Salesforce Certified Platform App Builder (Plat-Admn-202)
Last Update Oct 1, 2025
Total Questions : 288
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Cloud Kicks (CK) wants to simultaneously delete a Supplier’s record and all Supplier ltem__c records if a
partnership ends with a supplier.
What solution could an app builder use to meet the requirement?
Ursa Major Solar (UMS) uses Cases to track customer complaints, an Issue__c object to represent known problems with its solar panels, and a
Case_Issue__c junction object to relate known problems to customer complaints.
Periodically, UMS conducts audits which require the auditing users to view Case _Issue__c records.
Which access levels must be configured to allow UMS users to access Case _Issue_c records?
Cloud Kicks wants to summarize the number of open Cases related to an Account, as well as the number of closed Cases to indicate whether customer support utilization is high, medium, or low. Two number fields have been created: NUM_Open_Cases__c and NUM_Closed_Cases_c
Which two automation solutions would meet these business requirements?
Choose 2 answers
DreamHouse Realty wants to make sure an Opportunity has a field Expected_Close_Date_c populated before it is allowed to enter the qualified stage.
How should an app builder solution this request?
Universal Containers wants to track installation information once it container has been purchased on a custom object. Sales reps should have visibility of all the installation with their opportunities.
visibility of all the installations associated with their opportunities.
What kind of relationship should this new object have to the Opportunity?
Universal Containers asked the app builder to ensure when an account type changes to 'Past-Customer' the contacts directly related to that account get an updated status of 'Re-Market'.
Which automation should the app builder use to accomplish this task?
Cloud Kicks works on an annual subscription model. When a sales rep marks an opportunity as closed won, a new opportunity should automatically be created for the renewal. The contracts team works outside of Salesforce but also needs to be notified about closed deals in order to initiate the contract process with the customer.
Which automation solution would meet these 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 on 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-populated on the Asset record when a maintenance work order gets closed.
What tool should an app builder recommend to help meet this requirement?
Duplicate management for Leads has been implemented at Universal Containers but it seems duplicate leads are still being created. The Org Wide Default (OWD) is set to "Private" for Leads.
Which two actions help prevent duplicate Leads from being created?
Choose 2 answers
Universal Containers created a 'New Task' custom action on the Opportunity object. The action was added to all page layouts in the Mobile & Lightning Actions section.
Which Lightning component should the app builder add to the layout to display the action?
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.
An app builder is creating a Lightning record page and has added Mobile & Lightning Actions to the page layout.
What two components could be included on the layout to display the actions?
Choose 2 answers
Which three Salesforce functionalities are ignored when processing field updates in workflow rules and approval processes?
The app builder at Cloud Kicks has created a custom object named Delivery__c to track the details of products shipped to customers.
Which two actions should the app builder take to prevent users in the shipping department from deleting delivery records?
Choose 2 answers
After a deal is closed, Cloud Kicks (CK) wants to assign a user as a customer service manager (CSM) in addition to the account owner and would like a new field to easily track and report which CSM is assigned to the Account.
Which solution should an app builder use for this request?
An app builder needs to deploy a new account detail page layout from sandbox to production.
Which three components should an app builder include in the Change Set to ensure it deploys successfully and visually as expected?
Choose 3 answers
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?
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?
Choose 2 answers
A new field is being created on a custom object. However, the app builder does not want the field to show up on pre-existing custom report
types.
What should the app builder do on the custom field setup to fulfill this requirement?
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?
Universal Containers wants to improve the process to create Opportunity records related to an Account. Many fields can be populated based on the Account record. Some fields require input from the user.
What should an app builder configure to meet the requirement?
Universal Container's sales reps can modify fields on an opportunity until it is closed.
The sales operations team has access to modify the Post-Close Follow-up Date and Post-Close Follow-up Comments fields after the opportunity is closed. After the
opportunity is closed, the rest of the fields are read only.
How should these requirements be met?
Ursa Major Solar has a lookup relationship between a custom Galaxy _c object and a custom Star_c object. An app builder wants to create a roll-up summary field that counts the total number of Star_c records related to each Galaxy__c record.
