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Salesforce CRT-403 Exam Questions
- Topic 1: Salesforce Fundamentals: In a given environment, this section deals with the identification of boundaries of declarative customization and the use cases for programmatic customization. It also covers how to Identify common scenarios for extending an org using the AppExchange. Moreover, it covers applying the features and capabilities available to restrict and extend object, record, and field access.
- Topic 2: Data Modeling and Management: In this section, candidates are tested to determine the appropriate data model. It also covers topics such as explaining the capabilities of the various relationship types and the implications of each on record access, user interface, and reporting and evaluating the choices when selecting or changing a field data type.
- Topic 3: Business Logic and Process Automation: In this section of the exam, the candidates are required to demonstrate the use of formula fields to meet stated business requirements. The section also covers how to determine the capabilities, use cases, and implications of roll-up summary fields and shows the use of validation rules to meet stated business needs.
- Topic 4: User Interface: In this section of the exam, candidates are tested for their knowledge of the user interface customization options. They should demonstrate the capabilities and use cases for custom buttons, links, and actions.
- Topic 5: App Deployment: In this section, in a particular scenario, the exam section covers suggesting a solution for key milestones and considerations when managing the application lifecycle and various types of sandboxes. It also covers demonstrating knowledge, viability, and troubleshooting when using change sets.
Free Salesforce CRT-403 Exam Actual Questions
Note: Premium Questions for CRT-403 were last updated On Jan. 18, 2025 (see below)
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.
Universal Container's sales reps can modify fields on an opportunity until it is closed.
The sales operations team has access to modify the Post-Close Follow-up Date and Post-Close Follow-up Comments fields after the opportunity is closed. After the
opportunity is closed, the rest of the fields are read only.
How should these requirements be met?
To manage field editability based on the opportunity status:
C . Use field-level security on page layouts with record types to restrict editing fields. This combination allows for different layouts and editable fields based on the status of the record (e.g., closed or open).
Steps to implement:
Create or adjust record types for open and closed opportunities.
For each record type, create a specific page layout.
On the page layout for closed opportunities, set the majority of fields to read-only using field-level security, except for the 'Post-Close Follow-up Date' and 'Post-Close Follow-up Comments' fields.
Assign the appropriate page layouts to the respective record types.
Update profiles or permission sets to use these record types and page layouts accordingly.
This setup ensures that sales reps can modify fields only when the opportunity is open, and the sales operations team can edit specific fields after closure.
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