Salesforce Certified Platform App Builder Plat-Admn-202 Exam Questions

Answer : B, C, D

The opportunity standard fields that are available to be configured directly are Stage, Lead Source, and Type. These fields can be modified by editing their picklist values, adding or removing values, or changing their default values. Option A is incorrect because Forecast Category is not a standard field on the opportunity object, but rather a system field that is automatically derived from the Stage field.

Answer : B, C

For managers to respond to approval requests for opportunities above $50,000 in the Salesforce mobile app:

B . In-App Notification: Managers receive notifications within the Salesforce mobile app when there is an approval request, allowing them to approve or reject directly from the notification.

C . Record Detail: Managers can access the approval request directly from the Opportunity's detail page in the mobile app, where they can review and respond to the request.

Steps to configure approval process notifications:

Navigate to Setup Approval Processes select the relevant approval process.

Ensure the process is active and configured to send notifications to approvers.

Managers need to have the Salesforce mobile app configured to receive notifications.

For best practices on managing approvals in Salesforce, see Approvals in Salesforce.

Answer : A

A summary report on the opportunity object should be created to add to the account page layout. A summary report groups rows of data by common values and allows users to create charts based on aggregate values. A summary report on the opportunity object can group opportunities by stage and display a chart of all related opportunities on the account detail page.

Answer : B

Opportunities are in a master-detail-like relationship with Accounts (standard lookup behaves with special roll-up capabilities). Salesforce provides a standard roll-up summary feature on the Account object to count related Opportunities.

Why B (Roll-up Summary) is correct:Exact Extract:''Use a roll-up summary field to automatically display a value from related detail records on a master record. You can count related records, or calculate the sum, min, or max of a field on those records.'' --- Salesforce Help | Roll-Up Summary FieldsOn Account, you can create a roll-up summary field to COUNT related Opportunities.

Why B (Roll-up Summary) is correct:Exact Extract:''Use a roll-up summary field to automatically display a value from related detail records on a master record. You can count related records, or calculate the sum, min, or max of a field on those records.'' --- Salesforce Help | Roll-Up Summary FieldsOn Account, you can create a roll-up summary field to COUNT related Opportunities.

Why not A:Formula fields cannot count related records.

Why not C:AppExchange is not required; Salesforce provides native functionality.

Why not D:A lookup only links records---it does not perform aggregation.

Salesforce Help | Roll-Up Summary Fields

Salesforce Platform App Builder Exam Guide | Data Modeling and Management

Answer : A

The Highlights Panel in the Lightning Record Page displays key fields and record actions prominently at the top of the page, exactly as described in the requirement.

Why A (Highlights Panel) is correct:Exact Extract:''The highlights panel displays important fields and key record actions at the top of the record page in Lightning Experience.'' --- Salesforce Help | Highlights Panel

Why not B:Path is used to visualize progress through stages (e.g., Opportunity Stage), not display multiple fields.

Why not C:A custom component is unnecessary since the standard Highlights Panel fulfills the requirement.

Why not D:Accordion is used to organize information in collapsible sections, not display key fields at the top.

Salesforce Help | Highlights Panel

Salesforce Platform App Builder Exam Guide | User Interface

Answer : A

Create a page layout with the field and use field-level security to hide the field from all other users is how the app builder should meet the requirement of making the comment field on Review private to anyone outside of HR department. Field-level security can control which profiles can view or edit a field on a record. Create an Apex sharing rule, create a sharing rule to share the field with VP of HR with Role and Subordinates, and create a page layout with the field for HR users and another page layout without the field for all other users are not valid or feasible solutions for this requirement.

Answer : B, D

The app builder should use two tools to automate this process:

Process Builder: This is a type of automation tool that can execute actions based on certain criteria. In this case, the process builder can have a criteria that evaluates if an opportunity goes to the closed won stage, and then execute an action that posts a message to a Chatter group.

Workflow: This is another type of automation tool that can execute actions based on certain criteria. In this case, the workflow can have a criteria that evaluates if an opportunity goes to the closed won stage, and then execute an action that posts a message to a Chatter group. Option A and C are not tools that can automate this process.