Platform App Builder 1
Salesforce Platform App Builder Quiz
Test your knowledge of Salesforce Platform App Builder concepts with this engaging quiz! Designed for both beginners and experienced users, this quiz will help you assess your understanding of various features and best practices in Salesforce development.
You'll encounter a wide range of questions including:
- Data management and automation tools
- User access and permissions
- Custom object relationships and field types
CK wants to have a visual representation to track delivery status. Which component should the app builder recommend?
Related record
Path
Related list
Details
The services manager wants to make sure the team enters case priority consistently. What feature can an app builder use to accomplish this?
Path
Next Best Action
Flow
In-App Guidance
UC needs the 18-digit record ID from Opportunity records when exporting data to Excel in order to ensure each record is treated uniquely. What formula should an app builder use to create this new field?
TEXT(Id)
ISNUMBER(Id)
CASESAFEID(Id)
VALUE(Id)
CK 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. What tool should be used?
Schema Builder
Lightning Object Creator
Data Loader
Import Wizard
UC have changes that need to be deployed from Sandbox to Production. Where should an app builder look to verify that a Change Set can be deployed?
Inbound Change Sets
Outbound Change Sets
Deployment Settings
Deployment Status
Properly installing managed packages helps prevent conflicts with customizations made by customers and partners. What functionality should be used to set up packages?
Namespace
Help setting
Description
Allow sharing
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 period. What type of relationship would an app builder set up to meet this specification?
Many-to-many
Lookup
Indirect Lookup
Master-detail
After a deal is closed, 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. What solution should an app builder use for this request?
Picklist field
Multi-select picklist field
Text field
Lookup field
UC has created a picklist field called Country on three separate custom objects. UC has a requirement to maintain a consistent list of values for this field on each object. Which feature should the app builder use?
Global Picklist Value Set
Next Best Action
State and Country Picklist
Field Update
UC 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?
Highlists panel
Related record
Related lists
Activities
When a sales rep submits an account for approval, UC 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?
Process Builder and Flow
Lightning component and Process Builder
Custom button and Flow
Custom picklist and Process Builder
The marketing director is concerned that too many car parts were given away for free last year. What functionality should be used to ensure all free parts receive the marketing directors' sign-off?
Process Builder
Chatter feed
Workflow
Approval process
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. What should app builder use to meet this requirement?
Page Layout
Activity History
Record Type
Validation Rule
An app builder has a custom component they want to make available on the utility bar, but the component is not available. How should the component be added?
For use on the utility bar
For use in Lightning App Builder
For use in App Manager
For use on record pages
UMS'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 an 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?
Contact Request Flow
Apex Trigger
Process Builder
Visualforce
In addition to apex code, what automation tool can also update fields on any record in Salesforce, even those that are unrelated to a current transaction?
Process Builder
Workflow rule
Visual Workflow
Approval Process
An app builder has created a new report type, but users can't select it from the Report Type list when creating a new report for the records that they own. What could cause this issue?
The report type is in the status of Deployed
Access to the necessary object is unavailable
Access to Create and Customize Reports is disabled
The report type is in the status of In Development
UC assigns system accessibility via Permission Sets and Permission Set Groups to ensure each user has proper accessibility. In a department, there are different levels of support staff: 1) Elementary staff needs five consistent Permission sets to complete duties 2) Some higher-level staff needs some additional permission sets exclusive to them. What should the app builder do to assign proper permission sets to users?
Utilize Data Import Wizard to mass update Permission sets and Permission set groups for the specific users
Utilize Data Loader to mass update Permission sets and Permission set groups for the specific users
Utilize manage assignments button to assign each user with the same set of permission set groups and permission sets
Utilize manage assignments button to assign a permission set group and individual permission sets to each user
UC is piloting new features in an existing sandbox and wants to prevent sending outbound emails during testing. What should the app builder do to meet the requirement?
Email relay to the configured host enabled
Email deliverability set to system email only
Email deliverability set to no access
Email configured for SMTP authentication
An app builder wants to add the option 'Send New Email' from Leads, Contacts, and Accounts for users on mobile. What is the benefit of using global actions to accomplish this?
The global action's layout automatically clones the default page layout.
Global actions are record-specific and are available when searching that particular object.
Global actions can be accessed anywhere; actions are available on mobile including record detail pages, feed, and Chatter groups.
Salesforce Lightning Component Library houses exiting global actions prebuilt for use.
UC wants to let its users have access to the pricing document when viewing a Contract related to an Account. Which feature should the app builder use to create easy access to the document?
Quick Action on the Account object
A custom detail page link on the Contract object
A custom detail page link on the Account object
Quick Action on the Contracts object
UMS 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?
The lookup relationship will need to be converted to a master-detail relationship before a roll-up summary field can be created.
