Platform-App-Builder Salesforce Certified Platform App Builder(SP23) Question and Answers

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.

 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

 Setting email deliverability to no access would prevent outbound email sends during testing in a sandbox. This would ensure that no emails are sent to any users or external email addresses from the sandbox. Setting email deliverability to system email only would still allow some emails to be sent, such as password reset emails or new user emails. Configuring SMTP authentication or email relay would not affect email deliverability in a sandbox

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

• B. Rich text: Allows the inclusion of formatted text, links, and images on a page.
• D. Report details: Enables embedding of specific report details directly on a page.
• E. Recent items: Displays a list of recently accessed items relevant to the user.

Steps to add these components:

• Open the Lightning App Builder via Setup → Edit Page or when creating a new Lightning page.
• Drag and drop the Rich text, Report details, and Recent items components from the standard components section onto the page layout.
• Configure each component as needed (e.g., selecting a specific report for the Report details component).

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

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 best way to show Asset Inventory as a related list on Asset is to create a lookup relationship on Asset Inventory to Asset. This will allow one-to-many relationship between Asset and Asset Inventory, and display the related records on the Asset page layout.

To test code against a subset of production data under 5 GB and to refresh the sandbox environment weekly, the most suitable type of sandbox is:

• Partial Copy (B). A Partial Copy sandbox includes a copy of your production org’s metadata and a subset of your production data as defined by the sandbox template. It allows up to 5 GB of data and can be refreshed every 5 days, making it ideal for scenarios where a representative sample of production data is needed for testing without the storage and refresh limitations of a Full Copy sandbox.

Developer Pro (A) and Developer (D) sandboxes also allow for testing and development but do not include a subset of production data—they either have no data or only limited sample data. A Full Copy sandbox (C) provides a full replica of production data, far exceeding the 5 GB requirement and generally is refreshed less frequently due to larger data volume and longer copy times.

Reference for sandbox types and their capabilities:

• Sandbox Types and Templates: https://help.salesforce.com/articleView?id=sf.data_sandbox_implementation_tips.htm&type=5

 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.

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.

The import wizard only allows values to be imported into a dependent picklist if they match the appropriate controlling field. This ensures data integrity and prevents invalid values from being imported. Custom picklist fields can be either controlling or dependent fields. This allows the app builder to create custom dependencies between custom picklists. Checkbox fields can be controlling fields but not dependent fields. This allows the app builder to create dependencies based on checkbox values, such as true or false. Multi-select picklist fields can be dependent picklist fields but not controlling fields. This allows the app builder to create dependencies based on multiple values selected in a multi-select picklist field. Standard and custom picklist fields can be dependent fields, but not all standard picklist fields can be controlling fields. Some standard picklist fields, such as Lead Status or Opportunity Stage, cannot be controlling fields because they are used in other processes, such as lead conversion or sales path

• Using 'Add Fields Related Via Lookup' in the report type configuration allows adding fields from the Account object to the Opportunity report, including the Account Rating.References:
• Salesforce Help - Custom Report Types

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

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

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 lookup relationship will need to be converted to a master-detail relationship before a roll-up summary field can be created. This is correct because roll-up summary fields are only available on the master object in a master-detail relationship, and a lookup relationship does not establish a parent-child hierarchy between the objects

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.

Update the organization-wide defaults and create a criteria based sharing rule are two actions that an app builder should complete to implement the change of moving to a more restrictive sharing model while allowing the Sales team to access all account records with the sales record type. Updating the organization-wide defaults can set the baseline level of access for accounts, and creating a criteria based sharing rule can grant additional access based on record type. Updating the Sales profile and creating an owner-based sharing rule are not necessary or sufficient actions for this change.

• 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

 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.

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.

