Salesforce Platform-App-Builder Salesforce Certified Platform App Builder (SU24) Exam Practice Test

The issue described occurs due to the settings in the master-detail relationship. Specifically:

The Allow reparenting checkbox, Child records can be reparented to other parent records after they are created, is unchecked (B). This setting prevents changing the parent record (contact) of a child record (service plan) once it has been set. If 'Allow reparenting' is unchecked, it restricts the ability to change the associated contact, leading to the issue observed.

The other options do not directly address the inability to change the associated contact on a service plan record. The 'Read Only' and 'Read/Write' settings (A and C) pertain to access rights to the detail records based on the master record's access but do not affect the ability to reparent a record.

For a detailed understanding of master-detail relationships and their settings, including reparenting, see the Salesforce documentation on relationships:

Master-Detail Relationships: https://help.salesforce.com/articleView?id=relationships_considerations.htm &type=5

The solution that the app builder should configure to meet these requirements is creating three lead record types each with its own page layout containing the relevant fields. This way, the app builder can customize the fields and sections that appear on each record type based on the source of the lead. Option B is incorrect because creating a partner community and a record type for web and trade show leads does not address the requirement of collecting information that is unique to each type of lead, as partner community users may have different fields and layouts than internal users. Option C is incorrect because creating three sections on the lead layout and instructing users to collapse the non-relevant fields does not address the requirement of collecting information that is unique to each type of lead, as users may still see or enter data in the wrong fields. Option D is incorrect because creating custom page layouts for each type of lead only containing the relevant fields does not address the requirement of collecting information that is applicable to all sources, as users may miss some common fields.

The app builder should add the field to the custom report type field layout to troubleshoot this issue. A custom report type is a type of report that defines which objects and fields are available for reporting. The app builder can customize which fields are included in each custom report type by editing its field layout. If a new field is added to an object that is part of an unmanaged package, it will not be automatically added to the custom report type field layout. The app builder needs to manually add it to make it available as an option to add as a column in reports based on that custom report type. Option A, B, and D are not steps that can troubleshoot this issue.

For reporting snapshots, the source report must be capable of grouping data, which is necessary for summarizing information at specific intervals. The acceptable formats for a source report in reporting snapshots are:

Summary format (B). This format groups rows of data by one or more criteria and can perform calculations such as sum, average, etc., on another column at each group level.

Matrix format (D). Similar to the summary format but arranges data in a grid format, allowing summarization by both rows and columns.

Tabular (A) and joined (C) formats are not suitable for reporting snapshots. Tabular reports do not include grouped or summarized data, and joined reports involve combining multiple report types, which are not compatible with how reporting snapshots need to structure data.

Reference for more information on reporting snapshots and report formats:

Reporting Snapshots: https://help.salesforce.com/articleView?id=reports_snapshots.htm &type=5

Report Formats: https://help.salesforce.com/articleView?id=reports_understanding_formats.htm &type=5

TEXT() is a formula function that converts a picklist value to text. This can be used to display the Type field from the parent object Galaxy on the child record Star. ISPICKVAL() is used to check if a picklist value is equal to a specified value. VALUE() is used to convert text that represents a number to a number. FIND() is used to locate one text string within another text string.

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.

To allow quick editing of a record's status and entering a due date from the record's feed in the Salesforce Mobile App:

A. Custom action. This option enables users to perform specific tasks directly from the record page in the Salesforce Mobile App, such as editing fields.

Steps to create a custom action:

Navigate to Setup → Object Manager → select the relevant object.

Click Buttons, Links, and Actions → New Action.

Set Action Type to 'Update a Record'.

Configure the action layout to include the Status and Custom Due Date fields.

Add the action to the Salesforce Mobile layout.

This setup provides an efficient way for users to update key fields without navigating away from the record feed.

For detailed setup instructions, see Salesforce's documentation on Creating Quick Actions.

This formula concatenates the four custom fields for the Galactic Vendor’s location into a single text value, separated by commas and spaces. The formula also uses the BR function to insert a line break after the second field, creating two lines of text. Option A, B, and D are not formulas that fulfill the requirement.

 Apex. This is correct because Apex is a programming language that can perform complex logic and manipulate data in Salesforce. Apex can be used to create a trigger on the opportunity object that copies the value of the billing state from the related account record when the opportunity is created, and prevents it from being changed afterwards. The other options are not suitable for this requirement because they either cannot copy data from a related object (formula field, roll-up summary field) or cannot prevent data from being changed (workflow).

