Salesforce Platform-App-Builder Dumps

To provide a help guide to enable reps to easily get help where needed during the different sales processes, an app builder should recommend Path. Path is a component that displays the key fields and guidance for each stage of a sales process on an object’s record page. Users can see where they are in the process, update the stage and fields, and access resources such as tips and links. [Source]

 A permission set containing the salary record type and assigning it to the appropriate users would allow only those users to create salary applicant records, while still allowing all users to view all applicant records. This is the most granular and flexible way to meet the requirement

 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. 

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.

All data should be backed up before converting a text field to a picklist, as some data may be lost or truncated during the conversion. Changing a field type will remove existing field history, as the history tracking values are not converted

 The app builder should use three features to meet the business requirements:

Process Builder: This is a type of automation tool that can execute actions based on certain criteria. In this case, the process builder can have a criteria that evaluates if an opportunity is in the Secure Commitment Stage, and then execute an action that submits it for approval.

Apex: This is a programming language that allows developers to execute complex logic on the Salesforce platform. Apex can be used to create triggers that run before or after certain events, such as insert, update, delete, or undelete of records. In this case, Apex can be used to create a trigger that runs before an opportunity is updated and submits it for approval if it is in the Secure Commitment Stage.

Flow: This is another type of automation tool that can guide users through a series of screens and perform actions based on user input. Flow can also be triggered by certain events, such as when a record is created or updated. In this case, Flow can be used to create a record-triggered flow that runs after an opportunity is updated and submits it for approval if it is in the Secure Commitment Stage. Option A and D are not features that can meet the business requirements.

When activating a Lightning page from the Lightning App Builder, three options are available:

Assign the page to a combination of apps and profiles. This option allows users to specify which apps and profiles will see the custom Lightning page instead of the default page.

Make the page the org default. This option makes the custom Lightning page the default for all users in the org regardless of their app or profile.

Make the page the default homepage for specific apps. This option allows users to set different homepages for different apps in Lightning Experience. [Source]

A custom action on Account can be used to create additional accounts from a parent account record. A custom action can have predefined values for certain fields based on the parent record. A custom global action can be used to create records that do not have any relationship with other objects. A custom link on Account can be used to execute JavaScript or link to an external URL.

Sharing rules can be used to extend access to records owned by certain users or roles to other users or roles. In this case, a sharing rule can grant read-only or read/write access to sales-owned accounts to the marketing team

Creating a unique External ID field on the custom object and using Data Loader to upsert records prevents duplicates and ensures correct record updates by matching the unique ID.References:

Salesforce Help - External ID

Component visibility filter is the feature on the Lightning app builder that should be utilized to restrict a Lightning component to mobile app users. According to the Salesforce documentation, “Use component visibility filters to show or hide components on a record page based on field values or user profile.” Chatter feed, highlights panel, and related list quick links are not features for controlling component visibility, but standard components that can be added to a record page.

Create a Chatter stream. This is correct because a Chatter stream allows users to follow multiple records and people in one feed, and filter the feed by selecting a stream.

 The two actions that an app builder should take to meet the requirements are: Implement a sharing rule. A sharing rule is a way to grant additional access to records based on certain criteria, such as record owner, role, profile, or field value. The app builder can create a sharing rule that grants read access to all accounts with the VIP Account field value to all users. This way, all users can view these accounts, but only the owners can edit them. Change organization-wide defaults. Organization-wide defaults are the baseline level of access that users have to records they do not own. The app builder can change the organization-wide default for accounts from Public Read Only to Private. This way, only the owners can view and edit their own accounts, unless additional access is granted by other means, such as sharing rules. Configuring a permission set is not a valid action, as it does not affect record-level access. A permission set is a way to grant additional permissions and access settings to users on top of their profile settings, such as object permissions, field permissions, app permissions, etc. Setting up an Account Team is not a valid action, as it does not restrict record-level access. An Account Team is a way to share an account and its related records with a group of users who work together on the account, such as sales reps, managers, or support agents. An Account Team grants additional access to team members based on predefined roles and access levels.

