DreamHouse Realty requires that field value changes for certain fields such as Asking_Price__c and Real_Estate_Agent„c on their House__c custom object show up prominently on Chatter. What Chatter feature should the app builder utilize?
A. Thanks
B. Publisher Actions
C. Topics
D. Feed Tracking
Explanation:
This question tests your understanding of how to automate visibility into critical business data changes. Let's analyze the requirement and the purpose of each Chatter feature.
The core requirement is to have field value changes appear prominently on Chatter. This is a classic use case for automation that broadcasts record-specific updates.
Why D is Correct: Feed Tracking is a native Salesforce feature designed explicitly for this purpose. When enabled for specific fields on an object (like Asking_Price__c and Real_Estate_Agent__c on the House__c object), any change to the value of those fields automatically generates a post in the Chatter feed for that particular record. This creates a transparent, auditable history of important changes right on the record's feed, keeping all stakeholders (agents, managers, etc.) immediately informed. It requires no additional user action; the post is generated automatically by the system upon change.
Why A is Incorrect: Thanks is a social feature within Chatter that allows users to show appreciation for a post, comment, or file. It is a reactive, manual gesture of recognition between users. It has no functionality related to automating notifications or tracking changes to data within fields. It is about human interaction, not system-generated data alerts.
Why B is Incorrect: Publisher Actions are customizable buttons in the Chatter publisher that allow users to perform quick actions, such as creating a record, posting a poll, or logging a call. They are tools for users to initiate an activity. The requirement, however, is for an automatic system-generated post triggered by a data change, not a manual action a user must take. Publisher Actions are the cause of a post, not the automated result of a field update.
Why C is Incorrect: Topics are a method of categorization and discovery in Chatter. Users assign topics to records, posts, or files to make them easily searchable and to follow trends (e.g., topics like "#Waterfront" or "#FixerUpper"). While a field change feed post could be assigned a topic, the Topics feature itself does not create the post about the field change. It is a tagging mechanism, not an automation tool for tracking data modifications.
Key Takeaway: Distinguish between features that automate information sharing (Feed Tracking) and those that facilitate manual social interaction (Thanks, Publisher Actions, Topics). When the requirement is "automatically post a system update when a field changes," Feed Tracking is the unequivocal and designed solution.
Reference:
Salesforce Help: Enable Feed Tracking
Trailhead: Keep Track of Records with Feed Tracking
Cloud Kicks (CK) wants to set up a custom child object to track gift cards issued to a customer. A key requirement is to track the total number of gift cards opened and gift cards issued on an Account. CK wants to permanently ensure the gift cards are unable to be moved across any other Account once it is created. On the gift card object, what type of field should be created to support this requirement?
A. Master-detail relationship
B. Roll-up summary
C. Formula
D. Lookup relationship
Explanation:
To meet the requirements, the App Builder needs a relationship field that connects the gift card object to the Account object and enforces strict data integrity. The key phrase here is "permanently ensure the gift cards are unable to be moved across any other Account once it is created." A master-detail relationship is the only standard Salesforce relationship type that enforces this behavior.
A master-detail relationship creates a tight link between two objects. The child record (gift card) cannot exist without a parent record (Account). If the parent record is deleted, all associated child records are also deleted. Most importantly, a master-detail relationship field is not reparentable by default. This means that once a gift card is created and related to a specific Account, it cannot be reassigned or "moved" to a different Account. This directly satisfies the requirement.
Furthermore, a master-detail relationship is a prerequisite for creating roll-up summary fields, which are necessary to track the total number of gift cards opened and issued on the Account. This aligns perfectly with the other part of the request.
Why the Other Options are Incorrect?
B. Roll-up summary: A roll-up summary field is a type of field used to aggregate data from child records onto a parent record (e.g., counting the number of gift cards). However, it is a result of a master-detail relationship, not the relationship field itself. You must first create the master-detail relationship before you can create a roll-up summary field.
C. Formula: A formula field is used to perform calculations or display information based on other fields. It does not create a relationship between two objects, nor does it enforce any data integrity rules like preventing a record from being reassigned.
