Salesforce Certified Platform App Builder(SP23)
Last Update Apr 26, 2024
Total Questions : 261
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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?
The case handling process at Universal Containers 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.
Which two options should the app builder avoid to prevent recursion?
Choose 2 answers
Cloud Kicks (CK) Is finding sales reps are Inconsistent in data entry when deals are won. CK requires that custom shoes are shipped within two weeks after the close date. A custom field called Scheduled Ship Date on the opportunity records the ship date.How should the app butler ensure this field is properly filed out before setting the opportunity to closed won?
Universal Containers needs the 18-digit record ID from Opportunity records when exporting data to Excel in order to ensure each record is treated uniquely.
What formula should an app builder use to create this new field?
A new field has been added to the Applicant object that is part of an unmanaged package. A recruiter ran the Position with or without Applicants report and noticed that the new field was missing as an option to add as a column.
How should an app builder troubleshoot this issue?
The DreamHouse Realty (DR) service manager has asked for some improvements in case management to enforce process compliance so that cases are unable to be reverted to an earlier case status, and to ensure that certain fields are required when specific case criteria are met.
What solution should an app builder implement to meet these requirements?
An app builder has modified a Lightning record page for a case and has added an email button item to the page layout; however, users are unable to see the new item on the layout.
What are two potential reasons why users are unable to view the item on the Case Lightning record page?
Choose 2 answers
Universal Containers require different fields to be filled out at each stage of the Opportunity sates process.
What configuration steps can an app builder use to meet this requirement?
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?
Cloud Kicks (CK) wants to set up a custom child object to track gift cards issued to a customer. A key requirement is to track the total number of gift cards opened and gift cards issued on an Account. CK wants to permanently ensure the gift cards are unable to be moved across any other Account once it is created.
On the gift card object, what type of field should be created to support this requirement?
Nickname__c is a custom text field on a contact record that is utilized to override the contact’s name appearing on an email template. This field is not required and is not always filled in.
Which formula should an app builder use to select the contact's preferred name for email communications?
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?
The app builder at AW Computing has been asked to track the number of times a case has been reopened.
Which solution should the app builder utilize to help with this request?
At Universal containers, all US Sales reps should be able to view the US Team dashboard, however, only the US sales directors should be able to see the data in the component and view its source report. How can an app builder ensure the proper access is granted?
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?
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
The finance manager at Universal Containers wants to receive a new business notification email each time a new client is won. The sales manager wants to receive a task letting them know 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?
Universal Containers (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?
An app builder wants to limit the number 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?
Cloud Kicks (CK) switched to Lightning Experience and started using Chatter across its global workforce to support its fast-paced sales cycle. CK loves Chatter but struggle with gathering feedback from core team members, including understanding who is available to respond.
Which two ways could CK use Chatter to solve this problem?
Choose 2 answers
Ursa Major Solar has a lookup relationship between a custom Galaxy _c object and a custom Star_c object. An app builder wants to create a roll-up summary field that counts the total number of Star_c records related to each Galaxy__c record.
How would the current configuration impact the ability to achieve the desired result?
Universal Containers wants to create a custom checkbox formula field on the Opportunity object. This formula should evaluate to true if the
following conditions are met:
* Stage is set to Negotiation/Review
* Close Date is less than 1 week away
Which formula meets these requirements?
A)
B)
C)
D)
A Service Coordinator (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. Beforeclosing 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?
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 auto-populated on the Asset record when a maintenance work order gets closed.
What tool should an app builder recommend to help meet this requirement?
Which two places can an app builder go to see a list of available Custom Lightning components in their org?
Choose 2 answers
An app builder has a custom component they want to make available on the utility bar, but the component is unavailable.
How should the component be tagged?
At Ursa Major Solar there is a requirement for a new field called Planet Details on the Planet object where users can write detailed descriptions that can include pictures and links.
What field type should the app builder utilize to fulfill this requirement?