The roll-up summary can be achieved by creating a formula field on the 'Galaxy__c' object.
A roll-up summary field will need to be created on the 'Galaxy__c' object with a field filter that selects all related 'Star__c' records.
The roll-up summary can be achieved by creating a formula field on the 'Star__c' object.
UC has a private sharing model for Accounts and Opportunities and uses Territory Management to grant access to records. Sales rep A manually shares an opportunity record with sales rep B. Sales rep B has access to shared opportunity's related account even though the account is NOT in sales rep B's territory. Sales rep C CANNOT see either record. Based on the information given, why can sales rep B see the shared opportunity's related account?
Sales rep B was added to the Account team.
Sharing set is grating access to the Account.
Implicit access to the Account.
Account was also manually shared.
Dream House Realty wants a message to be seen in a Chatter group actively monitored by account managers every time a customer's home is published on the web. How should messages be posted for this group?
Write a Flow to modify a record owned by a group Flow to modify a record owned by a group
Write an Apex Trigger to modify a record owned by a group
Configure a Workflow Rule with field update to post to Chatter
Create a Process Builder with an immediate action of post to Chatter
CK 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 to preexisting Long Text Area field to Text Area?
Preexisting information in the field will be completely lost.
Preexisting information will remain even if it was over 255 characters.
Preexisting information will truncate to the first 255 characters.
Preexisting information will cause an error message to pop up.
After discovering the second sun in the solar system, UMS wants to change the field relationship between 'Sun__c' and 'Planet__c' to a lookup rather than a master-detail. What should the app builder consider about the effect on reporting before making this change?
Existing reports created under the 'Sun__c' with 'Planet__c' report type made by Salesforce will be unusable, but not deleted.
Existing roll-up summary fields will remain on the 'Sun__c' object and available for reporting, but it will not be updated any more.
Existing roll-up summary fields will be deleted from the 'Sun__c' object and from any reports where they were added.
Existing reports created under the 'Sun__c' with 'Planet__c' report type made by Salesforce will be deleted.
An app builder creates an Account validation rule on the Industry field that will throw an error if the length of the field is longer than six characters. Another app builder creates a workflow rule with a field update that sets the Industry field to Technology whenever the Billing City field is San Francisco. What will happen if a sales rep saves an Account with a Billing City of San Francisco?
The record will not save and the validation rule's error message will be displayed.
The record will save but the Industry field will not change to Technology.
The record will save and the Industry field will change to Technology.
The record will not save and no error message will be displayed.
CK wants to make sure that users without the Marketing role are unable to update the Contact Retail_Opt_In__c picklist field to Yes. What validation rule would an app builder use to prevent other users from making this update?
AND( $UserRole.Name = 'Marketing', Retail_Opt_In__c="Yes" )
AND( $UserRole.Name != 'Marketing', ISCHANGED(Retail_Opt_In__c), ISPICKVAL(Retail_Opt_In__c, "Yes")
AND( $UserRole.Name != 'Marketing', Retail_Opt_In__c="Yes" )
AND( $UserRole.Name = 'Marketing', ISPICKVAL(Retail_Opt_In__c, "Yes")
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. What formula should an app builder use to select the contact's preferred name for email communications?
IF(NOT(ISBLANK(Nickname__c)),Nickname__c,FirstName)
IF(NOT(BLANKVALUE(Nickname__c)),Nickname__c, FirstName)
IF(ISNULL(Nickname__c),Nickname__c,FirstName)
IF(TEXT(Nickname__c),Nickname__c,FirstName)
When a deal is closed-won, it has to be approved by the owner's manager prior to being added to the leader board for a quarterly sales competition. An opportunity is won on the last day of the quarter and the manager is on vacation. What is recommended to ensure all of the appropriate deals are reviewed and the leader board is up to date?
Have the manager log on and reassign the approval request.
Use Process Builder to assign a delegated approver.
Set up a delegated approver for the manager.
D. Forward the approval request to the manager's assistant.
Which statement is true regarding Approval Processes in Salesforce?
You can specify who can edit locked records that have been submitted for approval.
You cannot lock records that have been submitted for approval.
All users in your Salesforce organization can submit records for approval.
Approval requests sent to a group consisting of more than one user require that all users unanimously approve.
What should an app builder consider when choosing a template for a new Lightning record page?
To view the record page, users need "View All Data" permissions for the object.
Page structure will automatically adapt to the device being used to view the record page.
Select a new template for each type of device users use to view the record page.
The template can be changed at any time after the initial save by clicking Edit Page.
UMS has made a great app that leadership wants to share with the world for free via AppExchange. What should an app builder consider about the type of package when uploading to AppExchange?
