Salesforce Certified Platform App Builder Exam Practice Test

Answer : D

Upon adding a lookup field to Account from a custom object, Box:

D . Accounts with Boxes. Salesforce automatically creates a new report type that reflects the relationship from the perspective of the parent object, in this case, Accounts, showing related Box records.

This new report type enables users to create reports that list Accounts along with their associated Boxes, if any.

For further understanding of report types and relationships, Salesforce's guide on Report Types provides comprehensive information on how these are structured following modifications to object relationships.

Answer : C

One of the limitations when using the Schema Builder for creating fields is:

C . Cannot add fields to page layouts. While Schema Builder allows for easy visualization and creation of fields and objects, it does not support placing these fields onto specific page layouts directly from the Schema Builder interface.

To place fields on page layouts, you need to:

Navigate to Setup Object Manager select your object.

Click on Page Layouts, choose the appropriate layout, and manually add the newly created fields.

This step is necessary to ensure fields are visible and properly arranged on user interfaces.

For more details, Salesforce's Schema Builder documentation outlines its capabilities and limitations.

Answer : B

For a customer service representative to collect information through a series of question prompts:

B . Flow. Salesforce Flows allow for the creation of guided interactions that can prompt users for information in a step-by-step manner.

Steps to create a flow for this purpose:

Navigate to Setup Flows.

Click on 'New Flow' and select a Screen Flow to interactively prompt users.

Design the flow with Screen elements for each question.

Add logic to process responses as necessary.

Save and activate the flow.

Embed or link the flow in a relevant location accessible to the service representative, such as on a record page or in the utility bar.

Flows provide a flexible and powerful way to interactively gather and process customer data in real time.

For detailed guidance on creating Flows, see Salesforce's Flow Builder documentation.

Answer : D

For automatically updating contact statuses when an account type changes:

D . Record triggered flow. This type of automation can monitor changes in account types and accordingly update related records, such as contacts.

Steps to implement:

Navigate to Setup Flows.

Create a new Flow and choose the record-triggered flow type.

Configure the flow to trigger when the Account record is updated to 'Past-Customer'.

Add an Update Records element to modify all related contacts, setting their status to 'Re-Market'.

Activate the flow.

This automation ensures that contact statuses are updated in real-time when their related account's type changes, maintaining data consistency and relevancy.

For more on record-triggered flows, check out Salesforce's Record-Triggered Flows documentation.

Answer : B, D

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.

Answer : B

The best choice for capturing geographic location data, such as crossroads or location markers provided by customers, is the Geolocation field type. This field type stores latitude and longitude data, allowing accurate pinpointing of locations on a map. Geolocation fields are suitable for any application that needs to handle coordinates for mapping and proximity calculations.

A: Number field is not specific enough for geographical coordinates.

C: Reference fields link to other records, not geographical data.

D: External Lookup is used to link to external objects, not for storing coordinates. Reference: Geolocation Custom Fields on Salesforce Help

Answer : C

The 'Sharing' button should be added to the Account page layout to allow sales reps to view the sharing details of an account record. This button enables users to see how access to the record is granted via roles, groups, and manual sharing.

A: Sharing Hierarchy provides a view of the role hierarchy but does not specifically detail record access.

B: New Task is unrelated to sharing visibility.

D: 'Fait' is not recognized in Salesforce context as a valid component or feature. Reference: Sharing an Account in Salesforce Help Documentation