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

The validation rule should be AND(ISNEW(), ISBLANK(Lead.Owner:User.Id)). This rule will prevent saving a new lead record if the owner is not a user. This will ensure that campaign members have a sales owner. Option A is incorrect because it will prevent saving any lead record if the owner is blank, which is not the requirement. Option B is incorrect because it will prevent saving an existing lead record if the owner is a queue, which is not the requirement. Option D is incorrect because it will prevent saving any lead record if the owner is a queue, which is not the requirement.

 A flow is a powerful automation tool that can perform complex logic and data manipulation. A flow can be used to delete rejected quotes by using a record-triggered flow that runs when a quote is updated, or by using a scheduled flow that runs at a specified time.

The correct method to upgrade an unmanaged package that is installed in a production environment is to use the update link provided on the Installed Packages page. This process ensures that any modifications or additions in the package are properly integrated without the need to uninstall the previous version, thus preserving existing customizations and data.

A: Uninstalling removes all associated data and customizations, which is not advisable.

B: The Install Wizard is used for initial installations, not upgrades.

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.

A quick action on the Account object can be used to create Opportunity records related to an Account. The quick action can pre-populate some fields based on the Account record, and also allow the user to input some fields. This would improve the process of creating Opportunity records

The field attribute that should be selected are Unique and External ID. Unique means that the field will not allow duplicate values. External ID means that the field can be used as a foreign key for data imports and upserts. Option B is incorrect because Required means that the field must have a value and cannot be left blank, which is not necessary for this requirement. Option D is incorrect because Text (encrypted) means that the field will store sensitive data in an encrypted format, which is not necessary for this requirement.