Certified Platform App Builder

Certified Platform App Builder practice questions, page 13 of 27, with answer review and explanations.

Question 61

Universal Containers has two types of customer support processes: Platinum and Diamond. The app builder created separate record types for each process on the Case object. The customer support team should not be able to create new cases with the Diamond record type. How should this requirement be met?

  1. Update the profile to remove the Diamond record type from the support team.
  2. Remove the ability for the support team to create new case records.
  3. Make the record type hidden to all users and then use sharing rules to share it.
  4. Update the organization-wide defaults to private.

Question 62

Universal Containers sells to three different types of organizations: Partner, Enterprise, and Small Business. Some of the information collected about each organization overlaps; however, there are also unique attributes to each type of organization that need to be tracked, some of which are required. What solution meets these requirements?

  1. Three different sections on an Account page layout, which each section displaying the relevant fields for that organization.
  2. A Partner Community for partner organization records, and two lead record types for Enterprise and Small Business organizations.
  3. Three Account record types, each with its own page layout to display the relevant fields for that type of organization.
  4. Three custom objects for the three organization types, each with custom fields that pertain to that type of organization.

Question 63

The marketing team at Universal Containers has a list of 400 leads it wants to upload to Salesforce. The team needs to avoid creating duplicate records. Which two actions should be taken to meet this requirement? (Choose two.)

  1. Utilize a Lead Matching Rule and corresponding Duplicate Rule to block newly created duplicate leads.
  2. Use Data Loader's update function to import leads and match to existing records based on e-mail address.
  3. Enable Duplicate Matching in the Data Management section in Setup and activate the Lead-to-Lead scenario.
  4. Upload the lead list using the Import Wizard and select a Matching Type to prevent duplicate lead creation.

Question 64

Which two will prevent a formula field from being referenced by a Roll-Up Summary field? (Choose two.)

  1. A cross-object workflow updating a field referenced by the formula field.
  2. The CASE() function in the formula field.
  3. The NOW() function in the formula field
  4. A cross-object field reference in the formula field.

Question 65

Universal Containers is rolling out a new opportunity review process. Regional managers will need to edit opportunities for their subordinates, but not for other groups. Managers and users should be able to view all opportunities. Which two approaches are recommended to meet their requirement? (Choose two.)

  1. Set organization-wide defaults to public read/only.
  2. Create standard role hierarchies
  3. Set organization-wide defaults to public read/write.
  4. Create criteria based sharing rules.