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Salesforce Certified Platform App Builder

Key Concepts:

Terms in this set (51)

Universal Containers is tracking the interviewer's ratings of candidate in Salesforce. They would like to easily link the Candidate record to the Rating record. Only the recruiter and interviewer should have access to the Rating records, whereas all the employees of Universal Containers can see the Candidate records. What type of relationship should be created between Candidate and Ratings?
a. Master-Detail
b. Lookup
c. Search
d. Hierarchical
b. Lookup

Master-detail relationships closely link objects together such that the master record controls certain behaviors of the detail record, including the security settings. The security settings for the master record control the detail records. Lookup relationship loosely link two objects together and the security is determined separately for each object. A lookup relationship is needed in this scenario.
Which of the following custom field data types can be made universally required?
a. Picklist
b. Number
c. Checkbox
d. Text
b. Number
d. Text
Number and text custom field data types can be made universally required.
Recruiters at Universal Containers need to track both the status and stage for job applications. How can an administrator ensure that the status selected determines the values available for the stage?
a. Create the stage field as a controlling picklist and the status field as a dependent picklist.
b. Create the status field as a controlling picklist and the stage field as a dependent picklist.
c. Create a lookup field from the job application object to the interview object.
d. Create a multi-select picklist field that includes all status and stage values.
b. Create the status field as a controlling picklist and the stage field as a dependent picklist.

An administrator can create two picklists and then link the picklists together to create a controlling-dependent relationship. The status field will be the controlling picklist and the stage field will be the dependent picklist.
The available object relationship types are:
a. Search
b. Master-Detail
c. Lookup
d. Complete
b. Master-Detail
c. Lookup

Relationships associate an object with other objects. There are different types of relationships between objects in Salesforce. The available object relationship types are: Lookup, Master-detail, Many-to-many, and Hierarchical
The master-detail relationship field is universally required on the page layout of the detail record.
a. True
b. False
a. True
The master-detail relationship field, the field that links the two objects, is universally required on the page layout of the detail record.
An application references related objects, business logic components, and tabs.
a. True
b. False
b. False

An application is merely a collection of tabs. It does not reference specific objects or business logic components.
What terms can be customized on a page layout?
a. Color of fields
b. Chatter Feed
c. Fields Displayed
d. Order and location of fields
c. Fields Displayed
d. Order and location of fields

Page layouts control the layout and organization of buttons, fields, s-controls, Visualforce, custom links, and related lists. They also help determine which fields are visible, read only, and required.
If a custom field is added to a page layout, it must be added to the mobile configuration to be available in Salesforce1.
a. True
b. False
b. False

If a custom field is added to a page layout then nothing else needs to be done to make it available via Salesforce1. Please note, mobile configurations are required when using Salesforce Classic, they are not required with Salesforce1.
What are the two quick action types that can be created?
a. Default
b. Object-specific
c. Record-specific
d. Global
b. Object-specific
d. Global

Actions let users do more in Chatter and Salesforce1. The two types of actions are Object-specific and Global. Object-specific actions are automatically associated with related records. Global actions let users create records, but there's no automatic relationship between the record that's created and any other record.
What are the available types of custom tabs?
a. Cross-object
b. Custom Object
c. Visualforce
d. Connected Object
b. Custom Object
c. Visualforce

Custom tabs display custom object data or other web content embedded in the application. The support types of custom tabs are: Custom Object Tabs, Visualforce Tabs, Web Tabs, and Flexible Page Tabs.
What changes on the record detail page if Chatter feed tracking is enabled on the object?
a. The record's Chatter feed displays
b. The object's Chatter feed displays
c. A Chatter related list becomes available
d. Websites can now be added to the page layout
a. The record's Chatter feed displays

When feed tracking is enabled users see updates for objects and records they follow in their Chatter feed and the records Chatter feed is added to the top of the page layout. Many objects and fields are tracked by default, but developers can further customize feed tracking to include or exclude specific objects and fields.
When is the value on a Roll-up Summary field calculated?
a. When any of the detail records in the Master-Detail relationship referenced in the Roll-up Summary field are saved.
b. Any time the record with the Roll-up Summary is viewed
c. Any time the record with the Roll-up Summary field is saved.
d. On a schedule, once every 24 hours.
a. When any of the detail records in the Master-Detail relationship referenced in the Roll-up Summary field are saved.

