Universal Containers wants its Field Sales team to only see the accounts that they own. Separate North American and European marketing teams should only see accounts in their respective regions. The Inside Sales Team needs to see all accounts in Salesforce.
How should an app builder accomplish this?
To meet the requirements, the Organization-Wide Default (OWD) for accounts should be set to Private to restrict access to only the owners of the records by default. Criteria-based sharing rules can then be created to grant access to the specific accounts for the respective North American and European marketing teams, ensuring they only see accounts within their regions. For the Inside Sales Team, a profile with the 'View All' setting for accounts ensures that they can see all accounts in Salesforce. This approach ensures that access is appropriately restricted and shared based on roles and regions.
The app builder has just created a Visual Workflow for the VP of Service.
Which two Flow be accessed by users? (Choose two.)
Users can access a Visual Workflow through a Custom Button and a Quick Action. Custom Buttons provide a straightforward way for users to execute a flow directly from a record page or list view. Quick Actions allow users to start a flow from the publisher on the record page or from the global actions menu. While a flow can indeed be triggered by a Process, this is done automatically and not manually by the user, hence it doesn't fit the criteria of being accessed by users directly.
The Training team at Universal Containers uses a custom Training object to track their customer training sessions. An app builder needs to create a relationship between the Training object and the related Students' record.
Which two statements are true when creating a Student Lookup field on the Training object? (Choose two.)
When creating a Student Lookup field on the Training object, it's important to note that Lookup fields can be made optional, meaning a Training record can exist without being linked to a Student. Additionally, cross-object field updates are not supported between Training and Student records in a Lookup relationship; such functionality is available in a master-detail relationship but not for lookups by default.
An app builder would like to streamline the user experience by reflecting summarized calculations of specific fields on various objects.
Which three field types could be used in roll-up summary fields to accomplish this? (Choose three.)
To accomplish roll-up summaries in Salesforce, appropriate field types should be selected based on what can be summarized. Roll-up summaries can perform operations such as SUM, MIN, MAX, and COUNT. Percent and Currency fields can be summed to provide meaningful totals, and Date fields can be used to find the earliest or latest values, making Percent, Currency, and Date suitable for these summarization purposes.
Which two are capabilities of record types? (Choose two.)
Record types allow for the customization of page layouts and filtering of picklist values depending on the user's profile and the record type assigned. This means different users can see different layouts and picklist options tailored to their roles and requirements. Displaying different field labels is not a capability of record types, and having multiple record types on one record is not possible either.