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Previous Chapter

8. The Power of Social Analytics

Appendix: Answers to Hands-on Exercises

Chapter 1

1.
b
2.
b
3.
c

Chapter 2

1.
This is an exercise to explore the database architecture. There is no answer.
2.
Use theDate field type. Refer to Chapter 2 to learn how to set up field-level security using Schema Builder.
3.
Dennis should use the field typesText (Encrypted) andMask All Characters .
4.
Dennis should use the field typeText Area (Rich) .
5.
Dennis should use the field typeGeolocation .
6.
Dennis should select the field typeFormula field. It will be resolved by theFormula field because this field is dynamic and always displays the current site value from the parent account.
7.
This is a straightforward exercise. There is no “correct” answer.
8.
Dennis should use the field typeMaster Detail Relationship.
9.
Advise Dennis to do the following:
1. a.
  Select field typeLookup Relationship .
2. b.
  Select the following options, while creating theLookup Relationship field:
  Always require a value in this field in order to save a record.
  ForWhat to do if the lookup record is deleted? selectDon't allow deletion of the lookup record that's part of a lookup relationship .
10.
This is a straightforward exercise. There is no “correct” answer.
11.
This is a straightforward exercise. There is no “correct” answer.

Chapter 3

1.
b
2.
Set object OWD to Private;Grant Access Using Hierarchies = False.
3.
1. a.
  Set OWD = Private; create a public group that includes the roles CEO, COO, Sales Rep-EMEA, Sales Rep-AMER, and the two users the from Sales Rep-APAC profile. Then, create sharing to grant Read Only access to the public group.
2. b.
  Update the record owner to Pamela and make sure she has a role assigned.
3. c.
  Via profile only, grant Read access on theAddress__c object to all profiles.
4.
Create a fieldSocial Security Number with data typeText (Encrypted) , create a permission set to grant View Encrypted Data permission, and assign this permission set to the users mentioned.
5.
c, because there are just ten records. We don’t want to share all records owned by VP Sales.
6.
The system administrator doesn’t have a role assigned. If the system administrator—in this case, Dennis—has a role assigned, then he is below the CEO in the role hierarchy. Also, Dennis doesn’t have Delete permission on theAddress__c object.
7.
The system administrator doesn’t have a role assigned. If the system administrator—in this case, Dennis—has a role assigned, then he is below the CEO in the role hierarchy. Also, Dennis doesn’t have Edit permission on theAddress__c object.
8.
Use Apex-managed sharing.
9.
Set the Sales Rep-AMER profileLead object access to Read, use a permission set and add Assign permission to it, and assign the permission set to the three Sales Rep-AMER users.
10.
Use a permission set to add View All permission for theLead object.
11.
Use criteria-based sharing.
12.
SetLead OWD to Private, create a public group with all users except Rakesh and Munira, then write a sharing rule to grant Read access to the public group.
13.
SetContact OWD to be controlled by the parent.
14.
Use Apex-managed sharing.

Chapter 4

1.
This is straightforward.
2.
Use a custom button or link.
3.
Tell him to use component visibility features.
4.
Tell him to use a quick action to updateLead Status .
5.
This is straightforward. Include your findings about the Lightning app logo.

Chapter 5

1.
Use lead support processes and record types.
2.
Customize the Lead Lightning page and add its respective components.
3.
Use lookup filters.
4.
Use lookup filters.
5.
Add a custom field.
6.
Use lookup filters.
7.
1. a.
  Use a validation rule.
2. b.
  Use a custom permission in the validation rule and then assign it to users or profiles.
8.
Use a formula field.
9.
Use validation rules.
10.
Use a rollup summary field.

Chapter 6

1.
You have to use theScreen element to take the user input and display the outcome. But, to calculate the sum, you may have to use a formula.
2.
Tell him to use an e-mail alert and Process Builder’s immediate actionSend Email .
3.
Tell him to use Process Builder’s immediate actionUpdate Records to update the contact phone number.
4.
1. a.
  Use thePost to Chatter action in Process Builder.
2. b.
  Use theUpdate Records action in Process Builder.
3. c.
  Use theSend Custom Notification action in Process Builder.
5.
Tell him to use the Lightning FlowCreate Records element and Process Builder to launch the flow.

Chapter 7

1.
b
2.
a
3.
b
4.
c
5.
d

Chapter 8

1.
a and c
2.
a
3.
b
4.
Use a matrix report in which rows are grouped by stage and columns are grouped by owner.
5.
Create a Summary report, with filter last and current fiscal year. Apply group by opportunity owner.

