Salesforce Certified Platform App Builder (Plat-Admn-202) Questions and Answers
The sales team receives a list of approximately 800 leads each morning from The marketing team. The marketing team does not know if any of the leads are Currently in the pipeline and sends the entire list each morning. Which tool should be used to import these leads into Salesforce while preventing the Duplicates from being inserted?
Cloud Kicks currently deflects its customers to a help article when they have questions about shipping, including package location, delays, and complaints. Cloud Kicks wants to automate this experience with dynamic, real-time support.
What should a Platform App Builder recommend?
On the Account Lightning record page, users need to see ten fields and the ability to sort and wrap text on their Related Lists. Which Related List type should the app builder select for the Related List Lightning component?
DreamHouse Realty has a policy that requires the phone number on Contact to be deleted when the Do Not Call checkbox is checkedd Which automation tool should the app builder recommend?
The finance manager at Universal Containers wants to receive a new Business notification email each time a new client is won. The sales manager wants to Receive a task letting them know to onboard the new client unless it is a top-tier Client. Which automation tool should an app builder use to best address all these requests?
Universal Containers has two types of applicants: Hourly and Salary. There are separate record types for each. While all members of the human resources (HR) department need to be able to view all applicant records, only the hiring manager and VP of HR should be able to create Salary applicant records.
What should the Platform App Builder recommend to meet this requirement?
A Platform App Builder built a flow that retrieves all the Opportunities related to a specific Account. The app builder wants to filter only the top five highest-value Opportunities based on the Amount.
Which element should the app builder use to achieve the requirements?
Ursa Major Solar ' s service department gets requests for several types of services, such as installation, repair, and maintenance. Service Managers need to be able to tell when maintenance was last done on an asset to help determine if they are meeting contract agreements, but the last Maintenance date can be difficult to determine when there are many work orders related to the asset. They think it would be helpful to have a field auto- populatedd on the Asset record when a maintenance work order gets close Which tool should an app builder recommend to help meet this requirement?
At Universal Containers, the VP of Service has requested a visual indicator flag on each case, based On the case priority. High-priority cases should be flagged red, medium-priority should be flagged Yellow, and low-priority cases should be flagged green. Which two formulas will accomplish this requirement? Choose 2 answers
An app builder at DreamHouse Realty created a custom object which has Fields containing data from two different objects via related lookups. What is needed to create " with " or " without " reports on the new custom Object?
Universal Containers wants to create a report to show job applications with or without resumes.
Which consideration should the Platform App Builder be aware of when creating the custom report type?
An app builder wants to add the option to ' Send New Email ' from Leads, Contacts, and Accounts for users on mobile. What is the benefit of using global actions to accomplish this?
An app builder is preparing to deploy a new app from the sandbox to Production using change sets. Which two considerations should an app builder keep in mind during this process? Choose 2 answers
A custom field on an account is used to track finance information about a customer. Only members of the finance team have access to this field However, the business wants to allow one customer service agent, who is assigned the Customer Service profile, read-only access to this field for special Circumstances. What is the recommended solution to grant the customer service agent access to the field?
Ursa Major Solar ' s sales team has been struggling to enter data on mobile since rollout. The team dislikes scrolling through all of the fields to input only the necessary data.
How should the Platform App Builder solve this with minimal impact to desktop users?
Universal Containers implemented an application process that uses custom objects called Internships and Applications. The organization-wide default (OWD) for Internships has been set to Private and is the master in the master-detail relationship with Applications. The VP of Human Resources wants to allow Edit access to Applications to recruiters.
How should a Platform App Builder configure the proper access?
A Platform App Builder needs to display different icons and control the colors based on a formula field.
How should the app builder achieve this task?
Cloud Kicks recently implemented the application lifecycle Management process to its release management strategy. Which category handles bug fixes and simple changes?
Universal Containers wants to control the visibility of a specific section of a Lightning page based on the device type used by the user.
What should a Platform App Builder recommend?
Universal Containers wants to understand return on investment for the latest advertising buy. They currently use a private security model for all objects. What should an app builder recommend?
The marketing director is concerned that too many car parts were given Away for free last year. Which functionality should be used to ensure all free parts receive the marketing Directors ' sign-off?
