Salesforce CRT-403 Exam Questions

Upon adding a lookup field to Account from a custom object, Box:

D . Accounts with Boxes. Salesforce automatically creates a new report type that reflects the relationship from the perspective of the parent object, in this case, Accounts, showing related Box records.

This new report type enables users to create reports that list Accounts along with their associated Boxes, if any.

For further understanding of report types and relationships, Salesforce's guide on Report Types provides comprehensive information on how these are structured following modifications to object relationships.

To create a custom object along with multiple fields and relationships efficiently from a single interface, the Schema Builder is the ideal tool:

A . Schema Builder. This graphical tool provides a drag-and-drop interface for creating and modifying objects and fields in Salesforce, allowing for a visual layout of database schema.

Steps to use Schema Builder:

Go to Setup Schema Builder.

Drag the 'Object' element into the schema area to create a new custom object.

Define the object's properties (e.g., label, API name).

Drag field elements like Text, Number, or Lookup into the object to create fields.

Configure each field's properties according to your requirements.

Connect objects via lookup or master-detail relationships by dragging the relationship fields between them.

Save the layout to create all elements in Salesforce.

For more information, review Salesforce's Schema Builder documentation.

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.

To ensure auditing users can access records in the Case_Issue__c junction object, the correct data permissions on related records must be established:

D . Read-Only access on Case and Issue__c. Users need read-only access to both Case and Issue__c objects to view associated Case_Issue__c junction object records properly. This is because access to junction object records in Salesforce is determined by the user's access levels to the parent records in a relationship.

Steps to configure access:

Navigate to Setup Profiles or Permission Sets.

Select the profile or permission set of the auditing users.

Under Object Settings, adjust the permissions for Case and Issue__c to at least 'Read-Only'.

Ensure that users have visibility to the Case_Issue__c object itself.

This configuration allows users to view the details of cases and issues as they audit the junction object records.

To allow users access to Flows, Salesforce offers multiple integration points:

A . Quick Action: Flows can be initiated from record pages, the app utility bar, or global actions using Quick Actions. This allows users to execute flows relevant to specific records or global processes.

C . Flow Launcher: A component available in Lightning App Builder that enables users to start flows directly from a Lightning page.

Steps to set up these features:

For Quick Actions, navigate to Setup Object Manager select object Buttons, Links, and Actions New Action Action Type (Flow).

For Flow Launcher, navigate to Lightning App Builder select the page drag the Flow component to the desired section of the page configure it to launch the specific flow.

For more information on integrating Flows, check the Salesforce documentation on Flow Distribution.