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]

 The app builder should use Sum as the type of summary in the roll-up summary field. A Sum type of summary allows the app builder to calculate the total value of a numeric field from the child records related to a parent record by a master-detail relationship. The app builder can create a roll-up summary field on the Account object that sums the Amount field from the won Opportunities related to each Account. Count is not a valid type of summary, as it does not calculate the total value of a numeric field. A Count type of summary allows the app builder to count the number of child records related to a parent record by a master-detail relationship. Max is not a valid type of summary, as it does not calculate the total value of a numeric field. A Max type of summary allows the app builder to display the largest value of a numeric or date field from the child records related to a parent record by a master-detail relationship. Min is not a valid type of summary, as it does not calculate the total value of a numeric field. A Min type of summary allows the app builder to display the smallest value of a numeric or date field from the child records related to a parent record by a master-detail relationship.

 A validation rule is a formula that evaluates the data in one or more fields and returns a value of “True” or “False”. Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record. In this case, a validation rule can be used to check if the Expected_Close_Date_c field is populated before the Opportunity stage is set to qualified

For tracking whether contracts have been sent for Opportunities:

D. Checkbox. This field type allows users to clearly indicate (Yes/No) whether a contract has been sent. This binary nature of checkboxes makes it simple to filter and report on Opportunities based on whether a contract was sent.

Steps to configure this field:

Navigate to Setup → Object Manager → Opportunity.

Click Fields & Relationships → New → Checkbox.

Define the field with a label (e.g., Contract Sent).

Set the default value to false (unchecked).

Add the field to the relevant page layouts.

This setup facilitates accurate reporting and ensures that opportunities cannot be marked as "Closed Won" without indicating whether a contract was sent.

For guidance on creating fields, see Salesforce's documentation on Custom Field Creation.

 The app builder should recommend building a global action to create Contacts. A global action allows users to create records quickly from any page in Salesforce on their mobile devices. The app builder can also specify predefined values for some fields in the global action, such as Account Name or Phone Number, to make data entry easier for users. Option A is incorrect because customizing the mobile menu to move Contacts to the top does not help users create new contacts quickly or follow up later. Option C is incorrect because adding a compact layout to Contacts does not help users create new contacts quickly or follow up later, but rather shows them more fields on record detail pages or list views. Option D is incorrect because using Path and setting pre-defined values does not help users create new contacts quickly or follow up later, but rather guides them through different stages of a record.

The new object should have a lookup relationship to the Opportunity object. A lookup relationship creates a link between two objects and allows related records to be viewed in a related list. This can be used to track installation information for each opportunity and give sales reps visibility of all the installations associated with their opportunities. Option B, C, and D are not appropriate for this requirement.

The solution that an app builder should use to meet this requirement is master-detail relationship. A master-detail relationship is a type of relationship that creates a parent-child relationship between two objects, where the child records inherit the sharing and security settings of their parent record. The app builder can create a master-detail relationship between Supplier__c and SupplierItem__c objects, where Supplier__c is the parent object and SupplierItem__c is the child object. This way, when a Supplier__c record is deleted, all related SupplierItem__c records are also deleted automatically. Option A is incorrect because many-to-many relationship is not suitable for this requirement, as many-to-many relationship allows two objects to be linked in both directions through a junction object, but does not support cascading delete. Option B is incorrect because indirect lookup relationship is not suitable for this requirement, as indirect lookup relationship allows an external object to link with another object using an external ID field, but does not support cascading delete. Option C is incorrect because hierarchical relationship is not suitable for this requirement, as hierarchical relationship allows users to use a lookup field that links an object with itself, but does not support cascading delete.

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.

 The app builder needs to have NOT(ISBLANK([Lead].OwnerId)) in the criteria to ensure the process runs without error. This formula checks if the OwnerId field on the Lead object is not blank, which means that the lead is owned by a user or a queue. This will prevent the process from running on leads that are not owned by anyone, which could cause an error. Option A, B, and C are not formulas that can ensure the process runs without error.

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.

Lookup is the type of relationship that would be set up to meet the specification of pairing experienced Realtors with new Realtors. According to the Salesforce documentation, “A lookup relationship creates a loose association between objects. The lookup field allows users to select a record from another object.” Indirect lookup is used for junction objects on different platforms. Many-to-many is not a type of relationship, but a result of using junction objects. Master-detail is used for creating parent-child relationships.

