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

The best way to calculate an overdue date that is two months after a task due date is to use a formula field with the ADDMONTHS() function. This function adds a specified number of months to a date value, and returns a new date value. See [this article] for more information on formula fields.

 The best feature to use to ensure consistent case priority entry is Path. Path allows users to see key fields and guidance for each stage of a process, such as a case lifecycle. Path can also enforce data quality by making certain fields required at each stage. See [this article] for more information on Path.

A flow or a process can be used to assign a permission set to new users. A flow can be triggered by a record change or an invocable action, while a process can launch a flow as an immediate or scheduled action

Sharing the dashboard folder with roles and subordinates of the US Sales Director and sharing the report folder with the role of US Sales Director will ensure that only the US sales directors can see the data in the component and view its source report, while all US sales reps can view the US Team dashboard. Making the US Sales Director the running user will show only his or her data in the component, not the whole team’s data. Making the dashboard dynamic will show different data depending on who is viewing it, not based on their role. Sharing the dashboard with the public group US Sales Reps and sharing the dashboard source reports folder with the US Sales Director profile will not prevent other profiles from accessing the reports if they have access to the report folder.

The app builder needs to do two steps to make the custom Lightning App available to the internal users at Universal Containers:

Create a subdomain using My Domain: My Domain is a feature that allows an organization to set up a custom domain name for their Salesforce instance. This is required to use custom Lightning components and apps in Salesforce1.

Build a Custom Tab for the app: A custom tab is a tab that displays any custom object or web page in Salesforce. This is required to make the custom Lightning App accessible from the navigation menu or app launcher2. Option A and B are not necessary steps to make the custom Lightning App available to the internal users.

 Groups is available in the Chatter section of the navigation menu, not in the selected list for the navigation menu. According to the Salesforce documentation, “Groups appear in Chatter, not in Navigation Menu.” Groups is not available in the recent section of the navigation menu, nor is it included in the Smart Search items but unavailable on the navigation menu. Groups is unavailable in the selected list for the navigation menu.

The feature that can be used to meet these requirements is two-step approval process. An approval process defines the steps and criteria for approving records. A two-step approval process requires two levels of approval before a record can be deleted. The app builder can configure an approval process for opportunities that requires sales reps to submit their delete requests for approval from their managers. Option A is incorrect because Process Builder with Submit for Approval action is not a valid feature, as Process Builder cannot submit records for approval. Option B is incorrect because Approval Process with a triggered Flow process is not a valid feature, as Approval Process cannot trigger Flow processes. Option C is incorrect because Approval Process with Time-Dependent Workflow action is not a valid feature, as Approval Process cannot use Time-Dependent Workflow actions.

To ensure that opportunities are submitted into the approval process when their close date is pushed more than 30 days, an app builder should use an automated process to submit the record for approval. An automated process can be created using tools such as Process Builder or Flow Builder, and it can define the criteria and actions for submitting a record for approval. [Source]