Platform App Builder 3

A customer service representative at a call center would like to be able to collect information from customers using a series of question prompts. What could be used to accomplish this?

Lightning process builder

Workflow Rules

Lightning Connect

Visual workflow

An app builder has created a report for sales people to view records from the custom object, some users have complained that they are unable to see all of the appropriate records. What steps should be taken to ensure data visibility within the report? Choose 3 Answers

Check organization-wide defaults

Check the user’s profile for object settings.

Check the report folder sharing settings

Check reports filter

Check Sharing rules

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

Existing list views that reference the field may be deleted.

Field references will be removed in Visualforce pages

All data should be backed up before converting a text field.

Changing a field type will remove existing field history.

A Customer Support Manager at Universal Containers would like to implement call scripting for their caller agents. What automation tool can be used to accomplish this?

Workflow

Lightning Process Builder

Visual Workflow

Lightning Connect

Universal Containers provide access to Salesforce for their sales, service and marketing teams. Management wants to ensure that when user login, their home tab provides access to links and documentation that are specifically relevant to their job function. How can this requirement be met?

Create separate home page custom components and layouts; assign to user by role.

Expose specific elements within a home page custom component determined by profile.

Create separate home page custom components and layouts; assign to user by profile.

Expose specific elements within a home page custom component determined by role.

The customer service team at Universal containers uses a custom Project object to track their customer projects. An App builder needs to create a relationship between the project object and the related client Account record. A private sharing model is in place for both Accounts and projects. Which statement is true when creating an Account lookup field on the Project object? Choose 2 answers

The account lookup field on the project record can be made optional.

Cross-object field updates between the Project and Account records are not supported

Users can only delete Accounts if they have access to related projects records

The account record can include roll-up summary field with data from the project records

At Universal Containers, multiple departments utilize the Case object for different purposes. Some users submit cases for IT and HR requests. Other users provide customer support with case records. How can an App Builder enable different users to see different fields, based on the case type?

Create different case record types for IT, HR and Customer Support. Assign different page layouts to each record type by profile.

Create different case field sets for IT, HR and Customer Support. Assign different field sets by profile.

Create different case record types for IT, HR and Customer Support. Assign different page layouts to each record type by role.

Create different case field sets for IT, HR and Customer Support. Assign different field sets by role.

Universal container needs to update a field on an account when an opportunity stage is changed to close lost. What can be used to accomplish this requirement? Choose 2

Process Builder

Approval Process

Assignment Rules

Workflow Rule

A custom object has a public reads only sharing settings that does not grant access using hierarchies. A dynamic sharing rule provides write access to the object to the global marketing public group if the record is marked as global. A user creates a new record and marks it as global. Who will have write access to the record?

The global marketing public group and anyone above the owner in the role hierarchy

The record owner and the global marketing public group.

The global marketing public group, the record owner, and anyone above the owner in the role hierarchy.

The record owner and anyone above the owner in the role hierarchy

The Director of Customer Service wants to know when agents are overwhelmed with high-priority items in the support queue. The Director wants to receive a notification when a new case is open with the status of "New" for more than four business hours. Which automation process could be used to accomplish this? Choose 2 answers

Escalation rules

Flow Builder

Process Builder

Scheduled Apex

Sales representatives want to capture custom Feedback record details related to each Account. The sales reps want to accomplish this with minimal clicks on the Salesforce mobile application. What is the recommended solution to meet this requirement? Choose 2 answers.

Create predefined values for most of the fields.

Create a global action on Account.

Create a feedback object as a parent of Account

Create an object-specific action on Account

A sales manager would like to look at an account record and view charts of all of the related open opportunities. Closed/won opportunities, and open cases. How many report charts can be added to the account page layout to meet this requirement?

Universal container manages internal projects by department using a custom object called projects. Only employees in the project's respective department should have view access to all of the department's project records. If an employee changes job roles and moves to another department, the employee should no longer have access to the projects within their former department. How can these requirements be met, assuming the organization-wide default for projects is set to private? Choose 2 answers

Create a criteria based sharing rule using the projects department that grants access to users by permission set.

Create a criteria based sharing rule using the projects department that grants access to users by roles.

Create a criteria based sharing rule using the projects department that grants access to users by public groups.

Create a criteria based sharing rule using the projects department that grants access to users by profiles

What is a true statement in regards to creating custom report types?

When the primary object is a custom object and is deleted, then the report type and any reports created from it must be deleted manually.

