An app builder quiz for that "other" test. When possible, I added explanations to the questions and they can be reviewed at the end of the quiz (for those questions you get wrong) for further information, clarification, and confirmation.
A manager wants to calculate the number of days since an account was last contacted through email. Which field type should be used to accomplish this?
Which capability allows an app builder to grant object-level access? Choose 2 answers.
Assigning a user a Profile that allows Read access to an object
Assigning a user a Permission Set that allows for Read and Edit access to an object
Assigning a user a Role that allows Read access to an object
Assigning a user a Public Group that allows for Read and Edit access to an object
Universal Containers wants to standardize their business logic. They want to ensure that the workflow order is guaranteed to be the same each time. Which feature can be used to accomplish this? Choose 2 answers.
Lightning Process Builder
Universal Containers has a junction object called Invoices with a primary Master-Detail relationship with Accounts and a secondary Master-Detail relationship with Contacts. The app builder has a requirement to change the primary Master-Detail relationship to Lookup. What happens to the Master-Detail relationship with Contacts?
The Contacts Master-Detail values are cleared from invoices
The Contacts Master-Detail also converts to Lookup
The Contacts Master-Detail field is deleted from the object
The Contacts Master-Detail becomes the primary
Where can a custom button be placed? Choose 3 answers.
On the User Object
On the Custom List View
On a Person Account
On a related list
On a Web-to-Case form
Universal Containers has separated business requirements for consumer and Business Opportunities. The sales team work with both types of Opportunities. the app builder created two record types on the Opportunity Object. Which action can now be performed? Choose 2 answers.
Prevent access to secure data fields by sales process
Specify a different page layout by sales process
Enable field validation by sales process
Create unique Opportunity stages by sales process
What metadata changes can be made directly in a production environment without deploying from sandbox? Choose 2 answers.
What is the capability of sandbox templates? Choose 2 answers.
Create a Partial Copy sandbox from a Partial Copy sandboxes environment
Specify the object whose date should be replicated in a Partial Copy sandbox environment
Specify the data range for data being replicated in a Partial Copy sandbox environment
Save a template for re-use when creating a Partial Copy sandbox environment
Universal Containers would like to show different picklist values to different groups of users in a custom picklist field. What should be configured?
What Salesforce functionality is ignored when processing field updates in workflow rules and approval processes? Choose 3 answers.
Decimal places and character limits
Record type picklist value assignments
User at Universal Containers needs to be able to quickly create a contact record from the Account record's Chatter feed. How should the App Builder enable this functionality?
By creating a custom "Create a Record" Action on the Account
By creating a custom "Detail Page" Button on the Account
By creating a custom "Detail Page" Button on the Contact
By creating a custom "Create a Record" Action on the Contact
A Customer Support Manager at Universal Containers would like to implement call scripting for their caller agents. What automation tool can be used to accomplish this?
Lightning Process Builder
An App Builder is loading the data into Salesforce. To link the new records back to the legacy system, a field will be used to track the legacy ID on the account object. For future data loads this ID will be used when upserting records. Which field attribute should be selected? Choose 2 answers.
Universal Containers is rolling out a new customer service process. Customer service managers will need to edit cases for their subordinates, but not cases for other groups. Managers and users should be able view all cases. What is the recommended solution to configure this? Choose 2 answers.
Create standard role hierarchies
Set organization-wide sharing defaults to public read/only
Create criteria-based sharing rules
Set organization-wide sharing defaults to private
An app builder would like to streamline the user experience by reflecting summarized calculations of specific fields on various objects. Which field types could be used in roll-up summary fields to accomplish this? Choose 3 answers.
Universal Containers stores invoices in SAP. Users want to view invoice data on the related Account records in Salesforce. How can this be achieved? Choose 2 answers.
Create a custom Invoice object and connect to SAP using Data Loader
Create an external object connected to an invoice table in SAP
Use SAP data export functions to load data directly in Salesforce
Connect to an OData Publisher Service for SAP databases
What should be done to provide managers access to records of which they are not the owner in a private sharing model?