 Creating a formula field on the Contact object and setting the value of the formula to TEXT(Account.Account_Region__c) would reflect the region of the related account on the contact record and stay in sync if the value changes on the account. This is the most efficient and maintainable way to meet the requirement. Creating a workflow rule or a picklist field would require additional configuration and complexity

A quick action on the Account object can be used to create Opportunity records related to an Account. The quick action can pre-populate some fields based on the Account record, and also allow the user to input some fields. This would improve the process of creating Opportunity records

Customers who are invited to Chatter groups can only interact with members of their groups. They cannot invite other members, @mention accounts, or request access to public groups

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.

 

• The Compact Layout in Salesforce mobile app configuration determines the fields that appear at the top of the record in the mobile app, providing quick access to key information.References:
• Salesforce Help - Compact Layouts

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

An Approval Process is the appropriate feature to manage and enforce that new vendors accept terms on agreements before an opportunity can be closed. This process can be configured to require approvals from designated approvers when certain conditions are met, ensuring that all necessary agreements are in place and validated before proceeding.

• A: Email Alert cannot enforce acceptance of terms.
• B: Dynamic Action primarily adjusts the user interface based on field values, not process management.

 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.

 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.

 The two recommended solutions for the app builder to give the users appropriate access are creating a criteria based sharing rule to all opportunities with the sales operations public group and adding a permission set with ‘View All" and ‘Modify All’’ opportunity permissions enabled. A criteria based sharing rule can grant read and write access to all opportunities that meet certain criteria to a specified group of users. A permission set can grant additional object-level permissions to users without changing their profiles. Option B is incorrect because adding a manual share for all opportunities with each user on the sales operations team is not scalable or maintainable. Option D is incorrect because creating a criteria-based sharing rule to share all opportunities with the sales operations private group is redundant, as private groups are used to manually share records with individual users or other groups.

To allow users access to Flows, Salesforce offers multiple integration points:

• A. Quick Action: Flows can be initiated from record pages, the app utility bar, or global actions using Quick Actions. This allows users to execute flows relevant to specific records or global processes.
• C. Flow Launcher: A component available in Lightning App Builder that enables users to start flows directly from a Lightning page.

Steps to set up these features:

• For Quick Actions, navigate to Setup → Object Manager → select object → Buttons, Links, and Actions → New Action → Action Type (Flow).
• For Flow Launcher, navigate to Lightning App Builder → select the page → drag the Flow component to the desired section of the page → configure it to launch the specific flow.

For more information on integrating Flows, check the Salesforce documentation on Flow Distribution.

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 functionality that should be used to set up packages is namespace. A namespace is a unique identifier that distinguishes one package from another and prevents naming conflicts with other packages or customizations. A namespace also allows developers to expose their code or components for use by other developers through APIs or web services. A description is not a functionality that should be used to set up packages, but a text field that provides information about the package contents or purpose. A description does not prevent conflicts with other packages or customizations. Allow sharing is not a functionality that should be used to set up packages, but a setting that controls whether users can share records owned by other users within their role hierarchy. Allow sharing does not prevent conflicts with other packages or customizations. Help setting is not a functionality that should be used to set up packages, but a setting that determines whether users can access help documentation for standard Salesforce features or custom features within a package. Help setting does not prevent conflicts with other packages or customizations.

 Disable Grant Access Using Hierarchies, Create a criteria-based Sharing Rule for the HR Department, and Remove Review Read permission from non-HR profiles. These are correct because disabling Grant Access Using Hierarchies prevents users above the record owner in the role hierarchy from viewing the Review records, creating a criteria-based Sharing Rule for the HR Department allows users in that group to view all Review records, and removing Review Read permission from non-HR profiles prevents users in other profiles from viewing any Review records.

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.

To have automatic posts on a record whenever a travel request has been approved, feed tracking should be used. Feed tracking enables field updates to be displayed in the Chatter feed of a record or a user profile. Users can follow records or users to see updates in their own feed. Feed tracking can be enabled for standard or custom objects and selected fields.

• 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

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

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

Steps to edit an app's utility bar:

• Navigate to Setup → App Manager.
• Locate the desired app and click on the dropdown next to it → select Edit.
• In the App Builder, navigate to the Utility Items tab.
• Click 'Add' to include new components to the utility bar.
• Configure the properties of the utility item as needed.
• Save the app configuration.