 Marking stage dependent fields as required on the Opportunity page layout is a good solution to improve efficiency and data quality, as it ensures that users enter the necessary information for each stage of the sales process. Adding a Path component with fields and instructions aligning to stages on the Opportunity is another good solution to improve efficiency and collaboration, as it provides guidance and best practices for users to move the Opportunity along the sales cycle. Using two Tabs components to separate record information from activities may not be an optimal solution, as it may reduce the visibility and accessibility of important data. Setting up an approval process requiring manager consent at each stage of the Opportunity may not be a feasible solution, as it may introduce unnecessary delays and complexity in the sales process

Ursa Major Solar requires a new field called Planet Details on the Planet object, where users can write detailed descriptions that can include pictures and links. The Rich Text Area field type is the best fit for this requirement.

Option B (Rich Text Area): A Rich Text Area field allows users to enter text with formatting options such as bold, italics, bullets, and numbering. Additionally, it supports inserting images and hyperlinks, which matches the requirement of including pictures and links in the description.

Data is unable to be deployed with change sets. Change sets are used to deploy metadata components such as custom objects, fields, workflows, reports, etc. from one Salesforce org to another. However, change sets do not include any data or records from the source org. Users will need to use other tools such as Data Loader or Data Import Wizard to migrate data between orgs. [Source]

Approval Process is the feature that would be used to handle the requirement of signing off on major show retail deals with more than 30% discount. According to the Salesforce documentation, “An approval process automates how Salesforce records are approved in your org.” Email Alert, Field Update, and Workflow Rule are actions that can be triggered by an approval process, but they are not features for handling approvals.

To connect Testimonial__c records with both the submitter’s Contact record and Account record, an app builder should create a master-detail relationship from Testimonial__c to Account and a lookup relationship from Testimonial__c to Contact. A master-detail relationship creates a parent-child relationship between two objects and allows for roll-up summary fields, sharing settings, and cascading actions. A lookup relationship creates a loose association between two objects and allows users to relate records from one object to another. Source

Upon adding a lookup field to Account from a custom object, Box:

D. Accounts with Boxes. Salesforce automatically creates a new report type that reflects the relationship from the perspective of the parent object, in this case, Accounts, showing related Box records.

This new report type enables users to create reports that list Accounts along with their associated Boxes, if any.

For further understanding of report types and relationships, Salesforce's guide on Report Types provides comprehensive information on how these are structured following modifications to object relationships.

 NOT(ISBLANK(Job_Accepted__c)) && ISCHANGED(Hire_Date__c) is the validation formula that the app builder should use to meet the requirement of preventing changes to Hire Date after Job Accepted is entered. This formula will return TRUE if Job Accepted is not blank and Hire Date is changed, which will display an error message and prevent saving the record. The other formulas are not correct or valid.

 One of the easiest ways to display real-time stock price for each account is to install a solution from the AppExchange, such as Stock Price Lightning Component3. This component can be added to any record page using the Lightning App Builder.

A report type that is in a status of In Development is not available for users to select when creating a new report. The app builder needs to change the status to Deployed to make it visible to users

A flow or a process can be used to assign a permission set to new users. A flow can be triggered by a record change or an invocable action, while a process can launch a flow as an immediate or scheduled action

 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.

The two considerations that should be made are: The Star records are all required to have an existing value in their Galaxy field. This is a prerequisite for converting a lookup relationship to a master-detail relationship. A lookup relationship is an optional relationship that links two objects together, but does not enforce referential integrity or cascade delete. A master-detail relationship is a required relationship that links two objects together and enforces referential integrity and cascade delete. To convert a lookup relationship to a master-detail relationship, all child records must have a value in their lookup field that references an existing parent record. The Galaxy object has fewer than two existing master-detail relationships. This is another prerequisite for converting a lookup relationship to a master-detail relationship. An object can have up to two master-detail relationships with other objects and can act as both the parent and child in different relationships. To convert a lookup relationship to a master-detail relationship, the parent object must have fewer than two existing master-detail relationships with other objects. The Galaxy object is required to contain existing roll-up summary fields is not a valid consideration, as it is not related to converting a lookup relationship to a master-detail relationship. 

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.

To create a custom object along with multiple fields and relationships efficiently from a single interface, the Schema Builder is the ideal tool:

A. Schema Builder. This graphical tool provides a drag-and-drop interface for creating and modifying objects and fields in Salesforce, allowing for a visual layout of database schema.

Steps to use Schema Builder:

Go to Setup → Schema Builder.

Drag the 'Object' element into the schema area to create a new custom object.

