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| Section | Weight | Objectives |
|---|
| Data Modeling and Management | 22% | - Schema Builder
- 1. Describe the use cases and capabilities of Schema Builder
- Data Management
- 1. Describe the capabilities and use cases for data import and export tools
- 2. Describe the use cases and capabilities of data validation tools
- Object Relationships
- 1. Describe the capabilities of and use cases for relationship field types (lookup, master-detail, many-to-many)
- 2. Describe the implications of object relationships on reports, record access, and data deletion
- Custom Objects and Fields
- 1. Describe the appropriate use of custom objects, standard objects, and external objects
- 2. Describe the capabilities of various field types and the use cases for each
- 3. Describe the use cases and implications of field history tracking
|
| Business Logic and Process Automation | 28% | - Approval Processes
- 1. Describe the capabilities of approval processes and the use cases for each
- Validation Rules
- 1. Describe the capabilities of validation rules and the use cases for each
- Flow
- 1. Describe the capabilities of Flow to automate business processes
- 2. Describe the capabilities of Flow and the use cases for each flow type (Screen Flow, Auto-launched Flow, etc.)
- Automation Tool Selection
- 1. Given a scenario, identify the appropriate automation tool to use (Flow, approval process, etc.)
- Formula Fields and Roll-Up Summary
- 1. Describe the capabilities of formula fields and the use cases for each
- 2. Describe the capabilities of roll-up summary fields and the use cases for each
|
| Salesforce Fundamentals | 23% | - Object, Record, and Field Access
- 1. Describe the capabilities of object, record, and field-level security and the use cases for each
- 2. Describe the various elements of the sharing model and the use cases for each
- Mobile and Collaboration
- 1. Describe the capabilities of the Salesforce mobile app
- 2. Describe the use cases and capabilities of Chatter
- AppExchange
- 1. Describe the use cases and capabilities of AppExchange
- Reports and Dashboards
- 1. Describe the capabilities of reports and dashboards and the use cases for each
|
| App Deployment | 10% | - Sandboxes
- 1. Describe the differences between sandbox types
- 2. Describe the use cases and capabilities of sandbox environments
- AppExchange Packages
- 1. Describe the use cases and considerations for managed and unmanaged packages
- Change Sets and Deployment Tools
- 1. Describe the use cases and capabilities of change sets
- 2. Describe the considerations when deploying to a production environment
|
| User Interface | 17% | - Page Layouts and Record Types
- 1. Describe the use cases and capabilities of record types
- 2. Describe the use cases and capabilities of page layouts
- Lightning App Builder
- 1. Describe the capabilities of Lightning App Builder and the use cases for each
- 2. Describe the use cases and capabilities of standard and custom Lightning components
- Lightning Experience Customization
- 1. Describe the capabilities of and use cases for custom buttons, links, and actions
- 2. Describe the use cases and capabilities of Lightning apps, navigation, and utility bars
|
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Salesforce Certified Platform App Builder Sample Questions (Q273-Q278):
NEW QUESTION # 273
Cloud Kicks wants to display the number of opportunities that are Closed Won with a Close Date within the last year on the Account detail page.
Which tool should an app builder use to implement this?
- A. Workflow Rule
- B. Roll-Up Summary Field
- C. Process Builder
- D. Activity Timeline
Answer: B
Explanation:
A roll-up summary field is a field that calculates values from related records. A roll-up summary field can be used to display the number of opportunities that are closed won with a close date within the last year on the account detail page by using a filter criteria on the field.
NEW QUESTION # 274
Universal Containers utilizes opportunities and a custom object called Detailed_Sales_ 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. Utilize Apex code to roll up the desired amounts.
- B. Create a master detail relationship between the parent and child object with a roll up summary field That filters on the status field
- C. Create a lookup relationship between the parent and child object with a roll-up summary field that Filters on the status field
- D. Utilize the AppExchange to download a third-party application that can roll up the sales dollars with The appropriate filter.
Answer: B
Explanation:
The correct answer is C. Create a master-detail relationship between the parent and child object with a roll-up summary field that filters on the status field.
A roll-up summary field is the recommended declarative solution when Salesforce needs to summarize child- record data on a parent record. Salesforce documentation states that roll-up summary fields calculate values from related records and are defined on the master side of a master-detail relationship.
In this scenario, Opportunity is the parent and Detailed_Sales__c is the child. The roll-up summary field can summarize sales metrics and use filter criteria so only child records where Status = Active are included.
Why others are incorrect:
A is incorrect because a third-party AppExchange app is unnecessary when native roll-up summary functionality meets the requirement.
B is incorrect because Apex is not recommended when a declarative feature can solve the requirement.
D is incorrect because lookup relationships do not support standard roll-up summary fields. Salesforce documentation states that lookup relationships are similar to master-detail relationships, except they do not support roll-up summary fields.
NEW QUESTION # 275
Which of the following cannot be done via a Workflow?
- A. Create an E-mail Alert
- B. Create an Outbound Message
- C. Create a Task
- D. Create an Event
Answer: D
NEW QUESTION # 276
When an opportunity closes, close all activities related to that opportunity automatically and create a renewal opportunity.
Which tool would you use for the following use case?
- A. Approvals
- B. Workflow
- C. Flow
- D. Process builder
Answer: D
Explanation:
Explanation
NEW QUESTION # 277
When Record Types control picklist values, you need to ___________. (Choose two.)
- A. Manually add values to the Record Types.
- B. You need to manually add values to Opportunity Source, Lead Source and Case source.
- C. If removed from picklist, value won't be available on any record types but the value on existing record will not change.
- D. Other option.
Answer: A,C
NEW QUESTION # 278
......
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