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Salesforce Plat-Admn-202 Exam Syllabus Topics:
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NEW QUESTION # 164
Which two solutions prevent a formula field from being referenced by a Roll-Up Summary Field?
- A. The NOW () function in the formula field
- B. A cross-object workflow updating a field referenced by the formula field
- C. A cross-object field reference in the formula field
- D. The CASE () function in the formula field
Answer: A,C
Explanation:
A formula field cannot be referenced by a roll-up summary field if it contains a cross-object field reference or a time-based function. A cross-object field reference is a reference to a field from a different object, such as Account. Name on a Contact object. A time-based function is a function that returns the current date or time, such as NOW() or TODAY(). Option A and C do not prevent a formula field from being referenced by a roll-up summary field.
NEW QUESTION # 165
DreamHouse Realty wants to track how many lifts are being installed into customer garages. The To Be Installed custom checkbox field on the custom Lift object should be checked and an external system should be notified via an outbound message the next day when a lift is sold.
What automation tool should be used to complete this task?
- A. Process Builder
- B. Approval process
- C. Workflow
- D. Flow
Answer: D
Explanation:
As of the Winter '24 release, Salesforce introduced the ability to send outbound messages directly from Flow. This makes Flow the best choice for automating the notification to an external system when a lift is sold, fulfilling the need for both checking the custom To Be Installed checkbox and sending the notification the next day.
Flow: With this new functionality, Flow is now the most versatile automation tool for this use case. You can:
Create a scheduled path that triggers the next day after the lift is sold (e.g., when a record meets the criteria such as the checkbox being checked).
Send the outbound message to notify the external system about the lift installation.
Perform all of this declaratively, replacing the need for Workflow, which previously was the go-to for outbound messages.
Why not Workflow anymore? Although Workflow still supports outbound messages, Flow is the preferred tool now, as Salesforce is deprecating Workflow rules and Process Builder in favor of Flow. Flow also allows for more complex logic and actions, providing flexibility in future-proofing automation.
Winter '24 Flow Outbound Message
NEW QUESTION # 166
Universal Containers would like to collaborate with its customers within Salesforce, and has decided to enable the "Allow Customer Invitations" Chatter setting. What permission is granted to Customers when invited to ChatterGroup?
- A. The ability to request access to public groups
- B. The ability to interact with members of their groups
- C. The ability to @mention accounts of which they are a contact.
- D. The ability to invite members to groups of which they are a member
Answer: B
Explanation:
Customers who are invited to Chatter groups can only interact with members of their groups. They cannot invite other members, @mention accounts, or request access to public groups
NEW QUESTION # 167
A new field is being created on a custom object. However, the app builder does not want the field to show up on pre-existing custom report types.
What should the app builder do on the custom field setup to fulfill this requirement?
- A. Grant read-only access to all report profiles.
- B. Remove visibility to all report profiles.
- C. Remove the new field from all page layouts.
- D. Deselect auto add to custom report type.
Answer: D
Explanation:
When creating a new field, if an app builder does not want the field to be automatically added to pre-existing custom report types, the step to take is:
Deselect 'Add Field to Custom Report Types' (D). This option is available when creating or editing a custom field and ensures that the field is not automatically included in report types where 'Automatically add new custom fields to report type layouts' is enabled.
Removing the field from page layouts (A) affects the visibility on record pages but not reports. Adjusting visibility (B) or setting read-only access (C) for report profiles affects user permissions to see the field in reports, but does not remove the field from report types if it was previously added.
Reference for managing fields in custom report types:
Custom Report Types and Fields: https://help.salesforce.com/articleView?id=reports_report_type_layouts.htm&type=5
NEW QUESTION # 168
Ursa Major Solar wants to convert the relationship between Galaxy and Star from a lookup relationship to a master-detail relationship so each Galaxy record can be equipped with a roll-up summary count of Star records.
Which two considerations should be made?
Choose 2 answers
- A. The Star records are all required to have an existing value in their Galaxy field.
- B. The Galaxy object has fewer than two existing master-detail relationships.
- C. The Star object has fewer than two existing master-detail relationships.
- D. The Galaxy object is required to contain existing roll-up summary fields.