Create a Manager Permission set and select the "View All Data" option
Create a Manager profile and select the "View My Teams Data" option
Define a Role Hierarchy and use the Grant Access Using Hierarchies option
Set the Manager field for each User Record on the Manager's team
What is a true statement regarding roll-up summary fields? Choose 2 answers.
Roll-up summary fields can only be created on the master of a master-detail relationship
The roll-up summary field inherits the field-level security of the child object
Changes to the value of a roll up summary field can trigger assignment rules to run
Multi-select pick-list fields can be used in the field column of roll-up summary filters
A custom field on an account is used to track finance information about a customer. Only members of the Finance Team have access to this field. However, the business wants to allow one customer service agent, who is assigned the customer service profile, read-only access to this field for special circumstances. What is the recommended solution to grant the customer service agent access to the filed?
Create a permission set that allows read-only access to the field via Field Level Security and assign it to the agent
Create a new profile to allow for read-only access to the field via Field Level Security and assign it to the agent
Update the Customer Service Profile already assigned to the agent to allow for read-only access to the field via Field Level Security
Update the custom field's Field Level Security in the setup to allow the agent read-only access to the field
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?
The record will save and the Industry field will change to Technology
The record will not save and the validation rule's error message will be displayed
The record will not save and no error message will be displayed
The record will save but the Industry field will not change to Technology
Universal Containers uses a custom object to track Site visits. When the status of a Site visit is changed form "In Progress" to "On Hold", the business wants the Site visit owner to be automatically assigned ot an "On Hold" queue. Which capability can be used to accomplish this?
When should Unmanaged packages be created? choose 2 answers.
Deploying form a Developer Edition environment
Publishing an application for sale on the AppExchange
Migrating of components from sandbox to production
Distributing open-source projects on AppExchange
When a user creates an Account report, the user does not see Industry as an available field in the report builder. However, this same user is able to see it in the Account page layout. What scenario would cause this?
The user uses a custom report type which does not include the Industry field
The Industry field has no record values in the Account
The Industry filed is not enabled for the particular record type
The user does not have Industry filed visibility in the filed-level security
What is a true statement in regards to managing access to reports and dashboards? Choose 2 answers.
users with the "Manage Public Reports" permission can organize reports by creating custom report folders and sending invitations to users to access them.
Users must have certain permissions to access public, hidden, or shared folders.
Users with the "Manage Public Reports" and "Create and Customize reports" permissions can create custom reports that all users can view.
Users that want to grant access to personal folders can manually share a personal folder with a user or public group.
Which setting is available to customize Salesforce1 mobile app for branding? Choose 3 answers.
Header and search bar color
The image on loading page
Background color on loading page
Notification and search icon
Action bar color
The CRM Manager at Universal Containers has requested that a custom text field be converted to a pick-list in order to promote better data hygiene. What needs to be considered before changing the field type? Choose 2 answers.
Existing list views that reference the field may be deleted
Field references will be removed in Visualforce pages
All data should be backed up before converting a text field
Changing a field type will remove existing field history
Which values must be defined when creating a new Opportunity Stage? Choose 3 answers.
The VP of sales at Universal Containers wants to have a set of screens to guide the inside sales team through collecting and updating data for leads. How can the app builder accomplish this?
Lightning Process builder
A divisional manager wants to add a chart into a page layout. Which report format can be used as the source report to accomplish this? Choose 2 answers.
Matrix format wit ha chart
Joined format wit ha chart
Tabular format with a chart
Summary format with a chart
What is a use case for approval processes? Choose 2 answers.
Approve expense reports automatically when less than $50
Update the PTO record field with the user's manager
Require the CFO to review the salary range for all job offers
Ensure an opportunity that has at least one product added
Which statement is true about an External ID field? Choose 2 answers.
