Accounts at Universal Containers are currently readable by all users but editable only by their owners. Management wants to designate some Accounts as VIP Accounts. Only Account owners should have read access to these VIP accounts.Which two actions should an app builder take to meet the requirements? Choose 2 answers
Answer(s): A,D
The two actions that an app builder should take to meet the requirements are: Implement a sharing rule. A sharing rule is a way to grant additional access to records based on certain criteria, such as record owner, role, profile, or field value. The app builder can create a sharing rule that grants read access to all accounts with the VIP Account field value to all users. This way, all users can view these accounts, but only the owners can edit them. Change organization-wide defaults. Organization-wide defaults are the baseline level of access that users have to records they do not own. The app builder can change the organization-wide default for accounts from Public Read Only to Private. This way, only the owners can view and edit their own accounts, unless additional access is granted by other means, such as sharing rules. Configuring a permission set is not a valid action, as it does not affect record-level access. A permission set is a way to grant additional permissions and access settings to users on top of their profile settings, such as object permissions, field permissions, app permissions, etc. Setting up an Account Team is not a valid action, as it does not restrict record-level access. An Account Team is a way to share an account and its related records with a group of users who work together on the account, such as sales reps, managers, or support agents. An Account Team grants additional access to team members based on predefined roles and access levels.
Universal Container wants customers to be able to open cases from a public-facing website. What should the app builder use to enable visitors to the website?
Answer(s): B
The app builder should use Web-to-Case to enable visitors to the website to open cases. Web-to-Case is a feature that allows users to create an HTML form that can be embedded into a public-facing website. When visitors fill out and submit the form, a new case is automatically created in Salesforce with the information from the form fields. Web-to-Case can also assign cases to queues or users based on predefined rules and criteria. Outbound message is not a valid tool, as it does not enable visitors to open cases. An outbound message is a type of workflow action that sends a secure XML message to a designated endpoint URL when a record meets certain criteria. An outbound message can be used to integrate Salesforce with external systems or applications. Screen flow is not a valid tool, as it does not enable visitors to open cases from a public-facing website. A screen flow is a type of flow that allows users to create an interactive guided process that can collect, display, and update data from multiple objects within Salesforce. A screen flow can be embedded into Lightning pages or Visualforce pages, but it cannot be exposed to unauthenticated users on a public website. Email-to- Case is not a valid tool, as it does not enable visitors to open cases from a website. Email-to-Case is a feature that allows users to create cases from email messages sent to a specific email address. Email- to-Case can also capture email attachments and thread information and associate them with the case.
Cloud Kicks (CK) wants to quickly insert a list of over 60,000 net new Accounts. The template based on CK's data model was used to populate the list.Which tool should be used?
Answer(s): A
The app builder should use Data Loader to quickly insert a list of over 60,000 net new Accounts. Data Loader is a tool that allows users to insert, update, delete, or export large amounts of data from Salesforce using CSV files or database connections. Data Loader can handle up to 5 million records at a time and supports features such as bulk API, batch operations, mapping files, etc. Data Loader is ideal for loading large data sets into Salesforce quickly and efficiently. Lightning Object Creator is not a valid tool, as it cannot insert data into existing objects. Lightning Object Creator is a tool that allows users to create custom objects from spreadsheet data by uploading a file and mapping columns to fields. It cannot load data into existing objects or handle more than 500 records at a time. Import Wizard is not a valid tool, as it cannot handle more than 50,000 records at a time. Import Wizard is a tool that allows users to insert, update, or delete data from Salesforce using CSV files or Excel files. Import Wizard supports standard objects and some custom objects and provides features such as field mapping, duplicate detection, data validation, etc. Import Wizard is ideal for loading small data sets into Salesforce with more control and accuracy.
Cloud Kicks (CK) wants to begin socializing and collaborating within Salesforce around customer accounts to discuss various topics. CK would like all company employees to see these conversations. Which two features of Chatter would meet CK's business needs? Choose 2 answers
Answer(s): B,C
The two features of Chatter that would meet CK's business needs are: Set up new public Chatter groups. A public Chatter group is a way to create a collaborative space for users to share information, files, polls, and ideas around a common topic or interest. A public Chatter group can be joined by any user in the organization and can be seen by anyone who has access to Chatter. By setting up new public Chatter groups, CK can enable users to socialize and collaborate around customer accounts and discuss various topics. Use post action on the Account object. A post action is a type of quick action that allows users to create a post on a record's feed or on their own feed. A post can include text, mentions, hashtags, topics, links, files, or images. By using post action on the Account object, CK can enable users to share updates, feedback, or questions about customer accounts and engage with other users who follow the accounts. Set up new private Chatter groups is not a valid feature, as it does not meet CK's business needs. A private Chatter group is a way to create a collaborative space for users to share information, files, polls, and ideas around a confidential or sensitive topic or interest. A private Chatter group can only be joined by invitation and can only be seen by the group members. By setting up new private Chatter groups, CK would limit the visibility and accessibility of the conversations around customer accounts. Use Chatter actions to create tasks to complete is not a valid feature, as it does not meet CK's business needs. A Chatter action is a type of quick action that allows users to create a task from a record's feed or from their own feed. A task can include subject, due date, priority, status, assigned to, etc. By using Chatter actions to create tasks to complete, CK would enable users to track and manage their work related to customer accounts, but not to socialize and collaborate with other users.
Cloud Kicks wants to know the total value of all won Opportunities for Accounts and display it on the record.What type of summary should the app builder use in the roll-up summary field?
Answer(s): C
The app builder should use Sum as the type of summary in the roll-up summary field. A Sum type of summary allows the app builder to calculate the total value of a numeric field from the child records related to a parent record by a master-detail relationship. The app builder can create a roll-up summary field on the Account object that sums the Amount field from the won Opportunities related to each Account. Count is not a valid type of summary, as it does not calculate the total value of a numeric field. A Count type of summary allows the app builder to count the number of child records related to a parent record by a master-detail relationship. Max is not a valid type of summary, as it does not calculate the total value of a numeric field. A Max type of summary allows the app builder to display the largest value of a numeric or date field from the child records related to a parent record by a master-detail relationship. Min is not a valid type of summary, as it does not calculate the total value of a numeric field. A Min type of summary allows the app builder to display the smallest value of a numeric or date field from the child records related to a parent record by a master-detail relationship.
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