Answer: A,B
Explanation:
The two considerations that should be made are: The Star records are all required to have an existing value in their Galaxy field. This is a prerequisite for converting a lookup relationship to a master-detail relationship. A lookup relationship is an optional relationship that links two objects together, but does not enforce referential integrity or cascade delete. A master-detail relationship is a required relationship that links two objects together and enforces referential integrity and cascade delete. To convert a lookup relationship to a master-detail relationship, all child records must have a value in their lookup field that references an existing parent record. The Galaxy object has fewer than two existing master-detail relationships. This is another prerequisite for converting a lookup relationship to a master-detail relationship. An object can have up to two master-detail relationships with other objects and can act as both the parent and child in different relationships. To convert a lookup relationship to a master-detail relationship, the parent object must have fewer than two existing master-detail relationships with other objects. The Galaxy object is required to contain existing roll-up summary fields is not a valid consideration, as it is not related to converting a lookup relationship to a master-detail relationship.
NEW QUESTION # 169
Universal Containers wants to understand return on investment for the latest advertising buy. They currently use a private security model for all objects.
What should an app builder recommend?
- A. Run an opportunities pipeline report
- B. Change to a public security model
- C. Utilize Account Hierarchies and Roil-Up Summary fields
- D. Configure Campaign Hierarchies and Campaign statistics
Answer: D
Explanation:
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.
NEW QUESTION # 170
A Cloud Kicks employee submitted an opportunity for approval by their manager.
What will happen if the employee attempts to edit the description field after submission?
- A. User will see the record is now owned by their manager.
- B. User will be able to edit the description field only.
- C. User will be presented with a 'Record Lock' notification.
- D. User will be able to edit the name, but unable to edit the description.
Answer: C
Explanation:
When a record is submitted for approval, Salesforce automatically locks it, preventing further edits until it is approved, rejected, or recalled.
Why A (Record Lock) is correct:Exact Extract:"When a record is submitted for approval, Salesforce automatically locks the record to prevent users from editing it unless they have 'Modify All Data' permission or are designated as an approver." - Salesforce Help | Approval Processes OverviewThus, the user will receive a message indicating that the record is locked and cannot be edited.
Why A (Record Lock) is correct:Exact Extract:"When a record is submitted for approval, Salesforce automatically locks the record to prevent users from editing it unless they have 'Modify All Data' permission or are designated as an approver." - Salesforce Help | Approval Processes OverviewThus, the user will receive a message indicating that the record is locked and cannot be edited.
Why not B or C:Once locked, no field (including Description) is editable by the submitter.
Why not D:Ownership does not change upon approval submission.
Reference:
Salesforce Help | Approval Processes Overview
Salesforce Platform App Builder Exam Guide | Business Logic and Process Automation
NEW QUESTION # 171
DreamHouse Realty (DR) has many properties for sale and wants to identify the highest value of all Offer__c records on each Property__c record.
What solution should the app builder use to meet DreamHouse Realty's needs?
- A. Multi-select Picklist
- B. Master-Detail Child Object
- C. Lookup Object
- D. Text Area (Long)
Answer: B
Explanation:
The solution that the app builder should use to meet DreamHouse Realty's needs is Master-Detail Child Object. A master-detail relationship can be used to create a parent-child relationship between two objects, where the child records inherit the sharing and security settings of their parent record. The app builder can create a roll-up summary field on the parent object to calculate the highest value of all child records. Option B is incorrect because Text Area (Long) is a field type that allows users to enter up to 131,072 characters on one line, which is not suitable for this requirement. Option C is incorrect because Multi-select Picklist is a field type that allows users to select multiple values from a predefined list, which is not suitable for this requirement. Option D is incorrect because Lookup Object is not a valid term, but rather Lookup Relationship, which is a type of relationship that links two objects together, but does not support roll-up summary fields.
NEW QUESTION # 172
The sales team receives a list of approximately 800 leads each morning from the marketing team. The marketing team does not know if any of the leads are currently in the pipeline and sends the entire list each morning.
Which tool should be used to import these leads into Salesforce while preventing the duplicates from being inserted?
- A. Dataloaderio
- B. Manual entry
- C. Data Loader
- D. Data Import Wizard
Answer: D
Explanation:
To import leads while preventing duplicates:
B . Data Import Wizard is the appropriate tool. The Data Import Wizard in Salesforce includes functionality to check for duplicates based on matching records by certain criteria (like email or lead ID) during the import process, thus preventing duplicate lead records from being created.
More details on using the Data Import Wizard can be found in the Salesforce Data Import Wizard guide.