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.

Create a master-detail relationship field on Applicant__c to Application__c is what the app builder should recommend to meet the requirements of allowing the same applicant to apply for multiple open positions using a single application. This will create a many-to-many relationship between Applicant__c and Open_Position__c using Application__c as a junction object. Create a master-detail relationship on Open_Position__c to Application__c, create a master-detail relationship field on Application__c to Open_Position__c, and create a lookup relationship field on Applicant__c to Application__c are not valid or correct ways to create a many-to-many relationship.

To view a junction object record, a user must have at least read access to both master objects. This is because the junction object inherits the sharing and security settings from both master objects

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.

For a formula to evaluate to true when the stage is set to "Negotiation/Review" and the close date is less than one week away, the correct formula is:

Option B. This formula uses the ISPICKVAL function to check the text value of a picklist and compares the CloseDate to a week from today:

AND( I AND(

ISPICKVAL(StageName, "Negotiation/Review"),

CloseDate - 7 < TODAY()

)SPICKVAL(StageName, "Negotiation/Review"), CloseDate - 7 < TODAY() )

This formula checks that both conditions are met: it confirms the stage name is "Negotiation/Review" and that the CloseDate is within the next 7 days from the current date.

Option A lacks the ISPICKVAL function necessary for evaluating picklist fields. Option C uses DAY(7) which is not a valid Salesforce formula expression. Option D also uses DAY(7) incorrectly and fails to use the ISPICKVAL function.

Reference for creating formula fields in Salesforce:

Formula Field Reference: &type=5

An update record action with a related record component on the Opportunity layout allows users to edit related Account records directly.References:

Salesforce Help - Creating Quick Actions

 The two features of Chatter that would meet CK’s business needs are: Set up new public Chatter groups. A public Chatter group is a way to create a collaborative space for users to share information, files, polls, and ideas around a common topic or interest. A public Chatter group can be joined by any user in the organization and can be seen by anyone who has access to Chatter. By setting up new public Chatter groups, CK can enable users to socialize and collaborate around customer accounts and discuss various topics. Use post action on the Account object. A post action is a type of quick action that allows users to create a post on a record’s feed or on their own feed. A post can include text, mentions, hashtags, topics, links, files, or images. By using post action on the Account object, CK can enable users to share updates, feedback, or questions about customer accounts and engage with other users who follow the accounts. Set up new private Chatter groups is not a valid feature, as it does not meet CK’s business needs. A private Chatter group is a way to create a collaborative space for users to share information, files, polls, and ideas around a confidential or sensitive topic or interest. A private Chatter group can only be joined by invitation and can only be seen by the group members. By setting up new private Chatter groups, CK would limit the visibility and accessibility of the conversations around customer accounts. Use Chatter actions to create tasks to complete is not a valid feature, as it does not meet CK’s business needs. A Chatter action is a type of quick action that allows users to create a task from a record’s feed or from their own feed. A task can include subject, due date, priority, status, assigned to, etc. By using Chatter actions to create tasks to complete, CK would enable users to track and manage their work related to customer accounts, but not to socialize and collaborate with other users.

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.

Changing the data type of a field used in an apex class from number to text will require the app builder to perform additional steps in order to retain existing functionalities. This is because changing the data type of a field may affect the apex code that references or manipulates the field value, and may cause compilation errors or unexpected results. The app builder will need to update the apex code to handle the new data type and ensure that the logic and calculations are still correct. Option B is incorrect because changing the data type of a field used in a report from a text to an encrypted field will not require additional steps, as encrypted fields can still be used in reports with some limitations. Option C is incorrect because changing the data type of a field used as an external id from number to text will not require additional steps, as external id fields can be either number or text. Option D is incorrect because changing the data type of a field used in lead conversion from number to text will not require additional steps, as lead conversion fields can be mapped regardless of their data types.