The field must be unique since duplicates are not allowed within Salesforce
The field contains unique record identifiers from a system outside of Salesforce
The field can be unique based on case-sensitive or case-insensitive values
The field must contain at least one number and at least one letter
What type of field can be used to filter a Report Chart that has been added to a Page Layout?
Matching ID Field
At Universal Containers, the VP of Service has requested a visual indicator flag on each case, based on the case priority. High-priority cases should be flagged red, medium-priority should be flagged yellow, and low-priority cases should be flagged green. Which formula would accomplish this requirement? Choose 2 answers.
Universal Containers has a custom assessment object used by three divisions. Each division wants to track different information on the assessments, including different values for the status pick-list. Division managers do not want their teams to be able to create another division's assessment.
Create additional custom assessment objects, one for each division, to track their assessments so information can be tracked separately. Use profiles to restrict access to the three custom objects.
Create separate assessment record types for each division and use them to limit pick-list values. Create separate page layouts for each record type and use profiles to restrict record type access.
Create three page layouts to determine the fields and pick-list values for each user based on the division indicated on their user record. Use field-level security to restrict access to each division's fields.
Create a separate page layout for each division and assign them profiles. Use the profile setting to configure each division's custom field list and pick-list values for assessments.
Which rule can be configured for the Opportunity object? Choose 2 answers.
Universal Containers wants to provide a different view for its users when they access an Account record in Salesforce1 instead of the standard web version. How can this be accomplished? Choose 2 answers.
By adding a mobile layout and assigning it to a profile
By adding quick actions in the publisher section
By adding actions in the Salesforce1 action bar section
By adding a Visualforce page to the mobile cards section
A custom object named Assignment has a private sharing setting that grants access using hierarchies. The organization has a role hierarchy where the "Specialist" role reports to a "Manager" role which reports to a "Director" role. The director role is at the top of the role hierarchy. A user who is the manger role creates a new Assignment record. Who can send this record?
The record owner and the directors in their hierarchy
The record owner and those above the specialist role in their hierarchy
The record owner and the managers in their hierarchy
The record owner and the specialists in their hierearchy
The app builder at Universal Containers has been asked to ensure that the Amount field is populated when the stage is set to Closed Won. What can be used to meet this requirement?
Lightning Process Builder
A junction object has two Master-Detail relationships. What happens to a junction object record when either associated master record is deleted?
The record is deleted and placed in the recycle bin
The master record can't be deleted if it has a child record
The look-up field on the junction object record is cleared
The record is permanently deleted and can't be restored
What is a feature that can extend record access beyond the organization-wide defaults? Choose 2 answers.
Public or private groups
Criteria-based sharing rules
Owner-based sharing rules
Dynamic role hierarchy
Universal Containers uses a custom object to track open job positions. They would like to automatically post updates on a record's feed whenever a position stage is changed. Which social feature can be used to accomplish this?
Feed Quick Action
Universal Containers needs the ability to generate contract documents. All the data required for a contract resides in a custom object. What is the recommended solution?
Enable the contract feature and create a custom Contract template based on the Standard template
Store a template in the static resources and configure the Action Link Template to use it
Create the HTML template for contracts and store it in the Public Folder
Select and install an AppExchange product to meet the contract generation needs
What option is available to an app builder when defining an object-specific Create Record custom action? Choose 2 answers.
Pre-Defining field values on the target object
Redirecting the end user to the detail page of the target object
Specifying the fields and layout of the action
Allowing the end user to choose the record type
Which sandbox environment is recommended to complete performance and load testing?
Developer Pro Sandbox
Universal Container needs to add an additional recipient to a workflow email alert that is fired from the case object. What type of field could be added to the case object to allow the additional desired recipient on the email alert? Choose 2 answers.
The Customer service team at Universal Containers uses a custom project object to track their customer projects. An app builder needs to create a relationship between a project object and related client account record. A private sharing model is in place for both accounts and projects. Which statement is true when creating an account lookup field on the project object? Choose 2 answers.
