Platform App Builder Mock 5 21/10/2022 by Miquel Espinosa 0 Comments Welcome to your Platform App Builder Mock 5 A user reports that they are seeing an error message during the lead conversion process. The error mentions a field API name of Lead_Source__c on the Contact object is required. Where could you go to change this field to not be required? Go to the Lead Object and set the standard Lead Source field to not required on the Field Level Security settings for the field. Go to the Lead Conversion page layout and set the Lead Source field to not required. Go to the Contact object and set the custom Lead Source field to not required on the Field Level Security settings for the field. Go to the Opportunity object and set the custom Lead Source field to not required on the Field Level Security settings for the field. Ninguna You have created a Visualforce page and a Visualforce tab and added it to the Salesforce mobile Navigation menu items. When testing in the Salesforce mobile app, the Visualforce tab does not appear. What have you forgotten to set? Development mode on your user account The 'Available for Salesforce mobile apps and Lightning pages' checkbox on the Visualforce page Mobile User designation on your user account Ninguna The VP of Sales has requested the ability for any Salesforce mobile user to be able to create a new account from virtually anywhere inside of the mobile app. What would you do to fulfill this request? Create an Object-Specific Quick Action on the Account object. Create a Global Action. Create a Custom Button and add it to all possible page layouts in the Salesforce mobile app. This cannot be accomplished in the Salesforce mobile app. Ninguna When an opportunity close date is delayed by more than 60 days, the manager and the VP of sales must approve the change. Which two solutions will meet the requirement? Choose 2 answers Create a Process Builder flow that submits the record for an approval process Create a workflow rule that checks for close date less than 60 days and add an email alert. Build an approval process that requires unanimous approval from the manager and VP of Sales. Build a validation rule that does NOT allow a user to save the opportunity record. Which two statements are true about record type? Choose 2 answers They allow different picklist values for all picklist fields. They can be used to control user role hierarchy. They allow different page layouts and mandatory fields. They can be enabled by profile and permission set. You are tasked with adding further automation to your Salesforce instance. The request is that whenever an opportunity's stage is set to Closed-won, a congratulatory Chatter message should be posted to the Opportunity feed, and include an @ mention directed at the Opportunity owner. Which automation tool should you select to fulfill this requirement? Workflow Rule Apex Trigger Approval Process Process Builder Ninguna Which Salesforce Automation Tool can be used to Delete records? Process Builder Visual Workflow Workflow Rule Approval Process Time-based Workflow Rule Ninguna You have been asked to ensure that the Amount field on Opportunities is populated when the Stage is set to Closed Won. What should you use to meet this requirement? Workflow Rule Validation Rule Escalation Rule Approval Process Lightning Process Builder Ninguna Where do you go to view pending workflow actions that are set to fire in the future? Setup Audit Trail Workflow Actions Report Time Based Workflow Queue Pending Workflow Actions List View Ninguna Which of the following may be added to Mobile Cards section of the page layout editor to have them show up as mobile cards in Salesforce mobile? Choose 3 answers Expanded Lookups Custom Buttons Components Visualforce Pages Related Lists Universal Containers utilizes a ten-step Sales Process for their Consulting Services. For Opportunities associated with their Consulting Services, they need to block the ability for all users (except for Admins) to move the Stage Designation backwards, which is often referred to as 'back-staging'. For example, the first stage in this Sales Process is Prospecting and the second stage is Qualification. For Consulting Services Opportunities in the Qualification Stage, they want only Administrators to be able to revert these Opportunities back to the Prospecting stage. How would you recommend that this be accomplished? Set Field Level Security on the Stage field on Opportunities to Read-Only for all users except for Administrators. Hide the Stage field from the page layout. Create an Opportunity Validation Rule to prevent back-staging of the Consulting Services Opportunities. Add Help text next to the Stage field to instruct the user to not set the Stage on the Opportunity backward. Ninguna A Customer Support Manager at Universal Containers would like to implement call scripting for their caller agents. What automation tool can be used to accomplish this? Workflow Lightning process Builder Visual Workflow Lightning Connect Ninguna The organization-wide default for a custom object is set to private. The Supervisor profile grants view access to the same object. A user with the Supervisor profile is also listed as the Manager on the user detail records for a subordinate. However, the Supervisor still CANNOT view records owned by the subordinate. Which two issue are preventing the Supervisor from viewing records owned by the subordinate? Choose 2 answers The supervisor requires permission set in order to view the subordinates' records. Organization-wide setting for the custom object grant access to other users with the same role. The Supervisor's role is NOT above the subordinate's role in the hierarchy. Organization-wide setting for the custom object don NOT grant access using hierarchy. UC manages internal projects by department using a custom object called Project. Only employees in the project's department should have view access to all of the department's project records. If an employee changes job and moves to another department, the employee should not longer have access to the projects within their former department. Which two options will meet the