An app builder created multiple custom fields, page layouts, and reports in the sandbox and added them to a change set was deployed to production, the reports were NOT deployed. What should the app builder do?
A. Move the reports to the Untried Public Reports folder and add them to a new change set.
B. Move the reports from the Unfiled Public Reports folder and add them to a new change set
C. Recreate the reports in production. Reports are not supported in change sets
D. Add the reports to an unmanaged package and install the unmanaged package into production.
Explanation: 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.
Cloud Kicks 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)
A. Create an Account Sharing Rule to give the users access to all records.
B. Confirm whether Default Organization-Wide Sharing Settings provide access to the Account.
C. Review the Contact record and ensure it is linked to an Account.
D. Verify the users with the issue have access to the Contact object.
E. Create a new Contact and have the users try again.
Explanation:
To troubleshoot the issue of a contact being unavailable for other users to see, an app
builder should check the following things:
Confirm whether Default Organization-Wide Sharing Settings provide access to
the Account. This setting determines the baseline level of access that users have
to each other’s records.
Review the Contact record and ensure it is linked to an Account. Contacts that are
not linked to an account are private and only visible to the owner and
administrators.
Verify the users with the issue have access to the Contact object. Users need to
have at least read permission on the Contact object to view contact records.
Option A and E are not relevant for troubleshooting this issue.
Universal Container's sales reps can modify fields on an opportunity until it is closed. The sales operations team has access to modify the Post-Close Follow-up Date and Post-Close Follow-up Comments fields after the opportunity is closed. After the opportunity is closed, the rest of the fields are read only. How should these requirements be met?
A. Use record types with field sets and restrict editing fields using field-level security.
B. Use field-level security on page layouts to restrict editing fields.
C. Use field-level security on page layouts with record types to restrict editing fields,
D. Use field-level security to mark fields as read-only on the Sales profile.
Explanation: To manage field editability based on the opportunity status:
C. Use field-level security on page layouts with record types to restrict editing
fields. This combination allows for different layouts and editable fields based on
the status of the record (e.g., closed or open).
Steps to implement:
Create or adjust record types for open and closed opportunities.
For each record type, create a specific page layout.
On the page layout for closed opportunities, set the majority of fields to read-only
using field-level security, except for the 'Post-Close Follow-up Date' and 'Post-
Close Follow-up Comments' fields.
Assign the appropriate page layouts to the respective record types.
Update profiles or permission sets to use these record types and page layouts
accordingly.
This setup ensures that sales reps can modify fields only when the opportunity is open, and
the sales operations team can edit specific fields after closure.
For more information on using record types and page layouts, check Salesforce's
documentation on Record Types.
Cloud Kicks works on an annual subscription model. When a sales rep marks an opportunity as closed won, a new opportunity should automatically be created for the renewal. The contracts team works outside of Salesforce but also needs to be notified about closed deals in order to initiate the contract process with the customer. Which automation solution would meet these requirements?
A. Approval Process
B. Validation Rule
C. Process Builder
D. Workflow Rule
Explanation: The automation solution that would meet these requirements is Process Builder. Process Builder is a tool that can create and update records, send email alerts, submit records for approval, invoke flows, call Apex classes, and post to Chatter based on certain criteria and actions. The app builder can use Process Builder to create a process that starts when an opportunity is marked as closed won, creates a new opportunity record for the renewal with pre-populated fields, and sends an email alert to the contracts team. Option A is incorrect because an approval process is not suitable for this requirement, as approval processes are used to define the steps and criteria for approving records. Option B is incorrect because a validation rule is not suitable for this requirement, as validation rules are used to enforce data quality and prevent users from saving invalid records. Option D is incorrect because a workflow rule is not suitable for this requirement, as workflow rules are considered legacy tools and have limitations compared to Process Builder.
Universal Containers has created two custom objects called Seminars and Attendees. Organization-wide defaults for these objects have been set to Private. Universal Containers 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?
