Cloud Kicks (CK) wants to quickly insert a list of over 60,000 net new Accounts. The template based on CK's data model was used to populate the list. Which tool should be used?
A. Data Loader
B. A Lightning Object Creator
C. Import Wizard
D. Schema Builder
Explanation: The app builder should use Data Loader to quickly insert a list of over 60,000 net new Accounts. Data Loader is a tool that allows users to insert, update, delete, or export large amounts of data from Salesforce using CSV files or database connections. Data Loader can handle up to 5 million records at a time and supports features such as bulk API, batch operations, mapping files, etc. Data Loader is ideal for loading large data sets into Salesforce quickly and efficiently. Lightning Object Creator is not a valid tool, as it cannot insert data into existing objects. Lightning Object Creator is a tool that allows users to create custom objects from spreadsheet data by uploading a file and mapping columns to fields. It cannot load data into existing objects or handle more than 500 records at a time. Import Wizard is not a valid tool, as it cannot handle more than 50,000 records at a time. Import Wizard is a tool that allows users to insert, update, or delete data from Salesforce using CSV files or Excel files. Import Wizard supports standard objects and some custom objects and provides features such as field mapping, duplicate detection, data validation, etc. Import Wizard is ideal for loading small data sets into Salesforce with more control and accuracy.
Duplicate management for Leads has been implemented at Universal Containers but it
seems duplicate leads are still being created. The Org Wide Default (OWD) is set to
"Private" for Leads.
Which two actions help prevent duplicate Leads from being created?
(Choose 2 answers)
A. Change the lead Hatching Rule to Block on create.
B. Change OWD for Leads to Public Read.
C. Change the Lead Duplicate Rule details to Bypass Sharing Rules.
D. Change the Lead Assignment Rule to check for duplicates.
Explanation:
A: Changing the Lead Matching Rule to 'Block on create' will directly prevent duplicates at the point of lead creation based on defined criteria.
C: Changing the Lead Duplicate Rule to 'Bypass Sharing Rules' allows the system
to compare leads across the entire organization regardless of the user's access
level, which is crucial especially when OWD is set to 'Private'.
Universal Containers uses a custom object called Projects. When managers assign projects they set a custom field on the project called Estimated Hours. Once set, users should be able to decrease but not increase the value How can an app builder meet this requirement?
A. Create a formula default value for the custom field.
B. Create a formula held that uses the PREVGROUPVAL function
C. Create a validation rule that uses the ISCHANGED function
D. Create a validation rule that uses the PRIOR VALUE function.
Explanation: Create a validation rule that uses the PRIORVALUE function is how an app builder can meet the requirement of preventing users from increasing the value of Estimated Hours after it is set. According to the Salesforce documentation, “PRIORVALUE returns the previous value of a field.” The validation rule can compare the current value and the prior value of Estimated Hours and display an error message if the current value is greater than the prior value. Creating a formula default value for the custom field, creating a formula field that uses the PREVGROUPVAL function, and creating a validation rule that uses the ISCHANGED function are not valid or correct solutions for this requirement.
Universal Containers utilizes opportunities and a custom object called Detaited.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?
A. Utilize the AppExchange to download a third-party application that can roll-_up the sales dollars with the appropriate filter.
B. Create a master-detail relationship between the parent and child object with a roll-up summary field that fitters on the status held.
C. Create a lookup relationship between the parent and child object with a roll-up summary held that filters on the status field.
D. Utilize Apex code to roll up the desired amounts.
Explanation: Create a master-detail relationship between the parent and child object with a roll-up summary field that filters on the status field is the recommended method for the app builder to achieve the request of rolling up sales metrics to an opportunity for only Detailed.Sales__c records that have their picklist status set to Active. According to the Salesforce documentation, “Roll-up summary fields calculate values from related records, such as those in a master-detail relationship.” A roll-up summary field can filter on a field value of the child records and sum up only those records that match the criteria. Utilize the AppExchange to download a third-party application that can roll up the sales dollars with the appropriate filter, create a lookup relationship between the parent and child object with a roll-up summary field that filters on the status field, and utilize Apex code to roll up the desired amounts are not valid or necessary methods for this request.
Universal Containers 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. An app builder is unable to create custom report types for objects they do not have permissions for.
B. Once the report type has been deployed it is unable to be deleted.
C. A primary object selection is locked once the custom report type has been saved.
D. When a custom or external object is deleted the report type and reports remain but cause an error when the report is run.
Explanation: The primary object selection is locked once the custom report type has been saved. This means that the app builder cannot change the primary object later. The other options are not true.
