An app builder just added a lookup field to Account from the existing custom object, Box.
Which report type is automatically created?
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.
Universal Containers has a custom object that holds over 100 fields. The app builder wants to break up the fields into separate tabs on the lightning page.
Which Lightning component is most appropriate to fulfill this requirement?
The 'Accordion' Lightning component is designed to break up content into collapsible sections. This component would be suitable for managing the visibility of large numbers of fields by grouping them into separate tabs or sections that can expand and collapse. This makes navigation easier and declutters the interface.
A: Highlights panel is used for displaying key record information at the top of the page and is not designed for managing multiple fields.
B: Record detail displays all fields on a single layout, which does not suit the requirement to break up the fields.
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.
Universal Containers (UC) has several picklist fields on the Account object whose values are routinely modified to meet changing business requirements. Due to
these revolving changes, UC has a high number of inactive picklist values that are impacting system performance and user experience.
What can the app builder do to alleviate this issue?
To manage frequently changing picklist values effectively:
B . Set up Global Values in Picklist Value Sets. This approach allows for centralized management of picklist values that can be reused across multiple fields and objects. By using global value sets, inactive values can be efficiently managed and deactivated without impacting fields that use these sets.
For further information on managing picklists, check Salesforce's Picklist Management guide.
The sales team receives a list of approximately 800 leads each morning from the marketing team. The marketing team does not know if any of the leads are
currently in the pipeline and sends the entire list each morning.
Which tool should be used to import these leads into Salesforce while preventing the duplicates from being inserted?
To import leads while preventing duplicates:
B . Data Import Wizard is the appropriate tool. The Data Import Wizard in Salesforce includes functionality to check for duplicates based on matching records by certain criteria (like email or lead ID) during the import process, thus preventing duplicate lead records from being created.
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