Define the object's properties (e.g., label, API name).

Drag field elements like Text, Number, or Lookup into the object to create fields.

Configure each field's properties according to your requirements.

Connect objects via lookup or master-detail relationships by dragging the relationship fields between them.

Save the layout to create all elements in Salesforce.

For more information, review Salesforce's Schema Builder documentation.

The best way to implement this request is to create a Lightning Web Component that can fetch the real-time stock price from an external API and display it on the Account record page. Installing a solution from the AppExchange may not be feasible as it may not match the exact requirements or may have additional costs. Building a Flow that uses API calls may not be efficient as it may consume API limits and may not be able to update the stock price in real-time. Using a scheduled Apex job may not be suitable as it may not be able to run frequently enough to reflect the real-time stock price

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.References:

Salesforce Help - Sharing Settings

When Cloud Kicks needs to calculate summaries from child objects of a standard object declaratively, a few key considerations about master-detail relationships come into play. Master-detail relationships are critical in Salesforce when working with roll-up summary fields, which allow you to calculate values from child records.

Option B: An object can have up to two master-detail relationships.

Salesforce allows an object to have two master-detail relationships. This is important because if you want to aggregate child record data using roll-up summary fields, you need to have a master-detail relationship in place. Each master-detail relationship links a child object to a parent, and you can create roll-up summary fields on the parent object to summarize the child record data.

To ensure process compliance where cases cannot revert to an earlier status and certain fields are required based on specific case criteria, the recommended solution is:

Configure validation rules with help text (A). Validation rules enforce data integrity and business processes by preventing users from saving records if certain conditions are not met. For instance, a validation rule can prevent the status of a case from being changed back to an earlier status and can conditionally require fields based on other field values on the case.

Dependent picklists (B) ensure field values depend on another field’s value but do not enforce the inability to revert status. Approval processes (C) are used for step-by-step record approval and are not designed to prevent status reversion or conditionally require fields. Making fields required on the page layout (D) ensures they are always required when accessing the record through that layout but does not enforce conditional requirements based on other criteria.

Reference for creating validation rules in Salesforce:

Validation Rules: https://help.salesforce.com/articleView?id=sf.validation_rules.htm &type=5

Partial Copy Sandboxes are ideal for testing and development purposes as they include a subset of production data and can be refreshed more frequently than Full Copy sandboxes.References:

Salesforce Help - Types of Sandboxes

 A roll-up summary field is a field that calculates values from related records. A roll-up summary field can be used to display the number of opportunities that are closed won with a close date within the last year on the account detail page by using a filter criteria on the field.

The lead settings have an option to require validation for converted leads. If this option is unchecked, then the Account validation rules will not be enforced when a lead is converted to an Account. This could result in missing or incorrect information on the Account records

The feature that the app builder should use to solve this issue is component visibility filter. A component visibility filter is a setting that can be applied to a Lightning component on a record page to control when the component is hidden or displayed based on certain conditions. The app builder can use a component visibility filter to hide the component from users with a Marketing profile. Option A is incorrect because detail page layouts are not related to Lightning components, but rather the fields and related lists that appear on record detail pages. Option C is incorrect because field-level security is not related to Lightning components, but rather the access level of fields for different profiles or permission sets. Option D is incorrect because AppExchange is not related to Lightning components, but rather an online marketplace where users can find and install apps and components.

For automatically updating contact statuses when an account type changes:

D. Record triggered flow. This type of automation can monitor changes in account types and accordingly update related records, such as contacts.

Steps to implement:

Navigate to Setup → Flows.

Create a new Flow and choose the record-triggered flow type.

Configure the flow to trigger when the Account record is updated to 'Past-Customer'.

Add an Update Records element to modify all related contacts, setting their status to 'Re-Market'.

Activate the flow.

This automation ensures that contact statuses are updated in real-time when their related account's type changes, maintaining data consistency and relevancy.

For more on record-triggered flows, check out Salesforce's Record-Triggered Flows documentation.

The best way to help the sales manager achieve their goal of reducing manual data entry from business cards is to research and evaluate data enrichment products on the AppExchange that can automate data entry. Data enrichment products can scan business cards, extract relevant information, and populate fields in Salesforce records. This can save time, improve data quality, and enhance productivity. Option B, C, and D are not effective solutions for this goal.

One of the limitations when using the Schema Builder for creating fields is:

C. Cannot add fields to page layouts. While Schema Builder allows for easy visualization and creation of fields and objects, it does not support placing these fields onto specific page layouts directly from the Schema Builder interface.

