PAB Cert Prep: Data Modeling and Deployment

Study Up on Data Modeling and Management

Determine the appropriate data model for various use cases. Describe the capabilities of the various relationship types and the implications of each on record access, user interface, and reporting. Identify the considerations when selecting or changing a field’s data type. Describe the capabilities and considerations of the schema builder. Determine the options and considerations when importing and exporting data, including the capabilities of external data sources.
  • A field is currently being used as an external ID. What field type can the field be changed to without losing data?
    • Text - Choosing a data type other than text, number, or email cuases the field to no longer act as an external ID
  • A team is importing 1000 records and wants to avoid creating duplicate records during the import. How?
    • Include a column in the import file that has either record names, Salesforce IDs, or external IDs that can be used to match records.

  • Max records that can be imported with Data Import Wizard
    • 50,000
  • What types of lookup relationships are available for external objects?
    • Custom objects, Lookup relationships, master-detail relationships, all custom fields except geolocation
  • What happens to a junction object record when iether associated master record is deleted?
    • Record deleted and moved to recycle bin

Refresh on Business Logic and Process Automation

Describe the capabilities of and use cases for record types. Demonstrate the use of formula fields to meet stated business requirements. Determine the capabilities, use cases, and implications of roll-up summary fields. Demonstrate the use of validation rules to meet stated business requirements. Determine the capabilities and use cases for approval processes. Determine the capabilities and use cases for workflow, Flow, and Process Builder. Recommend a solution to automate business processes while avoiding errors in automation.
  • A delegated approver wants to be able to respond to approval requests through email. What permission do they need?
    • User needs API Enabled permission on profile/permission set.
  • What two features ensure business logic is guaranteed to be the same each time?
    • Lightning Process Builder, Flow
  • Need to update a field on Account when an Opportunity Stage is changed to Closed Lost, and send an email to management. What tools could accomplish this?
    • Process Builder, Flow

  • How can the record type for a converted lead be set based on the user converting the lead?
    • Set the default record types for each Profile for Account, Contact, and Opportunity to the desired record type for converted records.
  • What is the correct order of execution validation rules are processed?
    • Validation rules, Assignment rules, Auto-response rules, Workflow rules (immediate actions), Escalation rules
  • What function returns “today’s” date in a formula?
    • TODAY()
  • What fields are available when MIN or MAX rollup type is selected?
    • Number, Currency, Percent, Date, Date/time
  • What action is not executed after a reevaluated workflow?
    • Time-dependent actions

Learn About App Deployment

Recommend a solution for key milestones and considerations when managing the application lifecycle and various types of Sandboxes. Demonstrate knowledge, viability, and troubleshooting when using changesets. Describe the use case and considerations when using unmanaged and managed packages. Determine the appropriate deployment plan.
  • A releases manager confirms a change set is ready and notices a number of apex unit tests are included. What is the best way to reduce deployment time to production?
    • Perform a Quick Deploy and only run specific Apex tests
      • All Apex tests run in production as part of a deployment. Executing all tests can be time-consuming and delay deployment. Using quick deployment gives the ability to deploy and execute specific tests.
  • A project requires a team to work with specific metadata and about 2GB of sample data from production. Which sandbox?
    • Partial Copy - Data limit of up to 5GB and can be created using specific sandbox templates, given the developer a sandbox with specific metadata and sample data.
    • NOT Developer Pro - limited to 1GB for data and storage and by default does not contain any data, only metadata.
  • An App builder needs to share a package of components with many sandboxes at once. What package type will meet the requirement?
    • Unmanaged - Unmanaged packages are typically sued to distribute open-source projects to provide developers with the basic building blocks for an application. Once installed, the components can be edited in the org they are installed in
  • Which sandbox type is intended to be used for staging and a testing environment?
    • Full Copy

  • What is one component that is unavailable in a change set?
    • Account Teams
  • What is a managed package?
    • A collection of components that are made available to other organizations through the AppExchange.
  • What is the refresh interval of a Partial Copy sandbox?
    • 5 days
  • For new app development, what deployment plan is best practice for the App Builder to follow?
    • Develop, test, build the release, stage, release