A customer service representative at a call center wants to be able to collect information from customers using a series of question prompts. What should an app builder use to accomplish this?
A. Approval Process
B. Flow
C. Validation Rule
D. Path
Explanation:
Flow for Interactive Guided Processes:
A Flow is the correct tool for creating a series of question prompts. A Screen Flow, specifically, can present a user (in this case, the customer service representative) with a series of screens to collect information and guide them through a business process.
Approval Process:
An Approval Process is used to automate how records are approved in Salesforce, not to collect information interactively.
Validation Rule:
A Validation Rule is used to ensure data quality by preventing users from saving records with incorrect data. It doesn't guide users through a series of questions.
Path:
A Path is a visual tool on a record page that guides users through stages in a process (like a sales process). While helpful for visualizing progress, it is not designed to present a series of questions and prompts to collect information.
How a Flow would work
An app builder would create a Screen Flow and embed it on the appropriate record page (e.g., the Case record page). The flow would then:
Display a screen with the first question.
Use the user's input to determine the next screen or action.
Continue this process, collecting all necessary information from the customer via the representative.
Finally, the flow would perform an action, such as creating a new record, updating the current record, or sending an email.
The correct option is B. Flow.
An app builder is creating a Lightning record page and has added Mobile & Lightning
Actions to the page layout.
What two components could be included on the layout to display the actions?
(Choose 2 answers)
A. Highlights panel
B. Chatter
C. Activities
D. Path
Explanation:
A. Highlights panel:
This component, located at the top of the record page, displays key fields from the compact layout and shows the primary actions (buttons) that you have defined on the page layout.
D. Path:
This component displays a visual representation of a process (like a sales or support process) and can be configured to display specific actions relevant to each stage of that process. These actions are also defined in the page layout.
Why other options are incorrect
B. Chatter:
The Chatter component displays the Chatter feed and collaboration actions like Post, Poll, and Question. While it uses quick actions, it is not the component that displays the Mobile & Lightning actions defined on the page layout for tasks, events, etc..
C. Activities:
The Activities component (the Activity tab) displays the history and upcoming tasks, events, and logged calls for a record. It uses specific quick actions for creating tasks, events, and logging calls, but it does not display the general Mobile & Lightning actions defined in the page layout's action section.
Universal Containers has deployed custom tabs to Production via changes sets, without including the profile settings or permission sets. What is the settings for the visibility of custom tabs?
A. Custom tabs are default off for all users.
B. Custom tabs are default on for all uses.
C. Custom tabs are hidden for all users.
D. Custom tabs are NOT deployed.
Explanation:
When custom tabs are deployed to a Salesforce org (e.g., Production) via change sets without including profile settings or permission sets, the visibility of those tabs is not automatically configured for users. Let’s break down the options:
A. Custom tabs are default off for all users:
Correct. In Salesforce, when a custom tab is deployed without associated profile settings or permission sets, the tab is not automatically visible to any users. The tab exists in the org, but its visibility must be explicitly enabled by updating profiles or permission sets to grant access (e.g., setting the tab to "Default On" or "Tab Hidden"). By default, the tab is "Default Off," meaning users cannot see it until permissions are configured.
B. Custom tabs are default on for all users:
Incorrect. Custom tabs are not automatically visible to all users upon deployment. Visibility requires explicit configuration in profiles or permission sets, such as setting the tab to "Default On."
C. Custom tabs are hidden for all users:
Incorrect. While this sounds similar to "Default Off," the term "hidden" implies the tab is explicitly set to "Tab Hidden" in profiles, which is not the default behavior. "Default Off" means the tab is not visible unless a user’s profile or permission set explicitly enables it, whereas "Tab Hidden" is a specific setting to hide the tab even if permissions exist.
D. Custom tabs are NOT deployed:
Incorrect. The question states that the custom tabs have been deployed via change sets, so they are present in the Production org. The issue is about their visibility, not whether they were deployed.
Why "Default Off"?
In Salesforce, tab visibility is controlled by profiles or permission sets. When deploying custom tabs without these settings, Salesforce does not assume any visibility settings. The tabs are deployed but are effectively "Default Off" for all users, meaning they won’t appear in the user interface (e.g., in the App Launcher or navigation bar) until an administrator configures access. This is a security and governance feature to ensure that new tabs are only visible to the intended users.
Implementation Note:
To make the custom tabs visible after deployment:
Navigate to the relevant profiles or permission sets in Setup.
Edit the Tab Settings for the custom tab.
Set the tab to Default On (visible in the app navigation) or Default Off (available but not shown unless added by the user). Avoid Tab Hidden if you want users to access it.