Manage at Universal Containers want a quick to create additional accounts to form a hierarchy from a parent account record. They want to auto-populate five fields based on the parent to make it easier for users to create the child accounts quickly.
Managers at Universal Containers want a quick way to create additional accounts to form a hierarchy from a Parent Account record They want to auto-populate five fields based on the parent to make it easier for users to create the child accounts quickly.
What should the app builder recommend?
Cloud Kicks wants to start tracking how many shoe subscriptions have been sold for each shoe catalog. A master-detail relationship exists between the Subscription__c and the Shoe__c objects.
Which type of field should an app builder create?
Universal Containers 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?
Universal Containers 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?
Cloud Kicks wants to make sure that users without the Marketing role are unable to update the Contact Retail Opt In picklist field to Yes.
What validation rule would an app builder use to prevent other users from making this update?
Universal Containers wants to track installation information once it container has been purchased on a custom object. Sales reps should have visibility of all the installation with their opportunities.
visibility of all the installations associated with their opportunities.
What kind of relationship should this new object have to the Opportunity?
Cloud Kicks (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
Universal Containers uses a custom picklist field Account Region 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?
Ursa Major Solar wants to create a relationship between the standard Contact object and a custom Solar Project object Contacts potentially be related to multiple Solar Project objects, and a Solar Project can have multiple Contacts associated with it.
How should an app builder configure the data model?
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?
An app builder has downloaded a component from the AppExchange successfully; however, they are unable to add it to the Lightning home page.
Which two reasons can be preventing the app builder from being able to add the custom component?
Choose 2 answers
Ursa Major Solar wants to see the Type field from the parent object Galaxy listed on the child recordStar. The app builder is receiving an error stating "Picklist values are only supported in certain functions".
What formula should an app builder use to achieve the desired result?
Universal Containers would like to collaborate with its customers within Salesforce, and has decided to enable the "Allow Customer Invitations" Chatter setting. What permission is granted to Customers when invited to ChatterGroup?
What should an app builder consider when choosing a template for a new Lightning record page?
Cloud Kicks (CK) wants to simultaneously delete a Supplier’s record and all Supplier ltem__c records if a
partnership ends with a supplier.
What solution could an app builder use to meet the requirement?
Sales reps at Universal Containers create multiple quotes per opportunity.
What automation tool should an app builder recommend to delete rejected quotes?
A production org includes custom objects containing confidential Information. A sandbox h needed that Includes data records, excludes all of the confidential objects, and can be refreshed weekly the confidential objects, and can be refreshed weekly.
What steps should an App Builder take to meet these requirements?
An app builder received a request to extend record access beyond the organization-wide defaults configured. Which two features satisfy this requirement?
Choose 2 answers
Universal Containers assigns system access via permission sets and permission set groups to ensure each user has proper access. One department with varying levels of support staff has five consistent permission sets they require in order to complete their duties. Some higher-level staff have additional permission sets that are only required for them.
How should an app builder recommend assigning permission sets to users?
Universal Containers expects impacts to operations due to increased demand. The executive team will reach out to current customers and wants to see the number of open cases for the account and parent account.
What should an app builder use to display the number of open cases on the account page?
DreamHouse Realty (DHR) recently acquired Cloud Kicks (CK), a company that is still on Salesforce Classic. DHR is keeping the CK Salesforce org; however, it will migrate this org to Lightning Experience.
Where should the app builder find prebuilt resources to help with this project and overall adoption?
Northern Trail Outfitters has two custom objects that are part of a master-detail relationship.
What determines the ownership and sharing access of the detail record?
Cloud Kicks 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 Director of Marketing at Northern Trail Outfitters wants the app builder to create a formula field that tracks how many days have elapsed since a contact was sent a marketing communication. The director is only interested in whole units.
Which function should be used to return a date for calculating the difference?
Universal Containers wants to match Opportunity data from Salesforce to the records in a financial database.
