Salesforce App Builder Quiz

Questions and Answers

What feature can an app builder use to ensure consistent entry of case priority by the team?

In-App Guidance (correct)

Flow

Path

Next Best Action

Which approach should an app builder take to show Asset Inventory as a related list on Asset?

Create a roll-up on Asset

Create a lookup relationship on Asset Inventory to Asset

Create a junction object to relate Asset Inventory and Asset

Create a master-detail relationship on Asset to Asset Inventory (correct)

What solution can an app builder use to simultaneously delete a Supplier_c record and all associated Supplier_Item__c records?

Indirect lookup

Hierarchical

Master-detail (correct)

Many-to-many

What should an app builder consider to minimize the need for manual maintenance in custom solutions?

A managed package from AppExchange Signup and view all the answers

Which feature should an app builder use to allow sales reps to create opportunity records directly from the account with pre-populated fields?

A quick action Signup and view all the answers

What type of relationship should be used to track items linked to multiple suppliers without creating duplicates?

Many-to-many relationship Signup and view all the answers

What is the best way for an app builder to display real-time data on the dashboard?

Implementing live data integration Signup and view all the answers

Which method allows an app builder to manage different version controls in their application?

Utilizing version control software Signup and view all the answers

Which two features of Chatter would allow all employees at Cloud Kicks to view customer account discussions?

Use post action on the Account object. Signup and view all the answers

What is the recommended solution to grant a customer service agent read-only access to a finance-related custom field?

Create a permission set that allows read-only access to the field. Signup and view all the answers

To enable customers to open cases from a public-facing website, which feature should the app builder utilize?

Web-to-case Signup and view all the answers

How can an app builder ensure that only US Sales Directors view the data in the component of a US Team Dashboard?

Share the dashboard folder with roles and subordinates of the US Sales Director. Signup and view all the answers

What will occur when a sales rep saves an Account with a Billing City of San Francisco and an Account validation rule limits the industry field length to six characters?

The record will not save and the validation rule's error message will display. Signup and view all the answers

Which option ensures that all sales reps can see the US Team Dashboard while limiting the data visibility to US Sales Directors only?

Use the running user feature to dynamically adjust visibility. Signup and view all the answers

What action should an app builder take to allow visitors to submit cases while ensuring security is upheld?

Set up Web-to-case with proper field validation. Signup and view all the answers

When granting a custom field access to a customer service agent, what is the best practice if existing profile settings are insufficient?

Utilize permission sets for flexible access control. Signup and view all the answers

Study Notes

Salesforce Features and Solutions

Consistent Case Priority Entry
- Use In-App Guidance to ensure consistent entry of case priority by team members.
Related List for Asset Inventory
- Create a master-detail relationship between Asset and Asset Inventory to display Asset Inventory as a related list on the Asset page layout.
Deleting Supplier Records
- Implement master-detail relationship to enable simultaneous deletion of Supplier_c records and their associated Supplier_Item__c records when a partnership ends.
Custom Solution Development
- Opt for a managed package from AppExchange to minimize manual maintenance for custom solutions, as it provides ongoing support and updates.
Creating Opportunities from Accounts
- Utilize a quick action to allow sales reps to create opportunity records directly from the account with pre-populated fields.
Chatter Collaboration Features
- Establish public Chatter groups for open discussions among all employees, and use post actions on the Account object to facilitate conversation around customer accounts.
Access Control for Custom Fields
- Grant read-only access to a custom financial field by creating a permission set for the customer service agent rather than updating profile settings.
Allowing Case Creation on Public Website
- Deploy Web-to-case functionality to enable customers to open cases directly from a public-facing website.
Dashboard Access for Sales Teams
- Share the dashboard source report folder with the US Sales Director profile while allowing US Sales Reps to view the dashboard, ensuring appropriate access levels.
Validation Rule and Workflow Conflict
- If a record is saved with a Billing City of San Francisco:
  - The validation rule will prevent saving if the industry field exceeds six characters.
  - The workflow rule attempts to change the industry field to Technology, but it may be blocked by the validation rule.

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Description

Test your knowledge on key concepts related to Salesforce App Builder. This quiz covers features that ensure consistent data entry and methods to create related lists in Salesforce. Ideal for individuals looking to enhance their understanding of Salesforce functionality.