Salesforce Certified Platform App Builder (Plat-Admn-202)
Last Update Oct 8, 2026
Total Questions : 349
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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?
Cloud Kicks models the relationship between Stores and Loyalty Members with a custom Store_Membership__c junction object that has two master-detail relationships, one to Store__c and one to Loyalty_Member__c . A regional manager has Read access to Store__c but no access to Loyalty_Member__c . The manager reports that Store_Membership__c records do not appear on the Store record page.
What should the Platform App Builder do to resolve this?
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 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?
Universal Containers has a custom object that holds over 100 fields. The App builder wants to break up the fields into separate tabs on the lightning page. Which Lightning component is most appropriate to fulfil this requirement?
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 allows all employees to submit reviews for leadership using a custom object called Review. These Reviews should only be Visible to the HR department and the employee who submitted the record Which three steps should an app builder take to properly control access to Reviews? 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?
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?
A Platform App Builder is asked to create a sandbox for a developer. The developer will be testing robust sample data sets and will need to store up to 250 MB of data. The sandbox will be refreshed each day.
Which type of sandbox should the app builder create?
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
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?
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?
Universal Containers generates leads from three different Sources: web, trade s, and partners. Some of the information Collected is applicable to all sources, there is also information that is unique To each type of lea What should an app builder configure to meet these requirements?
Universal Containers needs the 18-digit record ID from Opportunity records when exporting data to Excel in order to ensure each record is treated Uniquely. Which formula should an app builder use to create this new field?
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?
What is the process to upgrade an unmanaged package that is currently Installed in production?
An app builder wants to streamline the user experience by reflecting summarized calculations of Specific fields on various objects. Which three field types can be used in roll-up summary fields to accomplish this? Choose 3 answers
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?
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?
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 wants to embed a chart of all related Opportunities, By stage, on the Account detail page. Which type of report should an app builder create to add to the Account page layout?
A business user wants a quick way to edit a record ' s status and enter a Custom due date field from the record ' s feed in Salesforce Mobile App. What should be used to accomplish this?
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?
Cloud Kicks asked the app builder to insert a list of 25,000 records using Deduplication for the Delivery custom object. Which tool should be used?
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?
Universal Containers has 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 role hierarchy. Which feature should be used to enable marketing to see sales-owned accounts?
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?
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?
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
Universal Containers uses a Private sharing model on Accounts. User A and User B both own Accounts of their own and have been sent a link to a new Account record owned by User C. User A can open and view the record, but User B receives an insufficient privileges error. User A and User B have the same role in the role hierarchy as User C.
Why does User A have access, but User B does not?
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?
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?
The VP of Sales at Universal Containers has asked the app builder to let sales reps create opportunity records directly from the account, with a Number of fields pre-populate Which feature should the app builder use to allow users to create the opportunity?
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 And the shoe_c objects. Which type of field should an app builder create?
Duplicate management for Leads has been implemented at Universal Containers but it seems duplicate leads are still being create The Org Wide Default (OWD) is set to " Private " for Leads. Which two actions help prevent duplicate Leads from being created? Choose 2 answers
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 requires a standardized project management tracking system to be visible within its existing Salesforce environment. The Platform App Builder decides to browse AgentExchange to find a complete, preconfigured solution that includes custom objects, fields, and automation rules.
What should the app builder install from AgentExchange to ensure automatic upgrades to the package?
Universal Containers require different fields to be filled out at each stage of the Opportunity sales process. Which configuration steps can an app builder use to meet this requirement?
Which two features can be used to allow users to access Flows? 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?
AW Computing uses a private sharing model for opportunities. Whenever An opportunity with a type of Service Agreement is created, all users in the Service Manager role should be able to view the opportunity. Which tool should AW Computing use to accomplish this?
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 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?
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
Northern Trail Outfitters wants to initiate a daily backup of its Salesforce org. Which tool should an app builder recommend for this task?
Ursa Major Solar wants to create a relationship between the standard Contact object and a custom Solar Project object. Contacts can potentially be related to multiple Solar Project objects, and a Solar Project can have multiple Contracts associated with it. How should an app builder configure the data model?
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 (UNS) uses a public sharing model for accounts. UNS 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
Universal Containers needs to stamp the Stage_Last_Changed__c date field on the Opportunity record whenever StageName changes.
How should the Platform App Builder implement this request?
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?
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?
Universal Containers has a custom picklist called Support Level On the Account object. They would like to the real-time value of Support Level on all case records. How should an app builder implement this requirement?