Roll-up Summary fields are calculated when the detail records are modified.
What type of field can be used to display information from a related parent object record?
a. Text area
b. Dependent Picklist
c. Cross-object formula
d. Encrypted Text
c. Cross-object formula

Cross-object formulas are formulas that span two related objects and reference merge fields on those objects. These types of fields can be used to display information from a related parent object on the child object. Cross-object formulas are available anywhere formulas are used.
Roll-up summary fields can be used with custom objects in a Lookup relationship.
a. True
b. False
b. False

You can create roll-up summary fields on any custom object that is on the master side of master-detail relationship, any standard object that is on the master side of a master-detail relationship with a custom object, opportunities using the values of opportunity products related to the opportunity, accounts using the values of related opportunities, and campaigns using campaign member status or the values of campaign member custom fields. You cannot create roll-up summary fields on custom objects in a Lookup relationship.
Formula fields may reference other formula fields.
a. True
b. False
a. True

A formula can contain references to the values of fields, operators, functions, literal values, or other formulas.
Only custom fields can be made universally required.
a. True
b. False
a. True

A universally required field is a custom field that must have a value whenever a record is saved within Salesforce or the API. Standard fields cannot be universally required. Edit pages always display universally required fields, regardless of the field-level security.
What is determined by a user's profile?
a. Which tabs and apps are visible in the user interface.
b. Which currencies are available to users.
c. What users can do with records of a particular object.
d. Which specific records users can view and edit.
a. Which tabs and apps are visible in the user interface.
c. What users can do with records of a particular object.

A profile determines what tabs and apps are visible in the user interface, which record types and page layouts users see, and which fields users can view and edit. A profile also determines what users can do with records of a particular object and what tasks (such as running a report) users can perform.
Universal Containers wants recruiters to view, create, and edit positions. However, they do not want recruiters to delete positions in the organization. How can this requirement be met?
a. Assign the Standard User profile to recruiters.
b. Assign the Read Only profile to recruiters.
c. Create a custom profile that has the View All permission enabled for the Position object and assign the custom profile to recruiters.
d. Create a custom profile that has the Delete permission disabled for the Positions object and assign the custom profile to recruiters.
d. Create a custom profile that has the Delete permission disabled for the Positions object and assign the custom profile to recruiters.

Since permissions on a standard profile cannot be modified, an administrator needs to create a custom profile that has the Delete permission disabled for the Position object. The system administrator needs to assign this custom profile to recruiters.
The human resources team at Universal Containers wants to track additional information on the review record for interviews that evaluated the candidates technical knowledge. This additional information is not needed for non-technical reviews. How can an administrator meet this requirement?
a. Change the field-level security for the review General Fit field to display the picklist values for either technical or general reviews.
b. Create one page layout that has the fields for technical reviews and another page layout that only have the fields needed for general reviews.
c. Create a record type and page layout for technical reviews and another record type and page layout for general reviews.
d. Adjust field level security to prevent users from entering technical information into the wrong fields.
c. Create a record type and page layout for technical reviews and another record type and page layout for general reviews.

An administrator can create one record type and page layout for technical reviews and another for general reviews.
Universal Containers has two summer interns helping input position information for all types of jobs. They need a simplified view of positions with only the required fields and no related lists. How can this be accomplished?
a. Create a new record type and assign it to the interns profile.
b. Create a specific page layout, assign it to a permission set, and assign that permission set to the two interns.
c. Create a specific page layout and assign it to the profile the interns are assigned.
d. Create a new record type, assign it to a permission set, and assign that permission set to the two interns.
c. Create a specific page layout and assign it to the profile the interns are assigned.

Since the interns are inputting positions of different record types, only a new page layout is needed. Page layouts can be assigned to a user through their profiles.
What settings can be set via a permission set?
a. Approval Processes
b. Visualforce Page Access
c. Picklist Items
d. Object permissions
b. Visualforce Page Access
d. Object permissions

A permission set is a collection of settings and permissions that give users access to various tools and functions. The settings and permissions in a permission sets are also found in profiles, but permission sets extend the users' functional access without changing their profiles.
What do Record Types control?
a. Which page layout to use.
b. Which records a user may view.
c. Which fields a user may view.
d. Which options are available in a picklist.
a. Which page layout to use.
d. Which options are available in a picklist.

