Salesforce Updated PDI Exam Questions and Answers by enid

To calculate the sum of all Order Line item totals on the Order record in a master-detail relationship, the best practice is to use a Roll-up Summary Field.

Roll-up Summary Field: This field type allows you to perform calculations on a set of related records, such as summing up the total price of all Order Line items related to an Order.

"Roll-up summary fields allow you to display a value in a master record based on the values of fields in a detail record."— Salesforce Help: Define Roll-Up Summary Fields

Master-Detail Relationship: Since Order Line items are in a master-detail relationship with Orders, roll-up summary fields can be created on the master object (Order) to summarize data from the detail object (Order Line).

"You can create roll-up summary fields on any custom object that is on the master side of a master-detail relationship."— Salesforce Developer Guide: Roll-Up Summary Fields

Why Not Other Options:

A. Quick Action: Quick actions are used to create records, log calls, send emails, etc., and are not suitable for calculating and displaying aggregate data.

B. Apex Trigger: While triggers can perform the calculation, using them for this purpose is not considered best practice when declarative solutions like roll-up summary fields are available.

"Use declarative functionality (roll-up summary fields) for maintaining aggregates instead of triggers."— Salesforce Developer Guide: Best Practices for Triggers

D. Formula Field: Formula fields cannot aggregate data from child records to parent records unless they are part of a roll-up summary field in a master-detail relationship.

Conclusion: Using a roll-up summary field is the most efficient and recommended approach to sum the total prices of all Order Line items on the Order record.

To find the current user's default record type for Opportunity, the developer can use the DescribeSObjectResult and RecordTypeInfo classes.

Option A: Use Opportunity.SObjectType.getDescribe().getRecordTypeInfos() to get a list of record types, and iterate through them until isDefaultRecordTypeMapping() is true.

Correct Approach.

Explanation:

// Get describe result for Opportunity

Schema.DescribeSObjectResult oppDescribe = Opportunity.SObjectType.getDescribe();

// Get list of RecordTypeInfo

List recordTypeInfos = oppDescribe.getRecordTypeInfos();

// Iterate through RecordTypeInfo to find the default one

Id defaultRecordTypeId;

for (Schema.RecordTypeInfo rtInfo : recordTypeInfos) {

if (rtInfo.isAvailable() && rtInfo.isDefaultRecordTypeMapping()) {

defaultRecordTypeId = rtInfo.getRecordTypeId();

break;

}

}

To retrieve data from an external system in real time during a flow, the developer should use an invocable method.

Option B: An invocable method

Invocable methods can be called from Flow to execute Apex code. By annotating an Apex method with @InvocableMethod, you can expose it to Flows. If the method needs to make a callout to an external system, it must be annotated with (callout=true).

public with sharing class OrderService {

@InvocableMethod(callout=true)

public static List getOrderData(List inputs) {

// Callout to external system and return data

}

}