A sales manager has noticed that reps continue to input contacts directly in
their phone instead of adding them to Salesforce.
What should an app builder recommend to ensure the data makes it into Salesforce?
To ensure sales reps input contacts into Salesforce rather than their personal devices:
C . Enable offline create, edit, and delete in Salesforce for Android and iOS. This feature allows sales reps to enter contact information directly into the Salesforce Mobile App even when they are offline, which syncs back to Salesforce once connectivity is restored.
Steps to enable offline capabilities:
Navigate to Setup Mobile Administration Salesforce Mobile App Offline Settings.
Configure offline settings to allow for creating, editing, and deleting records.
Ensure that the Contact object is available for offline access.
This functionality encourages reps to use Salesforce directly by mitigating connectivity constraints.
For implementation details, refer to Salesforce Mobile App Offline.
An app builder just added a lookup field to Account from the existing custom object, Box.
Which report type is automatically created?
Upon adding a lookup field to Account from a custom object, Box:
D . Accounts with Boxes. Salesforce automatically creates a new report type that reflects the relationship from the perspective of the parent object, in this case, Accounts, showing related Box records.
This new report type enables users to create reports that list Accounts along with their associated Boxes, if any.
The VP of sales at AW Computing would like a Roll-Up Summary field on the Account object to aggregate the amount of opportunities related to an Account. The app builder is unable to implement this change.
Why is the app builder unable to fulfill the request?
The inability to create a Roll-Up Summary field in this context can be attributed to:
B . The organization has Advanced Currency Management enabled. When Advanced Currency Management (ACM) is enabled, it affects how currency data is managed and aggregated, impacting the functionality of roll-up summary fields that involve currency amounts across different records.
To address this limitation, consider using custom reporting or a custom solution like a trigger or a scheduled batch class to manually calculate and update the total.
An app builder just added a lookup field to Account from the existing custom object, Box.
Which report type is automatically created?
Upon adding a lookup field to Account from a custom object, Box:
D . Accounts with Boxes. Salesforce automatically creates a new report type that reflects the relationship from the perspective of the parent object, in this case, Accounts, showing related Box records.
This new report type enables users to create reports that list Accounts along with their associated Boxes, if any.
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?
To create a custom object along with multiple fields and relationships efficiently from a single interface, the Schema Builder is the ideal tool:
A . Schema Builder. This graphical tool provides a drag-and-drop interface for creating and modifying objects and fields in Salesforce, allowing for a visual layout of database schema.
Steps to use Schema Builder:
Go to Setup Schema Builder.
Drag the 'Object' element into the schema area to create a new custom object.
Define the object's properties (e.g., label, API name).
Drag field elements like Text, Number, or Lookup into the object to create fields.
Configure each field's properties according to your requirements.
Connect objects via lookup or master-detail relationships by dragging the relationship fields between them.
Save the layout to create all elements in Salesforce.
For more information, review Salesforce's Schema Builder documentation.
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