Salesforce Platform App Builder Exam Practice Test Instant Access

Question 1

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?

ACurrency fields are unable to be referenced in Roll-Up Summary fields.

BThe organization has Advanced Currency Management enabled

CRoll-Up Summary fields are unavailable on the Account object.

DThe default currency is not an active currency in the organization,

Answer : B

The inability to create a Roll-Up Summary field in this context can be attributed to:

B . The organization has Advanced Currency Management enabled. When Advanced Currency Management (ACM) is enabled, it affects how currency data is managed and aggregated, impacting the functionality of roll-up summary fields that involve currency amounts across different records.

To address this limitation, consider using custom reporting or a custom solution like a trigger or a scheduled batch class to manually calculate and update the total.

For more information on limitations with ACM, consult Salesforce's help article on Advanced Currency Management.

Question 2

Sales reps want the ability to see who can view their account records and how the people have access.

Which button should the app builder add to the Account page layout to enable this?

ASharing Hierarchy

BNew Task

CSharing

DFait

Answer : C

The 'Sharing' button should be added to the Account page layout to allow sales reps to view the sharing details of an account record. This button enables users to see how access to the record is granted via roles, groups, and manual sharing.

A: Sharing Hierarchy provides a view of the role hierarchy but does not specifically detail record access.

B: New Task is unrelated to sharing visibility.

D: 'Fait' is not recognized in Salesforce context as a valid component or feature. Reference: Sharing an Account in Salesforce Help Documentation

Question 3

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 fulfill this requirement?

AHighlights panel

BRecord detail

CField section

DAccordian

Answer : D

The 'Accordion' Lightning component is designed to break up content into collapsible sections. This component would be suitable for managing the visibility of large numbers of fields by grouping them into separate tabs or sections that can expand and collapse. This makes navigation easier and declutters the interface.

A: Highlights panel is used for displaying key record information at the top of the page and is not designed for managing multiple fields.

B: Record detail displays all fields on a single layout, which does not suit the requirement to break up the fields.

C: Field section does not exist as a standard Lightning component. Reference: Accordion Component in the Lightning Component Library

Question 4

Universal Containers has several new fields they've requested for the Opportunity Product object.

What should an app builder be able to configure using a formula field?

AA hyperlink to the parent Account of the parent Opportunity.

BA Rich Text area field that uses HTML to bold certain characters.

CA combination of the Opportunity's Text and a Description fields.

DA mix of functions and concatenation of 10 Account fields and 10 Opportunity fields.

Answer : C

Formula fields in Salesforce can use various functions including text, mathematical, and logical functions to create simple or complex expressions. They can handle data from fields of the same record. Option C, 'A combination of the Opportunity's Text and a Description fields,' is a valid configuration for a formula field as it involves simple concatenation of text fields, which is supported. Options A, B, and D exceed the capabilities of formula fields:

A: Hyperlinks to other objects using formula fields do not directly support navigation to parent records of a different object.

B: Rich Text and HTML formatting are not supported in formula fields.

D: Formula fields have limits in their complexity and field references which would make mixing numerous fields from different related objects impractical and likely exceed formula size limits. Reference: Formula Field Overview on Salesforce Developer Guide

Question 5

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?

AOption A

BOption B

COption C

DOption D

Answer : B

For a formula to evaluate to true when the stage is set to 'Negotiation/Review' and the close date is less than one week away, the correct formula is:

Option B. This formula uses the ISPICKVAL function to check the text value of a picklist and compares the CloseDate to a week from today:

AND( I AND(

ISPICKVAL(StageName, 'Negotiation/Review'),

CloseDate - 7 < TODAY()

)SPICKVAL(StageName, 'Negotiation/Review'), CloseDate - 7 < TODAY() )

This formula checks that both conditions are met: it confirms the stage name is 'Negotiation/Review' and that the CloseDate is within the next 7 days from the current date.

Option A lacks the ISPICKVAL function necessary for evaluating picklist fields. Option C uses DAY(7) which is not a valid Salesforce formula expression. Option D also uses DAY(7) incorrectly and fails to use the ISPICKVAL function.

Reference for creating formula fields in Salesforce:

Formula Field Reference: https://help.salesforce.com/articleView?id=sf.customize_functions.htm&type=5

Question 6

Ursa Major Solar wants to automate a welcome email to new clients and include a customized survey about their buying experience. An app builder is tasked with this project and has very little time to build the solution from scratch, but still needs to be able to fully customize the solution.

What should the app builder do to meet the deadline and custom requirements?

AWork with a developer to create custom Apex code and a Lightning web component survey to meet the criteria,

BUse Salesforce flow to build the survey declaratively to meet the criteria and send it to the customer as an email.

CChoose a managed package from AppExchange that closely meets the requirements of the project, restricts programmatic development, but allows declarative development

DChoose an unmanaged package from Appexchange that closely meets the requirements of the project and allows programmatic development.

Answer : B

Given the need to automate a welcome email including a customized survey with customization requirements and a tight timeline, the best approach is:

Use Salesforce Flow to build the survey declaratively to meet the criteria and send it to the customer as an email (B). Flow is a powerful tool for automation in Salesforce, allowing the creation of complex workflows and user interactions without needing to write custom code. It can be used to build a survey and integrate it with email services for automated dispatch.

Working with a developer to create custom Apex and LWC (A) might meet the criteria but would not align with the limited time frame. Managed (C) and unmanaged packages (D) from AppExchange can provide pre-built solutions, but they may not offer the needed customization or could require more setup time than building directly in Flow.

Reference for automating processes with Salesforce Flow:

Salesforce Flow: https://help.salesforce.com/articleView?id=sf.flow_considerations_design.htm&type=5

Question 7

DreamHouse Realty (DR) asks for some improvements in case management. They want to enforce process compliance so that cases are unable

to be reverted to an earlier case status, and to ensure that certain fields are required when specific case criteria are met.

Which solution should an app builder implement to meet these requirements?

AConfigure validation rules with help text.

BCreate dependent picklist fields and set them as required.

CUse an approval process to check field criteria are met.

DMake the fields required on the page layout.

Answer : A

To ensure process compliance where cases cannot revert to an earlier status and certain fields are required based on specific case criteria, the recommended solution is:

Configure validation rules with help text (A). Validation rules enforce data integrity and business processes by preventing users from saving records if certain conditions are not met. For instance, a validation rule can prevent the status of a case from being changed back to an earlier status and can conditionally require fields based on other field values on the case.

Dependent picklists (B) ensure field values depend on another field's value but do not enforce the inability to revert status. Approval processes (C) are used for step-by-step record approval and are not designed to prevent status reversion or conditionally require fields. Making fields required on the page layout (D) ensures they are always required when accessing the record through that layout but does not enforce conditional requirements based on other criteria.

Reference for creating validation rules in Salesforce:

Validation Rules: https://help.salesforce.com/articleView?id=sf.validation_rules.htm&type=5

Salesforce Platform App Builder Salesforce Certified Platform App Builder Exam Practice Test