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

To facilitate quick managerial sign-off on discounted opportunities:

B. Dynamic Actions: Allows the display of specific actions on the Opportunity record page based on certain conditions, like the discount percentage.

D. Approval Process: Configures a formal sign-off process for records meeting specific criteria, such as discount ranges between 20% to 30%.

Steps to set up:

Configure an approval process for opportunities where the discount is between 20% and 30%.

Use Dynamic Actions to conditionally show the approval action directly on the Opportunity record page based on the discount percentage.

This setup allows sales managers to efficiently review and approve discounted deals directly from the Opportunity record page.

For guidance on setting up approval processes and dynamic actions, refer to Dynamic Actions in Salesforce.

To meet the requirement of summarizing the number of open and closed cases on an Account, two potential automation solutions can be used:

Option A (AppExchange): Salesforce AppExchange offers various pre-built apps and components, including those for case management, which could provide the functionality to summarize cases and categorize customer support utilization. Many apps can handle complex business requirements like case summary roll-ups and could meet the needs without custom development.

Salesforce AppExchange

Option D (Apex): Apex is Salesforce’s programming language that allows developers to implement custom logic. In this scenario, Apex could be used to create a trigger or scheduled job that calculates the number of open and closed cases and updates the Account record accordingly. Apex would allow full customization of how the open/closed case numbers are calculated and how customer support utilization (high, medium, low) is determined.

To configure a custom Lightning component for use in a record page, the app builder needs to edit a record page using the Lightning App Builder and drag the component onto the page. The Page Layout editor and the App Manager are not used for this purpose

A master-detail relationship between two objects automatically creates a report type that includes both objects. The app builder does not need to create a custom report type for this scenario. The report type will have the format of Parent object with Child object

The three Salesforce functionalities that are ignored when processing field updates in workflow rules and approval processes are:

Field-Level Security: This means that the field update will occur regardless of the user’s profile or permission set settings that determine whether they can see or edit the field1.

Validation Rules: This means that the field update will bypass any validation rules that might otherwise prevent the record from being saved1.

Decimal places and character limits: This means that the field update will round or truncate the value to fit the field’s format, without throwing an error

Roll-up summaries allow MAX, MIN, SUM, COUNT, and AVG functions on numeric fields from child records related by a master-detail relationship. Roll-up summaries are limited to master-detail relationships and cannot be used with lookup relationships. An object can have up to 40 roll-up summary fields, not 25. An object can have up to 25 relationship fields (master-detail or lookup), not 20.

When Cloud Kicks needs to calculate summaries from child objects of a standard object declaratively, a few key considerations about master-detail relationships come into play. Master-detail relationships are critical in Salesforce when working with roll-up summary fields, which allow you to calculate values from child records.

Option B: An object can have up to two master-detail relationships.

Salesforce allows an object to have two master-detail relationships. This is important because if you want to aggregate child record data using roll-up summary fields, you need to have a master-detail relationship in place. Each master-detail relationship links a child object to a parent, and you can create roll-up summary fields on the parent object to summarize the child record data.

An AppExchange solution is a pre-built application or component that can be installed from the Salesforce AppExchange, which is an online marketplace for Salesforce products. AppExchange solutions can help you meet your business needs quickly and efficiently, without requiring much development effort or expertise. You can browse and search for AppExchange solutions by category, industry, rating, price, and more.

The steps that the app builder should take to meet these requirements are creating a Partial Copy Sandbox and using a sandbox template. A Partial Copy Sandbox can include data records, exclude confidential objects, and be refreshed weekly. A sandbox template can specify which objects and data are copied from the production org to the sandbox org. Option A is incorrect because creating a Full Sandbox and using a sandbox template is not necessary for this requirement, as Full Sandboxes copy all data and metadata from the production org and can only be refreshed every 29 days. Option B is incorrect because creating a Developer Pro Sandbox and scheduling Data Loader to download selected object data weekly is not feasible for this requirement, as Developer Pro Sandboxes do not include data records by default and Data Loader cannot be scheduled to run weekly. Option D is incorrect because creating a Developer Sandbox and scheduling Data Loader to download selected object data weekly is not feasible for this requirement, as Developer Sandboxes do not include data records by default and Data Loader cannot be scheduled to run weekly.