Cloud Kicks (CK) tracks the support level of its customers on the account Record page. CK wants to a text notification on a case record page when the Related account is a platinum-level customer. How can an app builder meet this requirement?
An app builder is creating a custom object called Testimonial_c and wants to connect Testimonial_c records with both the submitter ' s Contact record and Account record If the Account is deleted, the Testimonial_c records should also be delete If the Contact is deleted, but the Account remains, the Testimonial_c records should remain. How should this be accomplished?
The marketing team at Universal Containers has a list of 400 leads it wants to upload to Salesforce. The team needs to avoid creating duplicate records. Which two actions should be taken to meet this requirement? Choose 2 answers
A company wants to prevent sales users from saving Opportunity Products with discounts over 15% for Opportunity records.
How should the company configure this requirement?
Universal Containers utilizes opportunities and a custom object called Detailed_Sales_ The company would like to roll sales metrics up to an opportunity For only Detailed_Sales_c records that have their picklist status set to Active. What is the recommended method for the app builder to achieve this request?
At Ursa Major Solar, there is a single Lightning record page for the Celestial Bodies custom object; however, there is a Lightning component the App builder wants to restrict to mobile app users. Which feature in the Lightning app builder should be utilized?
What are the limitations of Schema Builder when creating a custom object?
Sales reps at Universal Containers use Salesforce on their mobile devices. They want a way to add new contacts quickly and then follow up later to complete the Additional information necessary. Which mobile solution should an app builder recommend to create the new contact?
Universal Containers has configured a record-triggered flow that fails with an error stating that the maximum number of SOQL queries has been exceeded. While reviewing the interview path in Flow Debugger, the Platform App Builder notices that the exact same Get Records element is being executed repeatedly for every record in the transaction.
How should the app builder change the flow to fix this error?
Service agents at Ursa Major Solar want a more condensed case view. Service agents also want to be able to modify the associated contact and account Records from the case page layout on the Lightning record page. Which two components should an app builder use to meet these requirements? Choose 2 answers
Universal Containers (UC) requires that all users specify a Contract is sent on each Opportunity prior to marking it as " Closed Won " . UC wants to be able to report on how many Opportunities have sent Contracts compared to how many have a missing contract when the Opportunities close Which field type should an app builder configure to fulfill this requirement?
Cloud Kicks (CK) has a formula field `specialty ` or Opportunity that gets its value from the `specialty ` field on the related Account. CK has changed its processes to allow opportunities to have different values for `Specialty ` than their Account. How can sales reps enter values for the `specialty ` field on Opportunity, while preserving the values on existing opportunities?
Universal Containers (UC) is launching a new HR Recruitment app and needs to perform User Acceptance Testing (UAT) before deploying to production. This app deals with sensitive data, testing requires realistic data volume, and needs to be tested by actual UC users.
Which sandbox should a Platform App Builder recommend for this phase?
At Universal Containers, the finance team requires every Expense_Report__c record to be approved first by the employee ' s manager and then, if the total amount is greater than $5,000, by the Chief Financial Officer (CFO). The team wants a single declarative process that routes the request to each approver in sequence, tracks each response, and updates the Expense Report ' s Status field after final approval.
Which Salesforce feature should the Platform App Builder use?
Universal Containers (UC) has a custom Invoice object and a custom Invoice Line Item Object. The Invoice Line Item object has a lookup relationship to the Invoice. UC would like to Convert the lookup relationship to a master-detail relationship but is unable to do so. Which two reasons could be preventing this relationship conversion? Choose 2 answers
A Platform App Builder needs to implement a solution where a virtual assistant can independently handle end-to-end customer service interactions—understanding intent, querying Salesforce data, and taking action—without requiring a human to intervene at each step.
Which feature supports this requirement?
How should an app builder configure access to a contact ' s Twitter profile for Salesforce mobile app users?
Ursa Major Solar has received complaints about inconsistent customer service experiences and wants to provide its agents with a checklist of items that must be accomplished when servicing a case. What should an app builder use to implement this?
Cloud Kicks has a custom object with a private sharing setting. The business wants to share individual records with specific people or departments on a case-by-case basis. Which three options does the business user have to manually share individual records? Choose 3 answers
An app builder wants to create a custom object and 10 fields. What should they use to create the object, fields, and relationships quickly From one place?
