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Salesforce Platform-App-Builder Sample Questions

Question # 1

Universal Containers expects impacts to operations due to increased demand. The
executive team will reach out to current customers and wants to see the number of open
cases for the account and parent account.
What should an app builder use to display the number of open cases on the account page?

A. Flow
B. Approval Process
C. Roll-up summary
D. Cuctom object

Question # 2

Universal Because of the small screen, they currently have to scroll down the page to view
the information for an account based on criteria about the related contact. Which solution should an app builder use to fulfill this requirement?

A. Set the filter type on the component visibility to display based on user permissions.using custom permission to define the dynamic criteria.
B. Add a related record component to the page layout
C. Set the component visibility to display based or an advanced filter type, using thecontact field's) to define the dynamic criteria.
D. Hide the component behind a tab on the page layout.

Question # 3

A business user at Universal Containers wants to update an Account directly from an
Opportunity record.
What should the app builder create to allow the business user to make these edits?

A. An update record action with a related record component.
B. An update record action with a details component
C. Formula fields displaying the Account fields.
D. Opportunity fields updated by a process.

Question # 4

An app builder wants to limit the number of fields users are required to fill out when
creating a new Opportunity. Once they fill out the required fields and save, the full record
page with additional fields relevant to the Opportunity type becomes available.
How could this be accomplished?

A. Make the Opportunity type a required field on the initial Opportunity page layout and useautomation to fill in the type field to a record type.
B. Use different page layouts for Opportunity types based on the user profile.
C. Once the required fields are populated, use a sharing rule to share the new fields withthe user.
D. Hide additional sections on the page layout and show the users how to manually expandthem when they want to fill in the fields in the hidden sections.

Question # 5

The Service Manager provided the app builder with color code requirements for case age
on open cases.
New cases populate a green circle
Day-old cases populate a yellow circle
Three-day-old cases populate a red circle
How should an app builder implement this requirement?

A. Formula Field
B. Quick Action
C. Custom Button
D. Lightning Web Component

Question # 6

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 field types are allowed as an external ID?

A. Number field
B. URL field
C. Test field
D. Phone field

Question # 7

Universal Containers wants to deliver purchased containers to remote construction
address. In these cases, the customers will supply UC with the coordinates to the location.
What type of field should the app builder use to capture this information?

A. Number
B. Geo location
C. Text
D. External Lookup

Question # 8

Universal Containers’ app builder has been tasked with replacing workflow rules and Apex
triggers with Process Builders where possible.
What are two important considerations an app builder should know before the project is
started?
Choose 2 answers

A. Avoid generating infinite loops.
B. Apex has a different SOQL query limit than Flow.
C. Create a process for each workflow rule.
D. Combine actions when possible.

Question # 9

The sales Operations team at AWS Computing deletes accounts for a variety of a reasons.
The sales ops director is worried that the Sales team may delete accounts that sales reps
are actively selling into.
Now should the app builder keep accounts with open opportunities from being deleted?

A. Create an Apex Trigger on the Account object
B. Create a validation rule on the Account object.
C. Remove the delete button on the account layout
D. Remove the Delete permission from the Sales Rep profile.

Question # 10

Universal Containers utilizes opportunities and a custom object called Detaited.Sales__c.
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?

A. Utilize the AppExchange to download a third-party application that can roll-_up the salesdollars with the appropriate filter.
B. Create a master-detail relationship between the parent and child object with a roll-upsummary field that fitters on the status held.
C. Create a lookup relationship between the parent and child object with a roll-up summaryheld that filters on the status field.
D. Utilize Apex code to roll up the desired amounts.

Question # 11

Shipments at Cloud Kicks (CK) are created and updated by the warehouse staff in a
shipping application. The Information needs to be pushed into Salesforce on a regular
basis. CK's app builder creates a custom object called Delivery_c to track the information.
How can the app builder prevent creating duplicate delivery records and update the correct
existing records when migrating data from the shipping application?

A. Use the Import Wizard and match on the tracking number.
B. Create a unique External ID field and use Dataloader.
C. Use the Import Wizard and match on the Salesforce ID.
D. Create a duplicate match rule and use Dataloader.

Question # 12

Universal Containers would like to collaborate with its customers within Salesforce, and has
decided to enable the "Allow Customer Invitations" Chatter setting. What permission is
granted to Customers when invited to ChatterGroup?

A. The ability to invite members to groups of which they are a member
B. The ability to @mention accounts of which they are a contact.
C. The ability to request access to public groups
D. The ability to interact with members of their groups

Question # 13

A Service Coordinator (SC) for Ursa Major Solar (UMS) does a final review of work orders
owned by a technician for a specific region before the records are submitted for an invoice.
Beforeclosing out the work order, the SC needs to modify data or remove attachments that
were added by mistake. The SC also needs access to any other related records owned by
the technician.
What solution would provide the required access, given a private data model?

