Pass the Salesforce App Builder Platform-App-Builder Questions and answers with CertsForce

The app builder should add the fields to the page layout on the object to ensure users can access the new object and fields. The page layout determines which fields are visible and editable on the record detail page. Option A, B, and C are not necessary for this purpose.

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.

Campaign Management Overview

Option A (Account Hierarchies and Roll-Up Summary fields): Account hierarchies and roll-up summary fields focus on aggregating account-level data, which doesn’t directly support measuring the ROI of advertising campaigns.

Option B (Opportunities Pipeline Report): While an opportunities pipeline report can provide insights into sales, it doesn’t track campaign-related data or advertising ROI directly.

Option C (Change to a Public Security Model): Changing to a public security model isn’t necessary and could expose sensitive data. Campaign hierarchies and statistics work well with a private security model.

In summary, Campaign Hierarchies and Campaign Statistics are the recommended approach to track the ROI of advertising buys.

The app builder should use a custom button and Flow to achieve the desired result. A custom button is a button that can invoke custom logic or actions when clicked by a user. A Flow is a type of automation tool that can guide users through a series of screens and perform actions based on user input. In this case, the app builder can create a custom button on the Account object that launches a Flow when clicked by a user. The Flow can display a popup window with questions for the user to answer and populate additional fields on the Account record based on the user input4. Option A, B, and C are not tools that can achieve this result.

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.

Given the need to automate a welcome email including a customized survey with customization requirements and a tight timeline, the best approach is:

Use Salesforce Flow to build the survey declaratively to meet the criteria and send it to the customer as an email (B). Flow is a powerful tool for automation in Salesforce, allowing the creation of complex workflows and user interactions without needing to write custom code. It can be used to build a survey and integrate it with email services for automated dispatch.

Working with a developer to create custom Apex and LWC (A) might meet the criteria but would not align with the limited time frame. Managed (C) and unmanaged packages (D) from AppExchange can provide pre-built solutions, but they may not offer the needed customization or could require more setup time than building directly in Flow.

Reference for automating processes with Salesforce Flow:

Salesforce Flow: https://help.salesforce.com/articleView?id=sf.flow_considerations_design.htm &type=5

Apex unit test failures can cause a package installation to fail. According to the Salesforce documentation, “If your package contains Apex code, all tests must complete successfully for your package to install.” Incorrect license types, package features not compatible, and object limits exceeded are not valid reasons for a package installation failure.

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. 

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.

Making the Opportunity type a required field on the initial Opportunity page layout and using automation to fill in the type field to a record type is a way to limit the number of fields users are required to fill out when creating a new Opportunity. This way, the app builder can assign different page layouts for different record types based on the Opportunity type. The other options are not feasible or effective

Related record and Tabs. These are correct because the related record component allows service agents to view and edit fields from a related record on the same page, and the tabs component allows service agents to switch between different views of related lists or other components on the same page.