The app builder should use Web-to-Case to enable visitors to the website to open cases. Web-to-Case is a feature that allows users to create an HTML form that can be embedded into a public-facing website. When visitors fill out and submit the form, a new case is automatically created in Salesforce with the information from the form fields. Web-to-Case can also assign cases to queues or users based on predefined rules and criteria. Outbound message is not a valid tool, as it does not enable visitors to open cases. An outbound message is a type of workflow action that sends a secure XML message to a designated endpoint URL when a record meets certain criteria. An outbound message can be used to integrate Salesforce with external systems or applications. Screen flow is not a valid tool, as it does not enable visitors to open cases from a public-facing website. A screen flow is a type of flow that allows users to create an interactive guided process that can collect, display, and update data from multiple objects within Salesforce. A screen flow can be embedded into Lightning pages or Visualforce pages, but it cannot be exposed to unauthenticated users on a public website. Email-to-Case is not a valid tool, as it does not enable visitors to open cases from a website. Email-to-Case is a feature that allows users to create cases from email messages sent to a specific email address. Email-to-Case can also capture email attachments and thread information and associate them with the case.

The steps that the app builder should take to meet these requirements are creating a Partial Copy Sandbox and using a sandbox template. A Partial Copy Sandbox can include data records, exclude confidential objects, and be refreshed weekly. A sandbox template can specify which objects and data are copied from the production org to the sandbox org. Option A is incorrect because creating a Full Sandbox and using a sandbox template is not necessary for this requirement, as Full Sandboxes copy all data and metadata from the production org and can only be refreshed every 29 days. Option B is incorrect because creating a Developer Pro Sandbox and scheduling Data Loader to download selected object data weekly is not feasible for this requirement, as Developer Pro Sandboxes do not include data records by default and Data Loader cannot be scheduled to run weekly. Option D is incorrect because creating a Developer Sandbox and scheduling Data Loader to download selected object data weekly is not feasible for this requirement, as Developer Sandboxes do not include data records by default and Data Loader cannot be scheduled to run weekly.

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.

 A formula field cannot be referenced by a roll-up summary field if it contains a cross-object field reference or a time-based function. A cross-object field reference is a reference to a field from a different object, such as Account. Name on a Contact object. A time-based function is a function that returns the current date or time, such as NOW() or TODAY(). Option A and C do not prevent a formula field from being referenced by a roll-up summary field.

Roll-up summary fields can only be created on master-detail relationships, and they can only calculate numeric fields, such as currency, percent, and number. Date and time fields are not supported for roll-up summary fields. Checkbox fields can be used in roll-up summary filters, but not in the field to aggregate

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.

Related record and Tabs. These are correct because the related record component allows service agents to view and edit fields from a related record on the same page, and the tabs component allows service agents to switch between different views of related lists or other components on the same page.

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 best way to implement this requirement is to create a formula field on the Case object using the TEXT function. A formula field can display the value of another field from a related object, such as the Account object. The TEXT function can convert a picklist value into text, which can be displayed on the Case record. Creating a formula field on the Account object using the ISPICKVAL function is not a valid solution, as it does not show the value of Support Level on the Case record. The ISPICKVAL function is used to check if a picklist field has a certain value, not to display it. Creating a Process Builder and using a field update on the Case object is not an optimal solution, as it requires more configuration and maintenance than a formula field. A Process Builder may also introduce delays or errors in updating the field value. Creating a roll-up summary field using Support Level on the Account object is not a valid solution, as it does not show the value of Support Level on the Case record. A roll-up summary field is used to aggregate numeric values from child records, not to display picklist values.

Email alert, task, and invocable flow are three action types that can be used in an approval process. Email alert can send an email message to one or more recipients. Task can assign a task to a user or queue. Invocable flow can launch a flow that performs complex logic and actions

The app builder should recommend UC use Salesforce Connect to access the assets in real-time data in Salesforce. Salesforce Connect is a feature that allows users to view, search, and modify data that is stored outside Salesforce, such as in an external system. Salesforce Connect uses external objects and external data sources to integrate data from various sources without copying or synchronizing it2. This can help UC access their assets in real-time without consuming data storage limits in Salesforce. Option A, C, and D are not features that can meet this requirement.