To place fields on page layouts, you need to:

Navigate to Setup → Object Manager → select your object.

Click on Page Layouts, choose the appropriate layout, and manually add the newly created fields.

This step is necessary to ensure fields are visible and properly arranged on user interfaces.

For more details, Salesforce's Schema Builder documentation outlines its capabilities and limitations.

The record will not save and the validation rule’s error message will be displayed because the field update will violate the validation rule. The validation rule will prevent the record from being saved if the Industry field is longer than 6 characters, and Technology is 10 characters long.

The app builder should use Apex code to update a field on the parent record when a child record connected via lookup is deleted. Apex code is a programming language that allows developers to execute complex logic on the Salesforce platform. Apex code can be triggered by certain events, such as insert, update, delete, or undelete of records. In this case, the app builder can write an Apex trigger that runs after a child record is deleted and updates a field on the parent record accordingly. Option A, B, and D are not automation tools that can perform this task.

The best type of sandbox for each team member to use is a developer sandbox. A developer sandbox is a copy of production that includes only the metadata, such as objects, fields, layouts, etc. It does not include any data, such as records or attachments. A developer sandbox is ideal for small projects that do not require data testing, such as developing new features or customizations. A developer sandbox has a storage limit of 200 MB and can be refreshed once per day. A developer sandbox is also cheaper than other types of sandboxes. A full sandbox is a copy of production that includes all the metadata and data. It is ideal for large projects that require data testing, such as performance testing or integration testing. A full sandbox has the same storage limit as production and can be refreshed every 29 days. A full sandbox is also the most expensive type of sandbox. A developer pro sandbox is similar to a developer sandbox, but it has a larger storage limit of 1 GB and can be refreshed every 5 days. It is ideal for projects that require some data testing, such as data migration or quality assurance testing. A partial sandbox is similar to a full sandbox, but it has a smaller storage limit of 5 GB and can be refreshed every 5 days. It is ideal for projects that require selective data testing, such as user acceptance testing or staging testing

Two reasons that can prevent an app builder from adding a custom component to the Lightning home page are if My Domain is not deployed, or if the component is tagged for record pages instead of home pages. My Domain must be deployed to add custom components to the page with the App Builder, as it enables Lightning components and other features. The component must be tagged for home pages in its configuration file, otherwise it will not show up in the App Builder for home pages

To make a custom component available for the utility bar in Salesforce, the component needs to be explicitly tagged for use in the utility bar. Salesforce components require specific configurations to be available in different parts of the application, such as the utility bar, record pages, or app pages.

Option C: For use on the utility bar: When a custom Lightning component is developed, it must include a specific target tag in its .js-meta.xml configuration file that marks it as usable in the utility bar. This is done by setting the target to "lightning__UtilityBar". Without this tag, the component will not appear as an option to add to the utility bar in the App Manager.

Example of how the component is tagged in the meta.xml file:

xml

Copy code

lightning__UtilityBar

 Create a formula field on the Case object using the TEXT function. This is correct because a formula field can reference a field from a related object using dot notation, and the TEXT function can convert a picklist value to text. This way, the case record will always show the current value of the Support Level field on the account record.

To add components to the utility bar of an existing app:

C. App Manager. This is where Salesforce apps are configured, including the utility bar which can house components like a chat tool, recent items list, or custom Lightning components.

Steps to edit an app's utility bar:

Navigate to Setup → App Manager.

Locate the desired app and click on the dropdown next to it → select Edit.

In the App Builder, navigate to the Utility Items tab.

Click 'Add' to include new components to the utility bar.

Configure the properties of the utility item as needed.

Save the app configuration.

For step-by-step instructions on modifying apps, see Salesforce's guide on Managing Apps in Lightning Experience.

An Approval Process is the appropriate functionality to ensure all free parts receive the marketing director's sign-off. It allows for setting up a process for record approval.References:

Salesforce Help - Approval Processes

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.

 Preexisting information will remain even if it was over 255 characters if the app builder tries to convert a preexisting long text area field to text area. However, users will not be able to edit or save records with more than 255 characters in that field until they reduce the number of characters. Preexisting information will not truncate, be lost, or cause an error message.

To facilitate quick managerial sign-off on discounted opportunities:

B. Dynamic Actions: Allows the display of specific actions on the Opportunity record page based on certain conditions, like the discount percentage.

D. Approval Process: Configures a formal sign-off process for records meeting specific criteria, such as discount ranges between 20% to 30%.