Cross-object fields update between the project and account records are not supported
The account lookup field on the project record can be made optional
User can only delete accounts if they have access to related project records
The account record can include roll-up summary fields with data from the project records
An app builder has created a report for sales people to view records from the custom object, some users have complained that they are unable to see all of the appropriate records. What steps should be taken to ensure data visibility within the report? Choose 3 answers.
Check organization-wide defaults
Check the user's profile for object setttings
Check the report folder sharing settings
Check reports filter
Check Sharing rules
Universal Containers would like to use a chatter group for their mergers and Acquisitions to collaborate on potential new projects. The group should not be visible to non-members to see you or join, and can be accessed by invite only. Which chatter group type should the app builder recommend?
Which statement is true for embedding a Visualforce page in a page Layout? Choose 2 answers.
Visualforce Pages on a field set have attributes for width and height
Visualforce Pages can be placed anywhere in the page layout
Visualforce Pages on a page layout have attributes for width and height
Visualforce Pages can only be placed in the Visualforce section in a page layout
What is the capability of Schema Builder? Choose 2 answers.
Showing selected objects on the page
Editing custom settings
Viewing page layout in a new window
Creating a new record type
What is a section of the Lightning App Builder Tool? Choose 3 answers.
Mini Page Layout
Selected Publisher actions
Universal Containers wants to display a message when a case needs follow-up. What can be used to display different text on the case record depending on the number of days a case is opened?
Lightning Process Builder
Universal Containers provide access to Salesforce for their sales, service, and marketing teams. Management wants to ensure that when users login, their home tab provides access to links and documentation that are specifically relevant to their job function. How can this requirement be met?
Create separate home page custom components and layouts; assign to user by role
Expose specific elements within a home page custom component determined by profile
Create separate home page custom components and layouts; assign to user by profile
Expose specific elements within a home page custom component determined by role
In order to delete the Opportunities, Universal Containers would like sales reps to submit requests for approval from their sales manager. What can be used to meet these requirements?
Approval Process with Time-Dependent workflow action
Approval Process with Apex Trigger
Two-step Approval Process
Process Builder with Submit for Approval action
At Universal Containers, multiple departments utilize the Case object for different purposes. Some users submit cases for IT and HR requests. Other users provide customer support with case records. How can an app builder enable different users to see different fields based on the case type?
Crate different case field sets for IT, HR, and Customer Support. Assign different field sets by profile
Create different case record types for IT, HR, and Customer Support. Assign different page layouts to each record type by role
Create different case record types for IT, HR, and Customer Support. Assign different page layouts to each record type by profile
Create different case field sets for IT, HR, and Customer Support. Assign different field sets by role
Universal Containers has deployed custom tabs through change sets, without including the profiles, to Production (Enterprise Edition). Which statement is true in regards to the visibility of custom tabs?
Custom tabs are default on for all users
Custom tabs are default off for all users
Custom tabs are exposed for all users
Custom tabs are hidden for all users
What may occur if workflow rules are re-evaluated after a field change by a field update? Choose 2 answers.
Cross-object workflow rules result in re-evaluation after field change
Workflow rules trigger validation rules on field updates
Workflow rules trigger more workflow rules to be re-evaluated
A recursive loop potentially results in exceeding organizational limits
A customer service rep at a call center would like to be able to collect info from customers using a series of question prompts. What could be used to accomplish this?
Lightning process builder
Universal Containers is importing 1000 records into Salesforce. They want to avoid any duplicate records from being created during the import. How can these requirements be met?
When importing the file, select the "Prevent Duplicates" option on the last step of the Import Wizard and import the file
Include a column in the import file that has either record names, Salesforce ID's, or external ID's that can be used to match records
After importing all of hte custom objects, review all records created and manually merge or delete any duplicate record
After importing all of the custom objects, run a duplicate check report, export the record to a CSV File, and run a mass delete to purge any duplicates
Universal Containers has a custom object for shipping information. They have to ship to both businesses and consumers. they need to show additional values in the custom field called insurance type for business shipping records. How can this be set up?