Managed packages provide intellectual property protection on Apex code
Managed packages need a per-user charge on AppExchange
Unmanaged packages can be set up to prevent user customizations
Unmanaged packages allow for patches on programmatic changes but not Apex
An app builder has created a custom object that should be populated in the Global Search results. What should the app builder do to ensure the results are generated in the Global Search?
Create a custom tab set to Default Off
Create a search layout
Create a custom tab set to Hidden
Create a search filter
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
Select Insert Null Values in Settings.
Use Data Loader to update leads using the CSV file.
Select the correct record type.
Use Import Wizard to update leads using the CSV file.
An app builder uses Process Builder to create a Chatter post. Which two items should be avoided to ensure a post is successfully created? Choose 2 answers
Message is posting to a private Chatter group
Message starts with a field reference
Message has a space at the beginning
Message is posting to a Community user or group
UC has a custom 'Invoice__c' object and a custom 'Invoice_Line_Item__c' object. The 'Invoice_Line_Item__c' object has a lookup relationship to the 'Invoice__c'. 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
'Invoice_Line_Item__c' records exist without having the 'Invoice__c' lookup field populated.
There is a roll summary field on the 'Invoice__c' object.
Custom objects are unable to be on the detail side of a master-detail relationship.
There are already two master-detail relationships on the 'Invoice_Line_Item__c'.
An app builder uses Process Builder to create a Chatter post. Which two items should be avoided to ensure a post is successfully created? Choose 2 answers
Message is posting to a private Chatter group
Message starts with a field reference
Message has a space at the beginning
Message is posting to a Community user or group
Sales representatives at UC should be restricted to view Cases associated with Accounts in their territory. UC's data model sharing for Accounts is private and an administrator owns all the Accounts in the UC org. Which two options should an app builder use to fulfill this requirement? Choose 2 answers.
Set sharing for Cases to 'Private'.
In the Territory Model, set Case Access to 'View'.
Create a sharing set to share Cases with internal sales representatives.
Add sales representatives to the Account Team for Accounts, with 'Read only' access to Cases.
What are two reasons to create an unmanaged package? Choose 2 answers
Publishing an application for sale on AppExchange.
Distributing open-source projects on the AppExchange.
Distributing upgradeable components to other Salesforce org.
Deploying from a Developer Edition environment.
UC use Contracts for agreement 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
Create an approval process on the Contract object and set the field for 'Next Automated Approver Determined By' as 'Manager'.
Create an approval process on the Contract object with one step for each sales manager that sets the approver as the director.
Create a validation rule on the Contract object that prevents updates to the contract record while it is being reviewed.
Create an approval process on the Contract object with criteria set on a second approval step set as 'Amount__c > 10,000' and set the approver as director.
DreamHouse Realty (DR) is expanding into subsidized housing by partnering with local government entities. DR uses Sales Cloud and enables 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
Rich text field values of all lengths are displayed fully in reports.
Audit Trail is available through REST API extracts.
Data loss may occur when changing custom field types.
Field History Tracking records value changes of 255 characters or less.
To increase adoption, UC 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 the other two 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
Roll-up summaries are limited to master-detail relationships.
Roll-up summaries allow MAX, MIN, SUM, COUNT, and AVG.
An object can have 25 roll-up summaries.
An object can have 20 object references.
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
If the list view contains more than one record type
If the list view contains a chart created by the user
If the list view restricts sharing for the user
If the list view selected is the recently viewed list view
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
My Domain must be deployed to add custom components to the page with the App Builder.
A custom tab must be created to add custom components to the page with the App Builder.
The component is tagged for record pages instead of home pages and is not showing up in the App Builder.
The component requires a developer permission to add it to the page with the App Builder.
The CK sales team is currently using a sales app in Lightning Experience. CK is planning a Salesforce mobile app rollout next month to increase productivity for reps while out in the field. After reviewing the mobile app, the sales operations manager asks about ways to create an enhanced user experience. Which two solutions could an app builder suggest? Choose 2 answers
Set up different mobile menu configurations for different types of users.
Create a custom App Page and assign to the mobile menu.
Include Today as a navigation item in the app.
Allow mobile users to switch between Lightning and Classic.
UC wants the sales reps to clean up its Salesforce customer contacts using the Contacts tab. Which two solutions can be used to support and simplify this process using a list view? Choose 2 answers
Filter the list view by customer record type and enable inline editing functionality.
Make the list view dynamically so only "My Contacts" are visible to the user.
Add a chart to the list view to show the percentage of contacts that have already been cleaned up.
Clone a master list view for each user on the team so they can view their customers.
UC 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
Add a Path component with fields and instructions aligning to stages on the Opportunity.
Use two Tabs components to separate record information from activities.
Mark stage dependent fields as required on the Opportunity page layout.
Set up an approval process requiring manager consent at each stage of the Opportunity.