Steps to set up:

Configure an approval process for opportunities where the discount is between 20% and 30%.

Use Dynamic Actions to conditionally show the approval action directly on the Opportunity record page based on the discount percentage.

This setup allows sales managers to efficiently review and approve discounted deals directly from the Opportunity record page.

For guidance on setting up approval processes and dynamic actions, refer to Dynamic Actions in Salesforce.

To automate the submission of opportunities into the "Secure Commitment" stage and eliminate manual submission for approval, the best feature to use is:

Record-Triggered flow optimized for Actions and Related Records (D). This type of flow allows for complex automation that can include submitting records for approval based on specific criteria being met, such as reaching a particular stage in the opportunity lifecycle. It's particularly suitable for handling related record updates and other actions like submissions for approval, which are integral when an opportunity reaches a certain stage.

Record-Triggered Flow optimized for Fast Field Updates (A) is focused primarily on quick updates to fields and may not handle the complexity of submission for approval processes adequately. Custom button and screen flow (B) could be used to manually trigger processes but does not automate the submission. Platform Event-Triggered flow (C) is typically used for integrations and reacting to system-wide events, not for standard record lifecycle management.

Reference for using Flows in Salesforce, particularly for automating business processes like approval submissions:

Record-Triggered Flows: https://help.salesforce.com/articleView?id=sf.flow_considerations_trigger_record.htm &type=5

The solution that should meet this requirement is updating the support team profile to remove the Bronze record type. This way, the support team users will not be able to create new cases with the Bronze record type, as it will not appear in their record type selection list. Option A is incorrect because updating the organization-wide defaults to private for Case does not affect the record type availability, but rather the record access level. Option C is incorrect because creating permission set group for Case that includes Platinum and Diamond record types does not prevent the support team users from creating new cases with the Bronze record type, as they may still have access to it through their profile. Option D is incorrect because making the record type hidden to support users and updating sharing roles to private does not prevent the support team users from creating new cases with the Bronze record type, as they may still have access to it through their profile.

Approval process is the best way to automate travel requests based on internal policy. Approval process can define the steps, criteria, and actions for approving records. The app builder can create an approval process for travel requests that requires approval from managers or executives before they are submitted. Workflow rule, Process Builder, and Apex are not suitable for this requirement.

The app builder should use a global picklist value set to share the list of values for the Status field across each object. A global picklist value set is a set of values that can be used by multiple picklist fields on different objects. This can ensure data consistency and reduce maintenance efforts. Option A, C, and D are not features that can share picklist values across objects.

The two components that could be included on the layout to display the actions are the Highlights panel and the Path. The Highlights panel is a component that shows key information and actions for a record. It can display up to 10 actions from the Mobile & Lightning Actions section of the page layout. The Path is a component that shows the stages of a process, such as a sales process or a service process. It can display up to 5 actions from the Mobile & Lightning Actions section of the page layout. The Chatter and Activities components do not display actions from the Mobile & Lightning Actions section of the page layout. They display other types of actions, such as posting, commenting, liking, logging a call, creating a task, or sending an email.

A text-only Visualforce page can be used to show a text notification on a case record page based on a condition. The Visualforce component can be dragged into the Case Lightning page and its visibility can be set to show when the account support level is platinum. This is the simplest and most flexible way to meet the requirement

To configure a custom Lightning component for use in a record page, the app builder needs to edit a record page using the Lightning App Builder and drag the component onto the page. The Page Layout editor and the App Manager are not used for this purpose

The feature that the app builder should use to create easy access to the document is a custom detail page link on the Contract object. A custom detail page link is a type of custom button or link that can display a URL or execute JavaScript when clicked. The app builder can create a custom detail page link on the Contract object that displays the pricing guidelines document in a new window or tab. Option A is incorrect because a quick action on the Contracts object is not suitable for this requirement, as quick actions are used to create or update records, log calls, send emails, or launch flows. Option B is incorrect because a quick action on the Account object is not suitable for this requirement, as quick actions are not related to the Contract object. Option C is incorrect because a custom detail page link on the Account object is not suitable for this requirement, as custom detail page links are not related to the Contract object.

The best practice that the app builder should follow when building out automation is one record change process per object. A record change process is a type of process in Process Builder that starts when a record is created or updated. Having one record change process per object can avoid conflicts or errors when multiple processes try to update the same record at the same time. Option A is incorrect because one workflow rule per object is not a best practice, as workflow rules are considered legacy tools and have limitations compared to Process Builder. Option B is incorrect because one flow per object is not a best practice, as flows are more complex and require more resources than processes. Option C is incorrect because one invocable process per object is not a best practice, as invocable processes are used to invoke other processes from within a process or a flow.