Index

A

Account object

Apex-managed sharing

Apex programming skills

AppExchange, benefits

App Launcher

Application life cycle management

development stage

governance

operations

Approval process, Salesforce

activation

automated process

creation, wizards

detail page

entry specification

final approval action

initial submission action

lightning experience

Record editability properties field

request page

specifying initial submitters

steps

Artificial intelligence (AI)

Automate business processes

B

Business requirement

C

CEO’s role hierarchy

Chief operating officer (COO)

Computer telephony integration (CTI)

Cross-object formula

Customer relationship management (CRM)

Custom fields, creation

Custom objects

Custom report type

business requirement

creation

defining

D

Dashboard components

creation

graphical representation

viewing

Data Model

Declarative development

Apex trigger

APIs use

AppExchange apps

limitations

visualforce page

Deployment

change sets

benefits

Inbound

Outbound

packages

Developer sandbox

Dynamic Lightning Pages

add, component visibility

Lead Record page

set, component visibility

sharing settings

visibility setting

E

External objects

F

Field-level permissions

Field-level security

Formula fields

Advanced Formula tab

Annual Revenue field

cross-object formula

field editor

Opportunity object

overview

selecting editor

system administrator, GoC

Full sandbox

G

Geolocation field

Global actions

Global search

Governance limit

H, I

Hierarchical relationship

J, K

Joined report format

Junction object

L

Lightning experience

App Launcher

component-based design pattern

defined

developer playground

exercises

global search

global search capability

home page

navigation menu

Sales Cloud

Service Cloud

user interface

Lightning Flow

benefits

definition

designer

flow development

life cycle

mortgage brokers

overview

Pamela requirement

Salesforce objects

unqualified leads, deletion

Lightning page assignments

assign, apps

custom buttons and links

access

add buttons

creation

information

types

parameters

review

set

visibility setting

Lightning process builder

action process supports

autolaunched flow

configuring process criteria

evaluation criteria

flows action

process management page

automation tools

child records update

Lookup filter

Lookup relationshipvs. master detail relationship

M

Manual-sharing feature

Matrix report

Metadata

components

exercises

Salesforce platform, core

secure organization data

table format storage

Mortgage brokers

commission amount

display

formula calculation

commission calculator

currency component properties

flow activation

flow elements

lightning home page

number component properties

screen element properties

Multitenant architecture

N

Newsletters Type field

O

Object-specific actions

Object-specific permission

Object types, Salesforce

custom objects

external objects

standard objects

Organization-wide default

apex-managed sharing

baseline setting

controlling data access

hierarchy importance

campaign management

functional organizational structure

OWD settings

system administrator

manual-sharing feature

owner-based sharing

predefined objects

record-sharing capabilities

Salesforce

types of Salesforce

Outbound change sets

components

creation

entering details

target org selection

uploading

Owner-based sharing

P, Q

Partial sandbox

Permission sets

settings

field-level security

object access

profile

Picklist fields

Profiles types

R

Recalculation process

Record types

control page layouts

data marketing director

exercises

Industry field

lightning record pages

Opportunity stage

page layout

Registrant

custom object

page layout

Salesforce implementation

validation rules

Relationship types, Salesforce

event

external lookup relationship

field dependency

establishment

external objects

implication changes

set up

field type selection

hierarchical relationship

indirect lookup relationship

Lookup relationship

many-to-many relationship

master detail relationship

self-relationship

Reports

custom type

joined report format

matrix report format

standard type

summary report format

tabular report format

Role hierarchies

GoC’s organizational chart

record access

capabilities work, sharing

private set, OWD

public read only, OWD

Rollup summary field

functions

open opportunities amount

parent record

S

Salesforce Einstein

Salesforce platform

AppExchange

CRM

lightning platform

object types

custom objects

external objects

standard objects

overview

user interface

Sandboxes

accessing

developer

Developer Pro

full

partial

Salesforce org

setting up

types

SandboxPostCopy interface

Schema Builder

advantages

custom field

data model

drag-and-drop tool

field-level security

Send Email action

Social features, Salesforce

account update

hiding profiles

link profiles

Standard fields

Standard report types

Standardvs. custom objects

Apex start () method

System administrator, GoC

T, U

Tabular report format

V, W, X, Y, Z

Validation rules

annual revenue check

custom permission

error messages

steps

system administrator’s profile

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Table of Contents for Back Matter

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Index

A

B

C

D

E

F

G

H, I

J, K

L

M

N

O

P, Q

R

S

T, U

V, W, X, Y, Z

Table of Contents for
Back Matter