationships with the Inventory_c and Order__c objects. What does the app builder need to provide to ensure users can view Request_Inventory__c records? Read access to the first master object. Read access to both master objects. Sharing rules on Request_Inventory__c object. Apex-based sharing on the first master object. The marketing team at UC has a list of 400 leads it wants to upload to Salesforce. The team needs to avoid creating duplicate records. Which two actions should be taken to meet this requirement? Choose 2 answers Upload the lead list using the Import Wizard and select a Matching Type to prevent duplicate lead creation. Enable Duplicate Matching in the Data Management section in Setup and activate the Lead-to-Lead scenario. Use Data Loader's update function to import to import leads and match to existing records based on e-mail address. Utilize a Lead Matching Rule and corresponding Duplicate Rule to block newly created leads. The Training team at UC uses a custom Training object to track customer training sessions. An app builder needs to create a relationship between the Training object and the related Student's records. Which two statements are true when creating a Student lookup field on the Training object? Choose 2 answers Cross-object field updates between Training and Student records are NOT supported. On training record, users can only delete Students, if they have access to it. On Student record, users can set up Roll-up summary field on Training records. On Training record, the Student Lookup field can be made optional. The events manager at CK hosted a launch party and wants to add a CSV file of attendees into a Campaign as Campaign Members so CK can track any future purchases the guests make. Which three considerations should be made prior to using the Data Import Wizard for importing Campaign Members? Choose 3 answers When importing Campaign Members to a Campaign, a status does not need to be selected because the default member status is 'Planned'. Related Lead, Contact, and Campaign records for the Campaign Members should exist prior to import. Inserting new Campaign Members prohibits workflow rules and processes for any records that meet automation criteria. The Data Import Wizard should be accessed from the object home page or from personal settings since they are not System Administrator. The CSV should be properly formatted and deduplicated prior to insertion via the Data Import Wizard to maintain data cleanliness. UC has created two custom objects called Seminars and Attendees. Organization-wide defaults for these objects have been set to Private. UC wants to set up a new junction object between these custom objects. A select group of users should be able to edit records in the junction object. Which two steps should an app builder take to configure the proper security? Choose 2 answers Set Sharing Settings to Read Only on both Master-Detail relationship fields. Create an owner-based sharing rule that gives Read access to the junction object. Set lookup filters on both junction object relationship fields. Create owner-based sharing rules that give Read access to the master objects. CK has a sales rep who is stating that their Contact is unavailable for other users to see within Salesforce. In which three ways can an app builder troubleshoot this issue? Choose 3 answers Review the Contact record and ensure it is linked to an Account. Confirm whether Default Organization-Wide Sharing Settings provide access to the Account. Verify the users with the issue have access to the Contact object. Create a new Contact and have the users try again. Create an Account Sharing Rule to give the users access to all records. Accounts at UC are currently readable by all users but editable only by their owners. Management wants to designate some Accounts as VIP Accounts. Only Account owners should have read access to these VIP accounts. What two actions should an app builder take to meet the requirements? Choose 2 answers Configure a Permission Set Set up an Account Team Change Organization-Wide Defaults Implement a Sharing Rule UC uses a private sharing model on Accounts. User A and User B both own Accounts of their own and have both been sent a new Account record in an email owned by User C to take a look at. User A is able to open and view the record but User B receives an insufficient privileges error. User A and User B have the same role in the Role Hierarchy as User C. What are the three reasons User A has access but User B is unable to access the record? Choose 3 answers User A is on the same Account Team as User C User A is in a Public Group that has access via a Sharing Rule User A and User B have different profiles User A was granted an additional permission set User C has manually shared the record with User A UC allows all employees to submit reviews for leadership using a custom object. These reviews should only be visible to the HR department and the employee who submitted the review. Which three steps should an app builder take to properly control access to review records? Choose 3 answers Add a Master-Detail(User) field on the Review object. Create a criteria-based Sharing Rule for the HR Department Remove review read permission from non-HR Department user Profile Disable Grant Access Using Hierarchies Set Org-wide Default to Private Time's up