An app builder at Cloud Kicks has been working on changes to a custom Shoe Sales app in a sandbox and is ready to deploy their changes to production with a change set. Part of the work included updates to a permission set.
What should the app builder take into consideration when deploying the change set to production?
The deployed permission set will merge with the existing permission set in production, meaning changes made in the sandbox will be added to the existing permission set after deployment. References:
Salesforce Help - Permission Sets
A sales manager at Cloud Kicks wants the team to spend more time in the field and less time manually entering the information found on the business cards they collect.
What should an app builder do to help achieve this goal without sacrificing data quality?
The best way to help the sales manager achieve their goal of reducing manual data entry from business cards is to research and evaluate data enrichment products on the AppExchange that can automate data entry. Data enrichment products can scan business cards, extract relevant information, and populate fields in Salesforce records. This can save time, improve data quality, and enhance productivity. Option B, C, and D are not effective solutions for this goal.
Cloud Kicks has three types of customer support processes: Platinum, Diamond, and Bronze. The app builder created separate record types for each process on the Case object. The customer support team should be unable to create new cases with the Bronze record type.
How should this requirement be met?
The solution that should meet this requirement is updating the support team profile to remove the Bronze record type. This way, the support team users will not be able to create new cases with the Bronze record type, as it will not appear in their record type selection list. Option A is incorrect because updating the organization-wide defaults to private for Case does not affect the record type availability, but rather the record access level. Option C is incorrect because creating permission set group for Case that includes Platinum and Diamond record types does not prevent the support team users from creating new cases with the Bronze record type, as they may still have access to it through their profile. Option D is incorrect because making the record type hidden to support users and updating sharing roles to private does not prevent the support team users from creating new cases with the Bronze record type, as they may still have access to it through their profile.
Ursa Major Solar wants to automate a welcome email to new clients and include a customized survey about their buying experience. An app builder is tasked with this project and has very little time to build the solution from scratch, but still needs to be able to fully customize the solution.
What should the app builder do to meet the deadline and custom requirements?
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
The app builder at Ursa Major Solar has just created a master-detail relationship between a parent object Galaxy__c and child object
Star__c.
What would be the effect of creating this type of relationship if users want to report on Galaxy__c with Star__c?
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