Free Practice Questions for Salesforce Platform-App-Builder Exam

The feature that the app builder should use to create easy access to the document is a custom detail page link on the Contract object. A custom detail page link is a type of custom button or link that can display a URL or execute JavaScript when clicked. The app builder can create a custom detail page link on the Contract object that displays the pricing guidelines document in a new window or tab. Option A is incorrect because a quick action on the Contracts object is not suitable for this requirement, as quick actions are used to create or update records, log calls, send emails, or launch flows. Option B is incorrect because a quick action on the Account object is not suitable for this requirement, as quick actions are not related to the Contract object. Option C is incorrect because a custom detail page link on the Account object is not suitable for this requirement, as custom detail page links are not related to the Contract object.

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.

 Sales rep B has implicit access to the Account because of the manual sharing of the Opportunity. Implicit sharing grants access to parent records when a user has access to a child record. Sales rep B was not added to the Account team, sharing set is not applicable for private sharing model, and Account was not manually shared.

The email button item will not be visible on the Lightning record page if the page layout includes the case feed component or if the email button contains JavaScript. The case feed component replaces the standard buttons on the page layout with actions in the feed. The email button item will not work if it contains JavaScript because JavaScript buttons are not supported in Lightning Experience.

 The app builder should use three features to meet the business requirements:

Process Builder: This is a type of automation tool that can execute actions based on certain criteria. In this case, the process builder can have a criteria that evaluates if an opportunity is in the Secure Commitment Stage, and then execute an action that submits it for approval.

Apex: This is a programming language that allows developers to execute complex logic on the Salesforce platform. Apex can be used to create triggers that run before or after certain events, such as insert, update, delete, or undelete of records. In this case, Apex can be used to create a trigger that runs before an opportunity is updated and submits it for approval if it is in the Secure Commitment Stage.

Flow: This is another type of automation tool that can guide users through a series of screens and perform actions based on user input. Flow can also be triggered by certain events, such as when a record is created or updated. In this case, Flow can be used to create a record-triggered flow that runs after an opportunity is updated and submits it for approval if it is in the Secure Commitment Stage. Option A and D are not features that can meet the business requirements.

To start tracking how many shoe subscriptions have been sold for each shoe catalog, a roll-up summary field should be created. A roll-up summary field calculates values from related records on a master-detail relationship. It can count, sum, min, or max numeric values from child records on a parent record. 

To connect Testimonial__c records with both the submitter’s Contact record and Account record, an app builder should create a master-detail relationship from Testimonial__c to Account and a lookup relationship from Testimonial__c to Contact. A master-detail relationship creates a parent-child relationship between two objects and allows for roll-up summary fields, sharing settings, and cascading actions. A lookup relationship creates a loose association between two objects and allows users to relate records from one object to another. Source

Sharing rules can be used to extend access to records owned by certain users or roles to other users or roles. In this case, a sharing rule can grant read-only or read/write access to sales-owned accounts to the marketing team

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

For managers to respond to approval requests for opportunities above $50,000 in the Salesforce mobile app:

B. In-App Notification: Managers receive notifications within the Salesforce mobile app when there is an approval request, allowing them to approve or reject directly from the notification.

C. Record Detail: Managers can access the approval request directly from the Opportunity's detail page in the mobile app, where they can review and respond to the request.

Steps to configure approval process notifications:

Navigate to Setup → Approval Processes → select the relevant approval process.

Ensure the process is active and configured to send notifications to approvers.

Managers need to have the Salesforce mobile app configured to receive notifications.

For best practices on managing approvals in Salesforce, see Approvals in Salesforce.