CRT-402 Sample Questions Answers

Cloud Kicks has leads owned by users and queues. The sales manager wants the status to change to working when a user takes ownership.

What does an app builder need to have in the criteria to ensure the process runs without error?

An app builder is creating a Lightning record page and has added Mobile & Lightning Actions to thepage layout.

What two components could be included on the layout to display the actions?

Choose 2 answers

When a sales rep submits an account for approval, Universal Containers wants the user to answer additional questions via a popup window to populate additional record fields.

What should an app builder use to achieve the desired result?

An app builder at Universal Containers has been asked to add the Chatter feed to a custom object record page.

Which approach should the app builder use?

An app builder installed a custom Lightning component from AppExchange and has deployed My Domain.

What should be done next in order to configure the component for use in a record page?

Universal containers (uc) wants to delete data in several fields for 5000 lead records. UC export the selected record IDs and fields that need to have data deleted in a csv file. Which two steps should an app builder suggest to meet these requirements ? Choose 2 answers

Universal Containers assigns system access via permission sets and permission set groups to ensure each user has proper access. One department with varying levels of support staff has five consistent permission sets they require in order to complete their duties. Some higher-level staff have additional permission sets that are only required for them.

How should an app builder recommend assigning permission sets to users?

An app builder is tasked with adding key performance indicators on client pages. They want to see a summary of the number of open Opportunities and the number of won Opportunities for each Account.

Where should theapp builder go to build these new rollups?

Ursa Major Solar wants to create a relationship between the standard Contact object and a custom Solar Project object Contacts potentially be related to multiple Solar Project objects, and a Solar Project can have multiple Contacts associated with it.

How should an app builder configure the data model?

The Directorof Marketing at Northern Trail Outfitters wants the app builder to create a formula field that tracks how many days have elapsed since a contact was sent a marketing communication. The director is only interested in whole units.

Which function should be used to return a date for calculating the difference?

Sales reps at Universal Containers create multiple quotes per opportunity.

What automation tool should an app builder recommend to delete rejected quotes?

universal containers is migrating its sales operations from alegacy system that was used. opportunities need to be imported with the proper country currency. Which two steps should an app builder configure to meet these requirements ?

Choose 2 answers.

When an opportunity close date is delayed by more than 60 days, the manager and the VP sales must approve the change. How can this requirement be met? Choose 2 answers

The appraisal team at DreamHouse Realty wants to leverage Salesforce mobile app.

What are three things an app builder should do to optimize mobile experience?

Choose 3 answers

Cloud Kicks wants to display 10 key fields at once in a separate section at the top of opportunity records on the desktop.

Which componentshould an app builder add to the record page to enable this functionality?

What option is available to an App Builder when defining an object-specific Create Record custom action? Choose 2 answers

Universal Containers wants sales reps to get permission from their managers before deleting Opportunities,

What can be used to meet these requirements?

An app builder needs a custom solution and is considering using community. Ease of updates is the primary consideration.

What should the app builder consider?

DreamHouse Realty (DR) has a policy that requires the phone number on Contact to be deleted when the DoNotCall checkbox is checked.

What automation tool should the app builder recommend?

The Service Manager provided the app builder with color code requirements for case age on open cases.

New cases populate a green circle

Day-old cases populate a yellow circle

Three day-oldcases populate a red circle

How should an app builder implement this requirement?

The convert button on leads should NOT appear until the lead status picklist is set to a qualified. What should an app builder suggest to meet these requirements?

Northern Trail Outfitters wants to broadcast an email to 7,000 contactsm Salesforce on a regular basis but realizes Salesforce is mass functionality has a limitation on the number erf emails that can be sent each day.

What action should the app builder take?

Universal Containers (UC) maintains information for over 2 million assets in an external system. UC needs to access these assets in real-time data in Salesforce and is nearing the data storage limits.

What feature could an app builder recommend UC use?

What are two reason to create an unmanaged package? Choose 2 answers

Cloud Kicks Is redefining its entire business process to convert the Manager Notes field from a long text area files. The goal is to encourage managers to be more concise In their comments and stay at 255 characters or less. There is preexisting information In the Manager Notes field that often is well beyond the character limit.

Whatwould happen to any existing information if the app builder tries to convert a preexisting long text area field to text area'

The finance manager at Universal Containers wants to receive a new business notification emaileach time a new client is won. The sales manager wants to receive a task letting them know to onboard the new client unless it is a top-tier client.

Which automation tool should an app builder use to best address all these requests?

Universal Containers has a custom picklist called Support Level on the Account object. They would like to show the real-time value of Support Level on all case records.

How should an app builder implement this requirement?

Universal Containers has a Lightning record page that supports both the mobile app and desktop. An app builder has downloaded a custom Lightning component from AppExchange, but users areunable to view the component on mobile devices.

What can be the issue?

UniversalContainers uses a custom object called Projects. When managers assign projects they set a custom field on the Uroject called Estimated Hours. Once set, users should be able to decrease but not increase the value

How can an app builder meet this requirement?

Which opportunity standard field is available to be configured directly? Choose3

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?

Universal Containers created a custom object called Component to capture details about products sold.

What approach should an app builder take to show Component as a related list on Product?

Which two solutions prevent a formula field from being referenced by a Roll-Up Summary Field?

DreamHouse Realty is building a custom Lightning app to track its expanding solar water collection business. The Lightning app currently contains a custom Lightning record page with standard components.

From which two resources should an appbuilder get custom components to bring into the new Lightning app?

Choose 2 answers

The CRMManager at Universal Containers has requested that a custom text field be converted to a picklist in order to promote better data hygiene. What needs to be considered before changing the field type? Choose 2 answers

Universal Containers created a 'New Task' custom action on the Opportunityobject. The action was added to all page layouts in the Mobile & Lightning Actions section.

