DreamHouse Realty wants to display a weather map component on a Lightning record page when a house is scheduled for a showing.
How should the app builder meet the requirement?
To display a weather map component on a Lightning record page conditionally:
A . Component visibility should be used. This feature in the Lightning App Builder allows components on a Lightning page to be displayed based on specific criteria, such as field values or user attributes. In this case, the app builder can set the visibility of the weather map component to only appear when a house is scheduled for a showing based on the relevant field values.
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.
Universal Containers (UC) has several picklist fields on the Account object whose values are routinely modified to meet changing business requirements. Due to
these revolving changes, UC has a high number of inactive picklist values that are impacting system performance and user experience.
What can the app builder do to alleviate this issue?
To manage frequently changing picklist values effectively:
B . Set up Global Values in Picklist Value Sets. This approach allows for centralized management of picklist values that can be reused across multiple fields and objects. By using global value sets, inactive values can be efficiently managed and deactivated without impacting fields that use these sets.
For further information on managing picklists, check Salesforce's Picklist Management guide.
The sales team receives a list of approximately 800 leads each morning from the marketing team. The marketing team does not know if any of the leads are
currently in the pipeline and sends the entire list each morning.
Which tool should be used to import these leads into Salesforce while preventing the duplicates from being inserted?
To import leads while preventing duplicates:
B . Data Import Wizard is the appropriate tool. The Data Import Wizard in Salesforce includes functionality to check for duplicates based on matching records by certain criteria (like email or lead ID) during the import process, thus preventing duplicate lead records from being created.
Northern Trail Outfitters wants to change a master-detail relationship on
Account to a lookup relationship with a custom object Park. The app builder tries to
reconfigure this but is unable to do so.
What could be causing this?
When attempting to change a master-detail relationship to a lookup relationship, Salesforce imposes specific restrictions to maintain data integrity:
C . The Account record includes Parks roll-up summary fields. Master-detail relationships allow roll-up summary fields to aggregate data from child records onto the parent record. If any roll-up summary fields are present on the master object (Account in this case) that depend on the detail records (Parks), the relationship cannot be changed to lookup until these roll-up summary fields are removed.
To resolve this, follow these steps:
Identify and delete all roll-up summary fields on the Account object that reference the Park object.
Convert the master-detail relationship to a lookup relationship.
Recreate any necessary roll-ups using declarative tools like Process Builder or Flow if needed, as lookups do not support native roll-up summaries.
For more guidance, review Salesforce's documentation on Changing Field Types.
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