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Cloud Kicks has five years of sales data and would like to track when customers made their first purchase. How should an app builder use a roll-up summary to meet the requirements?
The app builder should create a new roll-up summary field called First Order Date, using Type MIN on the Opportunity Close Date with a filter where IsWon = TRUE. A roll-up summary field is a type of field that calculates values from related records and displays them on the parent record. In this case, the app builder can create a roll-up summary field on the Account object that calculates the minimum (earliest) value of the Opportunity Close Date field from the related opportunities where IsWon = TRUE. This will show when customers made their first purchase. Option B, C, and D are not correct ways to use a roll-up summary field to meet the requirement.
Universal Containers (UC) tracks Account locations in Zip Code, a custom text field with a validation rule to enforce proper formatting of the US ZIP+4 code for UC's orders.
What formula should the app builder create on Order to display only the first five digits of Zip Code from the parent Account?
LEFT(Account.Zip_Code_c, 5) is the correct formula to display only the first five digits of Zip Code from the parent Account. LEFT function returns the specified number of characters from the left side of a text string. Account.Zip_Code_c is the custom text field that stores the Zip Code on Account object. 5 is the number of characters to return from the left side of the Zip Code. The other options are not valid formulas or functions.
What are the limitations of Schema Builder when creating a custom object?
It lacks setting up field-level security and adding fields to the page layout, so you have to choose the manual way of field creation. Adds another layer of risk with changes in Schema Builder since it is deployed in real-time.
Salesforce Schema Builder is a powerful tool for visualizing and creating objects, fields, and relationships in Salesforce, but it has certain limitations when building custom objects.
Option B (Fields and relationships can be created, but they will be unable to add the fields to the page layout from the canvas): In Schema Builder, while you can create new custom objects, fields, and relationships, you cannot directly add fields to the page layout from within the Schema Builder interface. After creating a field, you need to navigate to the Page Layout Editor to manually place the new field on the layout.
Option A: This is incorrect because you can perform multiple actions within Schema Builder without needing to click Save each time. Salesforce will save these changes when you click Save once at the end.
Option C: While relationships can be created in Schema Builder for both standard and custom objects, there is no requirement to use Lightning Object Manager to create relationships with standard objects.
Option D: Schema Builder supports the creation of formula fields along with other types of fields. There is no exclusion for formula fields.
In summary, Option B is the correct limitation of Schema Builder: you cannot add fields to page layouts directly from the Schema Builder interface.
Cloud Kicks (CK) switched to Lightning Experience and started using Chatter across its global workforce to support its fast-paced sales cycle. CK loves Chatter but struggle with gathering feedback from core team members, including understanding who is available to respond.
Which two ways could CK use Chatter to solve this problem?
Choose 2 answers
Polls and Out of Office are two ways that CK can use Chatter to gather feedback and understand availability. Polls allow users to create surveys and collect opinions from other users. Out of Office lets users set a status message and an end date to inform others when they are away or busy. Streams and Topics are not related to the problem.
Universal Containers wants to understand return on investment for the latest advertising buy. They currently use a private security model for all objects.
What should an app builder recommend?
For Universal Containers to understand the return on investment (ROI) for their latest advertising buy while using a private security model, the best recommendation is to use Campaign Hierarchies and Campaign statistics.
Campaign Hierarchies and Campaign Statistics: Campaign hierarchies allow Universal Containers to track the effectiveness and ROI of marketing efforts by grouping related campaigns (e.g., advertising buys) under a parent campaign and rolling up key metrics like responses, converted leads, and won opportunities. Campaign statistics provide detailed insights into individual and aggregate campaign performance, helping calculate ROI.
This method works well within a private security model since it respects existing sharing rules and access controls, ensuring that only authorized users can see the campaign data.
Option A (Account Hierarchies and Roll-Up Summary fields): Account hierarchies and roll-up summary fields focus on aggregating account-level data, which doesn't directly support measuring the ROI of advertising campaigns.
Option B (Opportunities Pipeline Report): While an opportunities pipeline report can provide insights into sales, it doesn't track campaign-related data or advertising ROI directly.
Option C (Change to a Public Security Model): Changing to a public security model isn't necessary and could expose sensitive data. Campaign hierarchies and statistics work well with a private security model.
In summary, Campaign Hierarchies and Campaign Statistics are the recommended approach to track the ROI of advertising buys.
