Salesforce Certified Platform App Builder (Plat-Admn-202)
Last Update May 25, 2026
Total Questions : 259
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A user is unable to use inline editing on a list view. A quick check verifies the user should be able to perform inline editing as they have been Assigned the appropriate permissions. Which condition should the app builder review?
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?
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?
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?
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?
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?
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?
An app builder has created a new report type but users are unable to select It from the Report Type list when making a new report for records they own. What could be causing this issue?
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 in their respective regions. The inside sales team needs to see all accounts In Salesforce. How can this be accomplished?
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?
The app builder at Ursa Major Solar created a master-detail relationship between a parent object Galaxy_c and child object star_ What is the effect of creating this type of relationship if users want to report on Galaxy_c with star_c?
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?
A new app builder on the Cloud Kicks team is getting familiar with the data Model. They want to see how standard objects and custom objects relate. Which functionality should the app builder use to view these relationships?
Universal Containers has created two custom objects called Seminars and Attendees. Organization-wide defaults for these objects have been set to Private. Universal Containers wants to set up a new junction object between these custom objects. A select group of users should be able to edit records in the junction object. Which two steps should an app builder take to configure the proper security? Choose 2 answers
Cloud Kicks (CK) wants to set up a custom child object to track gift cards issued to a customer. A key requirement is to track the total number of gift cards opened and gift cards issued on an Account. CK wants to permanently ensure the gift cards are unable to be moved across any other Account once it is created. On the gift card object, which field type should be created to support this requirement?
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?
An app builder needs to modify an existing Process Builder that automates some of the work being done by the sales team. What are three capabilities of Process Builder that improve productivity? Choose 3 answers
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 has created a custom Lightning App and wants to make it available to the internal users at Universal Containers. Which two steps are necessary to accomplish this task? 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?
The app builder at AW Computing has been asked to track the number of times a case has been reopened. Which solution should the app builder utilize to help with this request?
The marketing director is concerned that too many car parts were given away for free last year. They want to track discounts, samples, and Giveaways by Sales Rep. The manager ' s sign-off on free parts also needs to be processe Which functionality should an app builder use to meet these requirements?
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
Cloud Kicks has created a custom object called Interests which is joined to Accounts by way of a junction object called Account Interest. What is the impact to users attempting to view an Account and the associated Account Interest records if they are without read access to the Interest object?
Which two solutions prevent a formula field from being referenced by a Roll-Up Summary field? Choose 2 answers
A manager built out a new Account report and wants to add a chart of the data to account records. An app builder tried to use the Report Chart component but was unable to find the manager ' s report. What are two reasons the app builder is unable to see the report? 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?
Ursa Major Solar (UHS) uses a public sharing model for accounts. UHS would like to move to a more restrictive sharing model but wants the Sales team to continue to have access to all account records with the sales record type. Which two actions should an app builder complete to implement this change? Choose 2 answers
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 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
Cloud Kicks is redefining its entire business process to convert the Manager Notes field from a long text area field 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?
Dreamhouse Realty requires that field value changes for certain fields such As Asking Price_c and Real Estate Agent on their House_c custom object up prominently on Chatter. Which Chatter feature should the app builder use?
Universal Containers has a requirement that an opportunity should have a field ing the value of its associated account ' s billing state. This value should be static After the opportunity has been create What is the recommended solution to configure this automation behavior?
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?
At Cloud Kicks when an opportunity close date is delayed by more than 60 days, the Manager and the VP of Sales want to review the change. Which two solutions will meet the requirement? Choose 2 answers
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?
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
An app builder wants to limit the amount of fields users see 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 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?
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
Universal Container wants customers to be able to open cases From a public-facing website. What should the app builder use to enable visitors to the website?
A sales rep at AW Computing is unable to find what they are looking for While scrolling through their Chatter fee How can a filter be utilized to only posts from their key account and Opportunity records?
An app builder wants to deploy a new version of an auto-launched flow to production in an active state so that the new functionality is immediately available to users. What should the app builder take into consideration when planning the deployment?
When an opportunity has a closed date that is pushed more than 30 days, manager approval is require 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?
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_ Which two solutions meet these business requirements? Choose 2 answers
Choose 3 options. Cloud Kicks wants to set up a new opportunity approval process and execute various action items based on the initial submission. Which three action types should an app builder use in the approval process?
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?
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?
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?
Universal Containers (UC) has several picklist fields on the Account object Whose values are routinely modified to meet changing business requirements. Due to These revolving changes, UC has a high number of inactive picklist values that are Impacting system performance and user experience. What can the app builder do to alleviate this issue?
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 has Public Read/Write as the Account Organization-wide default (OWD) setting. Visitors to the customer Community site report that they can see all of the company ' s account Records. How should an app builder configure Account sharing so that community Users only see their own Account?
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. Which field type should the app builder use to fulfill this requirement?
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?
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?
An app builder just added a lookup field to Account from the Existing custom object, Box. Which report type is automatically created?
Universal Containers (UC) wants to delete data in several fields for 5,000 Lead records. UC exported the selected record Ids and fields that need to have data deleted in a CSV file. Which two steps should an app builder suggest to meet these requirements? Choose 2 answers
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?
The Universal Containers data manager has been complaining About the lack of data integrity on Contact records. Sales reps have not been filling out the Region field The data manager Wants the Region field filled out only for Contacts that are associated to Accounts that have been marked as ' High Priority ' on the Customer Status Field What can the app builder do to fulfil this requirement?
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?
Cloud Kicks wants to display 12 key fields at once in a separate section at the top of opportunity records on the desktop. Which component should an app builder add to the record page to enable this functionality?
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?
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?
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? Choose 2 answers
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?
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?
Universal Containers wants to collaborate with its customers within Salesforce and has decided to enable the Allow Customer Invitations in the Chatter Settings. Which permission is granted to customers when invited to a Chatter group?
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
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?
Universal Containers (UC) tracks Account locations in Zip Code, a custom text field with a validation rule to enforce proper formatting of the US ZIP+4 code for UC ' s orders. Which formula should the app builder create on Order to display only the first five digits of Zip Code from the parent Account?
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?
Universal Containers has a single Contact Lightning record page. A component takes up a lot of room on the page and is NOT needed by users With a Marketing profile. What should the app builder use to solve this issue?
An app builder has downloaded a component from the AppExchange successfully; however, they are unable to add it to the Lightning home page. Which two reasons can be preventing the app builder from being able to add the Custom component? Choose 2 answers
Northern Trail Outfitters wants to change a master-detail Relationship on Account to a lookup relationship with a custom object Park. The app builder tries to reconfigure this but is unable to do so. What could be causing this?
What is the process to upgrade an unmanaged package that is currently Installed in production?
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?