CK tracks the support level of its customers on the account record page. CK wants to show a text notification on a case record page when the related account is a platinum-level customer. How could an app builder meet this requirement?
Add a rich text area to the Case Lighting page > Set the component visibility of the rich text area to show when the account support level is platinum.
Create a text-only Visualforce page > Clone the case page layout > Drag the Visualforce component into the page, and assign the layout to platinum cases.
Create a text-only Visualforce page > Drag the Visualforce component into the Case page layout > Set its visibility to show when the account support level is platinum.
Clone the Case Lightning page > Add a rich text area to the new page, and assign this page to platinum accounts.
CK received a new requirement to calculate summaries from child objects of a standard object. The team would prefer to solve this declaratively. What are two considerations an app builder should evaluate? Choose 2 answers
An object can have up to two master-detail relationships.
An app builder is unable to change a lookup to a master-detail relationship.
A value is required in all records of the lookup field prior to converting to a master-detail relationship.
A trigger on save or update can kick off calculations.
Which two solutions prevent a formula field from being referenced by roll-up summary field? Choose 2 answers
A cross-object field reference in the formula field
The CASE( ) function in the formula field
The NOW( ) function in the formula field
Across object workflow updating a field referenced by the formula field
An app builder has modified a Lightning record page for a case and has added an email button item to the page layout; however, users are NOT seeing the new item on the layout. What are two potential reasons why users are unable to view the item on the Case Lightning record page? Choose 2 answers
The page layout includes the case feed component.
The email button contains JavaScript.
The case page layout also contains custom buttons.
The page layout excludes the case feed component.
An app builder is preparing to deploy a new app from the sandbox to production using change sets. What two considerations should an app builder keep in mind during this process? Choose 2 answers
Change sets do not include all components and may have to perform some changes manually.
Users should be logged out of production when receiving inbound change sets.
Salesforce Connect automatically establishes a link between environments.
Transactions will revert if the deployment errors.
UC is migrating its sales operations from a legacy system that was used in Europe. Opportunities need to be imported with the proper country currency. Which two steps should an app builder configure to meet this requirement? Choose 2 answers
Include the Currency ISO Code Column in the import file.
Use Import Wizard to import the records.
Include the Currency ISO code in all currency fields in the import file.
Use Data Loader to import the records.
The customer service team at Universal containers uses a custom Project object to track their customer projects. An App builder needs to create a relationship between the project object and the related client Account record. A private sharing model is in place for both Accounts and projects. Which statement is true when creating an Account lookup field on the Project object? Choose 2 answers
The account lookup field on the project record can be made optional.
Cross-object field updates between the Project and Account records are not supported.
Users can only delete Accounts if they have access to related projects records.
The account record can include roll-up summary field with data from the project records
Which two places can an app builder go to see a list of available Custom Lightning components in their org? Choose 2 answers
Lightning App Builder
Lightning components in Setup
Lightning component Generator
Visualforce components in Setup
CK 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
Process Builder
Workflow
Apex
AppExchange
CK switched to Lightning Experience and started using Chatter across its global workforce to support its fast-paced sales cycle. CK loves Chatter but struggles with gathering feedback from core team members, including understanding who is available to respond. Which two ways could CK use in Chatter to solve this problem? Choose 2 answers
Topics
Streams
Out of Office
Polls
Which type of relationship can be defined with external objects? Choose 2 answers
Cross organizational look-up
External look-up
External master-detail
Indirect look-up
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
External objects
Custom objects
Related objects
Big objects
An app builder has been asked to create separate Opportunity views for three different teams. Each team follows a different sales process and should see different values for the same fields. Which three declarative options should the app builder use to accomplish this? Choose 3 answers
Page Layouts
Profiles
Apex Trigger
Path
Schema Builder
CK 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? Choose 3 answers
Invocable Process Builder
Email Alert
Task
Outbound Message
Invocable Flow
An app builder wants to use Process Builder to automate some of the work being done by the sales team. What are three capabilities of Process Builder that can improve productivity? Choose 3 answers
Send and outbound message
Send an email alert
Create a child record
Update related record
Delete a related record
What type of field can be referenced by a Roll-up Summary field using SUM? Choose 3 answers
Formula
Currency
Number
Percent
Date
Sales reps at CK forget to submit for approval when CK needs orders to be reviewed before close won. CK wants to automatically submit Opportunities to the Secure Commitment Stage and eliminate manual submission. Which three features would meet the business requirements? Choose 3 answers
Apex
Flow
Workflow
Chatter action
Process Builder
Due to the complexity of the UC sandbox release schedule and requirements, it is advised that change sets are used as often as possible to migrate from one environment to another. Which three common items can an app builder move when using a change set? Choose 3 answers
Web-to-lead
Standard fields
Custom objects
Apex class
Custom field
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