DreamHouse Realty (DR) has many properties for sale and wants to identify the highest value of all Offer__c records on each Property__c record. What solution should the app builder use to meet DreamHouse Realty's needs?
A. Master-Detail Child Object
B. Text Area (Long)
C. Multi-select Picklist
D. Lookup Object
Explanation: The solution that the app builder should use to meet DreamHouse Realty’s needs is Master-Detail Child Object. A master-detail relationship can be used to create a parent child relationship between two objects, where the child records inherit the sharing and security settings of their parent record. The app builder can create a roll-up summary field on the parent object to calculate the highest value of all child records. Option B is incorrect because Text Area (Long) is a field type that allows users to enter up to 131,072 characters on one line, which is not suitable for this requirement. Option C is incorrect because Multiselect Picklist is a field type that allows users to select multiple values from a predefined list, which is not suitable for this requirement. Option D is incorrect because Lookup Object is not a valid term, but rather Lookup Relationship, which is a type of relationship that links two objects together, but does not support roll-up summary fields.
universal containers has 20 different workflows on the opportunity object. To ensure that updates are processing properly for all field updates uc has the re-evaluete workflow rules after field change checkbox checked. Recently after adding a new workflow, users have reported receiving errors about workflow limits. What should a app builder look at so address this?
A. Talk to a developer about apex code issues
B. Number of workflows per object limits
C. Workflows that cause each other to fire back and forth recursively
D. Workflows on other objects that are being re triggered
Explanation: Workflows that cause each other to fire back and forth recursively can result in workflow limits errors. For example, if workflow A updates a field that triggers workflow B, and workflow B updates a field that triggers workflow A, this can create an infinite loop of workflows that exceed the maximum number of workflow time triggers per hour.
Ursa Major Solar's service department gets requests for several types of services, such as installation, repair, and maintenance. Service managers need to be able to tell when maintenance was last done on on asset to help determine If they are meeting contract agreements, but the last maintenance date can be difficult to determine when there are many work orders related to the asset. They think it would be helpful to have a field autopopulated on the Asset record when a maintenance work order gets closed. What tool should an app builder recommend to help meet this requirement?
A. Visualforce
B. Roll-up Summary
C. Apex Trigger
D. Flow
Explanation: A flow is an application that automates a business process by collecting data and performing operations in your org or an external system. Flows can also manipulate data in your org by creating, updating, deleting, or submitting records for approval. You can use flows to update fields on related records when a certain event occurs, such as closing a work order. In this case, a flow can be used to update the last maintenance date field on the Asset record when a maintenance work order gets closed.
The marketing team at UVC has a list of 400 leads it wants to upload to Salesforce. The team need to avoid creating duplicate records. Which two actions should be taken to meet this requirement? (Choose 2 answers)
A. Utilize a Lead Matching Rule and corresponding Duplicate Rule to block newly created duplicate leads.
B. Upload the lead list using the import wizard and select a Matching type to prevent duplicate lead creation.
C. Use Data Loader’s update function to import lead and match to existing records based on e-mail address.
D. Enable Duplicate Matching in the Data Management section in Setup and activate the Lead-to_Lead scenario.
Explanation: The best actions to take to avoid creating duplicate leads when uploading a list of 400 leads are to utilize a Lead Matching Rule and corresponding Duplicate Rule to block newly created duplicate leads, and to upload the lead list using the import wizard and select a Matching type to prevent duplicate lead creation. The Lead Matching Rule defines the criteria for identifying duplicate leads, and the Duplicate Rule defines the actions to take when a duplicate is detected. The import wizard allows users to choose a Matching type based on the Lead Matching Rule and block or allow duplicates. Using Data Loader’s update function or enabling Duplicate Matching in the Data Management section will not prevent duplicate lead creation.
Universal Containers has a private sharing model for Accounts and Opportunities and uses
Territory Management to grant access to records.
• Sales rep A manually shares an opportunity record with sales rep B.
• Sales rep B has access to the Account even though the Account Is NOT In sales rep B's
territory.
• Sales rep C CANNOT see either record.
Based on the information given, why can sales rep B see the Account related to the
Opportunity?
A. Sales rep B has implicit access to the Account.
B. Sales rep B was added to the Account team.
C. Sharing set is granting access to the Account.
D. Account was also manually shared.
Explanation: Sales rep B has implicit access to the Account because of the manual sharing of the Opportunity. Implicit sharing grants access to parent records when a user has access to a child record. Sales rep B was not added to the Account team, sharing set is not applicable for private sharing model, and Account was not manually shared.
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