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An app builder is tasked with adding key performance indicators on client pages. They want to see a summary of the number of open Opportunities and the number of won Opportunities for each Account.
Where should theapp builder go to build these new rollups?
Cloud Kicks has a sales rep who is stating that their Contact is unavailable for other users to see within Salesforce.
In which three ways can an app builder troubleshoot this issue?
Choose 3 answers
The Director of customer service wants to receive a notification when a case stays in the '' new'' status for more than four business hours.
Which two automation processes should be used to accomplish this?
Choose 2 answers
Ursa Major Solar (UMS) has a custom object where they track Galactic Vendors. The object has four custom fields for the Galactic Vendors's location:
TheUMS's leadership wants these fields to be concatenated into a single formula field on two lines.
Which formula fulfills this requirement?
A)
B)
C)
D)
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?
After a deal is closed, Cloud Kicks (CK) wants to assign a user as a customer service manager (CSM) in addition to the account owner and would like a new field to easily track and report which CSM is assigned to the Account.
Which solution should an app builder use for this request?
An app builder at DreamHouse Realty created a custom object which has fields containing data from two different objects via related lookups.
What is needed to create "with" or "without* reports on the new custom object?
An app builder has a custom component they want to make available on the utility bar, but the component isunavailable.
How should the component be tagged?
Cloud Kicks (CK) keeps track of its shoe inventory in Salesforce. When an order's status is changed to Activated, the inventory for the ordered shoe is reduced.At that point, a SOAP web service on the CK website must be called so that the website is updated to display the correct inventory amount for the shoe.
What should an app builder use to communicate to the CK web service when a shoe's inventory has changed?
An appbuilder 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 CaseLightning record page?
Choose 2 answers
DreamHouse Realty wants to make sure an Opportunity has a fieldExpected_Close_Date_c populated before it is allowed to enter the qualified stage.
How should an app builder solution this request?
An app builder wants to create a new field using SchemaBuilder.
Who will get access to the new field by default?
Universal Containers wants sales reps to get permission from their managers before deleting Opportunities,
What can be used to meet these requirements?
An app builder at Ursa Major Solar has been working on a new custom app in a sandbox that has been upgraded to the next major Salesforce version, and their production instance is still on the current Salesforce version. The development is complete and they are ready to deploy a change set.
What should the app builder consider when planning the deployment?
Universal Containers has a new custom object for Invoices that includes an InvoiceNumber field, Before the Invoice object can be used, invoices will be migratedfrom an external system maintaining their current InvoiceNumber. After the migration, salesforce will be the system of record and each new Invoice created in Salesforce must have a unique InvoiceNumber.
How should the app builder configure the InvoiceNumber field?
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?
Universal Containers uses a custom object called Reviews to capture information generated by interviewers during the candidate process. The Review records are visible to any user that has access to the related custom Candidate record. The VP of Human Resources wants the commentfield on the Review to be private to anyone outside of the MR department
How should the app builder meet thts requirement?
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?
An app builder wants to create a custom Sync button on Account that will call a Lightning Web Component that connects with an external system. Thisaction should only be available If the custom Status field is set to Ready to Sync.
What should an app builder use to add this functionality to an Account record page?
Universal Containers has a private sharing model for Accounts and Opportunitiesand 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 CANNOTsee either record.
Based on the information given, why can sales rep B see the Account related to the Opportunity?
An app builder wanes to show Groups as the last navigation menu item in the mobile app. However, (he app builder is unable to select Groups as one of the items on the drop-down menu.
What could cause this?
An app builder has created a new report type but users are unable to select it from the Report Type list when making a new report for records they own.
What could be causing this issue?
Universal Containers (UC) tracks Account locations in Zip Code, a custom text field with a validation rule to enforce proper formatting of the US ZIP+4 code for UC's orders.
What formula should the app builder create on Order to display only the first five digits of Zip Code from the parent Account?
Cloud Kicks wants to summarize the number of open Cases related to an Account, as well as the number of closed Cases to indicate whether customer support utilization is high, medium, or low. Two number fields have been created: NUM_Open_Cases__c and NUM_Closed_Cases_c
Which two automation solutions would meet these business requirements?
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?
On the Account Lightning record page, users need to see ten fields and the ability to sort and wrap text on their Related Lists.
What Related List type would the app builder select for the Related List Lightning component?
Universal Containers generates leads from three different sources: web, trade shows, and partners. Some of the information collected is applicable to all sources, there is alsoinformation that is unique to each type of lead. What should an app builder configure to meet these requirements?
Sales reps at Universal Containers create multiple quotes per opportunity.
What automation tool should an app builder recommend to delete rejected quotes?
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 some enhancements on its Opportunity page layout to improve efficiency and collaboration.
Which two solutions should an app builder suggest to help meet these requirements?
Choose 2 answers
Nickname__c is a custom text field on a contact record that is utilized to overridethe contact 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?
The finance manager at Universal Containers wants to receive a new business notification emaileach 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?
An App Builder wants to deploy a new version of an auto launched flow to production in an active state so that the new functionality Is immediately available to users
What should the App Builder rake Into consideration when planning the deployment?