Record Types control which Page Layout to use and which options are available to select in a picklist field. Although a Page Layout controls which fields to display, the user can still view fields values in a list view, report, etc. Record Types does not control access to specific records. Record access is determined by ownership and the sharing model.
What feature sets the default level of access users have to records they do not own, in each object?
a. Sharing rules
b. Organizational-wide defaults
c. Role hierarchy
d. Manual sharing
b. Organizational-wide defaults

Organization-wide defaults set the default level of access users have to records they do not own, in each object. The role hierarchy, sharing rules, teams, and manual sharing are used to open up access to records, in order to access a record, users must also have the appropriate object permission on their profile or a permission set.
At Universal Containers, the organization-wide default for Candidates is set to Private. The audit team needs to see all the candidates that are located in California. How can a developer meet this requirement?
a. Create an owner-based sharing rule for Candidate that gives read/write access to a role.
b. Change the organization-wide defaults for Candidates to Public Read/Write
c. Create a criteria-based sharing rule for Candidates that gives read access to a public group.
d. Create a new product auditor role in the role hierarchy which is above the VP of Human Resources role.
c. Create a criteria-based sharing rule for Candidates that gives read access to a public group.

A sharing rule can be created that gives read/write access to a public group. The criteria would be set to only share records where State equals California. The records would be shared with a public group that contains the auditors.
At Universal Containers, the executive assistant needs the ability to view, edit, and transfer ownership of all records. However, she should not be able to delete any records. Which two steps should the developer take to meet this requirement?
a. Create a sharing rule for each object that gives Read/Write access for all records to the executive assistant.
b. Change the organization-wide default for all objects to Public Read Only.
c. Assign the executive assistant to the highest role in the role hierarchy.
d. Create a custom profile with the Delete object permission disabled for all objects and assign this profile to the executive assistant.
c. Assign the executive assistant to the highest role in the role hierarchy.
d. Create a custom profile with the Delete object permission disabled for all objects and assign this profile to the executive assistant.

An administrator can assign the executive assistant to the highest role in the role hierarchy. The assistant will inherit the special ownership privileges on all records owned by users in roles below her. This means the assistant can view, edit, delete, and transfer ownership of all records. To restrict the assistant from deleting records she can access, the administrator can create a custom profile and assign it to the assistant. The custom profile will have the Delete object permission disabled for all objects.
Universal Containers wants new candidates processed as quickly as possible by any available recruiters. What feature can be used to facilitate this process?
a. Create a queue for all recruiters and assign all new candidate records to that queue.
b. Create a public group for all the recruiters and assign all new candidates to that group.
c. Assign all recruiters to the same role in the role hierarchy.
d. Create a new profile for the recruiters and assign all the new candidate to a user assigned to that profile.
a. Create a queue for all recruiters and assign all new candidate records to that queue.

Queues help your teams manage records. Once records are placed in a queue, records remain there until they're assigned to a user or taken by one of the queue members. Any queue members or users above them in the role hierarchy can take ownership of records in a queue.
In the Recruiting application, a user with the Profile permission "Modify All" enabled on the Candidate object will be able to transfer ownership of any Candidate record.
a. True
b. False
a. False

Modify All provides full access to all records of that type. Transferring ownership in one of the capabilities of full access.
What does field-level security control?
a. Which fields are automatically generated by the system.
b. Which fields users can view and edit based on their profile.
c. Which fields are required in the user interface.
d. Which fields are encrypted to users based on their profile.
b. Which fields users can view and edit based on their profile.

Field-level security lets you restrict what fields users can view and edit based on their profile. Field-level security restricts access to a field on record detail and edit pages, related lists, search results, reports, and list views.
What is the default Org Wide Default of a custom object?
a. Open
b. Private
c. Public Read
d. Public Read/Write
d. Public Read/Write

OWD's for a new custom object are set to Public Read/Write by default.
At Universal Containers only the recruiters and human resource team members should be able to view the Candidate records. What should the org wide defaults of the Candidate object be set to?
a. Private
b. Public
c. Secure
d. Limited
a. Private

If there is any user that should not be able to see the records, the organization wide default should be set to Private. Profiles, Permission Sets, Sharing Rules, and manual sharing should be used to open access to those that need it.
Universal Containers wants all users to be able to see the Position records, but only the recruiters should be able to see the Pay Grade. What feature can be used to accomplish this?
a. Record Types
b. Field Level Security
c. Page Layouts
d. Organization-Wide Defaults
b. Field Level Security