requirements assuming organization-wide default for Project is set to Private? Choose 2 answers Create a criteria-based sharing rule using the Project's department that grant access to users by public group. Create a criteria-based sharing rule using the Project's department that grant access to users by profiles. Create a criteria-based sharing rule using the Project's department that grant access to users by permission sets. Create a criteria-based sharing rule using the Project's department that grant access to users by roles. UC uses a private sharing model for opportunities. This model CANNOT be changed due to a regional structure. A new sales operation team has been created. This team needs to perform analysis on Opportunity data, and should have read and write access to all Opportunities. How to meet this requirement? Choose 2 answers Add a permission set with "View All" and "Modify All" opportunity permission enabled. Add a manual share for all opportunities with each user on the sales operations team. Create a criteria-based sharing rule to share all opportunities with the sales operations public group. Create a criteria-based sharing rule to share all opportunities with the sales operations private group. Which capability allows an app builder to grant object-level access? Choose 2 answers Assigning a user a Profile that allows Read access to an object. Assigning a user a Permission Set that allows for Read and Edit access to an object. Assigning a user a Role that allows Read access to an object. Assigning a user a Public Group that allows for Read and Edit access to an object. Universal Containers is rolling out a new customer service process. Customer service managers will need to edit cases for their subordinates, but not cases for other groups. Managers and users should be able to view all cases. What is the recommended solution to configure this? Choose 2 answers Create standard role hierarchies Set organization-wide sharing defaults to public read/only Create criteria-based sharing rules Set organization-wide sharing defaults to private An app builder has created a report for salespeople to view records from the custom object, some users have complained that they are unable to see all of the appropriate records. What steps should be taken to ensure data visibility within the report? Choose 3 answers Check organization-wide defaults Check the user's profile for object settings Check the report folder sharing settings Check reports filter Check Sharing rules UC is setting up Salesforce for the first time. Management wants the sales and marketing teams to have different navigation menu in the Salesforce Mobile App. Which option is available to an app builder to satisfy this requirement? Create mobile navigation menus for both the sales and marketing profiles. Create public groups for sales nd marketing and create mobile navigation menus for each group. Create roles for sales and marketing and assign a custom homepage layout for each role. Create sales and marketing profiles and ensure read access to different objects. Ninguna Sales reps want to capture custom Feedback record details related to each Account. The sales reps want to accomplish this with minimal clicks on the Salesforce Mobile application. Which two solutions should be recommended in order to meet this requirement? Choose 2 answers Create an object-specific action on Account Create predefined vales for most of the fields Create global action on Account Create feedback object as a partner of Account The appraisal team at DreamHouse Realty wants to leverage Salesforce mobile app. What should app builder do to optimize user experience on mobile? Choose 3 answers Minimize the amount of formula fields and lookup fields to reduce page load time. Create individual customized layouts for different phone operating systems. Use Global Actions to make it easy to perform vital functionality on mobile. Put the most important fields in the compact layout so they are easy to find. Avoid using default field values so that the user is required to fill in all fields on the screen. At UMS, there is a single Lightning record page for the Celestial Bodies custom object; however, there is a Lightning component the app builder wants to restrict to mobile app users. What feature in the Lightning app builder should be utilized? Highlights panel Component visibility filter Related list quick links Chatter feed Ninguna Ninguna UC has a Lightning record page that supports both the mobile app and desktop. An app builder has downloaded a custom Lightning component from AppExchange, but users are unable to view the component on mobile devices. What can be the issue? The record page template is unable to support mobile devices. The component has been developed for Desktop Pages. The record page needs to be activated. The component needs to be activated. Ninguna An app builder wants to show groups as the last navigation menu item in the Salesforce1 mobile app. However, the app builder is not able to select groups as one of the items on the drop-down menu. What could cause this? Groups is showing up in the recent section and not in the navigation menu. Groups is not included in the selected list for the navigation menu. Groups is included in the smart search items but not on the navigation menu. Groups can not be the last item in the navigation menu. Ninguna Universal containers wants to provide a different view for its users when they access an Account record in Salesforce1 instead of the standard web version. How can this be accomplished? Choose 2 answers By adding a mobile layout and assigning it to a profile. By adding quick actions in the publisher section. By adding actions in the Salesforce1 action bar section. By adding Visualforce page to the mobile cards section. Which setting is available to customize Salesforce1 mobile app for branding? Choose 3 answers Header and search bar color. The image on loading page. Background color on loading page. Notification and search icon. Action bar color. Which of the following is not a valid Salesforce Sandbox type? Choose 2 answers Full Integration QA Developer Developer Pro Partial