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Northern Trail Outfitters wants to change a master-detail relationship on
Account to a lookup relationship with a custom object Park. The app builder tries to
reconfigure this but is unable to do so.
What could be causing this?
When attempting to change a master-detail relationship to a lookup relationship, Salesforce imposes specific restrictions to maintain data integrity:
C . The Account record includes Parks roll-up summary fields. Master-detail relationships allow roll-up summary fields to aggregate data from child records onto the parent record. If any roll-up summary fields are present on the master object (Account in this case) that depend on the detail records (Parks), the relationship cannot be changed to lookup until these roll-up summary fields are removed.
To resolve this, follow these steps:
Identify and delete all roll-up summary fields on the Account object that reference the Park object.
Convert the master-detail relationship to a lookup relationship.
Recreate any necessary roll-ups using declarative tools like Process Builder or Flow if needed, as lookups do not support native roll-up summaries.
For more guidance, review Salesforce's documentation on Changing Field Types.
Shipments at Cloud Kicks (CK) are created and updated by the warehouse staff in a shipping application. The Information needs to be pushed into Salesforce on a regular basis. CK's app builder creates a custom object called Delivery_c to track the information.
How can the app builder prevent creating duplicate delivery records and update the correct existing records when migrating data from the shipping application?
Creating a unique External ID field on the custom object and using Data Loader to upsert records prevents duplicates and ensures correct record updates by matching the unique ID. References:
Salesforce Help - External ID
An app builder wants to add the option to 'Send New Email' from Leads, Contacts and Accounts for users on mobile.
What is the benefit of using global actions to accomplish this?
An app builder wants to create a formula field on an Account to include data from related Contacts but is unable to find the relationship in the formula editor.
What is a limitation of formulas that could be causing the issue?
The app builder wants to create a formula field on an Account to include data from related Contacts but cannot find the relationship in the formula editor. This limitation occurs because formula fields in Salesforce cannot reference child records directly.
Option A (Unable to reference the child records): In Salesforce, formula fields can reference parent objects but not child objects. In this case, Contacts are child records of Accounts in a lookup relationship, and Account is the parent. This is why the formula editor does not provide access to the child records (Contacts) from the Account.
Option B (A master-detail relationship should be created): While master-detail relationships allow for roll-up summaries, creating a master-detail relationship is not applicable here since the standard Account-Contact relationship is a lookup, and changing it to master-detail is not possible.
Option C (Formula field limit reached on the Account object): This would limit the number of formulas but is not the root cause of the issue described.
Option D (More than 5,000 characters in the formula): This limit refers to formula field complexity, but it does not explain the inability to reference child records.
In summary, the limitation is due to Salesforce not allowing formula fields to reference child records.
Universal Containers uses a private sharing model on Accounts. User A and user B both own Accounts of their own and have both been sent a new account record in an email owned by user C to take a look at. User A is able to open and view the record but user B receives an insufficient privileges error. User A and user B have the same role in the role hierarchy as user.
What are the three reasons user A has access but user B is unable to access the record? Choose 3 answers
The three reasons user A has access but user B is unable to access the record are:
User A is on the same account team as user C. Account teams are groups of users who work together on an account. Users who are on an account team can have access to the account and related records owned by other team members.
User C has manually shared the record with user A. Manual sharing is a way of granting access to individual users or groups by the record owner or someone above them in the role hierarchy.
User A is in a public group that has access via a sharing rule. Public groups are groups of users who can be used to share data or assign permissions. Sharing rules are automatic rules that grant access to groups of users based on certain criteria. Option B and D are not reasons for user A's access.