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The VP of sales at AW Computing would like a Roll-Up Summary field on the Account object to aggregate the amount of opportunities related to an Account. The app builder is unable to implement this change.
Why is the app builder unable to fulfill the request?
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.
At Universal containers, all US Sales reps should be able to view the US Team dashboard, however, only the US sales directors should be able to see the data in the component and view its source report. How can an app builder ensure the proper access is granted?
Sharing the dashboard folder with roles and subordinates of the US Sales Director and sharing the report folder with the role of US Sales Director will ensure that only the US sales directors can see the data in the component and view its source report, while all US sales reps can view the US Team dashboard. Making the US Sales Director the running user will show only his or her data in the component, not the whole team's data. Making the dashboard dynamic will show different data depending on who is viewing it, not based on their role. Sharing the dashboard with the public group US Sales Reps and sharing the dashboard source reports folder with the US Sales Director profile will not prevent other profiles from accessing the reports if they have access to the report folder.
Universal Containers wants to match Opportunity data from Salesforce to the records in a financial database.
What is required to configure an indirect lookup relationship in Salesforce between the Salesforce Opportunity records and those in a financial database?
An indirect lookup relationship is a custom relationship between two objects that are linked by an external ID field. The external ID field must be a custom field on the parent object that has the ''External ID'' attribute enabled. The child object must be a standard or custom object that is on the detail side of a master-detail or lookup relationship.
Cloud Kicks received a new requirement to calculate summaries from child objects of a standard object. The team would prefer to solve this declaratively.
What are two considerations an app builder should evaluate?
Choose 2 answers
When Cloud Kicks needs to calculate summaries from child objects of a standard object declaratively, a few key considerations about master-detail relationships come into play. Master-detail relationships are critical in Salesforce when working with roll-up summary fields, which allow you to calculate values from child records.
Option B: An object can have up to two master-detail relationships.
Salesforce allows an object to have two master-detail relationships. This is important because if you want to aggregate child record data using roll-up summary fields, you need to have a master-detail relationship in place. Each master-detail relationship links a child object to a parent, and you can create roll-up summary fields on the parent object to summarize the child record data.
Option D: A value is required in all records of the lookup field prior to converting to a master-detail relationship.
One important consideration when converting a lookup relationship into a master-detail relationship is that the lookup field must contain values for all existing child records. This is because master-detail relationships have tighter coupling between parent and child records, and a child cannot exist without a parent in a master-detail scenario. Thus, the field cannot be null during the conversion process.
Option A: An app builder can convert a lookup relationship to a master-detail relationship if the above condition (that all lookup fields are populated) is met, so this option is incorrect.
Option C: Triggers are part of custom development using Apex, and the question specifies the solution should be declarative. Therefore, triggers would not be a relevant declarative tool for this scenario.
The app builder needs to change the data types of new custom fields. The app builder is not able to delete and recreate any of the fields, nor modify any apex code. Which data type change will require the app builder to perform the additional steps in order to retain existing functionalities?
Changing the data type of a field used in an apex class from number to text will require the app builder to perform additional steps in order to retain existing functionalities. This is because changing the data type of a field may affect the apex code that references or manipulates the field value, and may cause compilation errors or unexpected results. The app builder will need to update the apex code to handle the new data type and ensure that the logic and calculations are still correct. Option B is incorrect because changing the data type of a field used in a report from a text to an encrypted field will not require additional steps, as encrypted fields can still be used in reports with some limitations. Option C is incorrect because changing the data type of a field used as an external id from number to text will not require additional steps, as external id fields can be either number or text. Option D is incorrect because changing the data type of a field used in lead conversion from number to text will not require additional steps, as lead conversion fields can be mapped regardless of their data types.