What is one limitation of using schema builder when creating a Field?
Universal Containers wants to implement an email alert to the Case owner after deleting a Case ' s related Tasks.
How should Universal Containers meet this requirement?
Universal Containers created a custom object called Component to capture details about products sol Which approach should an app builder take to Component as a related list on Product?
DreamHouse Realty (DR) employees started using company-owned airplanes for work travel after Ursa Major Solar was acquire DR executives Want to automate the submission travel request forms to enforce the internal policy. How should an app builder automate travel requests based on these criteria?
The Cloud Kicks (CK) sales team is currently using a sales app in Lightning Experience. CK is planning a Salesforce mobile app rollout next month to increase productivity for reps while out in the field. After reviewing the mobile app, the sales operations manager asks about ways to create an enhanced user experience. Which two solutions could an app builder suggest? Choose 2 answers
An app builder wants to update a field on the parent record When a child record connected via lookup is delete Which automation should the app builder use?
An app builder installs an unmanaged package in a full copy sandbox that is an exact match for production, and now they are ready to install it in production. The app builder attempts to install the package in production, and it fails. Why did the package fail to install?
A services manager wants to make sure the team enters case priority consistently.
Which feature should a Platform App Builder use to accomplish this?
A new field is being created on a custom object. However, the app builder does not want the field to up on pre-existing custom report Types. What should the app builder do on the custom field setup to fulfill this requirement?
At AW Computing, the Candidate object has a checkbox field for Previous Experience and a number field for Years of Previous Experience. The recruiting team wants the number field to display only if the Previous Experience field is checkedd. Which functionality should the app builder use to meet this requirement?
A Platform App Builder would like to simplify the user experience with customized, intuitive record pages that change based on field input.
What should the app builder consider?
Managers at Universal Containers want a quick way to create additional accounts to form a hierarchy from a Parent Account record. They want To auto-populate five fields based on the parent to make it easier for users to create the child accounts quickly. What should the app builder recommend?
Sales managers at Cloud Kicks would like to standardize what information sales reps are gathering. Sales reps want recommendations, sales strategies and to know what key fields need to be completed at each step of the sales process on the opportunity record. Which feature should an app builder use to provide this functionality?
The CFO of Cloud kicks needs to sign off on any major shoe retail deal that has a discount of more than 30% before the deal can be closed. Which feature should be used to handle this requirement?
Cloud Kicks (CK) wants to quickly insert a list of over 1 million net new Accounts. The template based on CK ' s data model was used to populate The list. Which tool should be used?
Universal Containers (UC) has large data volumes and is nearing data storage limits. The planned solution is to archive historical data to reduce Data storage in Salesforce; however, UC would still like to use reports, queries, and lookups on the archived information. Which two options could meet this requirement? Choose 2 answers
Universal Containers has two custom objects, Inspection__c and Building__c , that are not yet related. The maintenance team expects to log approximately three inspections for each building every year. The business has two requirements:
When a Building record is deleted, all of its related Inspection records must be deleted automatically.
Each Inspection record must follow the same sharing and access settings as its Building.
How should the Platform App Builder create the relationship?
Universal Containers wants to send a reminder email 7 days after a Project__c record ' s Status field changes to On Hold. For example, a project placed on hold on March 1 should trigger its reminder on March 8, independent of any other project.
Which flow design should the Platform App Builder use?
A Platform App Builder notices several Accounts converted from Leads are missing information they expected to be caught through Account validation rules.
What is the source of this issue?
A Cloud Kicks employee submitted an opportunity for approval by their manager. What will happen if the employee attempts to edit the description field after submission?
An app builder at Universal Containers has been asked to add the Chatter feed to a custom object record page. Which approach should the app builder use?
An app builder needs to change the data type of some custom fields. Which two limitations should the app builder be aware of when changing the data Type of a custom field? Choose 2 answers
Cloud Kicks has a sales rep who is stating that their Contact is unavailable for other users to see within Salesforce. In which three ways can an app builder troubleshoot this issue? Choose 3 answers
DreamHouse Realty wants to track how many lifts are being installed into Customer garages. The To Be Installed custom checkbox field on the custom Lift Object should be checkedd and an external system should be notified via an outbound Message the next day when a lift is sol Which automation tool should be used to complete this task?