D. Lookup relationship: A lookup relationship is a loose link between two objects. It does not enforce a strict dependency, meaning a child record can exist without a parent. Crucially, a lookup relationship field is reparentable by default, which means a user could easily change the associated Account on a gift card record, directly violating the stated requirement to permanently lock the relationship.
References:
Salesforce Help Documentation: "Relationships Between Objects"
Salesforce Trailhead: "Data Modeling" module, specifically the units on "Relationship Fields."
Universal Containers deployed an app in a large change set from a Developer Sandbox to a Developer Pro Sandbox used for testing. After testing, changes had to be made to several of the components in the change set. How should an app builder move the new changes to the Developer Pro Sandbox?
A. Refresh the text sandbox and re_display the change set.
B. Clone the change set and re_display
C. Rename the change set, add the changes and re_display
D. Update the change set and re_display
Explanation:
Correct Answer:
D. Update the change set and re-deploy ✅
Why this is correct:
Once a change set is deployed, you can go back to the source org (Developer Sandbox), open the same outbound change set, and add/remove/update components.
After saving, you can upload it again to the target org (Developer Pro Sandbox) and then re-deploy.
This is the proper way to move updated components after initial deployment.
Why not the others:
A. Refresh the test sandbox and re-deploy the change set ❌
Refreshing a sandbox wipes it clean and resyncs it with production — you’d lose your testing work.
Not required just to update and redeploy a change set.
B. Clone the change set and re-deploy ❌
Cloning creates a new copy, but that’s unnecessary. You can simply update the existing one.
Cloning is more useful if you want a different version for another environment, not when you’re updating an existing deployment path.
C. Rename the change set, add the changes, and re-deploy ❌
Renaming does nothing functionally.
Deployment depends on the contents of the change set, not its name.
📖 Reference:
Salesforce Help: Upload Outbound Change Sets
Trailhead: Change Set Development Model
Universal Containers wants users to have access to the pricing guidelines document when viewing a Contract related to an Account. What feature should an app builder use to create easy access to the document?
A. Quick Action on the Contracts object
B. Quick Action on the Account object
C. A custom detail page link on the Account object
D. A custom detail page link on the Contract object
Explanation:
Why a Custom Detail Page Link on the Contract Object is Correct?
The requirement specifies that users need access to the pricing guidelines document when viewing a Contract related to an Account. A custom detail page link on the Contract object is the best solution because it allows users to directly access the document from the Contract record’s detail page. For example, an App Builder can create a custom link labeled “View Pricing Guidelines” that points to the document’s URL (e.g., a file stored in Salesforce Files or an external link). When a user views a Contract record, they can click this link to open the document instantly.
This approach is simple and precise, ensuring the document is accessible exactly where the requirement specifies—on the Contract record. Custom detail page links are easy for an App Builder to set up and can be added to the Contract object’s page layout, making them visible to users in the right context.
Why the Other Options Are Incorrect?
A. Quick Action on the Contracts object: Quick Actions are used to create or update records, log calls, or perform other actions, like creating a new Opportunity from a Contract. For example, a Quick Action could let users create a related task. However, Quick Actions are not designed for simply linking to a document. While you could create a custom Quick Action to open a URL, it’s overkill for this purpose, as a custom detail page link is simpler and more direct for accessing a static document.
B. Quick Action on the Account object: This option places the action on the Account object, not the Contract object. Since the requirement is about accessing the document when viewing a Contract, placing a Quick Action on the Account object would make it less convenient for users. For example, users would need to navigate away from the Contract to the related Account to access the document, which doesn’t align with the requirement’s context.
C. A custom detail page link on the Account object: Like the Quick Action on the Account object, a custom detail page link on the Account object would provide access to the document from the Account record, not the Contract record. This doesn’t meet the requirement, as users need the document when viewing a Contract. For instance, if a user is working on a Contract and needs the pricing guidelines, they shouldn’t have to go to the Account record to find it.
