Free Salesforce CRT-402 Exam Practice Questions & Explanations
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An app builder needs a button on the Account record page that passes the Account Id to an external vendor portal in a new browser tab. The app builder plans to create a custom button with Content Source set to URL, Display Type of Detail Page Button, and Behavior of Display in new window.
Is this an appropriate configuration for the requirement?
True. A custom detail page button with Content Source = URL can include merge fields such as the record Id to pass context to an external system, and the Behavior setting Display in new window opens the vendor portal in a separate tab/window. This is a supported declarative option in Lightning Experience for linking to external URLs.
Universal Containers needs an on-demand button on the Case record that calls an external warranty verification web service and writes the result back to the Case. Business users should be able to trigger it, and the org should avoid unnecessary custom code where possible.
Which two approaches could an app builder use to extend the org for this requirement? Choose 2 answers.
A screen flow using an HTTP Callout action can invoke an external REST service declaratively and update the Case, and it can be exposed as an action/button on the record page. AppExchange packages are a standard way to extend an org without building the integration.
Validation rules and formula fields cannot call external services. Custom report types only report on Salesforce (or external) objects already available; they do not perform on-demand callouts.
A sales manager wants reps working a large Opportunity to have a single place to post updates, ask questions, and share files with the extended deal team, with the conversation visible in context on the Opportunity record. Some team members are not on the Opportunity team.
What should the app builder recommend?
Chatter on the record (with feed tracking enabled and the Chatter component on the Lightning record page) gives collaboration in context: posts, questions, file sharing, following, and @mentions to pull in users who are not on the Opportunity team.
Emailing links or manually forwarding posts is not collaboration in context. A custom text field provides no threaded discussion, notifications, or file sharing.
Universal Containers tracks Products, and each Product can be sold in many Regions, while each Region sells many Products. Managers need to record a region-specific launch date and margin for each Product/Region combination, and reports must roll up margins by Region.
Which data model should the app builder implement?
A many-to-many relationship is modeled with a junction object holding two master-detail relationships. The junction record stores the intersection data (launch date, margin) and master-detail allows roll-up summary fields on Region.
A single lookup only supports one Region per Product. Hierarchical relationships exist only on the User object. An object cannot have two master-detail relationships to the same parent object for this purpose, and Product would then be a child, not an intersection.
Universal Containers wants support agents to be able to create a Case from an Account record in the Salesforce mobile app. The new Case should automatically default the Priority to High and pre-fill the Account, and the agent should stay on the Account page after saving.
What should the app builder recommend?
Object-specific quick actions of type Create a Record are supported in both Lightning Experience and the Salesforce mobile app, automatically relate the new Case to the parent Account through the relationship field, allow predefined field values (Priority = High), and keep the user on the originating record.
Custom buttons with URLs and custom links are not supported in the Salesforce mobile app navigation the same way and require hard-coded URLs. Log a Call creates a Task, not a Case.