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.

The Invoice Number field should be a Text field and marked as a unique external ID field. This will allow the migration of invoices from an external system while maintaining their original Invoice Number. It will also ensure that each new Invoice created in Salesforce has a unique Invoice Number.

In the Lightning App Builder, the following standard components can be used to enhance the functionality of Lightning pages:

B. Rich text: Allows the inclusion of formatted text, links, and images on a page.

D. Report details: Enables embedding of specific report details directly on a page.

E. Recent items: Displays a list of recently accessed items relevant to the user.

Steps to add these components:

Open the Lightning App Builder via Setup → Edit Page or when creating a new Lightning page.

Drag and drop the Rich text, Report details, and Recent items components from the standard components section onto the page layout.

Configure each component as needed (e.g., selecting a specific report for the Report details component).

For more on using these components, refer to Salesforce's guide on Standard Lightning Components.

Set the Organization-Wide Default to Private for accounts and create criteria-based sharing rules for each marketing team are the actions that can accomplish the requirement of restricting access to accounts based on region and role. Setting the Organization-Wide Default to Private will limit access to accounts to only owners and administrators. Creating criteria-based sharing rules will grant additional access to accounts based on region for each marketing team. Creating an Inside Sales Team profile with the “View All” setting for accounts will grant access to all accounts for the inside sales team. Update the Sales profile, update the organization-wide defaults to Public for accounts, create profiles for each marketing team, create permission sets for each marketing team, and create an Inside Sales Team role are not necessary or sufficient actions for this requirement.

Add the standard Chatter feed component is how an app builder can add the Chatter feed to a custom object record page. According to the Salesforce documentation, “The Chatter Feed component displays updates about records in your org.” Add the standard related list component, add a custom Chatter feed component, and add the Chatter feed component from the AppExchange are not valid or necessary options.

Standard buttons can be overridden with a Visualforce page to provide custom functionality or user interface. For example, you can override the New button on an object to display a custom Visualforce page instead of the standard page layout3. Standard buttons that are not available for overrides can still be hidden on page layouts to prevent users from accessing them. For example, you can hide the Delete button on an object to prevent users from deleting records

The app builder should provision a Partial Data sandbox to the developer. A Partial Data sandbox can have up to 5 GB of data, which meets the requirement of having at least half a gigabyte of data. A Partial Data sandbox can also be refreshed every 5 days, which meets the requirement of refreshing after each three-day sprint. Option A is incorrect because a Developer sandbox can only have up to 200 MB of data, which does not meet the requirement. Option B is incorrect because a Full Copy sandbox can only be refreshed every 29 days, which does not meet the requirement. Option C is incorrect because a Developer Pro sandbox can only have up to 1 GB of data, which may not be enough for the requirement.

The app builder should use the CASESAFEID(Id) formula to create this new field. The CASESAFEID function returns the 18-digit case-insensitive version of the record ID, which is unique for each record in Salesforce. The 18-digit record ID is useful for exporting data to external systems that require case-sensitive IDs1. Option A, C, and D are not formulas that can return the 18-digit record ID.

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.

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:

Navigate to Setup → Approval Processes → select the relevant approval process.

Ensure the process is active and configured to send notifications to approvers.

Managers need to have the Salesforce mobile app configured to receive notifications.

For best practices on managing approvals in Salesforce, see Approvals in Salesforce.

To ensure sales reps input contacts into Salesforce rather than their personal devices:

C. Enable offline create, edit, and delete in Salesforce for Android and iOS. This feature allows sales reps to enter contact information directly into the Salesforce Mobile App even when they are offline, which syncs back to Salesforce once connectivity is restored.

Steps to enable offline capabilities:

Navigate to Setup → Mobile Administration → Salesforce Mobile App → Offline Settings.

Configure offline settings to allow for creating, editing, and deleting records.

Ensure that the Contact object is available for offline access.

This functionality encourages reps to use Salesforce directly by mitigating connectivity constraints.

For implementation details, refer to Salesforce Mobile App Offline.

Workflow rule and an outbound message or Process Builder and Apex Code are two ways to integrate Salesforce with an external web service. Workflow rule can define criteria and actions for triggering an outbound message, which is an XML message sent to a designated endpoint URL. Process Builder can invoke Apex Code, which is a programming language that can make callouts to external web services using HTTP requests. Flow Builder and an outbound message or Process Builder and an outbound message are not possible combinations.