For an app builder who needs to ensure all fields from the page layout are visible on a Lightning Record Page after using the Lightning Object Creator, the correct component to use is:

Record Detail (C). The Record Detail component automatically displays all fields that are included on the assigned page layout for the object. It is designed to reflect the layout configuration and is the simplest way to ensure all fields are presented as configured in the layout editor.

Highlights Panel (A) is used primarily to display key fields at the top of the record page, providing a summary view rather than full field visibility. Recommendations (B) is used for displaying prompts or suggestions and does not display record fields. Path (D) is useful for displaying stages in a process (like sales stages or service processes) and does not show field data directly.

Reference for setting up Lightning Record Pages and using components effectively:

Lightning Record Pages: &type=5

The selected objects in the sandbox template. This is correct because a partial sandbox only copies a subset of data from production, and the data to be copied is determined by the sandbox template. If the Shipping object was not selected in the template, then its data would not be copied to the sandbox

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.

A formula field is a read-only field that derives its value from a formula expression you define. The formula field is updated when any of the source fields change. You can use formula fields to display images based on certain conditions. In this case, a formula field can be used to display a green, yellow, or red circle image based on the case age.

 The recommended solution to grant the customer service agent access to the field is creating a permission set that allows read-only access to the field via Field Level Security and assigning it to the agent. A permission set is a collection of settings and permissions that give users access to various tools and functions. Field Level Security (FLS) is a setting that controls the access level of fields for different profiles or permission sets. The app builder can create a permission set that grants read-only access to the custom field on the account object via FLS and assign it to the agent. Option B is incorrect because creating a new profile to allow for read-only access to the field via FLS and assigning it to the agent is not recommended, as profiles are used to define the baseline permissions and settings for a group of users, and creating multiple profiles for individual users can be hard to maintain. Option C is incorrect because updating the Customer Service Profile already assigned to the agent to allow for read-only access to the field via FLS is not recommended, as this will affect all users who have the same profile, which may violate the security policy. Option D is incorrect because updating the custom field’s FLS in setup to allow the agent read-only access to the field is not possible, as FLS can only be set at the profile or permission set level, not at the user level.

Send an email alert, update a related record, and create a child record are three capabilities of Process Builder that can improve productivity for the sales team. Process Builder can automate these actions based on criteria or events that occur on records or objects. Send an outbound message and delete a related record are not capabilities of Process Builder, but of other tools such as Workflow Rules or Apex.

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

 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.

The two options that the app builder should avoid to prevent recursion are setting a criteria node to No criteria-just execute the procedure and invocable processes. Setting a criteria node to No criteria-just execute the procedure means that the process will always execute the actions regardless of the record values, which can cause recursion if the process updates the same record that triggered it. Invocable processes are processes that can be invoked from another process or a flow, which can cause recursion if the invocable process updates the same record that triggered the parent process or flow. Option A is incorrect because IF statements are not an option in Process Builder, but rather a function that can be used in formulas or conditions. Option D is incorrect because the ISCHANGED function is not an option in Process Builder, but rather a function that can be used in formulas or conditions to check if a field value has changed.

 Two Master-detail relationships on a new custom object is how an app builder should configure the data model to create a relationship between Contact and Solar Project objects where each Contact can be related to multiple Solar Project objects, and each Solar Project can have multiple Contacts associated with it. This is an example of a many-to-many relationship that requires a junction object with two master-detail relationships. One Master-detail relationship on Contact and one Master-detail relationship on Solar Project, two Lookup relationships on a new custom object, and one Lookup relationship on Contact and one Lookup relationship on Solar Project are not valid or correct ways to create a many-to-many relationship.

To display the actions on the Lightning record page, two components could be included on the layout:

Highlights panel: The highlights panel displays key information and actions for a record based on the compact layout. Users can see and perform actions such as edit, clone, delete, follow, etc. from the highlights panel. [Source]

Activities: The activities component displays tasks and events related to a record. Users can also create new tasks and events, log calls, send emails, and view past activities from this component. 

A: Changing the Lead Matching Rule to 'Block on create' will directly prevent duplicates at the point of lead creation based on defined criteria.