Summary:
A custom detail page link on the Contract object (Option D) is the best choice because it provides direct, easy access to the pricing guidelines document from the Contract record, exactly where users need it. Quick Actions are better for creating or updating records, not linking to documents, and placing the link or action on the Account object is less convenient since the requirement focuses on the Contract context.
Reference:
Salesforce Help: Create Custom Buttons and Links
This documentation explains how to create custom detail page links to provide quick access to external content or files from a record’s detail page.
Shipments at Cloud Kicks (CK) are created and updated by the warehouse staff in a shipping application. The Information needs to be pushed into Salesforce on a regular basis. CK's app builder creates a custom object called Delivery_c to track the information. How can the app builder prevent creating duplicate delivery records and update the correct existing records when migrating data from the shipping application?
A. Use the Import Wizard and match on the tracking number.
B. Create a unique External ID field and use Dataloader.
C. Use the Import Wizard and match on the Salesforce ID.
D. Create a duplicate match rule and use Dataloader.
Explanation:
This scenario presents a classic data integration challenge: ensuring idempotency (the ability to apply the same operation multiple times without creating duplicates) during regular data loads from an external system. Let's evaluate the tools and strategies.
Why B is Correct: This is the definitive best practice for this use case.
Create a unique External ID field: The app builder should create a field on the Delivery__c object (e.g., Shipping_App_ID__c) and mark it as an External ID. This field will hold the unique identifier from the records in the external shipping application. This tells Salesforce that this field can be used as a key for matching records during data operations.
Use Data Loader: The Data Loader (or another API-based tool like the upsert command) can use this External ID field to perform an upsert operation. Upsert is a combination of "update" and "insert".
How it works: The file from the shipping application will include its own unique identifier for each delivery record in a column that maps to the External ID field.
If a record in Salesforce already has a matching value in the External ID field, that existing record will be updated with the new information from the file.
If no matching record is found, a new Delivery__c record will be created.
This method is robust, automated, and designed for the exact purpose of synchronizing data between systems.
Why A is Incorrect: The Import Wizard is a useful point-and-click tool for one-time or occasional data imports, typically limited to ~50,000 records. It is not the right tool for a process that needs to run "on a regular basis." Furthermore, while it can match on a standard field (like a tracking number), it lacks the robustness of using a designated External ID field made for this purpose. Automating repeated use of the Import Wizard is impractical and error-prone.
Why C is Incorrect: This option is fundamentally flawed. The Salesforce ID (a system-generated, 18-character unique identifier) exists only within Salesforce. The external shipping application would have no knowledge of Salesforce IDs for the records it owns. Therefore, it is impossible to "match on the Salesforce ID" when the source data is coming from an external system. The external system has its own unique keys.
Why D is Incorrect: Duplicate and Matching Rules are excellent declarative tools for preventing users from manually creating duplicate records in the Salesforce UI (e.g., when a sales rep is creating a new Contact). However, they are not designed or recommended for governing bulk data loads via the API, like those performed by Data Loader. These rules can be bypassed in API operations unless explicitly enforced, and using them for this purpose would be less efficient and reliable than the standard upsert pattern using an External ID.
Key Takeaway:
For recurring data integration tasks from an external system, the established pattern is:
Define an External ID field on the Salesforce object to store the external system's primary key.
Use an API tool (like Data Loader) to perform an upsert operation using that External ID as the match key.
This ensures seamless synchronization, updating existing records and creating new ones as needed, without duplicates.
Reference:
Salesforce Help: What is an External ID?
Salesforce Help: Upsert Records (Explains the upsert operation in Data Loader)
Universal Containers expects impacts to operations due to increased demand. The executive team will reach out to current customers and wants to see the number of open cases for the account and parent account. What should an app builder use to display the number of open cases on the account page?
A. Flow
B. Approval Process
C. Roll-up summary
D. Custom object
Explanation:
The core of the problem is to count the number of related records (cases) and display that count on a parent record (the account). This is a classic "roll-up" scenario.
Roll-up summary fields are the standard declarative solution for this kind of problem, but they are only available for master-detail relationships. The relationship between the Account and Case objects is a lookup relationship. Therefore, a roll-up summary field cannot be used directly to count cases on an account.
