Master Salesforce DEX-403: Unlock Your Declarative Development Potential

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 : C

To manage field editability based on the opportunity status:

C . Use field-level security on page layouts with record types to restrict editing fields. This combination allows for different layouts and editable fields based on the status of the record (e.g., closed or open).

Steps to implement:

Create or adjust record types for open and closed opportunities.

For each record type, create a specific page layout.

On the page layout for closed opportunities, set the majority of fields to read-only using field-level security, except for the 'Post-Close Follow-up Date' and 'Post-Close Follow-up Comments' fields.

Assign the appropriate page layouts to the respective record types.

Update profiles or permission sets to use these record types and page layouts accordingly.

This setup ensures that sales reps can modify fields only when the opportunity is open, and the sales operations team can edit specific fields after closure.

For more information on using record types and page layouts, check Salesforce's documentation on Record Types.

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.

Correct : B

The inability to create a Roll-Up Summary field in this context can be attributed to:

B . The organization has Advanced Currency Management enabled. When Advanced Currency Management (ACM) is enabled, it affects how currency data is managed and aggregated, impacting the functionality of roll-up summary fields that involve currency amounts across different records.

To address this limitation, consider using custom reporting or a custom solution like a trigger or a scheduled batch class to manually calculate and update the total.

For more information on limitations with ACM, consult Salesforce's help article on Advanced Currency Management.