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

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 permission set containing the salary record type and assigning it to the appropriate users would allow only those users to create salary applicant records, while still allowing all users to view all applicant records. This is the most granular and flexible way to meet the requirement

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

The app builder should recommend a workflow rule to automate this process. A workflow rule is a type of automation tool that can execute actions based on certain criteria. In this case, the workflow rule can have a criterion that evaluates if the DoNotCall checkbox is checked on a Contact record, and then execute a field update action that sets the Phone field to null. Option A, B, and C are not automation tools that can perform this task.

To have automatic posts on a record whenever a travel request has been approved, feed tracking should be used. Feed tracking enables field updates to be displayed in the Chatter feed of a record or a user profile. Users can follow records or users to see updates in their own feed. Feed tracking can be enabled for standard or custom objects and selected fields.

A flow is an application that automates a business process by collecting data and performing operations in your org or an external system. Flows can also manipulate data in your org by creating, updating, deleting, or submitting records for approval. You can use flows to update fields on related records when a certain event occurs, such as closing a work order. In this case, a flow can be used to update the last maintenance date field on the Asset record when a maintenance work order gets closed.

 The app builder would enable this ability in Chatter Settings. Chatter Settings is a setup menu that allows an app builder to configure various aspects of Chatter functionality, such as feeds, groups, email notifications, and more. One of the options in Chatter Settings is Enable Approvals via Chatter, which allows users to approve or reject requests from their team via Chatter posts or comments. Option A, B, and D are not places where an app builder would enable this ability.

To allow users access to Flows, Salesforce offers multiple integration points:

A. Quick Action: Flows can be initiated from record pages, the app utility bar, or global actions using Quick Actions. This allows users to execute flows relevant to specific records or global processes.

C. Flow Launcher: A component available in Lightning App Builder that enables users to start flows directly from a Lightning page.

Steps to set up these features:

For Quick Actions, navigate to Setup → Object Manager → select object → Buttons, Links, and Actions → New Action → Action Type (Flow).

For Flow Launcher, navigate to Lightning App Builder → select the page → drag the Flow component to the desired section of the page → configure it to launch the specific flow.

For more information on integrating Flows, check the Salesforce documentation on Flow Distribution.

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.

 A validation rule is a formula that evaluates the data in one or more fields and returns a value of “True” or “False”. Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record. In this case, a validation rule can be used to check if the Expected_Close_Date_c field is populated before the Opportunity stage is set to qualified