Salesforce CRT-403 Prepare for your Platform App Builder Certification Exam Practice Test

Answer : B

The inability to create a Roll-Up Summary field in this context can be attributed to:

B . The organization has Advanced Currency Management enabled. When Advanced Currency Management (ACM) is enabled, it affects how currency data is managed and aggregated, impacting the functionality of roll-up summary fields that involve currency amounts across different records.

To address this limitation, consider using custom reporting or a custom solution like a trigger or a scheduled batch class to manually calculate and update the total.

For more information on limitations with ACM, consult Salesforce's help article on Advanced Currency Management.

Answer : A, D

Changing the data type of custom fields in Salesforce has specific limitations that need to be considered to ensure system integrity and prevent errors:

A . It is not possible to change the data type of a formula field to any data type. Formula fields are calculated based on other field values and cannot be converted into a storage data type because they do not store data themselves.

D . It is not possible to change the data type of a Text Area (Long) field to Text. Text Area (Long) fields support up to 131,072 characters, which far exceeds the 255 character limit of standard Text fields. Converting such a field to a smaller capacity field would potentially lead to data truncation or loss.

For official guidance on data type changes, refer to Salesforce's Custom Field Considerations.

Answer : B

Criteria-based sharing rules are the best tool to use for automatically sharing records based on specific criteria, such as the opportunity type being 'Service Agreement.' This rule can share opportunities with all users in a particular role, such as the Service Manager role, when the criteria are met, thereby adhering to the private sharing model while still providing necessary access.

A: Owner-based sharing rules focus on the record owner's role or group, not the record type.

C: Apex sharing is used for more complex scenarios not easily handled by declarative sharing settings.

D: Manual sharing is not scalable or automatic. Reference: Using Criteria-Based Sharing Rules on Salesforce Help

Answer : D

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.

C: Installing to a Developer org first is a testing step, not an upgrade path for production. Reference: Upgrading Unmanaged Packages on Salesforce Help

Answer : C

An Approval Process is the appropriate feature to manage and enforce that new vendors accept terms on agreements before an opportunity can be closed. This process can be configured to require approvals from designated approvers when certain conditions are met, ensuring that all necessary agreements are in place and validated before proceeding.

A: Email Alert cannot enforce acceptance of terms.

B: Dynamic Action primarily adjusts the user interface based on field values, not process management.

D: Validation Rule only validates data entry and cannot handle complex conditional approvals. Reference: Approval Processes in Salesforce Documentation

Answer : D

The 'Accordion' Lightning component is designed to break up content into collapsible sections. This component would be suitable for managing the visibility of large numbers of fields by grouping them into separate tabs or sections that can expand and collapse. This makes navigation easier and declutters the interface.

A: Highlights panel is used for displaying key record information at the top of the page and is not designed for managing multiple fields.

B: Record detail displays all fields on a single layout, which does not suit the requirement to break up the fields.

C: Field section does not exist as a standard Lightning component. Reference: Accordion Component in the Lightning Component Library

Answer : C

Formula fields in Salesforce can use various functions including text, mathematical, and logical functions to create simple or complex expressions. They can handle data from fields of the same record. Option C, 'A combination of the Opportunity's Text and a Description fields,' is a valid configuration for a formula field as it involves simple concatenation of text fields, which is supported. Options A, B, and D exceed the capabilities of formula fields:

A: Hyperlinks to other objects using formula fields do not directly support navigation to parent records of a different object.

B: Rich Text and HTML formatting are not supported in formula fields.

D: Formula fields have limits in their complexity and field references which would make mixing numerous fields from different related objects impractical and likely exceed formula size limits. Reference: Formula Field Overview on Salesforce Developer Guide