Nickname__c is a custom text field on a contact record that is Utilized to override the contact name appearing on an email template. This Field is not required and is not always filled in. Which formula should an app builder use to select the contact ' s preferred Name for email communications?
At DreamHouse Realty, a Screen Flow in production that creates a Property Visit record works correctly when the Platform App Builder runs it, but a sales rep on the " Realty Sales " profile reports that the flow errors and does not create the expected record. The app builder wants to reproduce the failure in the sales rep ' s permission context without involving the rep or creating production data.
How should the app builder reproduce the failure?
An app builder wants to configure a sandbox environment for users to perform user acceptance testing of the latest features from developers. The sandbox should include about 500MB worth of data configured via a template. Also, the sandbox should be refreshed weekly. Which sandbox meets the requirements?
The Director of Marketing at Northern Trail Outfitters wants the app builder to create a Formula field that tracks how many days have elapsed since a contact was sent a Marketing communication. The director is only interested in whole units. Which function should be used to return a date for calculating the difference?
Where can an app builder edit an existing app to add Components to the utility bar?
Universal Containers (UC) delivers purchased containers to remote Construction sites. Customers supply UC with crossroads or location markers. Which field type should the app builder use to capture this information?
At Universal Containers, each admin and developer uses a separate Developer Pro sandbox. Configuration and code are migrated to a Partial Copy sandbox for combination and initial testing. Once approved, the configuration and code are then migrated to a Full Copy sandbox for final load and regression testing before going to production.
When should the Full Copy sandbox be refreshed?
At Universal Containers, a Platform App Builder has built a record-triggered flow on Opportunity that updates several related records when the Stage changes to Closed Won. The flow must also block the save and show the user an inline error message on the Stage field when the related Account does not have a Contract record. The error must surface in the Lightning UI exactly as a validation rule error would.
Which Flow Builder element should the app builder add?
At Ursa Major Solar (UMS), a Platform App Builder built an HR Onboarding application that includes custom objects, page layouts, Lightning record pages, and an Apex class. The application is built in a Developer sandbox tied to UMS ' s production org. UMS ' s wholly-owned subsidiary, UMS Logistics, runs a separate Salesforce production org that has no deployment connection to UMS ' s production org.
The app builder must move the HR Onboarding application from UMS ' s Developer sandbox to UMS Logistics ' production org for evaluation.
Which deployment plan should the app builder use?
Northern Trail Outfitters wants to broadcast an email to 7,000 contacts in Salesforce on a regular basis, but realizes the Salesforce mass email functionality has a limitation on the number of emails that can be sent each day.
Which action should the Platform App Builder take?
DreamHouse Realty wants to import its property records from an external system into Salesforce. The app builder will use an external ID field to house the property ID from the external system. Which two details should the app builder know when using external ID fields?
Universal Containers has a custom object called Project__c and a custom object called Time_Entry__c . A Time Entry must always be associated with a Project. However, the organization-wide default (OWD) sharing setting for Project__c is Public Read/Write, while Time_Entry__c records contain sensitive data and must be strictly Private to the user who created them.
Which relationship type should the Platform App Builder use to relate Time_Entry__c to Project__c ?
Ursa Major Solar has a lookup relationship between a custom `Galaxy_` object and a custom `Star_` object. An app builder wants to create a roll-up summary field that counts the total number of `Star_` records related to each `Galaxy_` record. How would the current configuration impact the ability to achieve the desired result?
An app builder is loading data into Salesforce. To link the new records back to the legacy system, a field will be used to track the legacy ID on the Account object. For future data loads this ID will be used when upsetting records. Which two field attributes should be selected? Choose 2 answers
DreamHouse Realty (DR) is expanding into subsidized housing by partnering with local government entities. DR uses Sales Cloud and has Enabled field history tracking on the Opportunity object. Due to increased information requirements, the App Dev team is changing Text Area (Long) fields To Rich Text fields to allow for up to 1,000 characters and better descriptions. Which two considerations should be made by the team? Choose 2 answers
The Dream House Realty (DR) service manager asks for some Improvements in case management. They want to enforce compliance so That cases are unable to be reverted to an earlier case status, and to Ensure that certain fields are required when specific case criteria are met. Which solution should an app builder implement to meet these Requirements?