A. Give the SC a permission set with the Modify All Data system permission.
B. Put the SC in the role hierarchy above the technicians whose work orders they review.
C. Create a workflow rule that updates records owned by technicians in that regionwith theSC.
D. Change work order access on the SC's profile to 'Modify AIl.

Question # 14

A new custom object is being created with a private sharing setting. The business wants to
share individual records with specific people or group of people on a case-by-case basis.
What options does the business user have to manually share individual records? Choose 3
answers

A. Public Groups
B. Permission Sets
C. Roles
D. Profiles
E. Users

Question # 15

Northern Trail Outfitters wants to initiate a daily backup of its Salesforce org.
Which tool should an app builder recommend for this task?

A. Report export
B. Refresh full copy sandbox
C. AppExchange package
D. Data Export Service

Question # 16

The brokers at DreamHouse Realty (DR) are having an Issue when using the Salesforce
mobile app on their (Phones. There are several key fields on the contact record they need
access to at a glance. Because of the small screen, they currently have to scroll down the
page to view the information.
What should the app builder at DR use to configure the Salesforce mobile app to show
these key fields at the top of the screen?

A. Compact layout
B. Record Detail component
C. Object specific action
D. Mobile navigation

Question # 17

An app builder wants to create a custom Sync button on Account that will call a Lightning Web Component that connects with an external system. This action should only be available If the custom Status field is set to Ready to Sync. What should an app builder use to add this functionality to an Account record page? 

A. Formula field
 B. Dynamic action 
C. AppExchange product 
D. Custom link 

Question # 18

An App Builder is loading the 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 upserting records. Which field attribute should be selected? Choose 2 answers 

A. Unique 
B. Required 
C. External ID 
D. Text (encrypted) 

Question # 19

Cloud Kicks (CK) wants to track orders against inventory, ensuring its ability to fulfill order requests. CK created a junction object called Request Inventory to enable many-to-many relationships with the Inventory and Order objects. What does the app builder need to provide to ensure users can view Request Inventory records? 

A. Read access to both master objects. 
B. Apex-based sharing on the first master object. 
C. Sharing rules on Request Inventory object. 
D. Read access to the first master object. 

Question # 20

Universal Containers (UC) has created a picklist field called Status on three separate custom objects. UC has a requirement to share the list of values for this field across each object. Which feature would an app builder use? 

A. Field Update 
B. Global Picklist Value Set 
C. Dynamic Action 
D. Dependent Picklist 

Question # 21

When an opportunity close date is delayed by more than 60 days, the manager and the VP sales must approve the change. How can this requirement be met? Choose 2 answers 

A. Build an approval process that requires unanimous approval from the manager and VP of sales. 
B. Create a workflow rule that checks for close date less that 60 days and add an email alert.
 C. Create a lightning process builder flow that submits the record for an approval process 
D. Build a validation rule that does not allow a user to save the opportunity record. 

Question # 22

Ursa Major Solar wants to convert the relationship between Galaxy and Star from a lookup relationship to a master-detail relationship so each Galaxy record can be equipped with a roll-up summary count of Star records. Which two considerations should be made? Choose 2 answers 

A. The Star records are all required to have an existing value in their Galaxy field. 
B. The Galaxy object has fewer than two existing master-detail relationships. 
C. The Galaxy object is required to contain existing roll-up summary fields. 
D. The Star object has fewer than two existing master-detail relationships. 

Question # 23

Ursa Major Solar (UMS) is looking to hire some new employees. UMS wants to allow the same applicant to apply for multiple open positions using a single application. What should an app builder recommend to meet these requirements? 

A. Create a master-detail relationship on Open_Position__c to Application__c
 B. Create a master-detail relationship held on Applicant__c to Application__c 
C. Create a master-detail relationship field on Application__c to Open.Position__c 
D. Create a master-detail relationship field on Applicant__c to Apphcabon_c 

Question # 24

Universal containers wants to ensure that they are accepting clean data from their users and verify that important fields are entered. What should an app builder recommend to meet this requirement?

A. Update the important fields to be required on the page layout 
B. Make a formula field to check the format of the important fields 
C. Create a workflow rule to check the fields are formatted correctly 
D. Configure a validation to require a field for a specific record type 

Question # 25

Northern Trail Outfitters wants the field sales team to only see the accounts that they own Separate North American and European marketing teams should only see accounts m their respective regions. The inside sales team needs to see all accounts in Salesforce. Mow can this be accomplished? 