Save and test visibility for affected users.
References:
Salesforce Help: Custom Tabs
Salesforce Help: Control Tab Visibility
Trailhead: Change Sets Best Practices
An app Builder creates an Account validation rule on the Industry field that will throw an error if the length of the field is longer than 6 characters. Another App Builder creates a workflow rule with a field update that sets the Industry field to Technology whenever the Billing City field is set to San Francisco. What will happen the next time a sales person saves an Account with a Billing City of San Francisco?
A. The record will save and the Industry field will change to Technology
B. The record will not save and the validation rule’s error message will be displayed
C. The record will not save and no error message will be displayed
D. The record will save but the Industry field will not change to Technology
Explanation:
The order of operations in Salesforce is crucial to understanding this scenario. Salesforce executes validation rules after workflow field updates. Here is the step-by-step flow when the user saves the record:
User Action: A salesperson populates the Billing City field with "San Francisco" and saves the Account.
Workflow Rule Execution: The workflow rule evaluates and finds the criteria are met (Billing City equals "San Francisco"). It then performs its field update, setting the Industry field to "Technology".
Validation Rule Execution: After all automation (like workflow field updates) is complete, Salesforce checks all validation rules. The validation rule evaluates the Industry field. The value "Technology" is 9 characters long. The validation rule, which requires the length to be 6 characters or less, fails.
Result: Because a validation rule failed, the entire transaction is rolled back. The record is not saved, and the validation rule's custom error message is displayed to the user.
Why the other options are incorrect:
A. The record will save...: This is incorrect because the validation rule, which runs after the workflow update, will prevent the save.
C. The record will not save and no error message...: This is incorrect. Validation rules are always configured to display a custom error message to the user explaining why the save failed.
D. The record will save but the Industry field will not change...: This is incorrect. The workflow rule will execute and change the field, but this change will be rolled back when the subsequent validation rule fails.
Reference:
This falls under the Business Logic and Process Automation section. It tests the critical knowledge of the order of execution in Salesforce. A key concept is that validation rules are the final checkpoint before a record is committed to the database, and they evaluate the record after all automation (workflow field updates, processes, flows, etc.) has modified it.
Order of Execution Key Point:
Validation rules run after most automation (like workflow field updates, Process Builder, and auto-launched flows) but before the record is finally saved.
An app builder has a custom component they want to make available on the utility bar, but the component is unavailable. How should the component be tagged?
A. For use on record pages.
B. For use in Lightning App Builder.
C. For use on the utility bar.
D. For use in App Manager.
Explanation:
The utility bar is a part of the Lightning App Builder interface. To make a custom Lightning web component or Aura component available for placement on the utility bar, it must be explicitly configured to be compatible with the Lightning App Builder. This is done by including the
Why this is correct: Tagging a component "For use in Lightning App Builder" (Lightning__AppPage) is the prerequisite that makes it available for drag-and-drop into any region of an app page built with the tool, which includes the utility bar, the header, the main body, and the footer. The utility bar is not a separate tag but a specific location within the App Builder's purview.
Why the other options are incorrect:
A. For use on record pages: This is a more specific target (Lightning__RecordPage). While a component tagged for record pages is also available in the Lightning App Builder (because Lightning__RecordPage inherits from Lightning__AppPage), it is not the most direct or fundamental answer. The question is about general availability in the App Builder tool itself.
C. For use on the utility bar: There is no specific, standalone metadata tag for "utility bar." The utility bar is a location within an app built in the Lightning App Builder. Availability is controlled by the broader Lightning__AppPage target.
D. For use in App Manager: The App Manager is an administrative setup screen used to create and manage apps. Custom components are not added to the App Manager interface itself. This is not a valid target for a component.
Reference:
This falls under the User Interface section. It tests the understanding of how to configure custom components for deployment in different parts of the Lightning Experience, specifically the metadata targets required for the Lightning App Builder.
Key Takeaway:
To make a component available in the Lightning App Builder (and consequently its utility bar), its .js-meta.xml file must include the target Lightning__AppPage.
An app builder notices several Accounts converted from Leads are missing information they expected to be caught via Account validation rules. What could be the source of this issue?
A. The lead settings are unchecked to require validation for converted leads.
B. Account validation rules fail to validate on records converted from a lead.
C. The lead settings are allowing users to intentionally bypass validation rules.
D. Lead validation rules fail to validate on records when they are being converted.
Explanation:
Why: By default, when a user converts a Lead, validation rules on the target records (Account/Contact/Opportunity) don’t run unless the org enables the Lead Setting “Require Validation for Converted Leads” (previously known as “Enforce validation and triggers from Lead Convert”). If that setting is not enabled, Account validation rules won’t fire during conversion—so incomplete Accounts can slip through.