Flow is the modern, powerful declarative tool that can be used to overcome this limitation. A record-triggered flow can be built on the Case object. Whenever a case is created, updated, or deleted, the flow can:
1. Check if the case is open (e.g., IsClosed equals False).
2. Get all related cases for the parent account.
3. Count the number of cases.
4. Update a custom number field on the Account record with the total count.
This provides an accurate, real-time count that can be displayed on the account page layout.
Why the Other Options are Incorrect?
B. Approval Process: An approval process is used to automate the approval or rejection of a record based on a series of steps and criteria. It has no functionality for counting related records or updating a field with that count.
C. Roll-up summary: As explained above, this option is incorrect because the Account and Case objects have a lookup relationship, not a master-detail relationship, which is required for roll-up summary fields.
D. Custom object: A custom object is a custom database table you create to store information unique to your organization. While you would need to create a custom number field on the Account object to store the count, the custom object itself is not the mechanism for performing the calculation and displaying the data. It's the destination for the data, not the process.
A recently refreshed partial sandbox at Cloud Kicks has no data In the custom object Shipping. Checking In production, there are two million rows of data in the object. What could be the reason the data Is missing?
A. The sandbox was refreshed too early.
B. The selected objects in the sandbox template.
C. The Partial sandbox is at capacity.
D. The sandbox is still populating data
Explanation:
Correct Answer:
C. The Partial sandbox is at capacity. ✅
Why this is correct:
A Partial Copy Sandbox includes data defined in the sandbox template, but it’s limited by the 5 GB of data storage or 10,000 records per selected object (whichever is less).
Since Shipping__c has 2 million rows in production, it far exceeds the 10,000 record cap for a Partial Sandbox.
Result: Only up to 10,000 rows could be copied — and if the sandbox template wasn’t set up to include Shipping, or if the object was too large, you could end up with no records at all.
Why not the others:
A. The sandbox was refreshed too early ❌
Timing of the refresh doesn’t affect whether the data is included — only the template and sandbox limits do.
B. The selected objects in the sandbox template ❌ (tricky!)
If Shipping wasn’t selected in the template, yes, it would have no data.
BUT the question says there are 2 million rows in production — this hints that it was selected, but the data volume exceeded the Partial Sandbox limit.
On the exam, “at capacity” is the better answer because that’s what explains the missing data in large-volume objects.
D. The sandbox is still populating data ❌
Once a Partial Sandbox is refreshed, the data is copied during the refresh.
You don’t have a “delayed population” issue like with some asynchronous processes.
📖 Reference:
Salesforce Help: Sandbox Types
Salesforce Help: Partial Copy Sandbox
AW Computing uses a private sharing model for opportunities. Whenever an opportunity with a type of Service Agreement is created, all users in the Service Manager role should be able to view the opportunity. Which tool should AW Computing use to accomplish this?
A. Owner-based sharing rules
B. Criteria-based sharing rules
C. Apex sharing rules
D. Manual sharing
Explanation:
Why Criteria-Based Sharing Rules Are Correct?
Criteria-based sharing rules are the best tool for this scenario because they allow you to share records based on specific field values. In this case, AW Computing wants to share Opportunities with the Type field set to “Service Agreement” with all users in the Service Manager role. A criteria-based sharing rule can be set up to check if the Opportunity Type equals “Service Agreement” and then grant read access (or more, if needed) to users in the Service Manager role.
For example, imagine an Opportunity record with Type = “Service Agreement.” The criteria-based sharing rule would automatically share this record with all Service Managers, allowing them to view it, even though the Opportunity object uses a private sharing model. This solution is declarative (no coding required), automated, and perfectly matches the requirement to share based on a field value (Type).
Why the Other Options Are Incorrect?
A. Owner-based sharing rules: Owner-based sharing rules grant access based on who owns the record, not based on the record’s field values. For example, you could use an owner-based sharing rule to share all Opportunities owned by users in the “Sales Team” role with the “Service Manager” role. However, this scenario requires sharing based on the Opportunity Type (“Service Agreement”), not the owner, so owner-based sharing rules don’t meet the requirement.