C: Changing the Lead Duplicate Rule to 'Bypass Sharing Rules' allows the system to compare leads across the entire organization regardless of the user's access level, which is crucial especially when OWD is set to 'Private'.References:

Salesforce Help - Duplicate Management

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 best way to calculate an overdue date that is two months after a task due date is to use a formula field with the ADDMONTHS() function. This function adds a specified number of months to a date value, and returns a new date value. See [this article] for more information on formula fields.

 Create a page layout with the field and use field-level security to hide the field from all other users is how the app builder should meet the requirement of making the comment field on Review private to anyone outside of HR department. Field-level security can control which profiles can view or edit a field on a record. Create an Apex sharing rule, create a sharing rule to share the field with VP of HR with Role and Subordinates, and create a page layout with the field for HR users and another page layout without the field for all other users are not valid or feasible solutions for this requirement.

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

 Create a validation rule on the Account object is how the app builder can keep accounts with open opportunities from being deleted. According to the Salesforce documentation, “Validation rules verify that data entered by users in records meet the standards you specify before they can save it.” A validation rule can check if an account has any open opportunities and display an error message if someone tries to delete it. Create an Apex trigger on the Account object, remove the delete button on the account layout, and remove the Delete permission from the Sales Rep profile are not valid or sufficient solutions for this requirement.

The primary object selection is locked once the custom report type has been saved. This means that the app builder cannot change the primary object later. The other options are not true.

 Removing the Delete permission from the Shipper profile and using a permission set to remove the Delete permission are both valid ways to prevent users from deleting delivery records. Removing the delete button from the Delivery page layout will not prevent users from deleting records using other methods, such as list views or reports. Changing the organization-wide default of deliveries to Private will not affect the delete permission, but only the sharing settings.

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 field attribute that should be selected are Unique and External ID. Unique means that the field will not allow duplicate values. External ID means that the field can be used as a foreign key for data imports and upserts. Option B is incorrect because Required means that the field must have a value and cannot be left blank, which is not necessary for this requirement. Option D is incorrect because Text (encrypted) means that the field will store sensitive data in an encrypted format, which is not necessary for this requirement.

To restrict visibility of the Jupiter field on the Solar System object specifically to users with the Outer Planets profile:

C. Field-level security (FLS). This allows the app builder to control access to fields based on user profiles.

Steps to set up field-level security:

Navigate to Setup → Object Manager → Solar System.

Select Fields & Relationships → Jupiter field.

Click Field-Level Security.

For all profiles except Outer Planets, set the Visible option to unchecked, ensuring these users cannot see the field.

For the Outer Planets profile, check Visible to grant access.

This configuration ensures that only users with the Outer Planets profile can view the Jupiter field.

For more information on field-level security, check Salesforce's guide on Field-Level Security.

Sharing the dashboard folder with roles and subordinates of the US Sales Director and sharing the report folder with the role of US Sales Director will ensure that only the US sales directors can see the data in the component and view its source report, while all US sales reps can view the US Team dashboard. Making the US Sales Director the running user will show only his or her data in the component, not the whole team’s data. Making the dashboard dynamic will show different data depending on who is viewing it, not based on their role. Sharing the dashboard with the public group US Sales Reps and sharing the dashboard source reports folder with the US Sales Director profile will not prevent other profiles from accessing the reports if they have access to the report folder.

The feature that can be used to meet these requirements is two-step approval process. An approval process defines the steps and criteria for approving records. A two-step approval process requires two levels of approval before a record can be deleted. The app builder can configure an approval process for opportunities that requires sales reps to submit their delete requests for approval from their managers. Option A is incorrect because Process Builder with Submit for Approval action is not a valid feature, as Process Builder cannot submit records for approval. Option B is incorrect because Approval Process with a triggered Flow process is not a valid feature, as Approval Process cannot trigger Flow processes. Option C is incorrect because Approval Process with Time-Dependent Workflow action is not a valid feature, as Approval Process cannot use Time-Dependent Workflow actions.

 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.

Roll-up summaries allow MAX, MIN, SUM, COUNT, and AVG functions on numeric fields from child records related by a master-detail relationship. Roll-up summaries are limited to master-detail relationships and cannot be used with lookup relationships. An object can have up to 40 roll-up summary fields, not 25. An object can have up to 25 relationship fields (master-detail or lookup), not 20.