Why the others aren’t right
B. Not universally true—Account validation rules can run on conversion if the setting is enabled.
C. Misleading—this isn’t about users “intentionally” bypassing anything; it’s an org-level setting.
D. Leads (and tabs) are still deployed; this answer doesn’t address validation behavior.
Universal Containers generates leads from three different sources: web, trade shows, and partners. Some of the information collected is applicable to all sources, there is also information that is unique to each type of lead. What should an app builder configure to meet these requirements?
A. Create three lead record types each with its own page layout containing the relevant fields
B. Create a partner community and a record type for web and trade show leads
C. Create three sections on the lead layout and instruct users to collapse the non-relevant fields
D. Create custom page payouts for each type of lead only containing the relevant fields
Explanation:
The solution that the app builder should configure to meet these
requirements is creating three lead record types each with its own page layout containing
the relevant fields.
This way, the app builder can customize the fields and sections that
appear on each record type based on the source of the lead.
Option B is incorrect because
creating a partner community and a record type for web and trade show leads does not
address the requirement of collecting information that is unique to each type of lead, as
partner community users may have different fields and layouts than internal users.
Option C is incorrect because creating three sections on the lead layout and instructing users to
collapse the non-relevant fields does not address the requirement of collecting information that is unique to each type of lead, as users may still see or enter data in the wrong fields.
Option D is incorrect because creating custom page layouts for each type of lead only
containing the relevant fields does not address the requirement of collecting information
that is applicable to all sources, as users may miss some common fields.
Ann app builder has been to display an overdue date that is two months after a tasks due date. Which approach should the app builder take?
A. Use process builder and set overdue date equal to Due Date + ((365/12)*2)
B. Create a formula field using Due Date + 60
C. Use process builder and set overdue Date equal to Due Date + 60
D. Create a formula field using the ADDMONTHS () function
Explanation:
Why:
“Two months after” should respect calendar months (28–31 days), not a fixed number of days. A simple Date formula handles this cleanly:
ADDMONTHS(Due_Date__c, 2)
(For Tasks, the Due Date field is ActivityDate, so you’d use ADDMONTHS(ActivityDate, 2).)
Why the others are wrong
A. Process Builder with (365/12)*2 — uses an average month length (≈60.83 days), which will drift from real calendar months.
B/C. Add 60 days (via formula or Process Builder) — 60 days ≠ two calendar months for many date ranges.
Process Builder isn’t needed at all; a formula field is simpler, real-time, and maintenance-free.
Containers have the Account object's Organization-Wide Default set to Private. The
marketing team owns Accounts; however, they also need to be able to see the sales
team's Accounts. Both the sales and marketing teams are in completely different branches
of the rote hierarchy.
What feature should be used to enable marketing to see sales-owned accounts?
A. Public Group
B. Flow
C. Workflow
D. Sharing Rules
Explanation:
Why:
With OWD on Account = Private and Sales/Marketing in different role branches, role hierarchy won’t give cross-branch access. A (owner-based) sharing rule is the standard way to make exceptions to OWD and grant Marketing read (or read/write) access to Accounts owned by Sales—typically by sharing records owned by the Sales role (or a Sales public group) with a Marketing public group/role.
Why not the others:
A. Public Group:
Useful as the target of a sharing rule, but creating a group alone doesn’t grant access. You still need a sharing rule to share records to that group.
B. Flow:
Not the correct tool for defining org-wide record access; declarative sharing via sharing rules is the recommended approach for this requirement.
C. Workflow:
Workflow rules don’t control record sharing. They’re for field updates, emails, tasks, etc. The access requirement is solved by sharing rules.
References:
Salesforce Help: Sharing Rules – “automatic exceptions to your org-wide sharing settings” and owner-based sharing rules.
Salesforce Help: Organization-Wide Defaults (context on Private vs. opening access).
What are two reason to create an unmanaged package? (Choose 2 answers)
A. Distributing open-source projects on the AppExchange.
B. Publishing an application for sale on the AppExchange
C. Deploying from a Developer Edition environment
D. Distributing upgradeable components to another Salesforce org
Explanation:
An unmanaged package in Salesforce is a collection of components (e.g., apps, objects, fields, or Apex code) that can be distributed and installed in other Salesforce orgs. Unlike managed packages, unmanaged packages do not support upgrades, and the components can be freely edited by the recipient org. Below is an analysis of each option:
A. Distributing open-source projects on the AppExchange (Correct):
Unmanaged packages are ideal for sharing open-source projects because they allow recipients to view and modify the components freely. Developers often use unmanaged packages to distribute sample code, templates, or open-source solutions on the AppExchange, enabling others to customize them as needed.