Copy What mechanism does Salesforce provide via the Setup menu to be able to view any changes developers have made to objects, workflows, etc.? Debug Log Developer Console Force.com IDE Setup Audit Trail Ninguna Your company needs a sandbox that can be refreshed weekly and include some (but not all) of the data from your Production org. Which type of Sandbox can fulfill these requirements? Full Sandbox Partial Copy Sandbox Developer Sandbox Integration Sandbox Ninguna Which of the following is the proper sequence for making changes to a Salesforce organization via a Change Set? Deploy, Upload, Validate Upload, Deploy, Validate Validate, Deploy, Upload Upload, Validate, Deploy Ninguna Which of the following statements related to unmanaged packages are true? Choose 2 answers You will receive automatic updates from the developer of the unmanaged package. The code in the unmanaged package may be modified you in your own org. Any test code included with the unmanaged package will be tested when deployed. Any components in the unmanaged package will not count towards overall limits. Which two are key considerations when using Unmanaged packages? The person who created the Unmanaged package has no control over the installed components. The person who created the Unmanaged package can change or update installed components. A namespace is NOT required to create an Unmanaged package. A namespace is required to create an Unmanaged package. Universal Containers has deployed custom tabs through change sets, without including the profiles, to production (enterprise edition). Which statement is true in regards to the visibility of custom tabs? Custom tabs are exposed for all users Custom tabs are hidden for all users Custom tabs are default off for all users Custom tabs are default on for all users Ninguna UC wants to build a Recruiting app that allows for multiple Positions to appear on custom objects: Website and Posting. UC requires a report that shows the related custom objects of Posting. Which two items should the app builder configure to implement this? Choose 2 answers Configure a Posting object with Master-Detail field to both Position and Website Utilize the Standard Report Types Configure a Posting object with Lookup field to both Position and Website Create two new Custom Report Types At UC, all US Sales Reps should be able to view the US Team Dashboard. However, only the US Sales Director should be able to see the data in the component and view its source report. How can the app builder ensure the proper access is granted? Share the dashboard folder with roles and subordinates of the US Sales Director and share the report folder with the role of US Sales Director. Share the dashboard with the Public Group US Sales Reps and share the dashboard source reports folder with the US Sales Director profile. Make the US Sales Director the running user and share the dashboard folder with the role US Sales Rep. Make the dashboard dynamic and give us Sales Reps the View My Team's Dashboard permission. Ninguna A new field has been added to the Applicant object. A recruiter runs the 'Position with or without Applicants' report and notices that the report is missing new field from the 'Select Columns' step of the Report Builder. What can app builder do to troubleshoot this issue? Add the field to the custom report type field layout Adjust the field level security to include in the report type Update the profile with the Manage Pubic Reports permission Check "Allows Reports" for the Position and Applicant objects Ninguna UC allows users to create standard reports on demand. Which two considerations should users be aware of when creating a new report? Choose 2 answers Users can require that child objects exist for parent records using a cross filter. The report type determines the types of records and fields that will be available. Records will be available in the report regardless of security permissions. Reports created from standard report types are available to all users. Which of the following are true statements regarding converting a tabular, summary, or matrix report to a joined report? Choose 3 answers Joined report blocks are formatted as matrix reports. Bucket fields are not supported in joined reports. Cross filters are not supported in joined reports The rows to display filter is not supported in Joined reports. Report formula fields are not supported in Joined reports. A divisional manager wants to add a chart into a page layout. Which report format can be used as the source report to accomplish this? Choose 2 answers Matrix format with a chart Joined format with a chart Tabular format with a chart Summary format with a chart A sales manager would like to look at an account record and view charts of all the related: - open opportunities - closed/won opportunities - open cases How many report charts can be added to the account page layout to meet this requirement? 3 1 4 2 Ninguna Universal Containers would like to embed a chart of all related Opportunities by stage on Account detail page. Which type of report should the App Builder create? A summary report on the Opportunity object. A summary report on the Account object. A tabular report on the Account object. A tabular report on the Opportunity object. Ninguna Which of the following are true statements regarding managing access to reports and dashboards? Choose 2 answers Users with the "Manage Public Reports" permission can organize reports by creating custom report folders and sending invitations to users to access them. Users must have certain permissions to access public, hidden, or shared folders. Users with the "Manage Public Reports" and "Create and Customize Reports" permissions can create custom reports that all users can view. Users that want to grant access to personal folders can manually share a personal folder with a user or public group. A user creates an Account report, s/he can see the Industry filed in the Account page layout, but s/he cannot see Industry as an available field in the report builder. What could be the reason? The user uses a custom report type which does not include the Industry field. The