Formula fields in Salesforce can use various functions including text, mathematical, and logical functions to create simple or complex expressions. They can handle data from fields of the same record. Option C, "A combination of the Opportunity's Text and a Description fields," is a valid configuration for a formula field as it involves simple concatenation of text fields, which is supported.Options A, B, and D exceed the capabilities of formula fields:

A: Hyperlinks to other objects using formula fields do not directly support navigation to parent records of a different object.

B: Rich Text and HTML formatting are not supported in formula fields.

The app builder needs to do two steps to make the custom Lightning App available to the internal users at Universal Containers:

Create a subdomain using My Domain: My Domain is a feature that allows an organization to set up a custom domain name for their Salesforce instance. This is required to use custom Lightning components and apps in Salesforce1.

Build a Custom Tab for the app: A custom tab is a tab that displays any custom object or web page in Salesforce. This is required to make the custom Lightning App accessible from the navigation menu or app launcher2. Option A and B are not necessary steps to make the custom Lightning App available to the internal users.

A Scheduled Triggered flow can be used to increment a custom field on the Case object each time the case is reopened, effectively tracking the number of reopenings.References:

Salesforce Help - Scheduled Flows

 To manually share individual records with specific people or group of people on a case by case basis, users can use public groups, roles, or users. Public groups are collections of users, roles, or other groups that can be used to share access to records. Roles define the level of access that users have to their organization’s data based on their position in the hierarchy. Users are individual people who log in to Salesforce and have access to records based on their profile, role, and sharing settings. 

TODAY() is the function that should be used to return a date for calculating the difference between today and the date a marketing communication was sent. According to the Salesforce documentation, “TODAY() returns the current date as a Date value.” DATETIMEVALUE() converts a text value into a Date/Time value. DATEVALUE() converts a Date/Time value into a Date value. NOW() returns the current Date/Time value.

A validation rule can enforce process compliance by preventing users from saving records that do not meet certain criteria. In this case, a validation rule can prevent users from reverting to an earlier case status or leaving certain fields blank when specific case criteria are met

 Global actions can be accessed anywhere actions are pages, feed and Chatter groups. This is correct because global actions are not tied to a specific object, and they can be added to any page that supports actions, such as record pages, home pages, feed pages, and Chatter groups.

The most likely reason why users are unable to view the custom Lightning component on mobile devices is that the component has been developed for Desktop Pages only. Some components are not supported on mobile devices or have different behavior on mobile devices. An app builder should check the component documentation or metadata to see if it is compatible with mobile devices.

To start tracking how many shoe subscriptions have been sold for each shoe catalog, a roll-up summary field should be created. A roll-up summary field calculates values from related records on a master-detail relationship. It can count, sum, min, or max numeric values from child records on a parent record. 

As of the Winter '24 release, Salesforce introduced the ability to send outbound messages directly from Flow. This makes Flow the best choice for automating the notification to an external system when a lift is sold, fulfilling the need for both checking the custom To Be Installed checkbox and sending the notification the next day.

Flow: With this new functionality, Flow is now the most versatile automation tool for this use case. You can:

Create a scheduled path that triggers the next day after the lift is sold (e.g., when a record meets the criteria such as the checkbox being checked).

Send the outbound message to notify the external system about the lift installation.

Perform all of this declaratively, replacing the need for Workflow, which previously was the go-to for outbound messages.

Why not Workflow anymore? Although Workflow still supports outbound messages, Flow is the preferred tool now, as Salesforce is deprecating Workflow rules and Process Builder in favor of Flow. Flow also allows for more complex logic and actions, providing flexibility in future-proofing automation.

When creating a new field, if an app builder does not want the field to be automatically added to pre-existing custom report types, the step to take is:

Deselect 'Add Field to Custom Report Types' (D). This option is available when creating or editing a custom field and ensures that the field is not automatically included in report types where 'Automatically add new custom fields to report type layouts' is enabled.

Removing the field from page layouts (A) affects the visibility on record pages but not reports. Adjusting visibility (B) or setting read-only access (C) for report profiles affects user permissions to see the field in reports, but does not remove the field from report types if it was previously added.

Reference for managing fields in custom report types:

Custom Report Types and Fields: https://help.salesforce.com/articleView?id=reports_report_type_layouts.htm &type=5

A master-detail relationship between two objects automatically creates a report type that includes both objects. The app builder does not need to create a custom report type for this scenario. The report type will have the format of Parent object with Child object

The app builder has two options available when defining an object-specific Create Record custom action:

Pre-Defining field values on the target object. This means that the app builder can specify default values for certain fields on the target object when creating a new record using the custom action.