Reference: Salesforce Help - About Unmanaged Packages
B. Publishing an application for sale on the AppExchange (Incorrect):
Applications intended for sale on the AppExchange are typically distributed as managed packages. Managed packages provide intellectual property protection, support upgrades, and allow developers to control which components are editable. Unmanaged packages are not suitable for commercial distribution because they expose all components and do not support upgrades.
Reference: Salesforce Help - Managed vs. Unmanaged Packages
C. Deploying from a Developer Edition environment (Correct):
Unmanaged packages are commonly used to deploy components from a Developer Edition environment to another Salesforce org. Developer Edition orgs are often used for building and testing solutions, and unmanaged packages provide a simple way to share these components with other orgs without the restrictions of managed packages.
Reference: Salesforce Trailhead - Package and Distribute Your Apps
D. Distributing upgradeable components to another Salesforce org (Incorrect):
Unmanaged packages do not support upgrades. Once installed, the components are treated as native to the recipient org, and subsequent updates cannot be pushed automatically. For distributing upgradeable components, a managed package is required.
Reference: Salesforce Help - Unmanaged Packages
Summary:
Unmanaged packages are best for scenarios where flexibility and customization are needed, such as sharing open-source projects or deploying components from a Developer Edition environment. For commercial apps or upgradeable components, managed packages are the appropriate choice.
A business user wants a quick way to edit a record's status and enter a custom due date
field from the record's feed in Salesforce Mobile App.
What should be used to accomplish this?
A. Custom action
B. Custom button
C. Custom quick access link
D. Custom URL formula Field
Explanation:
Why A is Correct:
A Custom Action is the modern and supported way to create a quick, inline editing experience directly from the Chatter feed on both desktop and the Salesforce Mobile App. You can create a "Update Record" action that is pinned to the publisher layout. This allows users to see and interact with specific fields (like Status and a custom Due Date) without having to navigate away from the feed to the full record edit page. This provides the "quick way" the business user requires, especially on mobile where screen space is limited.
Why B is Incorrect:
Custom Buttons are built using JavaScript or a URL. They are not fully supported or displayed in the Salesforce Mobile App. Even if they were, they typically navigate the user to a new page, which is not the "quick" inline experience requested from the feed.
Why C is Incorrect:
A Quick Access Link (part of the Utility Bar) is designed for global navigation within the Salesforce console or app. It is not used for editing specific fields of a record from its feed. It's a navigation tool, not an editing tool.
Why D is Incorrect:
A Custom URL Formula field is a read-only field that displays a hyperlink. It cannot be used to edit the data on the record itself. Its purpose is to link to an internal or external page.
Reference:
Salesforce Help - "Add Actions to the Publisher Layout" and "Actions Overview". The documentation specifically promotes using actions for quick updates: "Create actions to make your users more productive. For example, add an action that lets users update a record... without navigating away from the page they’re on." This functionality is core to the Lightning Experience and Mobile App.
Universal Containers is setting up salesforce for the first time. Management wants the sales and marketing teams to have different navigation names in the salesforce1 mobile app. Which option is available to an app builder to satisfy the requirement?
A. Create sales and marketing profiles to ensure read access to different objects
B. Create roles for sales and marketing and assign a custom homepage layout for each role.
C. Create mobile navigation menus for both the sales and marketing profiles.
D. Create public groups for sales and marketing and create mobile navigation menus for each group.
Explanation:
In the Salesforce1 mobile app (now part of the Salesforce mobile experience), navigation menus can be customized by profile. This means:
You can create distinct mobile navigation menus for different user profiles.
The App Builder can configure what tabs, objects, and apps appear for each team.
This allows sales and marketing teams to see different navigation names and layouts, tailored to their needs.
This is the only option that directly addresses the requirement to customize navigation menus based on team.
❌ Why the other options don’t work:
A. Create sales and marketing profiles to ensure read access to different objects
This controls data access, not navigation layout.
B. Create roles and assign homepage layouts
Homepage layouts affect desktop experience, not mobile navigation.
D. Create public groups and mobile menus
Mobile navigation menus cannot be assigned to public groups — only to profiles.
🔗 Reference:
Salesforce Help: Customize the Salesforce Mobile App Navigation
Trailhead Module: Salesforce Mobile App Customization
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