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Universal Container's sales reps can modify fields on an opportunity until it is closed.

The sales operations team has access to modify the Post-Close Follow-up Date and Post-Close Follow-up Comments fields after the opportunity is closed. After the opportunity is closed, the rest of the fields are read only.

How should these requirements be met?

A.
Use record types with field sets and restrict editing fields using field-level security.
A.
Use record types with field sets and restrict editing fields using field-level security.
Answers
B.
Use field-level security on page layouts to restrict editing fields.
B.
Use field-level security on page layouts to restrict editing fields.
Answers
C.
Use field-level security on page layouts with record types to restrict editing fields,
C.
Use field-level security on page layouts with record types to restrict editing fields,
Answers
D.
Use field-level security to mark fields as read-only on the Sales profile.
D.
Use field-level security to mark fields as read-only on the Sales profile.
Answers
Suggested answer: C

Explanation:

To manage field editability based on the opportunity status:

C . Use field-level security on page layouts with record types to restrict editing fields. This combination allows for different layouts and editable fields based on the status of the record (e.g., closed or open).

Steps to implement:

Create or adjust record types for open and closed opportunities.

For each record type, create a specific page layout.

On the page layout for closed opportunities, set the majority of fields to read-only using field-level security, except for the 'Post-Close Follow-up Date' and 'Post-Close Follow-up Comments' fields.

Assign the appropriate page layouts to the respective record types.

Update profiles or permission sets to use these record types and page layouts accordingly.

This setup ensures that sales reps can modify fields only when the opportunity is open, and the sales operations team can edit specific fields after closure.

For more information on using record types and page layouts, check Salesforce's documentation on Record Types.

An app builder just added a lookup field to Account from the existing custom object, Box.

Which report type is automatically created?

A.
Boxes with or without Accounts
A.
Boxes with or without Accounts
Answers
B.
Accounts with or without Boxes
B.
Accounts with or without Boxes
Answers
C.
Boxes with Accounts
C.
Boxes with Accounts
Answers
D.
Accounts with Boxes
D.
Accounts with Boxes
Answers
Suggested answer: D

Explanation:

Upon adding a lookup field to Account from a custom object, Box: 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.



Which two report formats can be used as a source report to configure a reporting snapshot?

Choose 2 answers

A.
Tabular format
A.
Tabular format
Answers
B.
Summary format
B.
Summary format
Answers
C.
Joined format
C.
Joined format
Answers
D.
Matrix format
D.
Matrix format
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Suggested answer: B, D

Explanation:

For reporting snapshots, the source report must be capable of grouping data, which is necessary for summarizing information at specific intervals. The acceptable formats for a source report in reporting snapshots are:

Summary format (B). This format groups rows of data by one or more criteria and can perform calculations such as sum, average, etc., on another column at each group level.

Matrix format (D). Similar to the summary format but arranges data in a grid format, allowing summarization by both rows and columns.

Tabular (A) and joined (C) formats are not suitable for reporting snapshots. Tabular reports do not include grouped or summarized data, and joined reports involve combining multiple report types, which are not compatible with how reporting snapshots need to structure data.

Reference for more information on reporting snapshots and report formats:

Reporting Snapshots: https://help.salesforce.com/articleView?id=reports_snapshots.htm&type=5

Report Formats: https://help.salesforce.com/articleView?id=reports_understanding_formats.htm&type=5

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
A.
Custom action
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B.
Custom button
B.
Custom button
Answers
C.
Custom quick access link
C.
Custom quick access link
Answers
D.
Custom URL formula Field
D.
Custom URL formula Field
Answers
Suggested answer: A

Explanation:

To allow quick editing of a record's status and entering a due date from the record's feed in the Salesforce Mobile App:

A . Custom action. This option enables users to perform specific tasks directly from the record page in the Salesforce Mobile App, such as editing fields.

Steps to create a custom action:

Navigate to Setup Object Manager select the relevant object.

Click Buttons, Links, and Actions New Action.

Set Action Type to 'Update a Record'.

Configure the action layout to include the Status and Custom Due Date fields.

Add the action to the Salesforce Mobile layout.

This setup provides an efficient way for users to update key fields without navigating away from the record feed.

For detailed setup instructions, see Salesforce's documentation on Creating Quick Actions.

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