A. Set the Organization-Wide Default to Public for accounts. Create criteria- based sharing rules for each marketing team, and create an Inside Sales Team permission set with the "View Air setting for accounts, 
B. Set the Organization-Wide Default to Public for accounts. Create profiles for each marketing team, and create an Inside Sales Team role that is at the top of the Role Hteran 
C. Set the Organization-Wide Default to Private for accounts. Create criteria- based sharing rules for each marketing team, and create an Inside Sales Team profile with the "View All" setting for accounts.
 D. Set the Organization-Wide Default to Private for accounts. Create permission sets for each marketing team, and create an Inside Sales Team profile with the "View All" setting for accounts. 

Question # 26

universal containers is migrating its sales operations from a legacy system that was used. opportunities need to be imported with the proper country currency. Which two steps should an app builder configure to meet these requirements ? Choose 2 answers.

 A. Include the currency ISO code in all currency fields in the import file. 
B. Use Data Loader to import the records. 
C. Include the currency ISO Code Column in the import file. 
D. Use import the currency ISO Code Column in the import file. 
E. Use Import Wizard to import the records. 

Question # 27

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 could the app builder solve this with minimal impact to desktop users? 

A. Filter components by device using Form Factor. 
B. Reorder the fields to make sense for the reps when in the field.
C. Update the training documentation with better screenshots. 
D. Deselect the phone radio button on the Lightning record page assignment. 

Question # 28

A production org includes custom objects containing confidential Information. A sandbox h needed that Includes data records, excludes all of the confidential objects, and can be refreshed weekly the confidential objects, and can be refreshed weekly. What steps should an App Builder take to meet these requirements? 

A. Create a Full Sandbox and use a sandbox template 
B. Create a Developer Pro Sandbox and schedule Data loader to download selected object data weekly. 
C. Create a Partial Copy Sandbox and use a sandbox template. 
D. Create a Developer Sandbox and schedule Data loader to download selected object data weekly. 

Question # 29

Sales reps at Universal Containers use Salesforce on their mobile devices. They want a way to odd new contacts quickly and then follow up later to complete the additional Information necessary. What mobile solution should an App Builder recommend? 

A. Customize the mobile menu to move Contacts to the top. 
B. Build a global action to create Contacts. 
C. Add a compact layout to Contacts. 
D. Use Path and set pre-defined values 

Question # 30

Cloud Kicks (CK) wants to simultaneously delete a Suppliere record and all Supplierltem__c records if a partnership ends with a supplier. What solution could an app builder use to meet the requirement? 

A. Many-to-many 
B. Indirect lookup 
C. Hierarchical 
D. Master-detail 

Question # 31

Cloud Kicks (CK) wants to begin socializing and collaborating within Salesforce around customer accounts to discuss various topics. CK would like all company employees to see these conversations. Which two features of Chatter would meet CK's business needs? Choose 2 answers 

A. Set up new private Chatter groups. 
B. Set up new public Chatter groups. 
C. Use post action on the Account object. 
D. Use Chatter actions to create tasks to complete. 

Question # 32

On the Account Lightning record page, users need to see ten fields and the ability to sort and wrap text on their Related Lists. What Related List type would the app builder select for the Related List Lightning component? 

A. Enhanced List 
B. Basic List 
C. ListVlew 
D. List Class

Question # 33

Cloud Kicks wants to efficiently Increase the company's adoption of Salesforce while simultaneously moving away from their reliance on spreadsheets. An app builder is given a spreadsheet everyone is sharing that needs to be added to Salesforce. The object with fields needs to be created and the data inserted simultaneously. Which tool should be used? 

A. Import Wizard 
B. Lightning Object Creator 
C. Data Loader 
D. Schema Builder 

Question # 34

At Ursa Major Solar there is a requirement for a new field called Planet Details on the Planet object where users can write detailed descriptions that can include pictures and links. What field type should the app builder utilize to fulfill this requirement? 

A. Long Text Area 
B. Rich Text Area 
C. Multi-Select Picklist 
D. URL 

Question # 35

What option is available to an App Builder when defining an object-specific Create Record custom action? Choose 2 answers 

A. Pre-Defining field values on the target object. 
B. Redirecting the end user to the detail page of the target object 
C. Specifying the fields and layout of the action. 
D. Allowing the end user to choose the record type 

Question # 36

Universal Containers (UC) has a custom Invoice object and a custom Invoice Line Item object. TTie 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. Custom objects are unable to be on the detail side of a master-detail relationship. 
B. There are already two master-detail relationships on the Invoice Line Item. 
C. Invoice Line Item records exist without having the Invoice lookup field populated. 
D. There is a roll-up summary field on the Invoice object. 

Question # 37

DreamHouse Realty (DR) has a policy that requires the phone number on Contact to be deleted when the DoNotCall checkbox is checked. What automation tool should the app builder recommend? 

A. Quick action
 B. Approval process 
C. Validation rule 
D. Workflow rule 

Question # 38

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? 

A. Record-triggered flow 
B. Screen flow 
C. Apex 
D. Approval process 



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