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

 Big objects and external objects can be used to archive historical data and reduce data storage in Salesforce, while still allowing users to access the archived data using reports, queries, and lookups. Big objects store data within Salesforce, while external objects store data outside Salesforce and integrate it with Salesforce using an external data source

 The lookup relationship will need to be converted to a master-detail relationship before a roll-up summary field can be created. This is correct because roll-up summary fields are only available on the master object in a master-detail relationship, and a lookup relationship does not establish a parent-child hierarchy between the objects

Set the Organization-Wide Default to Private for accounts and create criteria-based sharing rules for each marketing team are the actions that can accomplish the requirement of restricting access to accounts based on region and role. Setting the Organization-Wide Default to Private will limit access to accounts to only owners and administrators. Creating criteria-based sharing rules will grant additional access to accounts based on region for each marketing team. Creating an Inside Sales Team profile with the “View All” setting for accounts will grant access to all accounts for the inside sales team. Update the Sales profile, update the organization-wide defaults to Public for accounts, create profiles for each marketing team, create permission sets for each marketing team, and create an Inside Sales Team role are not necessary or sufficient actions for this requirement.

Sharing the dashboard folder with roles and subordinates of the US Sales Director and sharing the report folder with the role of US Sales Director will ensure that only the US sales directors can see the data in the component and view its source report, while all US sales reps can view the US Team dashboard. Making the US Sales Director the running user will show only his or her data in the component, not the whole team’s data. Making the dashboard dynamic will show different data depending on who is viewing it, not based on their role. Sharing the dashboard with the public group US Sales Reps and sharing the dashboard source reports folder with the US Sales Director profile will not prevent other profiles from accessing the reports if they have access to the report folder.

 The app builder should use the Path component to meet the requirement of tracking different fields at each stage of the Opportunity sales process. The Path component is a Lightning component that displays the key fields and guidance for each stage of a standard or custom picklist field, such as the Opportunity Stage field. The app builder can configure the Path component to show the fields that need to be filled out and provide recommendations and sales strategies for each stage3. Option A, B, and C are not configuration steps that can meet this requirement.

A master-detail relationship between two objects automatically creates a report type that includes both objects. The app builder does not need to create a custom report type for this scenario. The report type will have the format of Parent object with Child object

The issue described occurs due to the settings in the master-detail relationship. Specifically:

The Allow reparenting checkbox, Child records can be reparented to other parent records after they are created, is unchecked (B). This setting prevents changing the parent record (contact) of a child record (service plan) once it has been set. If 'Allow reparenting' is unchecked, it restricts the ability to change the associated contact, leading to the issue observed.

The other options do not directly address the inability to change the associated contact on a service plan record. The 'Read Only' and 'Read/Write' settings (A and C) pertain to access rights to the detail records based on the master record's access but do not affect the ability to reparent a record.

For a detailed understanding of master-detail relationships and their settings, including reparenting, see the Salesforce documentation on relationships:

Master-Detail Relationships: https://help.salesforce.com/articleView?id=relationships_considerations.htm &type=5

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.

The Owner field on the Master record determines the ownership and sharing access of the detail record in a master-detail relationship. According to the Salesforce documentation, “The detail record inherits the sharing and security settings of its master record.” The default owner is not set in the parent object’s settings, the Owner field on the Detail record does not exist, and the owner is not set independently on the detail object’s settings.

Changing the data type of custom fields in Salesforce has specific limitations that need to be considered to ensure system integrity and prevent errors:

A. It is not possible to change the data type of a formula field to any data type. Formula fields are calculated based on other field values and cannot be converted into a storage data type because they do not store data themselves.

D. It is not possible to change the data type of a Text Area (Long) field to Text. Text Area (Long) fields support up to 131,072 characters, which far exceeds the 255 character limit of standard Text fields. Converting such a field to a smaller capacity field would potentially lead to data truncation or loss.

For official guidance on data type changes, refer to Salesforce's Custom Field Considerations.