NEW QUESTION # 173
Northern Trail Outfitters (NTO) has created the custom objects Trail and Park in Salesforce to track trails and parks respectively. NTO wants to track the total number of trails a park has on the Park record without writing any code.
Which two actions should an app builder take to accomplish this requirement?
- A. Use a formula field on the Park record to show the total number of trails.
- B. Use a roll-up summary field on the Park record to show the total number of Trails.
- C. Use a master-detail relationship between the Park and Trail objects.
- D. Use a lookup relationship between the Park and Trail objects.
Answer: B,C
Explanation:
To count child records (Trails) on a parent record (Park) without code, a Roll-up Summary field is required. However, Roll-up Summary fields only work when a Master-Detail relationship exists.
Why A (Roll-up Summary) is correct:Exact Extract:"A roll-up summary field calculates values from related records, such as those in a related list, on a master record. You can count the number of related records or summarize fields." - Salesforce Help | Roll-Up Summary Fields Why D (Master-Detail Relationship) is correct:Exact Extract:"Roll-up summary fields are available only for master-detail relationships." - Salesforce Help | Relationships OverviewTherefore, the Trail object must be the detail and the Park object the master to enable the roll-up count.
Why D (Master-Detail Relationship) is correct:Exact Extract:"Roll-up summary fields are available only for master-detail relationships." - Salesforce Help | Relationships OverviewTherefore, the Trail object must be the detail and the Park object the master to enable the roll-up count.
Why not B:Formula fields can't count related records.
Why not C:Lookup relationships don't support roll-up summaries natively.
Reference:
Salesforce Help | Roll-Up Summary Fields
Salesforce Help | Relationships Overview
Salesforce Platform App Builder Exam Guide | Data Modeling and Management
NEW QUESTION # 174
An app builder would like to streamline the user experience by reflecting summarized calculations of specific fields on various objects. Which field types could be used in roll-up summary fields to accomplish this? Choose 3 answers
- A. Currency
- B. Percent
- C. Date
- D. Checkbox
- E. Time
Answer: A,B,D
Explanation:
Roll-up summary fields can only be created on master-detail relationships, and they can only calculate numeric fields, such as currency, percent, and number. Date and time fields are not supported for roll-up summary fields. Checkbox fields can be used in roll-up summary filters, but not in the field to aggregate
NEW QUESTION # 175
Cloud Kicks has five years of sales data and would like to track when customers made their first purchase. How should an app builder use a roll-up summary to meet the requirements?
- A. Create a new roll-up summary field called First Order Date, using Type SUM on Opportunity Close Date.
- B. Create a new roll-up summary field called First Order Date, using Type MIN on the Opportunity Close Date with a filter where IsWon = TRUE.
- C. Create a new date field called First Order Date, then create a roll-up summary to update the field using Type MIN.
- D. Create a new date field called First Order Date, create a new Workflow to set the date, and roll up the value with a filter where IsWon = TRUE.
Answer: B
Explanation:
The app builder should create a new roll-up summary field called First Order Date, using Type MIN on the Opportunity Close Date with a filter where IsWon = TRUE. A roll-up summary field is a type of field that calculates values from related records and displays them on the parent record. In this case, the app builder can create a roll-up summary field on the Account object that calculates the minimum (earliest) value of the Opportunity Close Date field from the related opportunities where IsWon = TRUE. This will show when customers made their first purchase. Option B, C, and D are not correct ways to use a roll-up summary field to meet the requirement.
NEW QUESTION # 176
Universal Containers utilizes opportunities and a custom object called Detaited.Sales__c. The company would like to roll sales metrics up to an opportunity for only Detailed.Sales__c records that have their picklist status set to Active.
What is the recommended method for the app builder to achieve this request?
- A. Create a master-detail relationship between the parent and child object with a roll-up summary field that fitters on the status held.
- B. Create a lookup relationship between the parent and child object with a roll-up summary held that filters on the status field.
- C. Utilize Apex code to roll up the desired amounts.
- D. Utilize the AppExchange to download a third-party application that can roll_up the sales dollars with the appropriate filter.