Industry field has no record values in the Account. The Industry field is not enabled for the particular record type. The user does not have Industry field visibility in the field-level security. Ninguna A Service Codronoror (SC) for Ursa Major Solar (UMS) does a final review of work orders owned by a technician for a specific region before the records are submitted for an invoice. Before closing out the work order, the SC needs to modify data or remove attachments that were added by mistake. The SC also needs access to any other related records owned by the technician. What solution would provide the required access, given a private data model? Give the SC a permission set with the Modify All Data system permission. Change work order access on the SC's profile to 'Modify All'. Put the SC in the Role Hierarchy above the technicians whose work orders they review. Create a workflow rule that updates records owned by technicians in that region with the SC. Ninguna UC has two types of applicants, hourly and salary. There are separate record types for each. While all members of the human resource department need to be able to view all applicant records, only the hiring manager and VP of HR should be able to create salary applicant records. What should the app builder recommend to meet this requirement? Update the org-wide default to private and create a sharing rule for the role of recruiting manager. Remove "create" permission for the salary applicant object from everyone except the manager and VP. Configure the hourly record type as the default and instruct Non-management users to accept the default record type. Create a permission set containing the salary record type and assign it to the appropriate users. Ninguna UC implemented an application process that uses custom objects Internships and Applications. The organization-wide default for Internships has been set to private and is the master in the master-detail relationship with Applications. The VP of HR wants to allow edit access to Applications to recruiters. How should an app builder configure the proper access? Create a queue for the web applications and assign access to the users who will be editing the records. Set the organization-wide default on the Applications object to Read/Write. Add a sharing rule that grants the users Read/Write access to the Internship records. Create a Sharing rule that grants the users Read/Write access to the Application records. Ninguna Universal Containers has a custom picklist called Support Level on the Account object. They would like to show the real-time value of Support Level on all case records. How should an app builder implement this requirement? Create a formula field on the Case object using the TEXT function. Create a formula field on the Account object using the ISPICKVAL function. Create a Process Builder and use a field update on the Case object. Create a roll-up summary field using Support Level on the Account object. Ninguna Universal Containers conduct evaluations of their sales reps using a custom object consisting of numerical scores and executive comments. The company wants to ensure that only the sales reps, and their manager's executive can view the rep's evaluation record but the reps should not be able to view the executive comment field on their review. How can these requirement be met? Use a private sharing model granting record access using hierarchy; manage field access with record types and field-level security. Use a private sharing model granting record access using custom setting; manage field access with page layouts and field level security. Use a private sharing model granting record access using hierarchy; manage field access with field-level security. Use a private sharing model granting record access using custom setting; manage field access with record types and page layouts. Ninguna Which three field types could be included when building a Custom Report Type? Choose 3 answers Custom fields that have been added to the report types page layout. Renamed fields from standard objects in their original state. Lookup fields through four levels of lookup relationships. Custom metadata field values. Standard age fields on cases and opportunities. A custom object has a public reads only sharing settings that does not grant access using hierarchies. A dynamic sharing rule provides write access to the object to the global marketing public group if the record is marked as global. A user creates a new record and marks it as global. Who will have write access to the record? The global marketing public group and anyone above the owner in the role hierarchy. The record owner and the global marketing public group. The global marketing public group, the record owner, and anyone above the owner in the role hierarchy. The record owner and anyone above the owner in the role hierarchy. Ninguna The VP of Sales at Universal Containers has requested that Sales reps be given access to view all Accounts in Salesforce. However, they've also requested that sales reps only be allowed to create new Opportunities on Accounts they own. How can this requirement be met? Create an Opportunity Validation Rule that compares the Opportunity and Account Owners. Create a new Opportunity Quick Action that validates Account ownership. Set the Organization-Wide Defaults sharing on Opportunities to Private and recalculate sharing. Set the Organization-Wide Defaults sharing on Opportunities to Controlled by Parent. Ninguna Universal container would like to use a chatter group for their mergers and Acquisitions to collaborate on potential new projects. The group should not be visible to non-members to see you or join, and can be accessed by invite only. Which chatter group type should the app builder recommend? Unlisted Group Public Group Private Group Member group Ninguna A custom object named Assignment has a private sharing setting that grants access using hierarchies. The organization has a role hierarchy where the "Specialist" role reports to a "Manager" role which reports to a "Director" role. The director role is at the top of the role hierarchy. A user who is the manager role