The correct method to upgrade an unmanaged package that is installed in a production environment is to use the update link provided on the Installed Packages page. This process ensures that any modifications or additions in the package are properly integrated without the need to uninstall the previous version, thus preserving existing customizations and data.

A: Uninstalling removes all associated data and customizations, which is not advisable.

B: The Install Wizard is used for initial installations, not upgrades.

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.

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.

 Big objects and external objects can be used to archive historical data and reduce data storage in Salesforce, while still allowing users to access the archived data using reports, queries, and lookups. Big objects store data within Salesforce, while external objects store data outside Salesforce and integrate it with Salesforce using an external data source

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.

 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.

Lightning Object Creator is a tool that allows app builders to create an object with fields and import data from a spreadsheet simultaneously. Import Wizard and Data Loader are tools for importing data into existing objects, not creating new objects. Schema Builder is a tool for creating and modifying objects and fields, but not importing data.

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: &type=5

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, a private sharing model granting record access using hierarchy and field-level security should be used. A private sharing model means that only the owner of a record and users above them in the role hierarchy can view the record by default. Record access can be granted to other users using manual sharing, sharing rules, or Apex sharing. Field-level security controls which fields are visible or editable for different profiles or permission sets.

A template for a new Lightning record page determines how the page is divided into regions. The template is responsive and will automatically adapt to the device being used to view the record page. The template can be changed after the initial save, and users do not need “View All Data” permissions for the object

 A custom button, a validation rule, and record types can be used to meet the requirement of hiding the convert button on leads until the lead status picklist is set to qualified. The custom button can replace the standard convert button and invoke a validation rule that checks the lead status. The record types can be used to assign different page layouts with different buttons for different lead statuses

The category that handles bug fixes and simple changes is minor. A minor release is a type of release that introduces small enhancements or fixes to existing functionality, such as correcting spelling errors or improving performance. A minor release usually has a low impact on users and does not require extensive testing or training. A patch release is a type of release that addresses critical issues or defects that affect the functionality or security of an application, such as fixing broken links or resolving vulnerabilities. A patch release usually has a high impact on users and requires immediate deployment. A major release is a type of release that introduces new functionality or features to an application, such as adding new objects or components or changing business processes. A major release usually has a high impact on users and requires extensive testing and training. A rollback is not a type of release, but an action that reverses a release that has been deployed to an environment, such as undoing changes or restoring previous versions. A rollback may be necessary if a release causes errors or issues that affect the functionality or performance of an application.

 Partial Copy is the type of testing environment that the app builder should create to use a sandbox template for Accounts, Projects, and Project Milestones. According to the Salesforce documentation, “Partial Copy sandboxes copy your production org’s configuration (metadata) and some of your production org’s data as defined by a sandbox template.” Developer, Developer Pro, and Scratch Org are not types of testing environments that support sandbox templates.

Criteria-based sharing rules are the best tool to use for automatically sharing records based on specific criteria, such as the opportunity type being "Service Agreement." This rule can share opportunities with all users in a particular role, such as the Service Manager role, when the criteria are met, thereby adhering to the private sharing model while still providing necessary access.

A: Owner-based sharing rules focus on the record owner's role or group, not the record type.

C: Apex sharing is used for more complex scenarios not easily handled by declarative sharing settings.

 Before replacing workflow rules and Apex triggers with Process Builders, the app builder should consider avoiding generating infinite loops and combining actions when possible. Infinite loops can occur when a process updates a record that causes another process to run on the same record, and so on. Combining actions can reduce the number of processes and improve performance and maintainability

Escalation rules and Process Builder are two automation processes that can be used to send a notification when a case stays in the ‘’ new’’ status for more than four business hours. Escalation rules can define criteria and actions for escalating cases based on time or other factors. Process Builder can create a time-based action that triggers an email alert when the case status is ‘’ new’’ for more than four business hours. Flow Builder and Scheduled Apex are not necessary for this requirement.

The app builder should add the fields to the page layout on the object to ensure users can access the new object and fields. The page layout determines which fields are visible and editable on the record detail page. Option A, B, and C are not necessary for this purpose.