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

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Total 259 questions
Question 1

Sales managers at Cloud Kicks would like to standardize what information sales reps are gathering. Sales reps 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. Which feature should an app builder use to provide this functionality?



Answer : A

The correct answer is A. Path.

Sales managers want reps to see recommendations, sales strategies, and key fields at each step of the Opportunity sales process. Salesforce Path is designed for exactly this. Path can highlight key fields and provide customized Guidance for Success for each stage of a process.

For Opportunities, Path can show reps which fields matter at each sales stage and provide stage-specific guidance such as qualification tips, sales strategy, or next-step recommendations.

C . Approval Process is for record approval routing.

D . Global Action is for creating or updating records quickly, not guiding users through sales stages.

B is not the correct Salesforce feature for this requirement.

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Question 2

The app builder at AW Computing needs to capture information about sales rep help requests for sales engineering. Some Opportunities are more complex and require many different requests for help. Additionally, the date of the most recent request should be displayed on the Opportunity page. What should the app builder use to accomplish this?



Answer : C

The correct answer is C. Custom object with Master-detail field to Opportunity.

AW Computing needs many help requests related to one Opportunity, so the help request should be a custom child object under Opportunity. Because the Opportunity page must show the most recent request date, the app builder needs a Roll-Up Summary field on Opportunity using MAX on the request date field.

Salesforce roll-up summary fields work on the master side of a master-detail relationship, and MAX can be used for date/date-time fields.

A is backward because the master-detail field belongs on the child object, not Opportunity.

B and D use lookup relationships, which do not support standard roll-up summary fields.

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Question 3

Cloud Kicks (CK) has a formula field `specialty ` or Opportunity that gets its value from the `specialty ` field on the related Account. CK has changed its processes to allow opportunities to have different values for `Specialty ` than their Account. How can sales reps enter values for the `specialty ` field on Opportunity, while preserving the values on existing opportunities?



Answer : D

The correct answer is D. Create a new text field and import the formula field values in it.

The existing Specialty__c field is a formula field, so users cannot manually edit it. Formula fields calculate their value automatically from other fields. Since Cloud Kicks now wants Opportunity Specialty__c values to be different from the related Account value, the app builder should create a new editable field, such as a Text field, and then load the existing calculated formula values into that new field for existing Opportunity records.

This preserves historical Opportunity values while allowing sales reps to enter or update Specialty values going forward. Salesforce documentation explains that roll-up/formula-style calculated values are system-derived, while changing custom field types has limitations and requires care when data must be preserved.

A and B are incorrect because a formula field cannot simply become an editable text field while safely preserving all existing calculated values.

C is incomplete because creating a new text field without importing the existing formula values does not preserve the current values on existing Opportunities.

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Question 4

Dreamhouse Realty (DR) has many properties for sale and wants to Identify the highest value of all offer records on each Property_ record Which solution should the app builder use to meet DR's needs provided that there is a Master-detail relationship between the objects?



Answer : A

omprehensive and Detailed Explanation with all Platform App Builder documents: =

The correct answer is A. Roll-up Summary.

DreamHouse Realty wants to show the highest value from related Offer records on each Property record. Because the objects have a master-detail relationship, a roll-up summary field is the correct declarative solution.

Salesforce documentation explains that roll-up summary fields calculate values from related detail records and display the result on the master record. Salesforce also lists MAX as the roll-up type used to display the highest value from related records.

B is not a Salesforce field type for this requirement.

C, D, and E are data-entry field types and cannot calculate the highest related Offer value.

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Question 5

Universal Containers uses a custom picklist called `Account_Region ` or the Account object. The vice president of sales has asked that the value of this field is visible on Opportunities. How should an app builder create this solution?



Answer : B

The correct answer is B. Cross-object formula.

Opportunity has a standard relationship to Account, so an app builder can create a formula field on Opportunity that references the parent Account field. Salesforce defines a cross-object formula as a formula that spans related objects and references fields on those related objects.

Because Account_Region__c is a picklist on Account, the Opportunity formula would commonly be a text formula like:

TEXT(Account.Account_Region__c)

Field history tracking only tracks changes, a lookup field would create a relationship rather than display the Account field value, and field-level security controls visibility but does not copy or display the parent field on Opportunity.

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Question 6

The Director of Marketing at Northern Trail Outfitters wants the app builder to create a Formula field that tracks how many days have elapsed since a contact was sent a Marketing communication. The director is only interested in whole units. Which function should be used to return a date for calculating the difference?



Answer : A

The correct answer is A. TODAY().

The formula needs to calculate how many whole days have elapsed since a marketing communication was sent. The TODAY() function returns the current date as a Date value, which is appropriate for whole-day calculations. Salesforce documentation also shows that TODAY() can be used with addition and subtraction operators for date calculations.

NOW() returns a Date/Time value and can introduce fractional day/time calculations. DATEVALUE() converts a Date/Time or text value into a Date, but the question asks which function should return today's date for calculating elapsed days. DATETIMEVALUE() returns a Date/Time value, not the desired whole-date calculation.

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Question 7

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?



Answer : D

The correct answer is D. Flow.

The requirement is to automatically clear the Phone field on Contact when the Do Not Call checkbox is checked. A record-triggered Flow can run when a Contact is created or updated, check whether Do_Not_Call is true, and then update the triggering Contact record by setting the Phone field to blank. Salesforce Flow supports updating records, including directly updating the record that triggered the flow.

B . Validation rule is incorrect because it can block a save but cannot delete or clear the Phone field automatically.

C . Quick action is manual, not automatic.

A . If-then rule is not the best current Salesforce automation tool for this requirement.

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Total 259 questions