Platform-App-Builder Exam Dumps - Salesforce App Builder Questions and Answers

 An external ID field can be a number field or a text field, but not a URL field or a phone field. A URL field is used to store web addresses and a phone field is used to store phone numbers. An external ID field is used to store unique identifiers from an external system and it can be used for upsert operations

 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

The Account record includes Invoice roll-up summary fields. This is correct because roll-up summary fields are only available on the master object in a master-detail relationship, and changing the field type to lookup would delete the roll-up summary fields

To ensure sales reps input contacts into Salesforce rather than their personal devices:

C. Enable offline create, edit, and delete in Salesforce for Android and iOS. This feature allows sales reps to enter contact information directly into the Salesforce Mobile App even when they are offline, which syncs back to Salesforce once connectivity is restored.

Steps to enable offline capabilities:

Navigate to Setup → Mobile Administration → Salesforce Mobile App → Offline Settings.

Configure offline settings to allow for creating, editing, and deleting records.

Ensure that the Contact object is available for offline access.

This functionality encourages reps to use Salesforce directly by mitigating connectivity constraints.

For implementation details, refer to Salesforce Mobile App Offline.

When creating a new field, if an app builder does not want the field to be automatically added to pre-existing custom report types, the step to take is:

Deselect 'Add Field to Custom Report Types' (D). This option is available when creating or editing a custom field and ensures that the field is not automatically included in report types where 'Automatically add new custom fields to report type layouts' is enabled.

Removing the field from page layouts (A) affects the visibility on record pages but not reports. Adjusting visibility (B) or setting read-only access (C) for report profiles affects user permissions to see the field in reports, but does not remove the field from report types if it was previously added.

Reference for managing fields in custom report types:

Custom Report Types and Fields: https://help.salesforce.com/articleView?id=reports_report_type_layouts.htm &type=5

Creating both customer and dealer as accounts, creating account teams on each account and associating the dealer records with the parent account would allow UC to track each customer and dealer separately, as well as their relationships and reps. Account hierarchy is not suitable for this scenario, as it is used to show the relationships among parent and child accounts within a single company

When Cloud Kicks needs to calculate summaries from child objects of a standard object declaratively, a few key considerations about master-detail relationships come into play. Master-detail relationships are critical in Salesforce when working with roll-up summary fields, which allow you to calculate values from child records.

Option B: An object can have up to two master-detail relationships.

Salesforce allows an object to have two master-detail relationships. This is important because if you want to aggregate child record data using roll-up summary fields, you need to have a master-detail relationship in place. Each master-detail relationship links a child object to a parent, and you can create roll-up summary fields on the parent object to summarize the child record data.

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.

For Universal Containers to understand the return on investment (ROI) for their latest advertising buy while using a private security model, the best recommendation is to use Campaign Hierarchies and Campaign statistics.

Campaign Hierarchies and Campaign Statistics: Campaign hierarchies allow Universal Containers to track the effectiveness and ROI of marketing efforts by grouping related campaigns (e.g., advertising buys) under a parent campaign and rolling up key metrics like responses, converted leads, and won opportunities. Campaign statistics provide detailed insights into individual and aggregate campaign performance, helping calculate ROI.

This method works well within a private security model since it respects existing sharing rules and access controls, ensuring that only authorized users can see the campaign data.

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.