Universal Containers would like to automatically assign a specific permission set to new users. How can this requirement bemet? Choose 2 Answers
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?
Universal Containers created a 'New Task' custom action on the Opportunityobject. The action was added to all page layouts in the Mobile & Lightning Actions section.
Which Lightning component should the app builder add to the layout to display the action?
An app builder noticesseveral Accounts converted from Leads are missing information they expected to be caught via Account validation rules.
What could be the source of this issue?
The Recruiting ream at AW Computing captures thejob acceptance and date of hire of a candidate on the Job Application custom object. Once the candidate accepts the recruiter s job offer, the date of hire should be entered and not be changed on subsequent cecord edit.
Which validation formula should the app builder use?
An app Builder creates an Account validation rule on the Industry field that will throw an error if the length of the field is longer than 6 characters. Another App Builder creates a workflow rule with a field update that sets the Industry field to Technology whenever the Billing City field is set to San Francisco. What will happen the next time a sales person saves an Account with a Billing City of San Francisco?
Universal Containers wants to improve the process to create Opportunity records related to an Account. Many fields can be populated based on the Account record. Some fields require input from the user.
What should an app builder configure to meet the requirement?
The VP of Sales at Universal Containers has askedthe app builder to let sales reps create opportunity records directly from the account, with a number of fields pre-populated.
Which feature should the app builder use to allow users to create the opportunity?
AtUniversal Containers, the Account object has a Master-Detail relationship with an Invoice custom object. The App Builder would like to change to a lookup field, but is not able to do so. What could be causing this?
An app builder is creating a custom object called Testimonial__c and wants toconnect Testimonial__c records with both the submitter's
Contact record and Account record. If the Account is deleted, the Testimonial__c should also be deleted. If the Contact is deleted, but the
Account remains, the Testimonial__c should remain.
How should this be accomplished?
Universal Containers (UC) maintains information for over 2 million assets in an external system. UC needs to access these assets in real-time data in Salesforce and is nearing the data storage limits.
What feature could an app builder recommend UC use?
At Universal Containers, the VP of Service has requested a visualindicator flag on each case, based on the case priority. High-priority cases should be flagged red, medium-priority should be flagged yellow, and low-priority cases should be flagged green. Which formula would accomplish this requirement? Choose 2 answers
An appbuilder 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?
Universal Containers has a custom picklist called Support Level on the Account object. They would like to show the real-time value of Support Level on all case records.
How should anapp builder implement this requirement?
An App Builder has beenasked to integrate Salesforce with an external web service. The web service must be notified every time an Opportunity is Won. Which two can satisfy this requirement?
The services manager wants to make sure the team enters case priority consistently.
What feature can an app builder use to accomplish this?
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 appbuilder from being able to add the custom component?
Choose 2 answers
Which opportunity standard field is available to be configured directly? Choose3
A new app builder on the Cloud Kicks team is getting familiar with relationships in the data model.
What functionality wouldpresent the app builder a comprehensive view of all relationships In one pi
The DreamHouse Realty (DR) service manager has asked for someimprovements 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?
To increase adoption, Universal Containers is proposing changes to its Salesforce data model to allow easier visibility for sales reps into key metrics. The proposal has three custom objectsrelated to the Account object, one with a master-detail, and two that are not. Each of these objects has 15 fields they would like to summarize on the Account object.
What are two considerations for this proposal?
Choose 2 answers
Universal Containers uses the Asset object to track products that are installed at customer locations. A new object, Asset Inventory, has been created to capture details about the asset.
Which approach should the appbuilder take to show Asset Inventory as a related list on Asset?
Universal Containers allows all employees to submit reviews for leadership using a custom object called Review. These Reviews should only be visible to the HR department and the employee who submitted the record.
Which three steps should an app builder take to properly control access to Reviews?
Choose 3 answers
Universal Containers wants to streamline its data capture process by linking fields together. They wish to do this sothat the available value on dependents fields are driven by value selected on controlling fields. Which consideration supports the stated requirements? Choose 3 answers
Universal Containers (UC) has a custom Invoice object and a custom InvoiceLine Item object. TTie Invoice Line Item object has a lookup relationship to the Invoice. UC would like to convert the lookup relationship to a master-detail relationship but is unable to do so.
Which two reasons could be preventing this relationship conversion?
Choose 2 answers
Ursa Major Solar (UMS) is looking to hire some new employees. UMS wants to allow the same applicant to apply for multiple open positions using a single application.
What should an app builder recommend to meet these requirements?
How should an app builder configure access to a contact's Twitter profile for Salesforce mobile app users?
Cloud Kicks wantsto set up a new opportunity approval process and execute various action items based on the initial submission.
Which three action types should an app builder use in the approval process?
Choose 3 answers
The Directorof 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?
Cloud Kicks wants to know the total value of all won Opportunities for Accounts and display it on the record.
What type of summary should the app builder use in the roll-up summary field?
Cloud Kicks (CK) wants to track orders against inventory, ensuring its ability to fulfill order requests. CK created a junction object called Request Inventory to enable many-to-many relationships with the Inventory and Order objects.
What does the app builder need to provide to ensure users can view Request Inventory records?
TESTED 08 Jul 2025