Object Manager & Lightning App Builder - Scenario-based questions

Question 1

What should you use if your sales team needs different page layouts and picklist options for Retail and Enterprise accounts?

Answer 1

Create two record types and assign different page layouts and picklist values to each.

Question 2

A user reports that they can’t see a custom field on the Contact record, even though others can. What’s the most likely cause?

Answer 2

Field-level security is hiding the field for the user’s profile.

Question 3

You’ve been asked to show the “Contract End Date” field at the top of the record page for quick visibility. What’s the best way?

Answer 3

Add the field to the highlights panel using a compact layout.

Question 4

A manager wants to automatically calculate “Total Discount” based on related Opportunity Line Items. What feature should you use?

Answer 4

A roll-up summary field on the Opportunity object.

Question 5

The marketing team wants to store custom event feedback data not supported by standard objects. What should you do?

Answer 5

Create a custom object for Event Feedback with fields for rating, comments, and event reference.

Question 6

You need to relate custom object “Project” to “Account” so that deleting the Account also deletes its Projects. What relationship should you use?

Answer 6

A master-detail relationship from Project to Account.

Question 7

Your organization wants to track both “Parent Account” and “Partner Account” relationships. What’s the correct configuration?

Answer 7

Use a standard Account hierarchy for parent-child and a lookup field for partner relationships.

Question 8

A new user profile needs access to a Lightning page showing a specific set of components. What’s the correct approach?

Answer 8

Assign the Lightning record page to that profile in Lightning App Builder activation settings.

Question 9

A field called “Region” should display only when the “Country” field equals “United States.” How do you achieve this?

Answer 9

Create a dependent picklist with “Country” as the controlling field and “Region” as the dependent field.

Question 10

The operations team requests a quick way to log calls and create tasks directly from a Contact record. What should you configure?

Answer 10

Object-specific quick actions for the Contact object.

Question 11

You need to visualize all custom object relationships in your org. What’s the best tool to use?

Answer 11

Schema Builder.

Question 12

A sales rep says that the “Discount %” field should always be between 0 and 50. How do you enforce this rule?

Answer 12

Create a validation rule that checks if Discount__c < 0 OR Discount__c > 50.

Question 13

The support team wants to display a Lightning component that shows related Cases on the Account page. What should you use?

Answer 13

Add the standard Related List component or a custom Lightning component on the Account Lightning page.

Question 14

Your HR department wants an internal-only page displaying employee dashboards. How do you make it available to them but not others?

Answer 14

Create an app page and assign visibility only to the HR profile.

Question 15

You’ve created a new custom field on Account, but it doesn’t appear on any record pages. What step did you likely miss?

Answer 15

Adding the field to the page layout.

Question 16

You’re asked to display a dynamic greeting message on the Home page based on the logged-in user’s name. What’s the best approach?

Answer 16

Use a custom Lightning component that references the $User global variable.

Question 17

A field called “Contract Value” is missing when viewing an Account in Lightning but appears in Classic. Why?

Answer 17

The field isn’t included in the Lightning Record Page layout.

Question 18

The finance team wants to sum up related Invoice Amounts on the Account record. What tool do you use?

Answer 18

A roll-up summary field on the Account object (if Invoice is a detail object).

Question 19

You want to show a “Project Progress” bar on the Project record page that updates automatically. What’s a good solution?

Answer 19

Use a custom Lightning component or a formula field combined with a progress bar component.

Question 20

The sales director asks for a tab where users can access an internal help document directly. What should you do?

Answer 20

Create a custom tab that points to the document or web resource URL.

Question 21

A system admin deleted a master record and all related details disappeared too. Why?

Answer 21

The child object was in a master-detail relationship.

Question 22

A user needs to edit a custom field but the field is read-only. You verified profile and page layout permissions are correct. What else could block editing?

Answer 22

The field is read-only due to a validation rule or record type configuration.

Question 23

Your company wants to standardize the “Industry” picklist across Leads, Accounts, and Opportunities. What’s the most efficient way?

Answer 23

Use a global picklist value set shared by all three objects.

Question 24

A Lightning page loads slowly because it has too many related list components. What’s a better design approach?

Answer 24

Use a tabbed layout or accordion to organize components efficiently.

Question 25

The sales VP wants a dashboard-style record page summarizing KPIs. How can you build it?

Answer 25

Use the Lightning App Builder to design a custom record page with chart and report components.

Question 26

An admin creates a new field but wants it hidden from all users except admins. What should they adjust?

Answer 26

Field-level security and page layout visibility.

Question 27

A user needs to quickly switch between different Lightning record page views for testing. What feature allows this?

Answer 27

The Lightning App Builder page activation preview.

Question 28

Two custom objects must have a many-to-many relationship. How do you configure it?

Answer 28

Create a junction object with two master-detail relationships.

Question 29

You want to display a chart showing related Opportunities on the Account page. What should you do?

Answer 29

Add a report chart component filtered by Account ID to the Lightning record page.

Question 30

The CEO requests a mobile-optimized view of the Opportunity page. What’s your best approach?

Answer 30

Use Lightning App Builder to create and assign a mobile Lightning record page.