creates a new Assignment record. Who can send this record? The record owner and the directors in their hierarchy. The record owner and those above the specialist role in their hierarchy. The record owner and the managers in their hierarchy. The record owner and the specialists in their hierarchy. Ninguna A custom field on an account is used to track finance information about a customer. Only members of the Finance Team have access to this field. However, the business wants to allow one customer service agent, who is assigned the customer service profile, read-only access to this field for special circumstances. What is the recommended solution to grant the customer service agent access to the field? Create a permission set that allows read-only access to the field via Field Level Security and assign it to the agent. Create a new profile to allow for read-only access to the field via Field Level Security and assign it to the agent. Update the Customer Service Profile already assigned to the agent to allow for read-only access to the field via Field Level Security. Update the custom field's Field Level Security in setup to allow the agent read-only access to the field. Ninguna What should be done to provide managers access to records of which they are not the owner in a private sharing model? Create a Manager Permission set and select the "View All Data" option. Create a Manager profile and select the "View My Teams Data" option. Define a Role Hierarchy and use the Grant Access Using Hierarchies option. Set the Manger field for each User Record on the Manager's team. Ninguna Which of the following statements is true, as it relates to the core functionality of the Salesforce Security Model? Organization Wide Defaults are set to the most open setting at their foundation, and you restrict access and rights as you layer Sharing Rules, Permission Sets, Profile Settings, etc. Organization Wide Defaults are universal and cannot be overridden by other security mechanisms in Salesforce. Organization Wide Defaults are set to the most restrictive setting at their foundation, and you open up further access and rights by layering on Sharing Rules, Permission Sets, etc. None of the above. Ninguna You have a subset of users that belong to three different profiles that need to be granted the ability to delete Cases in your org. Which of the following approaches would be optimal in order to fulfill this requirement? Create a new custom profile with delete rights on Case, and then assign the subset of users to it. Clone a Role and add delete rights on Case, and then assign the subset of users to it. Create a Permission Set that grants delete rights on Case, and then assign the subset of users to it. Change the org-wide default on the Case object so that all users can delete a case. Then further restrict the Case object to remove delete ability from the appropriate users via Sharing Rules. You can not set the rights on Cases to allow for deletion in Salesforce, because this would violate best-practices for support. Ninguna Which two features should an app builder use to extend record access beyond the organization-wide defaults? Choose 2 answers Public or private groups Dynamic role hierarchy Owner-based sharing rules Criteria-based sharing rules UC utilizes opportunities and a custom object called 'Detailed_Sales__c'. The company would like to roll sales metrics up to an opportunity for only 'Detailed_Sales__c' records that have their picklist status set to Active. What is the recommended method for the app builder to achieve this request? Create a master-detail relationship between the parent and child object with a roll-up summary field that filters on the status field. Create a lookup relationship between the parent and child object with a roll-up summary field that filters on the status field. Utilize the AppExchange to download a third-party application that can roll up the sales dollars with the appropriate filter. Utilize Apex code to roll up the desired amounts. Ninguna A new custom object is being created with a private sharing setting. The business wants to share individual records with specific people or group of people on a case by case basis. What options does the business user have to manually share individual records? choose 3 answers Public groups Permission sets Roles Profiles Users CK has a shipment date on each shipment that is sent out. Dispatchers need more details on the day and time the shipment was sent out. The app builder needs to change the current field type that is used from Date to Date/Time. What should the app builder be aware of when it comes to data already in the system? The change will be instant. The field name will change. Data loss will be experienced. Historical data will be updated to 12:00 timestamp. Ninguna UC wants to create a report to show job applications with or without resumes. What considerations should the app builder be aware of when creating the custom report type? A primary object selection is locked once the custom report type has been saved. Once the report type has been deployed, it can't be deleted. When a custom or external object is deleted, the report type and reports remain but cause an error when running the report. An app builder is unable to create custom report types for objects they do NOT have permissions for. Ninguna UMS wants to convert the relationship between 'Galaxy__c' and 'Star__c' from a lookup relationship to a master-detail relationship so that each 'Galaxy__c' record can contain a roll-up summary count of 'Star__c' records. Which two things should be considered? Choose 2 answers The 'Star__c' records are all required to have an existing value in their 'Galaxy__c' field. The 'Galaxy__c' object is required to contain existing roll-up summary fields. The 'Star__c' object has less than two existing master-detail relationships. The 'Galaxy__c' object has less than two existing master-detail relationships. Which of the following are valid selections you can make when creating a new sharing rule and specifying who it can be shared with? Choose 3 answers Users Roles Roles and Subordinates Queues Public Groups Time's up
