A customer service representative at a call center wants to be able to collect information from customers using a series of question prompts. What should an app builder use to accomplish this?
A. Approval Process
B. Flow
C. Validation Rule
D. Path
Explanation: For a customer service representative to collect information through a series
of question prompts:
B. Flow. Salesforce Flows allow for the creation of guided interactions that can
prompt users for information in a step-by-step manner.
Steps to create a flow for this purpose:
Navigate to Setup Flows.
Click on 'New Flow' and select a Screen Flow to interactively prompt users.
Design the flow with Screen elements for each question.
Add logic to process responses as necessary.
Save and activate the flow.
Embed or link the flow in a relevant location accessible to the service
representative, such as on a record page or in the utility bar.
Flows provide a flexible and powerful way to interactively gather and process customer
data in real time.
For detailed guidance on creating Flows, see Salesforce's Flow Builder documentation.
An app builder is creating a Lightning record page and has added Mobile & Lightning
Actions to the page layout.
What two components could be included on the layout to display the actions?
(Choose 2 answers)
A. Highlights panel
B. Chatter
C. Activities
D. Path
Explanation: 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.
Universal Containers has deployed custom tabs to Production via changes sets, without including the profile settings or permission sets. What is the settings for the visibility of custom tabs?
A. Custom tabs are default off for all users.
B. Custom tabs are default on for all uses.
C. Custom tabs are hidden for all users.
D. Custom tabs are NOT deployed.
Explanation: The setting for the visibility of custom tabs is default off for all users when they are deployed via change sets without including the profile settings or permission sets. This means that the custom tabs are not visible in any apps or navigation menus for any users unless they are manually added by each user or by an administrator3. Option B, C, and D are not correct settings for the visibility of custom tabs.
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?
A. The record will save and the Industry field will change to Technology
B. The record will not save and the validation rule’s error message will be displayed
C. The record will not save and no error message will be displayed
D. The record will save but the Industry field will not change to Technology
Explanation: 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.
An app builder has a custom component they want to make available on the utility bar, but the component is unavailable. How should the component be tagged?
A. For use on record pages.
B. For use in Lightning App Builder.
C. For use on the utility bar.
D. For use in App Manager.
For use on the utility bar. This is correct because the component must have this tag in order to be available on the utility bar. The other tags are not relevant for this requirement.
An app builder notices several Accounts converted from Leads are missing information they expected to be caught via Account validation rules. What could be the source of this issue?
A. The lead settings are unchecked to require validation for converted leads.
B. Account validation rules fail to validate on records converted from a lead.
C. The lead settings are allowing users to intentionally bypass validation rules.
D. Lead validation rules fail to validate on records when they are being converted.
Explanation: 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.
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 also information that is unique to each type of lead. What should an app builder configure to meet these requirements?
A. Create three lead record types each with its own page layout containing the relevant fields
B. Create a partner community and a record type for web and trade show leads
C. Create three sections on the lead layout and instruct users to collapse the non-relevant fields
D. Create custom page payouts for each type of lead only containing the relevant fields
Explanation: 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.
Ann app builder has been to display an overdue date that is two months after a tasks due date. Which approach should the app builder take?
A. Use process builder and set overdue date equal to Due Date + ((365/12)*2)
B. Create a formula field using Due Date + 60
C. Use process builder and set overdue Date equal to Due Date + 60
D. Create a formula field using the ADDMONTHS () function
Explanation: 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.
Containers have the Account object's Organization-Wide Default set to Private. The marketing team owns Accounts; however, they also need to be able to see the sales team's Accounts. Both the sales and marketing teams are in completely different branches of the rote hierarchy. What feature should be used to enable marketing to see sales-owned accounts?
A. Public Group
B. Flow
C. Workflow
D. Sharing Rules
Explanation: 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.
What are two reason to create an unmanaged package? (Choose 2 answers)
A. Distributing open-source projects on the AppExchange.
B. Publishing an application for sale on the AppExchange
C. Deploying from a Developer Edition environment
D. Distributing upgradeable components to another Salesforce org
Explanation: The two reasons to create an unmanaged package are to distribute open-source projects on the AppExchange and to deploy from a Developer Edition environment. An unmanaged package is a collection of components that can be installed in any Salesforce org but cannot be upgraded or controlled by the developer. An unmanaged package can be used to share open-source projects or to deploy components from a Developer Edition environment to another org.
A business user wants a quick way to edit a record's status and enter a custom due date field from the record's feed in Salesforce Mobile App. What should be used to accomplish this?
A. Custom action
B. Custom button
C. Custom quick access link
D. Custom URL formula Field
Universal Containers is setting up salesforce for the first time. Management wants the sales and marketing teams to have different navigation names in the salesforce1 mobile app. Which option is available to an app builder to satisfy the requirement?
A. Create sales and marketing profiles to ensure read access to different objects
B. Create roles for sales and marketing and assign a custom homepage layout for each role.
C. Create mobile navigation menus for both the sales and marketing profiles.
D. Create public groups for sales and marketing and create mobile navigation menus for each group.
Explanation: Create mobile navigation menus for both the sales and marketing profiles. This is correct because mobile navigation menus allow users to customize the items that appear in the navigation bar of the Salesforce mobile app, and they can be assigned to different profiles.
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