Salesforce Certified Platform App Builder (Plat-Admn-202)
Last Update Nov 22, 2025
Total Questions : 311
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How should an app builder configure access to a contact's Twitter profile for Salesforce mobile app users?
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?
An app builder at Northern Trail Outfitters created a sandbox template for Accounts, Projects, and Project Milestones to reconfigure some flows for the project management app.
Which type of testing environment should the app builder create?
An app builder just added a lookup field to Account from the existing custom object, Box.
Which report type is automatically created?
The case handling process at Universal Containers includes multiple steps Including approvals, notifications, and fields updates. To manage and evaluate all of these changes in a single save operation, an app builder wants to use Process Builder and the Advanced option to let the process evaluate a record multiple times has been selected.
Which two options should the app builder avoid to prevent recursion?
Choose 2 answers
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 rake into consideration when planning the deployment?
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?
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
Cloud Kicks's management team frequently travels and wants to approve requests from their team on the go via Chatter.
Where would an app builder enable this ability?
Cloud Kicks wants to display the number of Opportunity records associated with each Account.
Which solution should be used?
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?
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?
An app builder needs a custom solution and is considering using community. Ease of updates is the primary consideration.
What should the app builder consider?
The convert button on leads should NOT appear until the lead status picklist is set to a qualified. What should an app builder suggest to meet these requirements?
Cloud Kicks (CK) captures all shipping information in a custom object called Shipments__c. CK's app builder is tasked with creating an approval process to ensure department members can approve all overnight shipments.
Where should the app builder route the approval request?
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
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.
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?
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?
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?
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?
Service Agents are required to confirm a user's identity before providing support information over the phone.
Which feature can an app builder use to help agents meet this requirement?
Universal Containers (UC) has several large customers that sell their products through dealers. UC identifies and works with a single individual at each customer and at each dealer. Separate bills are sent to each customer and each dealer. These details need to be stored in a format that clearly displays the business entities and their appropriate representatives.
How should an app builder Implement these regalements?
Cloud Kicks has leads owned by users and queues. The sales manager wants the status to change to working when a user takes ownership.
What does an app builder need to have in the criteria to ensure the process runs without error?
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?
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?
Universal Containers has a Lightning record page that supports both the mobile app and desktop. An app builder has downloaded a custom Lightning component from AppExchange, but users are unable to view the component on mobile devices.
What can be the issue?
An app builder wants to update a field on the parent record when a child record connected via lookup is deleted.
What automation should the app builder use?
Universal Containers uses a private sharing model for opportunities. This model CANNOT be changed due to a regional structure A new sales operations team has been created. This team needs to perform analysis on Opportunity data, all should have read arid write access to all Opportunities.
What are two recommended solutions for the app builder to give the users appropriate access? Choose 2 answers
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?
Universal Containers wants to create a custom checkbox formula field on the Opportunity object. This formula should evaluate to true if the
following conditions are met:
* Stage is set to Negotiation/Review
* Close Date is less than 1 week away
Which formula meets these requirements?
A)
B)
C)
D)
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?
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 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 two conditions should the app builder review?
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 stayat 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?
Ursa Major Solar (UMS) is planning to hire some new employees. UMS wants to allow a job candidate (Job_Candidate__c) to apply for multiple open positions (Open_Position__c) and then be able to view the applications (Application__c) on the job candidate record. UMS also wants to view all the applications for a specific open position.
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?
Which three Salesforce functionalities are ignored when processing field updates in workflow rules and approval processes?
Where can an app builder edit an existing app to add components to the utility bar?
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?
Universal Containers wants some enhancements on its Opportunity page layout to improve efficiency and collaboration.
Which two solutions should an app builder suggest to help meet these requirements?
Choose 2 answers
Cloud Kicks works on an annual subscription model. When a sale 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 initial the contract process with the customer.
Which automation solution would meet these requirements?
Which two solutions prevent a formula field from being referenced by a Roll-Up Summary Field?
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
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?
Which two features can be used to allow users to access Flows?
Choose 2 answers
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
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?
The DreamHouse Realty (DR) service manager has asked for some improvements in case management 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.
What solution should an app builder implement to meet these requirements?
Cloud Kicks (CK) keeps track of its shoe inventory in Salesforce. When an order's status is changed to Activated, the inventory for the ordered shoe is reduced. At that point, a SOAP web service on the CK website must be called so that the website is updated to display the correct inventory amount for the shoe.
What should an app builder use to communicate to the CK web service when a shoe's inventory has changed?
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?
The VP of Sales wants a Chatter post to the All-Sales private group when an opportunity goes to the closed won stage.
What two tools should the app builder use to automate this process? Choose 2 answers
Universal Containers wants to track installation information once a container has been purchased on a custom object. Sales reps should have visibility of all the installations associated with their opportunities.
Which kind of relationship should this new object have to Opportunity?
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?
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?
The VP of sales at AW Computing would like a Roll-Up Summary field on the Account object to aggregate the amount of opportunities related to an Account. The app builder is unable to implement this change.
Why is the app builder unable to fulfill the request?
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?
UC has a requirement that an opportunity should have a field showing the value of its associated account's billing state. This value should not change after the opportunity has been created. Is there a recommended solution to configure this automated behavior?
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?
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?
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
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?
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 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?
At Universal containers, all US Sales reps should be able to view the US Team dashboard, however, only the US sales directors should be able to see the data in the component and view its source report. How can an app builder ensure the proper access is granted?
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?
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
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 wants users to have access to the pricing guidelines document when viewing a Contract related to an Account.
What feature should an app builder use to create easy access to the document?
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
DreamHouse Realty (DHR) recently acquired Cloud Kicks (CK), a company that is still on Salesforce Classic. DHR is keeping the CK Salesforce org; however, it will migrate this org to Lightning Experience.
Where should the app builder find prebuilt resources to help with this project and overall adoption?
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
Ursa Major Solar wants to create a relationship between the standard Contact object and a custom Solar Project object Contacts potentially be related to multiple Solar Project objects, and a Solar Project can have multiple Contacts associated with it.
How should an app builder configure the data model?
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?
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?
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 would like to embed a chart of all related Opportunities, by stage, on the Account detail page. Which type of report should the App Builder create to add to the Account page layout?
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?
AW Computing has a custom object for service plans.
A service plan needs to be associated to one and only one contact. The support manager noticed if the wrong contact is associated, the reps are unable to change the contact. The app builder already confirmed the user has correct access to the field and there are no validations associated with the service
plans.
What could be causing the issue?
The Recruiting ream at AW Computing captures thejob acceptance and date of hire of a candidate on the Job Application custom object. Once the candidate accepts the recruiter s job offer, the date of hire should be entered and not be changed on subsequent cecord edit.
Which validation formula 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?
An app builder at Ursa Major Solar has been working on a new custom app in a sandbox that has been upgraded to the next major Salesforce version, and their production instance is still on the current Salesforce version. The development is complete and they are ready to deploy a change set.
What should the app builder consider when planning the deployment?
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, what type of field should be created to support this requirement?
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
Ursa Major Solar wants to see the Type field from the parent object Galaxy listed on the child recordStar. The app builder is receiving an error stating "Picklist values are only supported in certain functions".
What formula should an app builder use to achieve the desired result?
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?
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?
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?
Which two report formats can be used as a source report to configure a reporting snapshot?
Choose 2 answers
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 (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?
Sales manager at universal containers would like to standardize what information sales rep are gathering. Sales rep 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. What feature should an app builder use to provide this functionally?
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 m production. When the app builder attempts to install the package in production, it fails.
Why did the package fail to install?
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?