Field-level security settings let administrators restrict users' access to view and edit specific fields. Though page layouts and record types can be used to remove fields from the detail or edit view, these fields may still be viewed from the related list or API. Organization-wide defaults cannot control visibility of individual fields.
What happens when a user attempts to save a record, and the formula defined by a custom validation rule evaluates to true for that record?
a. The validation failure is logged on the field history tracking related list field.
b. The error message defined in the validation rule displays on the record.
c. The record will not save.
d. The user receives an email with the reason the validation rule failed.
b. The error message defined in the validation rule displays on the record.
c. The record will not save.

A validation rule verifies that the data in one or more fields meets the specified criteria before the record is saved. If a record does not meet the specified criteria, the error message defined in the validation rule displays on the record.
When are validation rules evaluated?
a. When a new record is created.
b. When a record is modified.
c. When a record is created using Quick Create
d. When a validation rule is activated
a. When a new record is created.
b. When a record is modified.

Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record. These rules are evaluated when the user creates or modifies a new record. Validation rules are not applied to Records created from Quick Create.
When a Validation Rule returns false, the record will not be saved to the database.
a. True
b. False
b. False

Validation rules include an error message to display to the user when the rule returns a value of True due to an invalid values.
Where can a validation rule error message be set to display?
a. Bottom of page
b. Next to specified field
c. Pop up window
d. Top of Page
b. Next to specified field
d. Top of Page

The Error Message field on the Validation rules defines where on the page the error will display. This field can be set to either Top of Page or Field. If set to Field, the developer must specify which field.
What options are available when setting the evaluation criteria for a workflow rule?
a. Created, and any time it's edited to no longer meet criteria.
b. Created
c. Created, and any time it's edited to subsequently meet criteria
d. Deleted
b. Created
c. Created, and any time it's edited to subsequently meet criteria

The evaluation criteria determines which records the workflow rule will apply to. Depending on how the administrator sets the evaluation criteria, workflow rules are evaluated when the record is: Created; Created, and every time it's edited; and Created, and any time it's edited to subsequently meet criteria.
When a workflow rule that has time-dependent actions is triggered, where can a developer view and manage any pending actions?
a. In the time-dependent workflow queue
b. On the workflow rule that was triggered
c. On the record that triggered the workflow rule
d. In the debug logs
a. In the time-dependent workflow queue

When a workflow rule that has time-dependent actions is triggered, any pending actions are added to the time-dependent workflow queue, where an administrator or developer can view and manage them.
Universal Containers wants the position record owner to be notified when the position is closed. How can an administrator accomplish this?
a. Create a process to send an email alert to the position owner.
b. Create a workflow rule to send an email alert to the position owner.
c. Create an escalation rule to notify the position owner.
d. Create an auto-response rule to send an email alert to the position owner.
a. Create a process to send an email alert to the position owner.
b. Create a workflow rule to send an email alert to the position owner.

A developer can use either a workflow rule or a process to send an email alert to the record owner.
Once a position has been filled, the information about the Position should be sent to the company's payroll system. To accomplish this, a developer would use:
a. Workflow rule with time dependent action
b. Workflow rule that sends an Outbound Message
c. Workflow rules that triggers an email alert
d. Workflow rule that triggers a field update
b. Workflow rule that sends an Outbound Message

An outbound message can be sent from a workflow rule to provide data to an outside system. A developer could also call Apex from a process to implement this functionality.
What steps must be defined as part of an approval process?
a. Entry Criteria
b. Approval Chatter template
c. Final Approval Actions
d. Location of Approval History List
a. Entry Criteria
c. Final Approval Actions

An approval process is an automated process to approve records in Salesforce. An approval process specifies the steps necessary for a record to be approved and who must approve it at each step. Approval processes must include these items: entry criteria, initial submission actions, approval steps, final approval actions, recall actions, and final rejection actions.
A developer can change the order of the steps in an active approval process.
a. True
b. False
b. False

After an approval process is activated, you can't add, delete, or change the order of the steps or change reject or skip behavior for that process, even if you make the process inactive.
Which components are defined during the creation of an approval process?
a. Final Approval Actions
b. Approval Mechanisms
c. Error Actions
d. Recall Actions
a. Final Approval Actions
d. Recall Actions