How would the current configuration impact the ability to achieve the desired result?
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?
An app builder at Cloud Kicks has been working on changes to a custom Shoe Sales app in a sandbox and is ready to deploy their changes to production with a change set. Part of the work included updates to a permission set.
What should the app builder take into consideration when deploying the change set to production?
Universal Containers uses a custom object called Projects. When managers assign projects they set a custom field on the project called Estimated Hours. Once set, users should be able to decrease but not increase the value
How can an app builder meet this requirement?
Universal Containers deployed an app in a large change set from a Developer Sandbox to a Developer Pro Sandbox used for testing. After testing, changes had to be made to several of the components in the change set.
How should an app builder move the new changes to the Developer Pro Sandbox?
DreamHouse Realty (DR) asks for some improvements in case management. They want to enforce process 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?
Ann app builder has been to display an overdue date that is two months after a tasks due date. Which approach should the app builder take?
Universal Containers is adding drone delivery to service offerings, and the developer has written and tested code prior to deployment to production, and the change set is ready to go. The deployment window will occur when the developer is on vacation.
What can the app builder do to ensure a smooth deployment to production?
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?
Ursa Major Solar wants to automate a welcome email to new clients and include a customized survey about their buying experience. An app builder is tasked with this project and has very little time to build the solution from scratch, but still needs to be able to fully customize the solution.
What should the app builder do to meet the deadline and custom requirements?
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 checked and an external system should be notified via an outbound message the next day when a lift is sold.
What automation tool should be used to complete this task?
At Universal Containers, each admin and developer use a separate developer pro sandbox. Configuration and code are then migrated to a partial data sandbox for combination and initial testing. Once approved the configuration and code are then migrated to a full sandbox for final toad and regression testing before going to production.
When should the full sandbox be refreshed?
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
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 formula would accomplish this requirement? Choose 2 answers
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?
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 has three types of customer support processes: Platinum, Diamond, and Bronze. The app builder created separate record types for each process on the Case object. The customer support team should be unable to create new cases with the Bronze record type.
How should this requirement be met?
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?
Universal Containers uses Contracts for agreements with customers. A sales manager is required to provide approval for contracts and director approval for any contract over $10,000.
Which two options should an app builder use to ensure all contracts route for the correct approval and also prevent the sales rep from making changes to the record while it is being approved?
Choose 2 answers
Northern Trail Outfitters wants to broadcast an email to 7,000 contacts Salesforce on a regular basis but realizes Salesforce is mass functionality has a limitation on the number erf emails that can be sent each day.
What action should the app builder take?
An app builder wants to use Process Builder to automate some of the work being done by the sales team.
What are three capabilities ofProcess Builder that can improve productivity?
Choose 3 answers
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?
An app builder has created a change set and deployed a report from their development sandbox for User Acceptance Testing. When the app builder runs the report, no data is returned.
What can be a reason for this?
Universal Containers generates leads from three different sources: web, trade shows, and partners. Some of the information collected is applicable to all sources, there is also information that is unique to each type of lead. What should an app builder configure to meet these requirements?
Universal Containers has deployed custom tabs to Production via changes sets, without including the profile settings or permission sets.
What is the settings for the visibility of custom tabs?
When an opportunity is closed date is pushed more than 30days, manager approval is required. An approval process is in place but reps frequently forget to submit for approval to run the process.
How can an app builder ensure that these opportunities are submitted into the approval process?
Universal Containers conduct evaluations of their sales reps using a custom object consisting of numerical scores and executive comments. The company wants to ensure that only the sales reps, and their manager's executive can view the rep's evaluation record but the reps should not be able to view the executive comment field on their review. How can these requirement be met?
An app builder wanes to show Groups as the last navigation menu item in the mobile app. However, (he app builder is unable to select Groups as one of the items on the drop-down menu.
What could cause this?
Universal Containers manages leads in a Lead qualification queue where sales reps can accept ownership of the Lead. Campaign members are required to have a sales owner.
What validation rule should an app builder configure?
Universal Containers wants to display the real-time stock price for each Account on the Account record page.
