Pass the Salesforce App Builder Platform-App-Builder Questions and answers with ValidTests

The best way to show Asset Inventory as a related list on Asset is to create a lookup relationship on Asset Inventory to Asset. This will allow one-to-many relationship between Asset and Asset Inventory, and display the related records on the Asset page layout.

For reporting snapshots, the source report must be capable of grouping data, which is necessary for summarizing information at specific intervals. The acceptable formats for a source report in reporting snapshots are:

Summary format (B). This format groups rows of data by one or more criteria and can perform calculations such as sum, average, etc., on another column at each group level.

Matrix format (D). Similar to the summary format but arranges data in a grid format, allowing summarization by both rows and columns.

Tabular (A) and joined (C) formats are not suitable for reporting snapshots. Tabular reports do not include grouped or summarized data, and joined reports involve combining multiple report types, which are not compatible with how reporting snapshots need to structure data.

Reference for more information on reporting snapshots and report formats:

Reporting Snapshots: https://help.salesforce.com/articleView?id=reports_snapshots.htm &type=5

Report Formats: https://help.salesforce.com/articleView?id=reports_understanding_formats.htm &type=5

Schema Builder is a tool that allows app builders to view and modify the data model of their Salesforce org. Some of the capabilities of Schema Builder are:

Creating and editing custom objects and fields

Creating and editing relationships between objects

Showing selected objects on a page

Editing custom settings

Schema Builder cannot be used to create a new record type or view page layouts in a new window.

 The app builder should use three features to meet the business requirements:

Process Builder: This is a type of automation tool that can execute actions based on certain criteria. In this case, the process builder can have a criteria that evaluates if an opportunity is in the Secure Commitment Stage, and then execute an action that submits it for approval.

Apex: This is a programming language that allows developers to execute complex logic on the Salesforce platform. Apex can be used to create triggers that run before or after certain events, such as insert, update, delete, or undelete of records. In this case, Apex can be used to create a trigger that runs before an opportunity is updated and submits it for approval if it is in the Secure Commitment Stage.

Flow: This is another type of automation tool that can guide users through a series of screens and perform actions based on user input. Flow can also be triggered by certain events, such as when a record is created or updated. In this case, Flow can be used to create a record-triggered flow that runs after an opportunity is updated and submits it for approval if it is in the Secure Commitment Stage. Option A and D are not features that can meet the business requirements.

 AppExchange and Apex Code are two resources that can provide custom components for a Lightning app. AppExchange is a marketplace where developers can publish and sell their custom components or apps. Apex Code is a programming language that can be used to create custom components or logic for a Lightning app. Import Wizard and Visualforce are not resources for custom components, but tools for data import and web page development respectively.

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.

For further understanding of report types and relationships, Salesforce's guide on Report Types provides comprehensive information on how these are structured following modifications to object relationships.

Making the Opportunity type a required field on the initial Opportunity page layout and using automation to fill in the type field to a record type is a way to limit the number of fields users are required to fill out when creating a new Opportunity. This way, the app builder can assign different page layouts for different record types based on the Opportunity type. The other options are not feasible or effective

Partial Copy Sandboxes are ideal for testing and development purposes as they include a subset of production data and can be refreshed more frequently than Full Copy sandboxes.References:

Salesforce Help - Types of Sandboxes

Moving the reports from the Unfiled Public Reports folder and adding them to a new change set is what the app builder should do to deploy the reports to production. According to the Salesforce documentation, “Reports in the Unfiled Public Reports folder aren’t available for deployment.” Moving the reports to the Untried Public Reports folder, recreating the reports in production, and adding the reports to an unmanaged package are not necessary or recommended actions.

For an app builder who needs to ensure all fields from the page layout are visible on a Lightning Record Page after using the Lightning Object Creator, the correct component to use is:

Record Detail (C). The Record Detail component automatically displays all fields that are included on the assigned page layout for the object. It is designed to reflect the layout configuration and is the simplest way to ensure all fields are presented as configured in the layout editor.

Highlights Panel (A) is used primarily to display key fields at the top of the record page, providing a summary view rather than full field visibility. Recommendations (B) is used for displaying prompts or suggestions and does not display record fields. Path (D) is useful for displaying stages in a process (like sales stages or service processes) and does not show field data directly.

Reference for setting up Lightning Record Pages and using components effectively:

Lightning Record Pages: https://help.salesforce.com/articleView?id=sf.lightning_page_components.htm &type=5