What is required to configure an indirect lookup relationship in Salesforce between the Salesforce Opportunity records and those in a financial database?
Universal Containers wants to streamline its data capture process by linking fields together. They wish to do this so that the available value on dependents fields are driven by value selected on controlling fields. Which consideration supports the stated requirements? Choose 3 answers
Northern Trail Outfitters wants to broadcast an email to 7,000 contacts Salesforce on a regular basis but realizes Salesforce is mass functionality has a limitation on the number erf emails that can be sent each day.
What action should the app builder take?
Cloud Kicks has created accustom object called Interests which is joined to Accounts by way of a junction object called Account Interest.
What is the impact to users attempting to view an Account and the associated Account Interest records if they are without read access to the Interest object?
The CFO of Cloud Kicks needs to sign off on any major show retail deal that has a discount of more than 30% before the deal can be closed.
What feature would be used to handle this requirement?
Northern Trail Outfitters wants to initiate a daily backup of its Salesforce org.
Which tool should an app builder recommend for this task?
An app builder has created a change set and deployed a report from their development sandbox for User Acceptance Testing. When the app builder runs the report, no data is returned.
What can be a reason for this?
When an opportunity is closed date is pushed more than 30days, manager approval is required. An approval process is in place but reps frequently forget to submit for approval to run the process.
How can an app builder ensure that these opportunities are submitted into the approval process?
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?
Universal Containers has Public Read/Write as the Account organization-wide default (OWD) setting. Visitors to the customer community site report that they can see all of the company's account records.
How should an app builder configure Account sharing so that community users only see their own Account?
DreamHouse Realty (DR) has a policy that requires the phone number on Contact to be deleted when the DoNotCall checkbox is checked.
What automation tool should the app builder recommend?
The services manager wants to make sure the team enters case priority consistently.
What feature can an app builder use to accomplish this?
Northern Trail Outfitters (NTO) has created the custom objects Trail and Park in Salesforce to track trails and parks respectively. NTO wants to
track the total number of trails a park has on the park record without writing any code.
Which two actions should an app builder take to accomplish this requirement?
Choose 2 answers
Universal Containers is piloting new features in an existing sandbox and wants to prevent outbound email sends during testing.
What should the app builder do to meet the requirement?
SERVICE AGENTS ARE REQUIRED TO CONFIRM A USER IDENTITY BEFORE PROVIDING SUPPORT INFORMATION OVER THE PHONE. WHAT FEATURE CAN AN APP BUILDER USE TO HELP AGENTS MEET THIS REQUIREMENT?
Universal Containers wants users to have access to the pricing guidelines document when viewing a Contract related to an Account.
What feature should an app builder use to create easy access to the document?
Cloud Kicks wants to display 10 key fields at once in a separate section at the top of opportunity records on the desktop.
Which component should an app builder add to the record page to enable this functionality?
DreamHouse Realty is building a custom Lightning app to track its expanding solar water collection business. The Lightning app currently contains a custom Lightning record page with standard components.
From which two resources should an app builder get custom components to bring into the new Lightning app?
Choose 2 answers
Ursa Major Solar 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?
Universal Containers’ 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
Cloud Kicks is redefining its entire business process to convert the Manager Notes field from a long text area field. The goal is to encourage managers to be more concise in their comments and stayat 255 characters or less. There is preexisting information in the Manager Notes field that often is well beyond the character limit.
What would happen to any existing information if the app builder tries to convert a preexisting long text area field to text area?
Cloud Kicks'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?
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?
An app builder is creating a Lightning record page and has added Mobile & Lightning Actions to the page layout.
What two components could be included on the layout to display the actions?
Choose 2 answers
Which opportunity standard field is available to be configured directly? Choose3
Universal Containers is adding drone delivery to service offerings, and the developer has written and tested code prior to deployment to production, and the change set is ready to go. The deployment window will occur when the developer is on vacation.
What can the app builder do to ensure a smooth deployment to production?