Ace Your Salesforce Platform App Builder CRT-403: Unlock Success Today!

Correct : C

To restrict visibility of the Jupiter field on the Solar System object specifically to users with the Outer Planets profile:

C . Field-level security (FLS). This allows the app builder to control access to fields based on user profiles.

Steps to set up field-level security:

Navigate to Setup Object Manager Solar System.

Select Fields & Relationships Jupiter field.

Click Field-Level Security.

For all profiles except Outer Planets, set the Visible option to unchecked, ensuring these users cannot see the field.

For the Outer Planets profile, check Visible to grant access.

This configuration ensures that only users with the Outer Planets profile can view the Jupiter field.

For more information on field-level security, check Salesforce's guide on Field-Level Security.

Correct : A

To allow quick editing of a record's status and entering a due date from the record's feed in the Salesforce Mobile App:

A . Custom action. This option enables users to perform specific tasks directly from the record page in the Salesforce Mobile App, such as editing fields.

Steps to create a custom action:

Navigate to Setup Object Manager select the relevant object.

Click Buttons, Links, and Actions New Action.

Set Action Type to 'Update a Record'.

Configure the action layout to include the Status and Custom Due Date fields.

Add the action to the Salesforce Mobile layout.

This setup provides an efficient way for users to update key fields without navigating away from the record feed.

For detailed setup instructions, see Salesforce's documentation on Creating Quick Actions.

Correct : B, D, E

In the Lightning App Builder, the following standard components can be used to enhance the functionality of Lightning pages:

B . Rich text: Allows the inclusion of formatted text, links, and images on a page.

D . Report details: Enables embedding of specific report details directly on a page.

E . Recent items: Displays a list of recently accessed items relevant to the user.

Steps to add these components:

Open the Lightning App Builder via Setup Edit Page or when creating a new Lightning page.

Drag and drop the Rich text, Report details, and Recent items components from the standard components section onto the page layout.

Configure each component as needed (e.g., selecting a specific report for the Report details component).

For more on using these components, refer to Salesforce's guide on Standard Lightning Components.

Correct : B, C

For managers to respond to approval requests for opportunities above $50,000 in the Salesforce mobile app:

B . In-App Notification: Managers receive notifications within the Salesforce mobile app when there is an approval request, allowing them to approve or reject directly from the notification.

C . Record Detail: Managers can access the approval request directly from the Opportunity's detail page in the mobile app, where they can review and respond to the request.

Steps to configure approval process notifications:

Navigate to Setup Approval Processes select the relevant approval process.

Ensure the process is active and configured to send notifications to approvers.

Managers need to have the Salesforce mobile app configured to receive notifications.

For best practices on managing approvals in Salesforce, see Approvals in Salesforce.

Correct : B, D

To facilitate quick managerial sign-off on discounted opportunities:

B . Dynamic Actions: Allows the display of specific actions on the Opportunity record page based on certain conditions, like the discount percentage.

D . Approval Process: Configures a formal sign-off process for records meeting specific criteria, such as discount ranges between 20% to 30%.

Steps to set up:

Configure an approval process for opportunities where the discount is between 20% and 30%.

Use Dynamic Actions to conditionally show the approval action directly on the Opportunity record page based on the discount percentage.

This setup allows sales managers to efficiently review and approve discounted deals directly from the Opportunity record page.

For guidance on setting up approval processes and dynamic actions, refer to Dynamic Actions in Salesforce.