A sales manager has noticed that reps continue to input contacts directly in
their phone instead of adding them to Salesforce.
What should an app builder recommend to ensure the data makes it into Salesforce?
To ensure sales reps input contacts into Salesforce rather than their personal devices:
C . Enable offline create, edit, and delete in Salesforce for Android and iOS. This feature allows sales reps to enter contact information directly into the Salesforce Mobile App even when they are offline, which syncs back to Salesforce once connectivity is restored.
Steps to enable offline capabilities:
Navigate to Setup Mobile Administration Salesforce Mobile App Offline Settings.
Configure offline settings to allow for creating, editing, and deleting records.
Ensure that the Contact object is available for offline access.
This functionality encourages reps to use Salesforce directly by mitigating connectivity constraints.
For implementation details, refer to Salesforce Mobile App Offline.
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.
A sales manager has noticed that reps continue to input contacts directly in
their phone instead of adding them to Salesforce.
What should an app builder recommend to ensure the data makes it into Salesforce?
To ensure sales reps input contacts into Salesforce rather than their personal devices:
C . Enable offline create, edit, and delete in Salesforce for Android and iOS. This feature allows sales reps to enter contact information directly into the Salesforce Mobile App even when they are offline, which syncs back to Salesforce once connectivity is restored.
Steps to enable offline capabilities:
Navigate to Setup Mobile Administration Salesforce Mobile App Offline Settings.
Configure offline settings to allow for creating, editing, and deleting records.
Ensure that the Contact object is available for offline access.
This functionality encourages reps to use Salesforce directly by mitigating connectivity constraints.
For implementation details, refer to Salesforce Mobile App Offline.
At Ursa Solar Major, only users with the Outer Planets profile need to see
the Jupiter field on the Solar System object.
How should the app builder satisfy this requirement?
To restrict visibility of the Jupiter field on the Solar System object specifically to users with the Outer Planets profile:
C . Field-level security (FLS). This allows the app builder to control access to fields based on user profiles.
Steps to set up field-level security:
Navigate to Setup Object Manager Solar System.
Select Fields & Relationships Jupiter field.
Click Field-Level Security.
For all profiles except Outer Planets, set the Visible option to unchecked, ensuring these users cannot see the field.
For the Outer Planets profile, check Visible to grant access.
This configuration ensures that only users with the Outer Planets profile can view the Jupiter field.
For more information on field-level security, check Salesforce's guide on Field-Level Security.
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:
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