Salesforce CRT-403 Exam Questions Instant Access

Question 1

When an opportunity is closed date is pushed more than 30days, manager approval is required. An approval process is in place but reps frequently forget to submit for approval to run the process.

How can an app builder ensure that these opportunities are submitted into the approval process?

AChange the entry criteria on the approval process to criteria are met and lock the record on initial submission.

BUse a validation rule and an email alert to the manager requesting approval.

CSubmit the record for approval from an automated process.

DGive the manager the 'API Enabled' permission to permit approval responses by email.

Answer : C

To ensure that opportunities are submitted into the approval process when their close date is pushed more than 30 days, an app builder should use an automated process to submit the record for approval. An automated process can be created using tools such as Process Builder or Flow Builder, and it can define the criteria and actions for submitting a record for approval. [Source]

Question 2

An app builder wants to limit the number of fields users are required to fill out when creating a new Opportunity. Once they fill out the required fields and save, the full record page with additional fields relevant to the Opportunity type becomes available.

How could this be accomplished?

AMake the Opportunity type a required field on the initial Opportunity page layout and use automation to fill in the type field to a record type.

BUse different page layouts for Opportunity types based on the user profile.

COnce the required fields are populated, use a sharing rule to share the new fields with the user.

DHide additional sections on the page layout and show the users how to manually expand them when they want to fill in the fields in the hidden sections.

Answer : A

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

Question 3

DreamHouse Realty (DR) employees started using company-owned airplanes for work travel after Ursa Major Solar was acquired. DR executives want to automate the submission travel request forms to enforce the Internal policy.

How should an app builder automate travel requests based on these criteria?

AProcess Builder

BWorkflow rule

CApproval process

DApex

Answer : C

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.

Question 4

Universal Containers has a private sharing model for Accounts and Opportunities and uses Territory Management to grant access to records.

* Sales rep A manually shares an opportunity record with sales rep B.

* Sales rep B has access to the Account even though the Account Is NOT In sales rep B's territory.

* Sales rep C CANNOT see either record.

Based on the information given, why can sales rep B see the Account related to the Opportunity?

ASales rep B has implicit access to the Account.

BSales rep B was added to the Account team.

CSharing set is granting access to the Account.

DAccount was also manually shared.

Answer : A

Sales rep B has implicit access to the Account because of the manual sharing of the Opportunity. Implicit sharing grants access to parent records when a user has access to a child record. Sales rep B was not added to the Account team, sharing set is not applicable for private sharing model, and Account was not manually shared.

Question 5

Cloud Kicks wants to make sure that users without the Marketing role are unable to update the Contact Retail Opt In picklist field to Yes.

What validation rule would an app builder use to prevent other users from making this update?

AAND( $UserRole.Name != 'Marketing',ISCHANGED(Retail_Opt_In__c), ISPICKVAL(Retail_0pt_In_c,'Yes') )

BAND( $UserRole.Name != 'Marketing', Retail_Opt_In_c = 'Yes' )

CAND( $UserRole.Name = 'Marketing', ISPICKVAL(Retail_Opt_In_c,'Yes') )

DAND( $UserRole.Name = 'Marketing', Retail_Opt_In__c= 'Yes' )

Answer : A

The validation rule should check if the user role is not Marketing, and if the Retail Opt In field has been changed to Yes. The ISCHANGED function returns true if the field value has been changed, and the ISPICKVAL function returns true if the field value matches a specified picklist value.

Question 6

Universal containers wants to ensure that they are accepting clean data from their users and verify that important fields are entered. What should an app builder recommend to meet this requirement?

AUpdate the important fields to be required on the page layout

BMake a formula field to check the format of the important fields

CCreate a workflow rule to check the fields are formatted correctly

DConfigure a validation to require a field for a specific record type

Answer : D

Configuring a validation rule to require a field for a specific record type is the best way to ensure that important fields are entered and formatted correctly. Updating the important fields to be required on the page layout will not prevent users from entering invalid data using other methods, such as data loader or quick actions. Making a formula field to check the format of the important fields will not prevent users from entering invalid data, but only display a message or an indicator. Creating a workflow rule to check the fields are formatted correctly will not prevent users from entering invalid data, but only trigger an action after the data is saved.

Question 7

Which three options art availably when activating a Lightning page from the Lightning App Builder?

Choose 3 answers

AAssign the page to a combination of apps and profiles.

BAssign the page to a combination of apps and permission sets.

CMake the page the org default.

DMake the page the default homepage for specific roles.

EMake the page the default homepage for specific apps.

Answer : A, C, E

When activating a Lightning page from the Lightning App Builder, three options are available:

Assign the page to a combination of apps and profiles. This option allows users to specify which apps and profiles will see the custom Lightning page instead of the default page.

Make the page the org default. This option makes the custom Lightning page the default for all users in the org regardless of their app or profile.

Make the page the default homepage for specific apps. This option allows users to set different homepages for different apps in Lightning Experience. [Source]

Salesforce Prepare for your Platform App Builder Certification CRT-403 Exam Questions