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

Users will be unable to view the Account Interest records or the Interest records because they do not have read access to the Interest object. This is a standard behavior of Salesforce when a user does not have access to a related object.

 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.

 A summary report on the opportunity object should be created to add to the account page layout. A summary report groups rows of data by common values and allows users to create charts based on aggregate values. A summary report on the opportunity object can group opportunities by stage and display a chart of all related opportunities on the account detail page.

• A: Number fields and C: Text fields can be set as External IDs. These field types are suitable for housing unique identifiers from external systems.References:
• Salesforce Help - External ID Fields

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 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.

The solution that an app builder should use for this request is a lookup field. A lookup field is a type of relationship field that links two objects together and allows users to select a record from another object. The app builder can create a lookup field on the account object that references the user object and allows users to assign a customer service manager (CSM) to the account. Option A is incorrect because a multi-select picklist field is not suitable for this request, as multi-select picklist fields allow users to select multiple values from a predefined list, not from another object. Option B is incorrect because a picklist field is not suitable for this request, as picklist fields allow users to select one value from a predefined list, not from another object. Option D is incorrect because a text field is not suitable for this request, as text fields allow users to enter any alphanumeric characters, not from another object.

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

 A 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.

The app builder should go to the Account object to build these new rollups. A roll-up summary field is a type of field that can aggregate numeric values from child records related to a parent record by a master-detail relationship. The app builder can create two roll-up summary fields on the Account object that count the number of open Opportunities and the number of won Opportunities related to each Account. Lightning App Builder is not a place where the app builder can build these new rollups. Lightning App Builder is a tool that allows the app builder to customize the layout and components of Lightning pages, such as record pages, home pages, or app pages. It cannot create new fields or relationships on objects. Lightning Object Creator is not a place where the app builder can build these new rollups. Lightning Object Creator is a tool that allows the app builder to create custom objects from spreadsheet data by uploading a file and mapping columns to fields. It cannot create roll-up summary fields or relationships on existing objects. Opportunity object is not a place where the app builder can build these new rollups. The Opportunity object is the child object in the relationship with the Account object, and roll-up summary fields can only be created on the parent object.

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

• A: Setting Sharing Settings to Read Only on both Master-Detail relationship fields ensures that users can view but not edit the master records from the junction object.
• D: Creating an owner-based sharing rule that gives Read access to the junction object allows specific users or groups to access and edit records in the Junction object while maintaining the private OWD setting.References:
• Salesforce Help - Sharing Settings

To import leads while preventing duplicates:

• B. Data Import Wizard is the appropriate tool. The Data Import Wizard in Salesforce includes functionality to check for duplicates based on matching records by certain criteria (like email or lead ID) during the import process, thus preventing duplicate lead records from being created.

More details on using the Data Import Wizard can be found in the Salesforce Data Import Wizard guide.

The two reasons that could be preventing this relationship conversion are that there are already two master-detail relationships on the Invoice Line Item and that Invoice Line Item records exist without having the Invoice lookup field populated. A custom object can have up to two master-detail relationships, so adding another one would exceed the limit. Also, a master-detail relationship requires that the detail records have a value in the master lookup field, so any records with a blank Invoice lookup field would prevent the conversion.

The "Sharing" button should be added to the Account page layout to allow sales reps to view the sharing details of an account record. This button enables users to see how access to the record is granted via roles, groups, and manual sharing.

• A: Sharing Hierarchy provides a view of the role hierarchy but does not specifically detail record access.
• B: New Task is unrelated to sharing visibility.
• D: "Fait" is not recognized in Salesforce context as a valid component or feature. Reference: Sharing an Account in Salesforce Help Documentation

Sharing rules and manual sharing are two features that can extend record access beyond the organization-wide defaults. Sharing rules are automatic rules that grant access to groups of users based on certain criteria, such as role, public group, or territory. Manual sharing is a manual way of granting access to individual users or groups by the record owner or someone above them in the role hierarchy. Option B and C are not features that extend record access.

