Questions to test your knowledge
We present five questions to verify your knowledge of the capabilities of the core CRM objects in the Salesforce schema, where the boundaries lie between declarative and programmatic customization, and how and when to use AppExchange. The answers can be found at the end of the chapter.
Question 1 – Lead conversion
The lead conversion feature results in which of the following objects being created? (Select one)
a) Account, Contact, Opportunity, and optionally a Campaign
b) Account, Contact, and optionally an Opportunity
c) Contact, Opportunity, and optionally an Account
d) Account, Opportunity, and optionally a Contact
Question 2 – Case automation
Which of the following statements are correct about Case automation? (Select one)
a) Case escalation rules allow Cases to be automatically routed to Queues only.
b) Case assignment rules allow Cases to be automatically routed to Queues only.
c) Case assignment rules allow Cases to be automatically routed to Queues and users.
d) There can be a maximum of 25 active Case assignment rules.
Question 3 – Customizing the Lightning Platform for marketing
The marketing director in your company has asked you to identify a solution that enables the sales team to convert certain types of leads. She wants the sales team to click a Convert Lead button but there should be no option to create new Accounts or Contacts (as these records always exist for these types of lead and are entered in fields on the Lead record by her marketing team). The lead conversion process should automatically create an Opportunity record.
How can this solution be built? (Select one)
a) Build a flow that gets the lead and executes the Convert Lead Flow Element, passing the appropriate Account and Contact information.
b) Build Apex code that gets the lead and executes the convert lead functionality, passing the appropriate Account and Contact information.
c) Build a process with Process Builder that invokes the convert lead action type, passing the appropriate Account and Contact information.
d) Explain to the marketing director that it is not possible to build this in the Lightning Platform.
Question 4 – Customizing the Lightning Platform for sales
The sales director in your company has asked you to identify a solution that forces the sales team to search for Account records before they are allowed to create new Accounts. He wants his sales team to click a New button but there should be a screen on which to enter the name of the account and search before allowing the salesperson to create a new Account.
How can this solution be built? (Select two)
a) Build an Apex trigger that searches for the Account record and creates a new record if one doesn't exist.
b) Build a flow that includes a screen to find the Account using the Get Records Flow Element, a Decision, and a Create Records Flow Element.
c) Build a process with Process Builder that invokes the Find Duplicate Account action type, passing the name of the Account.
d) Build a Lightning component that presents a search dialog and uses Apex to search for the account name and show matches before allowing access to the New account option.
Question 5 – Salesforce AppExchange
Which of the following solutions can be found on Salesforce AppExchange? (Select one)
a) Apps, Bolt Templates, Web Components
b) Apps, Components, Data Templates
c) Components, Flow Actions, Apps
d) Components, Flow Templates, Lightning Bolts
Here are the answers to the five questions to verify your knowledge of the capabilities of the core CRM objects in the Salesforce schema, where the boundaries lie between declarative and programmatic customization, and how and when to use AppExchange.
Answer 1 – Lead conversion
The answer is b) Account, Contact, and optionally an Opportunity
The following are not correct:
a) Account, Contact, Opportunity, and optionally a Campaign: Leads cannot be converted to a Campaign.
c) Contact, Opportunity, and optionally an Account: The Lead record must be converted to either a new or existing Account.
d) Account, Opportunity, and optionally a Contact: The Lead record must be converted to either a new or existing Contact.
Answer 2 – Case automation
The answer is c) Case assignment rules allow Cases to be automatically routed to Queues and users.
The following are not correct:
a) Case escalation rules allow Cases to be automatically routed to Queues only: Cases cannot be routed using escalation rules.
b) Case assignment rules allow Cases to be automatically routed to Queues only: Not only Queues but users can have Cases assigned to them using Case assignment rules.
d) There can be a maximum of 25 active Case assignment rules: Only one active Case assignment rule is permitted.
Answer 3 – Customizing the Lightning Platform for marketing
The answer is b) Build Apex code that gets the lead and executes the convert lead functionality, passing the appropriate Account and Contact information.
The following are not correct:
a) Build a flow that gets the lead and executes the Convert Lead Flow Element, passing the appropriate Account and Contact information: There is no Convert Lead Flow Element in Flow.
c) Build a process with Process Builder that invokes the Convert Lead action type, passing the appropriate Account and Contact information: There is no Convert Lead action type in Process Builder.
d) Explain to the marketing director that it is not possible to build this in the Lightning Platform: Where there is no declarative solution, consider Apex as it can be used when the out-of-the-box standard object features need to be extended.
Answer 4 – Customizing the Lightning Platform for sales
One correct answer is this:
b) Build a flow that includes a screen to find the Account using the Get Records Flow Element, a Decision, and a Create Records Flow Element.
The other is this:
d) Build a Lightning component that presents a search dialog and uses Apex to search for the account name and show matches before allowing access to the New account option.
The following are not correct:
a) Build an Apex trigger that searches for the Account record and creates a new record if one doesn't exist: An Apex trigger does not allow user input and so is not appropriate for this solution.
c) Build a process with Process Builder that invokes the Find Duplicate Account action type, passing the name of the Account: There is no Find Duplicate Account action type in Process Builder.
Answer 5 – Salesforce AppExchange
The answer is c) Components, Flow Actions, Apps
The following are not correct:
a) Apps, Bolt Templates, Web Components: There is no solution named Bolt Templates.
b) Apps, Components, Data Templates: There is no solution named Data Templates.
d) Components, Flow Templates, Lightning Bolts: There is no solution named Lightning Bolts.