Pass the Salesforce App Builder Platform-App-Builder Questions and answers with CertsForce

The correct answer is B. Validation Rule.

DreamHouse Realty wants to prevent an Opportunity from entering the Qualified stage unless Expected_Close_Date__c is populated. A validation rule is the correct tool because Salesforce validation rules check whether record data meets specified criteria before the user can save the record.

A validation rule could check:

Stage = Qualified

AND

Expected_Close_Date__c is blank

If both are true, Salesforce blocks the save and displays an error message.

A. Page Layout can make a field visible or required on a layout, but it cannot conditionally require the field only when Stage equals Qualified.

C. Activity History is unrelated.

D. Record Type controls business processes and layouts but does not enforce this condition by itself.

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The correct answer is C. Create a master-detail relationship between the parent and child object with a roll-up summary field that filters on the status field.

A roll-up summary field is the recommended declarative solution when Salesforce needs to summarize child-record data on a parent record. Salesforce documentation states that roll-up summary fields calculate values from related records and are defined on the master side of a master-detail relationship.

In this scenario, Opportunity is the parent and Detailed_Sales__c is the child. The roll-up summary field can summarize sales metrics and use filter criteria so only child records where Status = Active are included.

Why others are incorrect:

A is incorrect because a third-party AppExchange app is unnecessary when native roll-up summary functionality meets the requirement.

B is incorrect because Apex is not recommended when a declarative feature can solve the requirement.

D is incorrect because lookup relationships do not support standard roll-up summary fields. Salesforce documentation states that lookup relationships are similar to master-detail relationships, except they do not support roll-up summary fields.

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Collection Sort is designed to reorder a collection and optionally reduce the number of records retained after sorting. Salesforce documents that the Collection Sort element can sort a record collection by a selected field in ascending or descending order and can specify the maximum number of items to keep afterward. The flow should therefore sort the Opportunity collection by Amount in descending order and retain only five records. A Collection Filter selects records based on Boolean-style criteria, but it does not identify the top N records based on ranking. A Decision controls execution paths rather than restructuring a collection. Transform maps data between structures but is not intended to rank and limit records. Collection Sort directly implements both requirements—highest Amount first and only five records retained.

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The verified answer is A. Applications is the detail object in a master-detail relationship, so its record access is inherited from the Internship master. Salesforce explicitly states that custom objects on the detail side cannot have independent sharing rules, manual sharing, or queues because they do not have an independent Owner field. To let recruiters edit Application records, the app builder must therefore grant the required Read/Write access to the related Internship master records, such as through a sharing rule. Option C is invalid because the detail object ' s sharing model cannot simply be independently configured as Public Read/Write. Option D is also invalid because a detail custom object cannot have its own sharing rule in this configuration. This corrects the PDF answer key, which identifies D.

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The correct answer is D. Create an Apex Trigger on the Account object.

The requirement is conditional: allow Account deletion generally, but block deletion when the Account has open Opportunities. A validation rule is not the correct tool because validation rules evaluate record data during save operations, while this requirement is specifically about preventing a delete operation.

An Apex before delete trigger can query related open Opportunities and call addError() on the Account record to stop the delete. Salesforce Apex documentation confirms that triggers can run before or after delete events, and trigger errors can prevent DML operations from completing.

A is incorrect because removing Delete permission blocks all Account deletion.

B is incorrect because removing the Delete button is not security and does not stop deletion through other channels.

C is incorrect because validation rules are not the right mechanism to block conditional deletes.

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The correct answer is A. Build a global action to create Contacts.

Sales reps need a fast mobile-friendly way to create new Contact records and complete additional details later. A global quick action is the best fit because it lets users create records quickly without needing to navigate deeply into the app. Salesforce documentation states that global actions allow users to create or update records without leaving the page they are on. Salesforce also documents that Create a Record global actions let admins choose the object to create, such as Contact.

Salesforce mobile uses quick actions in the action bar/action menu, making them suitable for fast record creation on mobile.

B. Path is used for guided stages, not quick contact creation. C. Mobile menu customization improves navigation but does not simplify the create process enough. D. Compact layout controls key field display, not fast record creation.

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The correct answer is C. Data Export Service.

Salesforce Data Export Service is the native tool used to export backup data from a Salesforce org. It allows admins to create export files of Salesforce data and schedule exports. Salesforce documentation describes Data Export as the feature for exporting backup data from Salesforce.

Important exam note: the question says “daily backup,” but standard Salesforce Data Export scheduling is commonly weekly or monthly depending on edition and settings. Among the listed options, Data Export Service is still the correct Platform App Builder answer.

A is incorrect because refreshing a Full Copy sandbox is not a backup strategy.

B is incorrect because packages move metadata, not org data backup.

D is incorrect because “Support expert” is not the Salesforce backup/export tool.

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The correct answer is B. User will be presented with a “Record Lock” notification.

When a record is submitted for approval, Salesforce locks the record to prevent users from editing it during the approval process. Salesforce documentation states that records submitted for approval are locked, and by default only admins can edit locked records unless editability settings allow otherwise.

The employee submitted the Opportunity for approval, so the employee cannot simply edit the Description field after submission. The expected user experience is a locked-record message.

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The correct answer is A because Case_Issue__c is described as a junction object. In Salesforce, a junction object is typically built with two master-detail relationships to model a many-to-many relationship.

Salesforce documentation states that sharing access to a junction object record is determined by the user’s sharing access to both associated master records and the sharing setting on the relationship fields.

So, for auditing users to view Case_Issue__c records, they need read access to both parent/master records: Case and Issue__c.

Why others are incorrect:

B misses access to Issue__c.

C includes only the junction object and misses both parent/master records.

D misses access to Case.

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The primary object of a custom report type is a fundamental design choice and cannot be changed after the report type is saved. Salesforce explicitly states in both the Enhanced and Legacy Custom Report Type Builder documentation that after saving a custom report type, the selected primary object cannot be changed. The primary object determines the base set of records represented by the report type and controls how additional related objects can subsequently be included. Consequently, the app builder must choose the Job Application object deliberately before saving the report type. Deployment does not permanently prevent a custom report type from being deleted, and the other options do not describe the core configuration limitation being tested. Therefore, B is the documented Platform App Builder consideration.

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