Which two solutions prevent a formula field from being referenced by a Roll-Up Summary field? Choose 2 answers
An app builder needs a custom solution and is considering using either AppExchange or their local developer community. The app builder wants To minimize the need for manual maintenance. What should the app builder consider?
To increase adoption, Universal Containers is proposing changes to its Salesforce data model to allow easier visibility for sales reps into key metrics. The Proposal has three custom objects related to the Account object, one with a master- Detail, and two that are not. Each of these objects has 15 fields they would like to Summarize on the Account object. What are two considerations for this proposal? Choose 2 answers
An inventory management system outside Salesforce publishes a secure messaging notification whenever an item goes out of stock. The Platform App Builder needs to design a process in Salesforce that listens for this specific message payload and instantly creates a Task for the procurement team.
Which flow type is designed to execute immediately upon receiving this external message structure?
An app builder at Universal Containers has been asked to add the Chatter feed to a custom object record page. Which approach should the app builder use?
Ursa Major Solar has made an app that leadership wants to share with the world for free via AgentExchange.
What should a Platform App Builder consider about the type of package when uploading to AgentExchange?
Cloud Kicks is building a Field Generation prompt template in Prompt Builder that populates a custom field on the Contact record page with a paragraph summarizing the Contact ' s most recent Orders. To ground the prompt in the Contact ' s related Order data, the Platform App Builder needs to build a flow.
Which type of flow should the app builder use?
Universal Containers ' Human Resources application requires that when a new Employee record is created, a welcome Task must be generated immediately. Additionally, if the onboarding status is still Pending five days before the start date, a reminder email must be sent.
How should the Platform App Builder configure a single record-triggered flow to handle both timelines?
An app builder is tasked with adding key performance indicators on client Pages. They want to see a summary of the number of open Opportunities and the Number of won Opportunities for each Account. Where should the app builder go to build these new rollups?
At Ursa Solar Major, only users with the Outer Planets profile Need to see the Jupiter field on the Solar System object. How should the app builder satisfy this requirement?
Universal Containers uses a custom picklist field Account Region on the Account record. They want this region to be reflected on all related contact records And stay in sync if the value of this field changes on the Account. How should an app builder meet this requirement?
Ursa Major Solar is ramping up the sales team to meet increased demand. As part of the short ramp up for these new reps, the manager wants to provide a help guide to enable reps to easily get help where needed during the different sales processes. Which solution should an app builder recommend?
Universal Containers ' global support team routes complex milestone approvals based on the region of the submitting user. They need the flow to dynamically assign the approval task to a specific regional queue instead of a statically hard-coded user ID.
How should the Platform App Builder store and reference the queue assignments inside the Flow Builder logic?
Which two report formats can be used as a source report to configure a reporting snapshot? Choose 2 answers
Universal Containers wants users to have access to the pricing guidelines document when viewing a Contract related to an Account. Which feature should an app builder use to create easy access to the document?
Universal Containers have changes that need to be deployed from Sandbox to Production. Where should an app builder look to verify that a Change Set can be deployed?
DreamHouse Realty is building a custom Lightning app to track its expanding solar water collection business. The Lightning app currently contains a Custom Lightning record page with standard components. From which two resources should an app builder get custom components to bring into the new Lightning app? Choose 2 answers
Which three standard component types are available in the Lightning App Builder? Choose 3 answers
Northern Trail Outfitters wants to initiate an automatic daily up of its Salesforce org. Which tool should an app builder recommend for this task?
An app builder wants to create a formula field on an Account to include data from related Contacts but is unable to find the relationship in the formula editor. What is a limitation of formulas that could be causing the issue?
A production org includes custom objects containing confidential Information. A sandbox is needed that includes data records, excludes all of the Confidential objects, and can be refreshed weekly. Which steps should an app builder take to meet these requirements?
Northern Trail Outfitters wants to initiate a daily backup of its Salesforce org. Which tool should an app builder recommend for this task?
DreamHouse Realty is rethinking its sandbox utilization strategy after acquiring Cloud Kicks. The Salesforce COE already utilizes a partial and a Full sandbox, which it refreshes on their own regular schedules. Teams are expanding and have to begin each of their small projects in a sandbox before Committing to the larger pool for collaborative testing while still keeping costs down. Which sandbox type should be considered first?