Universal Containers has a custom object that holds over 100 fields. The app builder wants to break up the fields into separate tabs on the lightning page.
Which Lightning component is most appropriate to fulfill this requirement?
The 'Accordion' Lightning component is designed to break up content into collapsible sections. This component would be suitable for managing the visibility of large numbers of fields by grouping them into separate tabs or sections that can expand and collapse. This makes navigation easier and declutters the interface.
A: Highlights panel is used for displaying key record information at the top of the page and is not designed for managing multiple fields.
B: Record detail displays all fields on a single layout, which does not suit the requirement to break up the fields.
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.
What is one limitation of using schema builder when creating a field?
One of the limitations when using the Schema Builder for creating fields is:
C . Cannot add fields to page layouts. While Schema Builder allows for easy visualization and creation of fields and objects, it does not support placing these fields onto specific page layouts directly from the Schema Builder interface.
To place fields on page layouts, you need to:
Navigate to Setup Object Manager select your object.
Click on Page Layouts, choose the appropriate layout, and manually add the newly created fields.
This step is necessary to ensure fields are visible and properly arranged on user interfaces.
Universal Containers (UC) requires that all users specify a contract is sent on each Opportunity prior to marking it as "Closed Won". UC wants to be able to report on how many Opportunities have sent Contracts compared to how many have a missing contract when the Opportunities closed.
Which field type should an app builder configure to fulfill this requirement?
For tracking whether contracts have been sent for Opportunities:
D . Checkbox. This field type allows users to clearly indicate (Yes/No) whether a contract has been sent. This binary nature of checkboxes makes it simple to filter and report on Opportunities based on whether a contract was sent.
Steps to configure this field:
Navigate to Setup Object Manager Opportunity.
Click Fields & Relationships New Checkbox.
Define the field with a label (e.g., Contract Sent).
Set the default value to false (unchecked).
Add the field to the relevant page layouts.
This setup facilitates accurate reporting and ensures that opportunities cannot be marked as 'Closed Won' without indicating whether a contract was sent.
For guidance on creating fields, see Salesforce's documentation on Custom Field Creation.
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.
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