Approvals consist of six parts: process definition, initial submission actions, step definition, final rejection actions, final approval actions, and recall actions.
How can a user receive an approval request?
a. Salesforce1 Notification
b. SMS Message
c. Private Message in Salesforce
d. Email message
a. Salesforce1 Notification
d. Email message

An approval request is an email, Salesforce1 notification, or Chatter post notifying the recipient that a record was submitted for approval and that his or her approval is requested.
What should a developer consider before importing a set of records into Salesforce?
a. If the owner field is left blank, the record owner will default to the user performing the import.
b. If the value of a field doesn't meet the data validation criteria, the field will be left blank.
c. If a universally required field is left blank, the record will not be imported.
d. If the currency field is left blank, the value will default to the personal currency of the record owner.
a. If the owner field is left blank, the record owner will default to the user performing the import.
c. If a universally required field is left blank, the record will not be imported.

If the owner field is left blank, the record owner will default to the user performing the import. If a universally required field is left blank, the record will not be imported. If the value of a field doesn't meet the data validation criteria, the record will not be imported.
What are the benefits of using the Data Import Wizard to import data into Salesforce?
a. Import greater than 50,000 records.
b. Choose whether or not to trigger workflow rules.
c. Match on Name, Email or Salesforce ID to prevent duplicate records.
d. Load data for all standard and custom objects.
b. Choose whether or not to trigger workflow rules.
c. Match on Name, Email or Salesforce ID to prevent duplicate records.

The Data Import Wizard can be used to: import contacts, accounts, leads, solutions, and records for custom objects. Import less than 50,000 records. Choose whether or not to trigger workflow rules. Match on Name, Email or Salesforce ID to prevent duplicate records.
Why would a user choose a data loader instead of the Data Import Wizard?
a. Choose whether or not to run data validation rules.
b. Export or delete data.
c. Import lead records and prevent duplicate records.
d. Save field mappings for later use.
b. Export or delete data.
d. Save field mappings for later use.

The data loader can be used to: Import files that contain between 50,000 and 5,000,000 records. Load certain standard objects, such as products or opportunities. Schedule imports. Save field mappings for later use. Update, upsert, export of delete data.
Which field property allows you to identify the record when performing an upsert?
a. Required
b. Unique
c. External ID
d. Singular
c. External ID

An external ID is a custom field that has the "External ID" property, meaning that it contains unique record identifiers from an outside system. When importing records, you can use external IDs to prevent duplicate records from being created as a result of the import operation.
What can you do with a Visualforce Controller?
a. Associate the Visualforce Page with a Page Layout?
b. Provide a set of actions that can be performed.
c. Determine who has access to the Visualforce Page.
d. Associate the Visualforce Page with a specific object.
b. Provide a set of actions that can be performed.
d. Associate the Visualforce Page with a specific object.

A standard controller is associated with every standard and custom object. A standard controller both provides a set of actions that can be performed and associates a page with a specific object and tab style. Standard controllers do not influence access settings or page layout. In the exercise, we associated our page with the Position standard controller.
The recruiters at Universal Containers have requested that the candidate list view match the look and feel of the employee referral web page. What can be used to accomplish this?
a. Page Layouts
b. Visualforce
c. Record Types
d. Publisher Actions
b. Visualforce

Visualforce can be used to change the look and feel of a page by incorporating styles in the page or by referencing a separate CSS file. This can not be accomplished using the declarative features of the platform.
Once a user have the "Customize Application" permission, how do you enable the inline editor?
a. Check Inline Editor for the page in Setup|Develop|Pages.
b. Check Development Mode in personal settings.
c. Assign a user the Developer permission set.
d. Launch the Developer Console.
b. Check Development Mode in personal settings.

The inline editor is a feature of Development Mode, which can be turned on in a user's personal settings if that user has the Customize Application permission. Once Development Mode has been enabled, the inline editor appears at the bottom of the browser window when viewing any Visualforce page.
Which is correctly referencing a field on the Force.com custom object Position__c?
a. {!Position__c.Status__c}
b. [!Position__c.Status__c]
c. {&Position__c.Status__c}
d. [&Position__c.Status__c]
a. {!Position__c.Status__c}

The {! ... } expression syntax is used to reference Force.com objects and data. In the exercise, we use this syntax to reference the global user object. This required that we also use a $ before an object name. We also use this syntax when specifying which related lists to include.
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