How should an app builder implement this request?
A sales manager at Cloud Kicks wants the team to spend more time in the field and less time manually entering the information found on the business cards they collect.
What should an app builder do to help achieve this goal without sacrificing data quality?
A new field has been added to the Applicant object that is part of an unmanaged package. A recruiter ran the Position with or without Applicants report and noticed that the new field was missing as an option to add as a column.
How should an app builder troubleshoot this issue?
When a sales rep submits an account for approval, Universal Containers wants the user to answer additional questions via a popup window to populate additional record fields.
What should an app builder use to achieve the desired result?
A customer service representative at a call center wants to be able to collect
information from customers using a series of question prompts.
What should an app builder use to accomplish this?
Which three standard component types are available in the Lightning App Builder?
Choose 3 answers
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 sales rep at AW Computing is unable to find what they are looking for while scrolling through their Chatter feed.
How can a filter be utilized to show only posts from their key account and opportunity records?
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
Cloud Kicks wants to start tracking how many shoe subscriptions have been sold for each shoe catalog. A master-detail relationship exists between the Subscription__c and the Shoe__c objects.
Which type of field should an app builder create?
After universal containers converted qualified leads. Sales reps need to be able to report on converted leads. How should an app builder support for this requirement?
What option is available to an App Builder when defining an object-specific Create Record custom action? Choose 2 answers
Universal Containers (UC) maintains information for over 2 million assets in an external system. UC needs to access these assets in real-time data in Salesforce and is nearing the data storage limits.
What feature could an app builder recommend UC use?
DreamHouse Realty (DR) employees started using company-owned airplanes for work travel after Ursa Major Solar was acquired. 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?
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?
The Director of customer service wants to receive a notification when a case stays in the '' new'' status for more than four business hours.
Which two automation processes should be used to accomplish this?
Choose 2 answers
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?
After utilizing the Lightning Object Creator to create a new object, its fields, and to insert all of the data, an app builder now needs to set up the
Lightning Record Page.
Which component should the app builder have on their Lightning Record Page to see all of the fields from the page layout?
An app builder received a request to extend record access beyond the organization-wide defaults configured. Which two features satisfy this requirement?
Choose 2 answers
Cloud Kicks Is redefining its entire business process to convert the Manager Notes field from a long text area files. The goal is to encourage managers to be more concise In their comments and stay at 255 characters or less. There is preexisting information In the Manager Notes field that often is well beyond the character limit.
What would happen to any existing information if the app builder tries to convert a preexisting long text area field to text area'
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?
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?
DreamHouseRealty (DR) is expanding into subsidized housing by partnering with local government entitles. 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
An app builder would like to streamline the user experience by reflecting summarized calculations of specific fields on various objects. Which field types could be used in roll-up summary fields to accomplish this? Choose 3 answers
A sales manager has noticed that reps continue to input contacts directly in
their phone instead of adding them to Salesforce.
What should an app builder recommend to ensure the data makes it into Salesforce?
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?
Cloud Kicks (CK) Is finding sales reps are Inconsistent in data entry when deals are won. CK requires that custom shoes are shipped within two weeks after the close date. A custom field called Scheduled Ship Date on the opportunity records the ship date.How should the app butler ensure this field is properly filed out before setting the opportunity to closed won?
The app builder at Northern Trail Outfitters created a report type for opportunities with or without shipments. The operations team wants to see the account rating Information on the report.
What should the app builder do to fulfill this request?
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?
Universal Containers uses a custom picklist called Account_Region__c on the Account object. The vice president of
sales has asked that the value of this field is visible on Opportunities.
How should an app builder create this solution?
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
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 on the Lightning app builder should be utilized?
A new app builder on the Cloud Kicks team is getting familiar with relationships in the data model.
What functionality would present the app builder a comprehensive view of all relationships in one pi
Containers have the Account object's Organization-Wide Default set to Private. The marketing team owns Accounts; however, they also need to be able to see the sales team's Accounts. Both the sales and marketing teams are in completely different branches of the rote hierarchy.
What feature should be used to enable marketing to see sales-owned accounts.
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?