• Updating the existing change set with the new changes and redeploying is the most efficient way to move the updated components to the Developer Pro Sandbox.References:
• Salesforce Help - Change Sets

A managed package from AppExchange is a custom solution that is developed by a third-party provider and can be installed in Salesforce. A managed package can be easily updated by the provider without affecting the existing functionality or customizations. This makes it suitable for the app builder’s requirement of ease of updates. Option B, C, and D are not as easy to update as a managed package.

To deploy a new account detail page layout from sandbox to production, an app builder should include three components in the change set:

• Detail page layout: The page layout defines the arrangement of fields, buttons, related lists, and other components on a record detail or edit page. It also controls which fields are required or read-only for users. Source
• Custom fields: Custom fields are fields that are created by users to store additional information on standard or custom objects. Custom fields can have different data types, such as text, number, date, picklist, etc. Source
• Custom actions: Custom actions are actions that are created by users to extend the functionality of standard or custom objects. Custom actions can be global or object-specific, and they can invoke different tools such as Lightning components, Visualforce pages, flows, etc. [Source]

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

• Create an approval process on the Contract object with criteria set on a second approval step set as ‘Amount__c > 10,000’ and set the approver as director. An approval process is a type of process that automates how Salesforce records are approved in an organization. An approval process can have multiple steps with different criteria and approvers. In this case, the app builder can create an approval process on the Contract object with two steps: one for the sales manager approval and one for the director approval if the contract amount is over $10,0001.
• Create a validation rule on the Contract object that prevents updates to the contract record while it is being reviewed. A validation rule is a type of rule that checks data quality by verifying that the data in a record meets certain standards before it can be saved. A validation rule can prevent users from making changes to a record that is in a certain status or stage. In this case, the app builder can create a validation rule on the Contract object that prevents updates to the contract record if its Approval Status field is not equal to Not Submitted2. Option B and D are not options that can ensure all contracts route for the correct approval and also prevent the sales rep from making changes to the record while it is being approved.

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

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

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

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.

Moving the reports from the Unfiled Public Reports folder and adding them to a new change set is what the app builder should do to deploy the reports to production. According to the Salesforce documentation, “Reports in the Unfiled Public Reports folder aren’t available for deployment.” Moving the reports to the Untried Public Reports folder, recreating the reports in production, and adding the reports to an unmanaged package are not necessary or recommended actions.

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

The 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.

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

Two conditions that can prevent inline editing on a list view are if the list view selected is the recently viewed list view, or if the list view contains more than one record type. The recently viewed list view does not support inline editing, as it is not based on a single object. The list view must have a single record type to enable inline editing, as different record types may have different fields and values

 A record-triggered flow can be used to automate actions when a record is created or updated. In this case, a record-triggered flow can be configured to create a new opportunity and send an email to the contracts team when an opportunity is marked as closed won.

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

To calculate summaries from child objects of a standard object, an app builder should evaluate two considerations:

• An app builder is unable to change a look up to a master-detail relationship. A lookup relationship can only be converted to a master-detail relationship if the lookup field in all records contains a value. If some records have null values, then the conversion will fail. 
• A value is required in all records of the lookup field prior to converting to a master-detail relationship. As mentioned above, a lookup field cannot have any null values before it can be converted to a master-detail relationship. Users will need to populate the lookup field with valid values for all records before attempting the conversion. 