A. Set Sharing Settings to Road Only on both Master-Detail relationship fields.
B. Create owner-based sharing rules that give Read access to the master objects.
C. Sat lookup filters on both Junction object relationship field.
D. Create an owner-based sharing rule that gives Road action to the junction object.
Explanation:
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.
D: Creating an owner-based sharing rule that gives Read access to the junction
object allows specific users or groups to access and edit records in the Junction
object while maintaining the private OWD setting.
Cloud Kicks is implementing an approval process for opportunities that requires managers
to approve all opportunities above $50,000 before they can be
marked as Closed Won.
Which two delivery methods can a manager utilize to respond to approval requests in the
Salesforce mobile app?
(Choose 2 answers)
A. Home Screen
B. In-App Notification
C. Record Detail
D. Navigation Menu
Explanation:
For managers to respond to approval requests for opportunities above $50,000 in the
Salesforce mobile app:
B. In-App Notification: Managers receive notifications within the Salesforce mobile
app when there is an approval request, allowing them to approve or reject directly
from the notification.
C. Record Detail: Managers can access the approval request directly from the
Opportunity's detail page in the mobile app, where they can review and respond to
the request.
Steps to configure approval process notifications:
Universal containers 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?
A. Update the important fields to be required on the page layout
B. Make a formula field to check the format of the important fields
C. Create a workflow rule to check the fields are formatted correctly
D. Configure a validation to require a field for a specific record type
Explanation: 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.
Sales reps at Cloud Kicks (CK) forget to submit for approval when CK needs orders
reviewed before close won. CK wants to automatically submit opportunities into the Secure
Commitment Stage to eliminate manual submission.
Which three features would meet the business requirements?
(Choose 3 answers)
A. Workflow
B. Process Builder
C. Apex
D. Chatter action
E. Flow
Explanation:
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.
Sales reps at Universal Containers use Salesforce on their mobile devices. They want a way to odd new contacts quickly and then follow up later to complete the additional Information necessary. What mobile solution should an App Builder recommend?
A. Customize the mobile menu to move Contacts to the top.
B. Build a global action to create Contacts.
C. Add a compact layout to Contacts.
D. Use Path and set pre-defined values
Explanation: The app builder should recommend building a global action to create Contacts. A global action allows users to create records quickly from any page in Salesforce on their mobile devices. The app builder can also specify predefined values for some fields in the global action, such as Account Name or Phone Number, to make data entry easier for users. Option A is incorrect because customizing the mobile menu to move Contacts to the top does not help users create new contacts quickly or follow up later. Option C is incorrect because adding a compact layout to Contacts does not help users create new contacts quickly or follow up later, but rather shows them more fields on record detail pages or list views. Option D is incorrect because using Path and setting pre-defined values does not help users create new contacts quickly or follow up later, but rather guides them through different stages of a record.
Cloud Kicks has five years of sales data and would like to track when customers made their first purchase. How should an app builder use a roll-up summary to meet the requirements?
A. Create a new roll-up summary field called First Order Date, using Type MIN on the Opportunity Close Date with a filter where IsWon = TRUE.
B. Create a new date field called First Order Date, create a new Workflow to set the date, and roll up the value with a filter where IsWon = TRUE.
C. Create a new roll-up summary field called First Order Date, using Type SUM on Opportunity Close Date.
D. Create a new date field called First Order Date, then create a roll-up summary to update the field using Type MIN.
Explanation: The app builder should create a new roll-up summary field called First Order Date, using Type MIN on the Opportunity Close Date with a filter where IsWon = TRUE. A roll-up summary field is a type of field that calculates values from related records and displays them on the parent record. In this case, the app builder can create a roll-up summary field on the Account object that calculates the minimum (earliest) value of the Opportunity Close Date field from the related opportunities where IsWon = TRUE. This will show when customers made their first purchase. Option B, C, and D are not correct ways to use a rollup summary field to meet the requirement.
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