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Platform App Builder
Study Checklist
Checklist progress
0/316Learned
Given a scenario, demonstrate the use of formula fields to meet stated business requirements.
0/15
Given a scenario, determine the capabilities, use cases, and implications of roll-up summary fields.
0/9
Roll-up summary relationship rules
Learn this conceptSupported roll-up aggregate functions
Learn this conceptRoll-up summary filter criteria
Learn this conceptRoll-up summaries versus formula fields
Learn this conceptValidation rules and roll-up summaries
Learn this conceptRoll-up summary sharing and field access
Learn this conceptAdvanced currency management with opportunity roll-ups
Learn this conceptGiven a scenario, demonstrate the use of validation rules to meet stated business requirements.
0/14
Create and configure flows using Flow Builder
0/21
Describe the capabilities and use cases for Flow Approval processes
0/13
Given a scenario, determine the appropriate flow type to meet stated business requirements
0/5
Maintain, monitor, and troubleshoot flows
0/11
Describe the capabilities and use cases for using Agentforce to automate business processes
0/9
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Advanced currency management lets you assign conversion rates to date ranges so opportunity amounts convert using the rate that applied when the deal closed, not a single static rate. Roll-up summary fields can still total currency when both objects in the relationship use those dated rates, such as opportunity products rolling up to the opportunity. If you enable the feature, currency roll-ups from opportunities onto accounts or onto other objects that do not support dated rates stop calculating, so you delete those fields instead of relying on them.