Free Salesforce Platform-App-Builder Practice Exam with Questions & Answers | Set: 2

The best way to show Asset Inventory as a related list on Asset is to create a lookup relationship on Asset Inventory to Asset. This will allow one-to-many relationship between Asset and Asset Inventory, and display the related records on the Asset page layout.

Making the Opportunity type a required field on the initial Opportunity page layout and using automation to fill in the type field to a record type is a way to limit the number of fields users are required to fill out when creating a new Opportunity. This way, the app builder can assign different page layouts for different record types based on the Opportunity type. The other options are not feasible or effective

Updating the account search layouts search results columns displayed and updating the account search filter fields can improve an end user’s search experience by showing more relevant information and allowing more refined filtering. The view filter settings and the accounts tab columns displayed are not related to the search functionality

A custom action on Account can be used to create additional accounts from a parent account record. A custom action can have predefined values for certain fields based on the parent record. A custom global action can be used to create records that do not have any relationship with other objects. A custom link on Account can be used to execute JavaScript or link to an external URL.

The solution that an app builder should use to meet this requirement is creating a custom report type with converted leads as the primary object. A custom report type is a template that defines the objects and fields that are available for a report. The app builder can create a custom report type that has converted leads as the primary object and includes fields from related objects, such as accounts, contacts, and opportunities. This way, sales reps can create reports on converted leads and see their related information. Option A is incorrect because enabling preserve lead status in the lead conversion settings does not affect the reporting on converted leads, but rather allows users to retain the original lead status after conversion. Option B is incorrect because assigning the representative view and edit converted leads permission does not affect the reporting on converted leads, but rather allows users to view and edit converted lead records. Option C is incorrect because ensuring the representative has read access to the original lead records does not affect the reporting on converted leads, but rather allows users to view the original lead records.

Given the need to automate a welcome email including a customized survey with customization requirements and a tight timeline, the best approach is:

Use Salesforce Flow to build the survey declaratively to meet the criteria and send it to the customer as an email (B). Flow is a powerful tool for automation in Salesforce, allowing the creation of complex workflows and user interactions without needing to write custom code. It can be used to build a survey and integrate it with email services for automated dispatch.

Working with a developer to create custom Apex and LWC (A) might meet the criteria but would not align with the limited time frame. Managed (C) and unmanaged packages (D) from AppExchange can provide pre-built solutions, but they may not offer the needed customization or could require more setup time than building directly in Flow.

Reference for automating processes with Salesforce Flow:

Salesforce Flow: https://help.salesforce.com/articleView?id=sf.flow_considerations_design.htm &type=5

 It will fail if there is a feature only available in the next version. According to the Salesforce documentation, “If your sandbox is on a newer version than your production org, you can’t deploy any components that are new in the sandbox version.” The change set components will not be upgraded to the next version in production, the change set will not be automatically deployed when production is upgraded, and the deployment is possible if there are no new features involved.

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.

C: Field section does not exist as a standard Lightning component. Reference: Accordion Component in the Lightning Component Library

When a field is added to an object, it doesn’t automatically appear in custom report types — even if the field is visible and reportable. The app builder must manually add the field to the custom report type layout to make it available in reports.

Why D (Add the field to the custom report type field layout) is correct:Exact Extract:“If a new custom field isn’t available in your report builder, edit the custom report type layout and add the field. Fields created after the report type was built must be added manually.” — Salesforce Help | Custom Report Types

Why not A:Field-level security controls visibility but not inclusion in the report type layout.

Why not B:“Allow Reports” affects whether the entire object is reportable, not individual fields.

Why not C:The “Manage Public Reports” permission allows editing public reports but doesn’t influence field visibility.