app builder

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A CK employee submitted an opportunity for approval by their manager. What would happen if the employee attempts to edit the description field after submission?"

CK's management team frequently travels and wants to approve requests from their team on the go via Chatter.

Where would an app builder enable this ability?"

An app builder wants to update a field on the parent record when a child record connected via lookup is deleted. What automation should the app builder use?"

CK created a Locked__c custom field to identify Account records that should restrict modifications for all users except the system administrator. What validation rule will enforce this requirement on locked Account records?"

The CFO of CK needs to sign off on any major shoe retail deal that has a discount of more than 30% before the deal can be closed. What feature would be used to handle this requirement?"

The finance manager at UC wants to receive a new business notification email each time a new client is won. The sales manager wants to receive a task letting them know to onboard the new client unless it is a top-tier client. Which automation tool should an app builder use to best address all these requests?"

UC uses the Asset object to track products that are installed at customer locations. A new object, Asset_Inventory__c, has been created to capture details about the asset. Which approach should the app builder take to show Asset_Inventory__c as a related list on Asset?"

An app builder wants to limit the amount 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?"

UC uses a custom picklist field Account_Region__c on the account record. They want this region to be reflected on all related contact records and stay in sync if the value of this field changes on the Account.

How should an app builder meet this requirement?"

UMS is ramping up the sales team to meet increased demand. As part of the short ramp up for these new reps, the manager wants to provide a help guide to enable reps to easily get help where needed during the different sales processes.

Which solution should an app builder recommend?"

An app builder needs to create new automation on an object.

What best practice should the app builder follow when building out automation?

The marketing director is concerned that too many car parts were given away for free last year. What functionality should be used to ensure all free parts receive the marketing directors' sign-off?"

An app builder creates an Account validation rule on the Industry field that wil throw an error if the length of the field is longer than six characters. Another app builder creates a workflow rule with a field update that sets the Industry field to Technology whenever the Billing City field is set to San Francisco.

What will happen the next time a sales rep saves an Account with a Billing City of San Francisco?"

Universal Containers has a custom picklist called Support Level on the Account object, They would like to show the real-time value of Support Level on all case records. How should an app builder implement this requirement?"

Sales Managers at UC would like to standardize what information Sales Reps are gathering. Sales Reps want recommendations, sales strategies and to know what key fields need to be completed at each step of the sales process on the opportunity record. What feature should an app builder use to provide this functionality?"

The convert button on Lead should be unavaliable until the Lead Status picklist is set to Qualified.

What should an app builder suggest to meet these requirements?

Service Agents are required to confirm a user's identity before providing support information over the phone.

What feature can an app builder use to help agents meet this requirement?"

The DR service manager has asked for some improvements in case management to enfore process compliance so that cases are unable To be reverted to an earlier case status, and to ensure that certain fields are required when specific case criteria are met. What solution should an app builder implement to meet these requirements?"

UC has a requirement that an Opportunity should have a field showing the value of its associated account's billing state. This value should NOT change after the Opportunity has been created.

What is the recommended solution to configure this automation behaviro?

UC wants customers to be able to open cases from public-facing website. What should the app builder use to enable visitors to the website?"

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