C. Apex sharing rules: Apex sharing rules involve writing custom code (Apex) to programmatically share records. For instance, you could write Apex to share Opportunities with Type = “Service Agreement” with Service Managers. However, this is unnecessarily complex because criteria-based sharing rules can achieve the same result declaratively, without coding. Apex sharing is typically used for complex sharing logic that can’t be handled by standard sharing rules, which isn’t the case here.
D. Manual sharing: Manual sharing allows users to manually share individual records with other users or roles. For example, an Opportunity owner could manually share a “Service Agreement” Opportunity with Service Managers. However, this is not automated and requires users to take action for each record, which is inefficient and doesn’t meet the requirement for automatic sharing when the Opportunity Type is “Service Agreement.”
Summary:
Criteria-based sharing rules (Option B) are the best choice because they automatically share Opportunities with Type = “Service Agreement” with users in the Service Manager role, based on a field value, in a private sharing model. Owner-based sharing rules focus on the owner, not field criteria; Apex sharing rules are overly complex for this task; and manual sharing isn’t automated, making it impractical.
Reference:
Salesforce Help: Criteria-Based Sharing Rules
This documentation explains how criteria-based sharing rules work, including how to share records based on field values like Opportunity Type.
The app builder at AW Computing has been asked to track the number of times a case has been reopened. Which solution should the app builder utilize to help with this request?
A. Scheduled Triggered flow
B. Screw flow
C. Process Builder
D. Apex Trigger
Explanation:
To track the number of times a case has been reopened, you need a solution that can detect when a case's status changes to "reopened" and increment a counter field (e.g., a custom number field like Times_Reopened__c). Let’s evaluate the options:
A. Scheduled Triggered Flow:
This is the most suitable solution for modern Salesforce development. A Record-Triggered Flow (not specifically "Scheduled Triggered Flow," but likely a typo in the question for a record-triggered flow) can be configured to run when a Case record is updated, check if the status changes to "reopened," and increment a custom field. Salesforce recommends using Flows for declarative automation over Process Builder, as Flows are more powerful, flexible, and actively supported. You can create a flow that triggers on Case updates, checks the status field, and updates the counter field accordingly.
B. Screw Flow:
This is not a valid Salesforce term or tool. It seems to be a distractor or typo in the question.
C. Process Builder:
While Process Builder could technically handle this by triggering on Case updates and updating a counter field, it is an older tool that Salesforce is phasing out in favor of Flows. Process Builder is less efficient and harder to maintain for complex logic compared to Flows. As of 2025, Salesforce strongly recommends using Flows for new automation.
D. Apex Trigger:
An Apex Trigger could achieve this by writing custom code to detect status changes and update the counter. However, Salesforce encourages using declarative tools like Flows for such tasks unless complex logic requiring Apex is needed. Since this requirement can be handled declaratively, Apex is overkill and not the best choice.
Why Scheduled Triggered Flow?
The question specifies "Scheduled Triggered Flow," but in Salesforce, the appropriate tool is likely a Record-Triggered Flow that runs when a Case record is updated. A scheduled flow would run on a schedule (e.g., daily), which isn’t ideal for real-time tracking of case reopen events. Assuming the intent is a record-triggered flow, it’s the best choice because:
It’s declarative, requiring no coding.
It can evaluate the Case status change and update a field using simple logic.
It aligns with Salesforce’s modern automation strategy (replacing Process Builder).
Implementation Steps (High-Level):
Create a custom number field on the Case object (e.g., Times_Reopened__c).
Build a Record-Triggered Flow on the Case object, set to trigger on update.
Add a condition to check if the Case Status is changed to "reopened" (e.g., Status = 'Reopened' and PRIORVALUE(Status) != 'Reopened').
Use an Update Records element to increment Times_Reopened__c by 1.
Save and activate the flow.
References:
Salesforce Trailhead: Automate Your Business Processes with Flow Builder
Salesforce Help: Record-Triggered Flows
Salesforce Blog: Process Builder to Flow Migration
Universal Containers needs the 18-digit record ID from Opportunity records when exporting data to Excel in order to ensure each record is treated uniquely. What formula should an app builder use to create this new field?
