Salesforce Updated Platform-App-Builder Exam Questions and Answers by zephyr

The Invoice Number field should be a Text field and marked as a unique external ID field. This will allow the migration of invoices from an external system while maintaining their original Invoice Number. It will also ensure that each new Invoice created in Salesforce has a unique Invoice Number.

Research and evaluate products available on AppExchange to send mass emails is the action that the app builder should take to meet the requirement of broadcasting an email to 7,000 contacts in Salesforce on a regular basis. AppExchange is a marketplace where app builders can find products or solutions that can extend Salesforce functionality. There are many products on AppExchange that can send mass emails without hitting the Salesforce limit. Request Salesforce increase the number of maximum daily emails, develop Apex code and Lightning web component to send daily emails, and export Contacts to a CSV file and use an email client to send the emails are not valid or recommended actions.

For reporting snapshots, the source report must be capable of grouping data, which is necessary for summarizing information at specific intervals. The acceptable formats for a source report in reporting snapshots are:

Summary format (B). This format groups rows of data by one or more criteria and can perform calculations such as sum, average, etc., on another column at each group level.

Matrix format (D). Similar to the summary format but arranges data in a grid format, allowing summarization by both rows and columns.

Tabular (A) and joined (C) formats are not suitable for reporting snapshots. Tabular reports do not include grouped or summarized data, and joined reports involve combining multiple report types, which are not compatible with how reporting snapshots need to structure data.

Reference for more information on reporting snapshots and report formats:

Reporting Snapshots: https://help.salesforce.com/articleView?id=reports_snapshots.htm &type=5

Report Formats: https://help.salesforce.com/articleView?id=reports_understanding_formats.htm &type=5

The best way to calculate an overdue date that is two months after a task due date is to use a formula field with the ADDMONTHS() function. This function adds a specified number of months to a date value, and returns a new date value. See [this article] for more information on formula fields.