Which Lightning component should the app builder add to the layout to display the action?

An app builder installs an unmanaged package in a full copy sandbox that ts an exact match for production, and now they are ready to install it m production. When the app builder attempts to install the package in production, it fails.

Why did the package fail to install?

A production org includes custom objects containing confidential Information. A sandbox h needed that Includes data records, excludes all of the confidential objects, and can be refreshed weeklythe confidential objects, and can be refreshed weekly.

What steps should an App Builder take to meet these requirements?

An app builder wants to create a new field using SchemaBuilder.

Who will get access to the new field by default?

Universal Containers wants users to have access to the pricing guidelines document when viewing a Contract related to an Account.

What feature should an app builder use to create easy access to the document?

Cloud Kicks (CK) wants to simultaneously delete a Suppliere record and all Supplierltem__c records if a

partnership ends with a supplier.

What solution could an app builder use to meet the requirement?

UniversalContainers uses a custom picklist field Account Region on the account record. They want this region to be reflected on all related contact records and stay in sync if the value of this field changes on the Account.

How should an app builder meet this requirement?

An app builder at Cloud Kicks created acustom object and related fields in the schema builder.

What next steps should the app build take to ensure users can access the new object and fields?

Service agents at Ursa Major Solar want a more condensed case view. Service agents also want to be able to modify the associated contact and account records from the case page layout on the Lightning record page.

Which two components should an app builder use to meet these requirements?

Choose 2 answers

A new field has been added to the Applicantobject that is part of an unmanaged package. A recruiter ran the Position with or without Applicants report and noticed that the new field was missing as an option to add as a column.

How should an app builder troubleshoot this issue?

Cloud Kicks (CK) keeps track of its shoe inventory in Salesforce. When an order's status is changed to Activated, the inventory for the ordered shoe is reduced.At that point, a SOAP web service on the CK website must be called so that the website is updated to display the correct inventory amount for the shoe.

What should an app builder use to communicate to the CK web service when a shoe's inventory has changed?

Universal Containers (UC) has a custom Invoice object and a custom InvoiceLine Item object. TTie Invoice Line Item object has a lookup relationship to the Invoice. UC would like to convert the lookup relationship to a master-detail relationship but is unable to do so.

Which two reasons could be preventing this relationship conversion?

Choose 2 answers

Which three Salesforce functionalities are ignored when processing field updates in workflow rules andapproval processes?

At Ursa Major Solar, there is a single Lightning record page for the Celestial Bodies custom object; however, there is a Lightningcomponent the app builder wants to restrict to mobile app users.

Which feature on the Lightning app builder should be utilized?

Cloud Kicks asked the app builder to insert a list of 25,000 records using deduplication for the Race_Track__c customobject.

Which tool should be used?

Which two places can an app builder go to see a list of available Custom Lightning components in their org?

Choose 2 answers

The marketing team at UVC has a list of 400 leads it wants to upload to Salesforce. The team need to avoid creating duplicate records. Which two actions should be taken to meet this requirement? Choose 2 answers

Universal Containers require different fields to be filled out at eachstage of the Opportunity sates process.

What configuration steps can an app builder use to meet this requirement?

A Service Coordinator (SC) for Ursa Major Solar (UMS) does a final review of work orders owned by a technician for a specific region before the records are submitted for an invoice. Beforeclosing out the work order, the SC needs to modify data or remove attachments that were added by mistake. The SC also needs access to any other related records owned by the technician.

What solution would provide the required access, given a private data model?

Cloud Kicks wants to display the number of opportunities that are Closed Won with a Close Date within the last year on the Account detail page.

Which tool should an app builder use to implement this?

Universal Containers would like to collaborate with its customers within Salesforce, and has decided to enable the "Allow Customer Invitations" Chatter setting. What permission is granted to Customers when invited to ChatterGroup?

Universal Containers (UC) has large data volumes and is nearing data storage limits. The planned solution is to archive historical data to reduce data storage inSalesforce; however, UC would still like to use reports, queries, and lookups on the archived information.

Which two options could meet this requirement?

Choose 2 answers

The Director of customer service wants to receive a notification when a case stays in the '' new'' status for more than four business hours.

Which two automation processes should be used to accomplish this?

Choose 2 answers

DreamHouse Realty requires that field value changes for certain fields such as Asking_Price__c and Real_Estate_Agent„c on their House__c custom object show up prominently on Chatter.

What Chatter feature shouldthe app builder utilize?

The developer at Universal Containers wants to test code in a sandbox environment. In order to ensure the code works properly, the sandbox needs to have at least half a gigabyte of data. The sandbox will need to be refreshed after each three-day sprint.

What type of sandbox should the App Builder provision to the developer?

An app builderneeds to create new automation on an object.

What best practice should the app builder follow when building out automation?

An app builder has created a custom Lightning App and wantsto make it available to the internal users at Universal Containers.

Which two steps are necessary to accomplish this task?

Choose 2 answers

Universal Containers has deployed custom tabs to Production via changes sets, without including the profile settings or permission sets.

What is the settings for the visibility of custom tabs?

Anapp builder wants to create a formula field on an Account to include data from related Contacts but is unable to find the relationship in the formula editor.

What is a limitation of formulas that could be causing the issue?

A Cloud Kicks employee submitted an opportunity for approval by their manager.

What would happen if the employee attemptsto edit the description field after submission?

Manage at Universal Containers want a quick to create additionalaccounts to form a hierarchy from a parent account record. They want to auto-populate five fields based on the parent to make it easier for users to create the child accounts quickly.

After a deal is closed, Cloud Kicks (CK) wants to assign a user as a customer service manager (CSM) in addition to the account owner and would like a new field to easily track and report which CSM is assigned to the Account.

Which solution should an app builder use for this request?