The detail object in a master- detail relationship cannot be added as a secondary object on a custom report type

Once a report type is saved with a standard or custom primary object, the primary object cannot be changed for that report type.

Any object can be chosen unless the object is no visible to the person creating the report type through security settings

A divisional manager wants to add a chart into a page layout Which report format can be used as the source report to accomplish this? Choose 2 answers.

Matrix format with a chart.

Joined format with a chart.

Tabular format with a chart.

Summary format with a chart.

The VP of Sales at Universal Containers has requested that Sales reps be given access to view all Accounts in Salesforce. However, they've also requested that sales reps only be allowed to create new Opportunities on Accounts they own. How can this requirement be met?

Create an Opportunity Validation Rule that compares the Opportunity and Account Owners

Create a new Opportunity Quick Action that validates Account ownership.

Set the Organization-Wide Defaults sharing on Opportunities to Private and recalculate sharing.

Set the Organization-Wide Defaults sharing on Opportunities to Controlled by Parent.

What is a use case for approval processes? Choose 2 answers.

Approve expense reports automatically when less than $50.

Update the PTO record field with the user’s manager.

Require the CFO to review the salary range for all job offers.

Ensure an opportunity that has at least one product added.

Which capability allows an app builder to grant object-level access? Choose 2 answers

Assigning a user a Profile that allows Read access to an object

Assigning a user a Permission Set that allows for Read and Edit access to an object

Assigning a user a Public Group that allows for Read and Edit access to an object

Assigning a user a Role that allows Read access to an object.

Universal Containers has purchased a Lightning Component on the AppExchange. Where can that component be utilized. Choose 2 answers

Visual Workflow

Salesforce Mobile App

Lightning Process Builder

Standalone Lightning App

Universal containers is importing 1000 records into Salesforce. They want to avoid any duplicate records from being created during the import. How can these requirements be met?

Include a column in the import file that has either record names, Salesforce IDs, or external IDs that can be used to match records.

When importing the file, select the “Prevent Duplicates” option on the last step of the Import Wizard and import the file.

After importing all of the custom objects, run a duplicate check report, export the record to a CSV File, and run a mass delete to purge any duplicates.

After importing all of the custom objects, review all records created and manually merge or delete and duplicate record

When configuring a record type, an App Builder can configure the available value of a picklist field for the page layout. Which opportunity standard field is available to be configured directly in the Opportunity record type? Choose 2 answers

Forecast Category

Lead Source

Type

Stage

What is a key consideration when using unmanaged packages? Choose 2 answers

A namespace is not required to create an unmanaged package.

The person who created the unmanaged package can change or update installed components

The person who created the unmanaged package has no control over the installed components

A namespace is required to create an unmanaged package.

Sales reps at Universal Containers use Salesforce on their mobile devices. They want a way to add new contacts quickly and then follow up later to complete the additional Information necessary.
What mobile solution should an App Builder recommend?

Customize the mobile menu to move Contacts to the top.

Use Path and set pre-defined values

Add a compact layout to Contacts.

Build a global action to create Contacts.

What is a true statement when deleting a dashboard?

Deleting a dashboard also deletes the components within it. It does not delete the custom reports used by the components.

Deleting a dashboard does not move the dashboard to the Recycle Bin and therefore the dashboard cannot be recovered.

Deleting a dashboard also deletes the components within it as well as the custom reports used by the components.

Deleting a dashboard requires a user to first edit the components to remove the underlying reports.

An app builder needs a custom solution and is considering using community. Ease of updates is the primary consideration.
What should the app builder consider?

An unmanaged package from AppExchange

An open-source unmanaged package

A managed package from AppExchange

An open-source custom development

What is true about Master-Detail relationships? (Choose two.)

You can have a child record without the parent record.

You have to expose the master-detail field on the child object page layout.

When the parent record is deleted, all child records will be deleted.

You cannot delete a child object.

You have Custom Object A & Custom Object B; a record has to be created on B once certain criteria is met A. How can this be achieved?

APEX Trigger on Object B

Lightning Process on Object B

Workflow Rule

Lightning Process on Object A

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?

Share the dashboard with the Public Group US Sales Reps and share the dashboard source reports folder with the US Sales Director profile.

Make the dashboard dynamic and give US Sales Reps the View My Team’s Dashboard permission.

Make the US Sales Director the running user and share the dashboard folder with the role US Sales Rep.

Share the dashboard folder with roles and subordinates of the US Sales Director and share the report folder with the role of US Sales Director.

Platform App Builder 3

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