Answer: A
Explanation:
Create a master-detail relationship between the parent and child object with a roll-up summary field that filters on the status field is the recommended method for the app builder to achieve the request of rolling up sales metrics to an opportunity for only Detailed.Sales__c records that have their picklist status set to Active. According to the Salesforce documentation, "Roll-up summary fields calculate values from related records, such as those in a master-detail relationship." A roll-up summary field can filter on a field value of the child records and sum up only those records that match the criteria. Utilize the AppExchange to download a third-party application that can roll up the sales dollars with the appropriate filter, create a lookup relationship between the parent and child object with a roll-up summary field that filters on the status field, and utilize Apex code to roll up the desired amounts are not valid or necessary methods for this request.
NEW QUESTION # 177
The Service Manager provided the app builder with color code requirements for case age on open cases.
New cases populate a green circle
Day-old cases populate a yellow circle
Three-day-old cases populate a red circle
How should an app builder implement this requirement?
- A. Lightning Web Component
- B. Custom Button
- C. Quick Action
- D. Formula Field
Answer: D
Explanation:
A formula field is a read-only field that derives its value from a formula expression you define. The formula field is updated when any of the source fields change. You can use formula fields to display images based on certain conditions. In this case, a formula field can be used to display a green, yellow, or red circle image based on the case age.
NEW QUESTION # 178
UVC's CFO has asked that all deals with more than a 40%discount get automatically sent to the VP of Finance. He will review these deals without the sales rep needing to take action. Which two ways can this be accomplished without building code? Choose two answers
- A. Launch a new approval process that has automatic submission enabled as an initial submission action
- B. Create a new process with a submit for approval action to automatically submit deals for approval
- C. Launch a flow that uses the submit for approval action to submit deals for approval
- D. Create a new approval process that has automatic submission enabled in the entry criteria
Answer: A,D
Explanation:
Launch a new approval process that has automatic submission enabled as an initial submission action, and Create a new approval process that has automatic submission enabled in the entry criteria. These are correct because both options allow the deals to be automatically submitted for approval without requiring any action from the sales rep. The automatic submission can be configured either as an initial submission action or as part of the entry criteria
NEW QUESTION # 179
Cloud Kicks has created accustom object called Interests which is joined to Accounts by way of a junction object called Account Interest.
What is the impact to users attempting to view an Account and the associated Account Interest records if they are without read access to the Interest object?
- A. Users will be able to view the Account Interest records and will have read-only access to the Interest records.
- B. Users will be unable to view Account records that have a related Account Interest record.
- C. Users will be able to view the Account Interest record, but unable to view the field or any information relating back to the Interest record.
- D. Users will be unable to view the Account Interest records or the Interest records.
Answer: D
Explanation:
Users will be unable to view the Account Interest records or the Interest records because they do not have read access to the Interest object. This is a standard behavior of Salesforce when a user does not have access to a related object.
NEW QUESTION # 180
Universal Containers (UC) needs a picklist field called Status on three separate custom objects. UC has a requirement to share the list of values for this field across each object.
- A. Global Picklist Value Set
- B. Shared Custom Field
- C. Related Picklist
- D. Dependent Picklist
Answer: A
Explanation:
When multiple objects require the same picklist values, the correct approach is to create a Global Picklist Value Set (also called a Global Value Set). This allows an organization to maintain one centralized list of picklist values that can be reused across multiple picklist fields on different objects.
Why C is correct:Exact Extract:"Global value sets let you share the same picklist values with more than one picklist field. A global value set is a set of shared values that you define once and use in multiple custom picklist fields." - Salesforce Help | Global Value SetsThis ensures consistent data values, simplifies maintenance, and makes changes automatically available wherever the global picklist is used.
Why C is correct:Exact Extract:"Global value sets let you share the same picklist values with more than one picklist field. A global value set is a set of shared values that you define once and use in multiple custom picklist fields." - Salesforce Help | Global Value SetsThis ensures consistent data values, simplifies maintenance, and makes changes automatically available wherever the global picklist is used.
Why not A (Related Picklist):"Related Picklist" is not a valid Salesforce feature.
Why not B (Shared Custom Field):Salesforce does not provide a "Shared Custom Field" functionality. Each field belongs to a specific object.
Why not D (Dependent Picklist):Dependent picklists control available values based on another field's value. They do not allow reuse of a single value list across multiple objects.
Reference (Salesforce Platform App Builder documentation / Study Guide topics):
Salesforce Help | Global Value Sets
Salesforce Help | Picklist Fields
Salesforce Platform App Builder Exam Guide | Data Modeling and Management
NEW QUESTION # 181
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