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

To connect Testimonial__c records with both the submitter’s Contact record and Account record, an app builder should create a master-detail relationship from Testimonial__c to Account and a lookup relationship from Testimonial__c to Contact. A master-detail relationship creates a parent-child relationship between two objects and allows for roll-up summary fields, sharing settings, and cascading actions. A lookup relationship creates a loose association between two objects and allows users to relate records from one object to another. Source

LEFT(Account.Zip_Code_c, 5) is the correct formula to display only the first five digits of Zip Code from the parent Account. LEFT function returns the specified number of characters from the left side of a text string. Account.Zip_Code_c is the custom text field that stores the Zip Code on Account object. 5 is the number of characters to return from the left side of the Zip Code. The other options are not valid formulas or functions.

 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

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 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.

Public group is the best option to route the approval request for overnight shipments. Public groups can include users, roles, or other groups. Queues are used to assign ownership of records to a group of users, not for approval processes. Hierarchy field and role are not flexible enough to include only the department members.

Cloud Kicks needs to insert 25,000 records with deduplication for the Race_Track__c custom object. Here's the reasoning for choosing Data Loader:

Data Loader: This is the appropriate tool for importing large volumes of data (up to 5 million records) into Salesforce. It also provides deduplication options through Salesforce’s native matching rules or by implementing external checks. Data Loader is highly scalable, and for 25,000 records, it is well-suited because it can handle more than the Import Wizard's record limits.

Option A (Import Wizard): The Import Wizard is not a good choice here because it supports up to 50,000 records, which may seem acceptable. However, it is generally recommended for smaller data imports, and deduplication options are limited compared to what Data Loader offers. Additionally, for bulk operations like 25,000 records, Data Loader is more efficient and robust.

Import Wizard Limitations

Option B (Lightning Object Creator): This tool is used to create custom objects from spreadsheets and is not designed for bulk data loading or deduplication. It’s not appropriate for large data imports.

Option D (Schema Builder): Schema Builder is a tool used to view and modify the structure of objects and fields in Salesforce, not for data import or deduplication purposes.

In summary, Data Loader is the most appropriate tool for importing a large number of records with deduplication needs.

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

Schema Builder is a tool that allows app builders to view and modify the data model of their Salesforce org. Some of the capabilities of Schema Builder are:

Creating and editing custom objects and fields

Creating and editing relationships between objects

Showing selected objects on a page

Editing custom settings

Schema Builder cannot be used to create a new record type or view page layouts in a new window.