Platform-App-Builder Exam Dumps - Salesforce Certified Platform App Builder (SU24)

To meet the requirement of summarizing the number of open and closed cases on an Account, two potential automation solutions can be used:

Option A (AppExchange): Salesforce AppExchange offers various pre-built apps and components, including those for case management, which could provide the functionality to summarize cases and categorize customer support utilization. Many apps can handle complex business requirements like case summary roll-ups and could meet the needs without custom development.

Approval process is the best way to automate travel requests based on internal policy. Approval process can define the steps, criteria, and actions for approving records. The app builder can create an approval process for travel requests that requires approval from managers or executives before they are submitted. Workflow rule, Process Builder, and Apex are not suitable for this requirement.

The app builder should create a master-detail relationship field on the gift card object to support the requirement. A master-detail relationship field creates a parent-child relationship between two objects, where the master record controls certain behaviors of the detail record. In this case, the Account object would be the master and the gift card object would be the detail. By creating a master-detail relationship field, the app builder can meet these requirements:

Track the total number of gift cards opened and gift cards issued on an Account: This can be done by creating roll-up summary fields on the Account object that count or sum up the values from the gift card records related to each account.

Permanently ensure the gift cards are unable to be moved across any other Account once it is created: This can be done by making the master-detail relationship field required on the gift card object, which means that every gift card record must be associated with an account record and cannot be changed once set. Option B, C, and D are not types of fields that can support this requirement.

Roll-up summaries allow MAX, MIN, SUM, COUNT, and AVG functions on numeric fields from child records related by a master-detail relationship. Roll-up summaries are limited to master-detail relationships and cannot be used with lookup relationships. An object can have up to 40 roll-up summary fields, not 25. An object can have up to 25 relationship fields (master-detail or lookup), not 20.

 The app builder would enable this ability in Chatter Settings. Chatter Settings is a setup menu that allows an app builder to configure various aspects of Chatter functionality, such as feeds, groups, email notifications, and more. One of the options in Chatter Settings is Enable Approvals via Chatter, which allows users to approve or reject requests from their team via Chatter posts or comments. Option A, B, and D are not places where an app builder would enable this ability.

 The two recommended solutions for the app builder to give the users appropriate access are creating a criteria based sharing rule to all opportunities with the sales operations public group and adding a permission set with ‘View All" and ‘Modify All’’ opportunity permissions enabled. A criteria based sharing rule can grant read and write access to all opportunities that meet certain criteria to a specified group of users. A permission set can grant additional object-level permissions to users without changing their profiles. Option B is incorrect because adding a manual share for all opportunities with each user on the sales operations team is not scalable or maintainable. Option D is incorrect because creating a criteria-based sharing rule to share all opportunities with the sales operations private group is redundant, as private groups are used to manually share records with individual users or other groups.

When Cloud Kicks needs to calculate summaries from child objects of a standard object declaratively, a few key considerations about master-detail relationships come into play. Master-detail relationships are critical in Salesforce when working with roll-up summary fields, which allow you to calculate values from child records.

Option B: An object can have up to two master-detail relationships.

Salesforce allows an object to have two master-detail relationships. This is important because if you want to aggregate child record data using roll-up summary fields, you need to have a master-detail relationship in place. Each master-detail relationship links a child object to a parent, and you can create roll-up summary fields on the parent object to summarize the child record data.

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.