Specifying the fields and layout of the action. This means that the app builder can choose which fields to include in the action and how they are arranged on the screen. Option B and D are not options available when defining an object-specific Create Record custom action.

 The app builder would enable this ability in Chatter Settings. Chatter Settings is a setup menu that allows an app builder to configure various aspects of Chatter functionality, such as feeds, groups, email notifications, and more. One of the options in Chatter Settings is Enable Approvals via Chatter, which allows users to approve or reject requests from their team via Chatter posts or comments. Option A, B, and D are not places where an app builder would enable this ability.

Set up a delegated approver for the manager is the recommended solution to ensure all of the appropriate deals are reviewed and the leaderboard is up to date. According to the Salesforce documentation, “A delegated approver can approve records that are submitted for approval by users below them in the role hierarchy.” Forwarding the approval request to the manager’s assistant, having the manager log on and reassign the approval request, and using Process Builder to assign a delegated approver are not valid or feasible options.

The app builder should do three things to optimize mobile experience:

Use Global Actions to make it easy to perform vital functionality on mobile: Global actions are actions that allow users to create records or perform tasks from anywhere in Salesforce. They are displayed in various places in Salesforce mobile app, such as action bar, action menu, or publisher. By using global actions, the app builder can make it easy for the appraisal team to perform common tasks on mobile, such as creating a new appraisal record or logging a call.

Minimize the amount of formula fields and lookup fields to reduce page load time: Formula fields and lookup fields are types of fields that can affect the performance of Salesforce mobile app. Formula fields are fields that calculate a value based on an expression or formula. Lookup fields are fields that create a relationship between two objects and allow users to select a value from a list of records. Both types of fields can increase the page load time on mobile devices, especially if they are complex or reference many other fields. By minimizing the amount of formula fields and lookup fields, the app builder can optimize the mobile experience for the appraisal team.

Put the most important fields in the compact layout so they are easy to find: Compact layouts are layouts that display a record’s key information at a glance. They are used in various places in Salesforce mobile app, such as record highlights, list views, related lists, and lookup dialogs. By putting the most important fields in the compact layout, the app builder can ensure that the appraisal team can easily find the information they need on mobile devices. Option B and D are not things that an app builder should do to optimize mobile experience.

The formula for creating a visual indicator flag on each case based on the case priority should use the IMAGE and CASE functions. The IMAGE function returns an image for a given URL, and the CASE function evaluates an expression and returns a value based on that expression. Option A and D use these functions correctly, while option B and C do not.

Using 'Add Fields Related Via Lookup' in the report type configuration allows adding fields from the Account object to the Opportunity report, including the Account Rating.References:

Salesforce Help - Custom Report Types

Updating the account search layouts search results columns displayed and updating the account search filter fields can improve an end user’s search experience by showing more relevant information and allowing more refined filtering. The view filter settings and the accounts tab columns displayed are not related to the search functionality

 The app builder should use two options to ensure all contracts route for the correct approval and also prevent the sales rep from making changes to the record while it is being approved:

Create an approval process on the Contract object with criteria set on a second approval step set as ‘Amount__c > 10,000’ and set the approver as director. An approval process is a type of process that automates how Salesforce records are approved in an organization. An approval process can have multiple steps with different criteria and approvers. In this case, the app builder can create an approval process on the Contract object with two steps: one for the sales manager approval and one for the director approval if the contract amount is over $10,0001.

Create a validation rule on the Contract object that prevents updates to the contract record while it is being reviewed. A validation rule is a type of rule that checks data quality by verifying that the data in a record meets certain standards before it can be saved. A validation rule can prevent users from making changes to a record that is in a certain status or stage. In this case, the app builder can create a validation rule on the Contract object that prevents updates to the contract record if its Approval Status field is not equal to Not Submitted2. Option B and D are not options that can ensure all contracts route for the correct approval and also prevent the sales rep from making changes to the record while it is being approved.

The validation rule should be AND(ISNEW(), ISBLANK(Lead.Owner:User.Id)). This rule will prevent saving a new lead record if the owner is not a user. This will ensure that campaign members have a sales owner. Option A is incorrect because it will prevent saving any lead record if the owner is blank, which is not the requirement. Option B is incorrect because it will prevent saving an existing lead record if the owner is a queue, which is not the requirement. Option D is incorrect because it will prevent saving any lead record if the owner is a queue, which is not the requirement.