Prepare for the Salesforce Declarative Development for Platform App Builders in Lightning Experience exam with our extensive collection of questions and answers. These practice Q&A are updated according to the latest syllabus, providing you with the tools needed to review and test your knowledge.
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An app builder wants to create a custom object and 10 fields.
What should they use to create the object, fields, and relationships quickly from one place?
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.
Universal Containers needs the 18-digit record ID from Opportunity records when exporting data to Excel in order to ensure each record is treated uniquely.
What formula should an app builder use to create this new field?
After a deal is closed, Cloud Kicks (CK) wants to assign a user as a customer service manager (CSM) in addition to the account owner and would like a new field to easily track and report which CSM is assigned to the Account.
Which solution should an app builder use for this request?
The solution that an app builder should use for this request is a lookup field. A lookup field is a type of relationship field that links two objects together and allows users to select a record from another object. The app builder can create a lookup field on the account object that references the user object and allows users to assign a customer service manager (CSM) to the account. Option A is incorrect because a multi-select picklist field is not suitable for this request, as multi-select picklist fields allow users to select multiple values from a predefined list, not from another object. Option B is incorrect because a picklist field is not suitable for this request, as picklist fields allow users to select one value from a predefined list, not from another object. Option D is incorrect because a text field is not suitable for this request, as text fields allow users to enter any alphanumeric characters, not from another object.
Cloud Kicks has five years of sales data and would like to track when customers made their first purchase. How should an app builder use a roll-up summary to meet the requirements?
The app builder should create a new roll-up summary field called First Order Date, using Type MIN on the Opportunity Close Date with a filter where IsWon = TRUE. A roll-up summary field is a type of field that calculates values from related records and displays them on the parent record. In this case, the app builder can create a roll-up summary field on the Account object that calculates the minimum (earliest) value of the Opportunity Close Date field from the related opportunities where IsWon = TRUE. This will show when customers made their first purchase. Option B, C, and D are not correct ways to use a roll-up summary field to meet the requirement.
What is one limitation of using schema builder when creating a field?
One of the limitations when using the Schema Builder for creating fields is:
C . Cannot add fields to page layouts. While Schema Builder allows for easy visualization and creation of fields and objects, it does not support placing these fields onto specific page layouts directly from the Schema Builder interface.
To place fields on page layouts, you need to:
Navigate to Setup Object Manager select your object.
Click on Page Layouts, choose the appropriate layout, and manually add the newly created fields.
This step is necessary to ensure fields are visible and properly arranged on user interfaces.
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