 The app builder should recommend configuring Campaign Hierarchies and Campaign statistics to understand return on investment for the latest advertising buy. Campaign Hierarchies allow users to organize campaigns into parent-child relationships based on common goals or themes, such as product lines or marketing channels. Campaign statistics allow users to track and measure key metrics for campaigns and campaign hierarchies, such as budgeted cost, actual cost, expected revenue, number of leads, number of contacts, etc. By using these features, users can calculate return on investment for each campaign and campaign hierarchy by comparing actual cost and expected revenue. Utilizing Account Hierarchies and Roll-Up Summary fields is not a valid recommendation, as it does not relate to campaigns or advertising buys. Account Hierarchies allow users to organize accounts into parent-child relationships based on business structure or affiliation, such as subsidiaries or partners. Roll-Up Summary fields allow users to aggregate numeric values from child records related to a parent record by a master-detail relationship. Running an opportunities pipeline report is not a valid recommendation, as it does not provide information about campaigns or advertising buys. An opportunities pipeline report shows the stages and amounts of opportunities in the sales process, such as prospecting, qualification, negotiation, etc. Changing to a public security model is not a valid recommendation, as it does not affect the ability to track and measure campaigns or advertising buys. A public security model is a type of organization-wide default that determines the baseline level of access that users have to records they do not own. A public security model grants all users read or read/write access to all records, regardless of ownership.

The app builder should recommend a workflow rule to automate this process. A workflow rule is a type of automation tool that can execute actions based on certain criteria. In this case, the workflow rule can have a criterion that evaluates if the DoNotCall checkbox is checked on a Contact record, and then execute a field update action that sets the Phone field to null. Option A, B, and C are not automation tools that can perform this task.

The feature that the app builder should use to allow users to create the opportunity is a quick action. A quick action is a type of custom button or link that can create or update records, log calls, send emails, or launch flows from a record page or a global menu. The app builder can create a quick action on the account object that creates an opportunity record with pre-populated fields. Option B is incorrect because a default action is not a valid term, but rather a standard action that appears on every record page by default, such as Edit or Delete. Option C is incorrect because a custom button is not suitable for this requirement, as custom buttons can only display a URL or execute JavaScript when clicked. Option D is incorrect because a custom link is not suitable for this requirement, as custom links can only display a URL or execute JavaScript when clicked.

The solution that an app builder should use to meet this requirement is creating a custom report type with converted leads as the primary object. A custom report type is a template that defines the objects and fields that are available for a report. The app builder can create a custom report type that has converted leads as the primary object and includes fields from related objects, such as accounts, contacts, and opportunities. This way, sales reps can create reports on converted leads and see their related information. Option A is incorrect because enabling preserve lead status in the lead conversion settings does not affect the reporting on converted leads, but rather allows users to retain the original lead status after conversion. Option B is incorrect because assigning the representative view and edit converted leads permission does not affect the reporting on converted leads, but rather allows users to view and edit converted lead records. Option C is incorrect because ensuring the representative has read access to the original lead records does not affect the reporting on converted leads, but rather allows users to view the original lead records.

To show Component as a related list on Product, a lookup relationship on Component to Product should be created. A lookup relationship creates a loose association between two objects and allows users to relate records from one object to another. A lookup relationship also allows users to add the related list of the child object to the parent object’s page layout.

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.

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 flow is an application that automates a business process by collecting data and performing operations in your org or an external system. Flows can also manipulate data in your org by creating, updating, deleting, or submitting records for approval. You can use flows to update fields on related records when a certain event occurs, such as closing a work order. In this case, a flow can be used to update the last maintenance date field on the Asset record when a maintenance work order gets closed.

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.

The two tools that an app builder could combine to display the number of open cases on the account page are Flow and Process Builder. Flow is a tool that allows the app builder to create a declarative automation that can query, manipulate, and display data from multiple objects. Process Builder is a tool that allows the app builder to create a trigger-based automation that can invoke a Flow when a record is created or updated. By using these two tools, the app builder can create a solution that can query the number of open cases for the account and parent account and display them on the account page using a screen element. Workflow is not a suitable tool, as it cannot query or display data from multiple objects. It can only perform actions such as field updates, email alerts, tasks, or outbound messages. Approval Process is not a suitable tool, as it is used to automate the approval of records based on certain criteria and predefined steps. It cannot query or display data from multiple objects.

 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

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

 Launch a new approval process that has automatic submission enabled as an initial submission action, and Create a new approval process that has automatic submission enabled in the entry criteria. These are correct because both options allow the deals to be automatically submitted for approval without requiring any action from the sales rep. The automatic submission can be configured either as an initial submission action or as part of the entry criteria