A. ISNUMBER(Id)
B. CASESAFEID(Id)
C. TEXT(Id)
D. VALUE(Id)
Explanation
CASESAFEID(Id) is the correct formula function. This function returns the 18-character, case-insensitive version of a 15-character ID. The 15-character ID is case-sensitive, which can cause issues when exported to external systems like Excel, as those systems may not preserve the case. The 18-character ID includes a 3-character checksum that ensures its uniqueness regardless of case, making it safe for export and use in spreadsheets or databases where case-sensitivity might be an issue.
Why the other options are incorrect:
A. ISNUMBER(Id):
This function returns a Boolean value (TRUE or FALSE) checking if the referenced value is a number. A Salesforce ID is a text string, not a number, so this formula would always return FALSE. It is useless for this requirement.
C. TEXT(Id):
While this function correctly converts the ID to a text string, it does not perform the necessary conversion from a 15-character ID to an 18-character ID. If the record has already been saved and has the 18-character ID, TEXT(Id) would simply return that 18-character ID. However, for consistency and to guarantee the 18-character format (especially in any context), CASESAFEID() is the more explicit and functionally correct choice.
D. VALUE(Id):
This function converts a text string representing a number into a numeric value. Since a Salesforce ID is an alphanumeric text string (e.g., 0015j00000X1Y2Z3), it cannot be converted to a number. Using this function would result in an error.
Reference:
This falls under the Data Modeling and Management section. It tests knowledge of Salesforce record IDs and the specific formula functions available for handling them within a custom formula field.
Key Takeaway:
Always use CASESAFEID(Id) in formula fields when you need a guaranteed case-insensitive, 18-character record ID for data export or integration purposes.
An app builder wants to create a custom object and 10 fields. What should they use to create the object, fields, and relationships quickly from one place?
A. Schema Builder
B. Developer Console
C. Manage Field Permissions
D. Lightning Object Creator
Explanation:
Schema Builder is the most efficient tool for creating a custom object, adding multiple fields, and defining relationships — all from a single visual interface.
It provides a drag-and-drop canvas that lets you:
Create custom objects
Add fields (standard and custom)
Define relationships (lookup, master-detail)
View the entire data model in real time
This is ideal when you're building a new object with several fields and want to visualize how it fits into your org’s data architecture.
❌ Why Not the Other Options?
B. Developer Console
Primarily used for coding (Apex, SOQL, etc.). Not designed for declarative object/field creation.
C. Manage Field Permissions
Used to control visibility/access to fields, not for creating objects or fields.
D. Lightning Object Creator
Allows creation of a custom object from a spreadsheet, but doesn’t support creating multiple fields and relationships in one place visually.
🔗 Reference:
Salesforce Help: Create Objects with Schema Builder
CRS Info Solutions: Step-by-step guide to creating objects and fields
After universal containers converted qualified leads. Sales reps need to be able to report on converted leads. How should an app builder support for this requirement?
A. Enable preserve lead status in the lead conversion settings
B. Assign the representative view and edit converted leads permission
C. Ensure the representative has read access to the original lead records
D. Create a custom report type with converted leads as the primary object
Explanation:
The solution that an app builder should use to meet this requirement is creating a custom
report type with converted leads as the primary object.
A custom report type is a template
that defines the objects and fields that are available for a report. The app builder can create
a custom report type that has converted leads as the primary object and includes fields
from related objects, such as accounts, contacts, and opportunities.
This way, sales reps
can create reports on converted leads and see their related information.
Option A is
incorrect because enabling preserve lead status in the lead conversion settings does not
affect the reporting on converted leads, but rather allows users to retain the original lead
status after conversion.
Option B is incorrect because assigning the representative view
and edit converted leads permission does not affect the reporting on converted leads, but
rather allows users to view and edit converted lead records.
Option C is incorrect because
ensuring the representative has read access to the original lead records does not affect the
reporting on converted leads, but rather allows users to view the original lead records.
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