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 streams loyalty data from an external system into Data 360 as a Data Model Object (DMO). When a loyalty member ' s tier in that DMO changes to Diamond, the company wants Salesforce automation to run automatically in near real time. The trigger is a change to the DMO in Data 360, not a change to a Salesforce record.
Which type of flow should the Platform App Builder use?
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?
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
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?
When an Opportunity Stage is changed to Closed Lost , users need to complete the Reason Lost field.
How should a Platform App Builder configure this requirement?
At Northern Trail Outfitters (NTO), a Platform App Builder built a new commission calculation flow and supporting components in a Developer sandbox. Before the change reaches production, the project lead requires sales operations users to validate the calculation against real Opportunity data. NTO has a Full sandbox available.
Which deployment plan should the app builder use?
An app builder just added a lookup field to Account from the Existing custom object, Box. Which report type is automatically created?
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?
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?
Cloud Kicks wants customer care agents to follow a guided, multi-step form directly on the Case record page to capture a product return. The form takes the agent through verifying the order, choosing a return reason, and confirming a refund method, collecting input at each step.
Which type of flow should the Platform App Builder use?
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
[Data Modeling and Management]
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?
At Cloud Kicks, a record-triggered flow on the Opportunity object that updates related Contract records has begun failing intermittently in production. The Platform App Builder needs to identify which element is failing and review the input and output values for each affected run without asking users to reproduce the error.
How should the app builder do this?
Universal Containers wants to build an onboarding process for new customers that includes multi-user interactions with multiple steps across different days.
Which automation tool should Universal Containers use?
The VP of sales at AW Computing would like a Roll-Up Summary field onThe 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?
Northern Trail Outfitters uses a custom object to track travel requests. Rangers want to have automatic posts on a record whenever a travel request has been approving Which feature should be used to accomplish this?
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
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 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?
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?
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. Before closing 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. Which solution provides the required access, given a private data model?
Cloud Kicks wants to display the number of opportunities that Are Closed Won with a Close Date within the last year on the Account detail Page. What should an app builder use to implement this?
Cloud Kicks (CK) increased its Salesforce development efforts so That it now has multiple custom development efforts happening in parallel. CK ' s developers and admins perform the customizations and have Complained that working in one sandbox has led to many problems. They Requested a solution in which they can work in at least 20 different Sandboxes at once, that all start with the same base configuration and Dat What should an app builder use to solve the problem?
Cloud Kicks wants to simultaneously delete a Supplier__c record and all Supplier_Item__c records if a partnership ends with a supplier.
Which solution should a Platform App Builder use to meet the requirement?
An app builder has a custom component they want to make available on the utility bar, but the component is unavailable. How should the component be tagged?
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
DreamHouse Realty has a mentorship program that pairs Experienced Realtors with new Realtors. Each experienced Realtor can Mentor one or several new Realtors, and each new Realtor is required to Work with a single experienced Realtor they report to for a probationary Perio Which type of relationship would an app builder set up to meet this Specification?
Universal Containers wants to match Opportunity data from Salesforce to records in a financial database.
What is required to configure an indirect lookup relationship in Salesforce between the Salesforce Opportunity records and those in a financial database?
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?
Cloud Kicks wants a visual representation to track delivery status.
Which component should a Platform App Builder recommend?
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?
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?
DreamHouse Realty wants to display a weather map component on a Lightning record page when a house is scheduled for a ing. How should the app builder meet the requirement?
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?
At DreamHouse Realty (DHR), a Platform App Builder built a new Property_Inspection__c custom object that includes fields, page layouts, an Apex class, a record-triggered flow, and a Lightning record page. The custom object is built in a Developer sandbox. The app builder must move these components to DHR ' s production org so the field team can begin using them.
Which deployment plan should the app builder use?
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?
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?
A services manager wants to make sure the team enters case priority consistently.
Which feature should a Platform App Builder use to accomplish this?
An app builder installed a custom Lightning component from AppExchange. What should be done next in order to configure the component for use in a record page?
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
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 wants to dynamically display a component on a Lightning record page for an account based on criteria about the related contact. Which solution should an app builder use 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 has deployed a change set from a sandbox to production. There is a long delay in the deployment.
What is causing the delay?
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
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?
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?
Universal Containers is setting up Salesforce for the first time. Management wants the sales and marketing teams to have different navigation menus in The Salesforce Mobile App. Which option is available to an app builder to satisfy this requirement?