Salesforce Certified Platform App Builder Exam Dumps & Practice Test Questions
Question No 1:
Which of the following Salesforce features are ignored when processing field updates in workflow rules and approval processes? (Select three.)
A) Field-level security
B) Record type picklist value assignments
C) Multiple currencies
D) Validation rules
E) Decimal places and character limits
Correct Answer:A, B, C
Explanation:
Salesforce provides workflow rules and approval processes to automate actions based on certain criteria. These tools can trigger field updates, send emails, or create tasks. However, some Salesforce features do not affect the field updates performed by workflow rules and approval processes. Knowing which features are ignored during these updates is important for configuring automation that works as expected.
Here’s why the selected features are ignored:
Field-level security (A):
Field-level security determines the visibility and edit permissions of fields based on user profiles. However, during field updates in workflow rules or approval processes, field-level security settings do not apply. This means that even if a user does not have permission to view or edit a specific field, the field update will occur regardless. This behavior can sometimes lead to confusion if users are unaware that fields can be updated automatically, even though they cannot manually access or modify those fields.
Record type picklist value assignments (B):
Salesforce allows administrators to define picklist values for different record types. However, these record type-specific picklist value assignments do not influence field updates in workflow rules and approval processes. If a workflow rule updates a picklist field, the value set by the workflow may not align with the values typically available for a particular record type. This can result in the selection of a picklist value that is not normally accessible based on the record type, which may bypass the usual constraints.
Multiple currencies (C):
Salesforce supports multiple currencies to cater to different regions and currencies. However, the currency settings do not apply during field updates in workflow rules and approval processes. This means that currency fields may be updated without considering the user's or organization's active currency settings. This can cause discrepancies in the currency format if the automation is intended to interact with specific currency values.
Features that are not ignored during field updates:
Validation rules (D):
Validation rules are checked before any field update occurs. If the conditions defined in the validation rule are not met, the field update will be prevented. These rules are important to ensure data integrity.
Decimal places and character limits (E):
These constraints are enforced on fields with number formatting and character length restrictions. They will be applied when field updates occur, ensuring that the data fits within the allowed parameters.
In summary, understanding which Salesforce features are not considered during field updates in workflow rules and approval processes is essential for creating predictable and efficient automation.
Question No 2:
An app builder wants to integrate Salesforce with an external web service and needs to notify the service whenever an Opportunity record is marked as "Won."
Which two solutions can be used to achieve this? (Choose two.)
A) Use a workflow rule and an outbound message.
B) Use Process Builder with an outbound message.
C) Use a flow and an outbound message.
D) Use Process Builder and Apex code.
Correct Answer: B, D
Explanation:
To notify an external web service when an Opportunity is marked as "Won," we need to use Salesforce tools that can integrate with external systems and trigger actions based on specific events. The following two solutions are the most effective:
Process Builder with an Outbound Message (Option B):
Process Builder is a powerful tool that automates processes based on conditions. In this case, a Process Builder can be configured to trigger whenever the Opportunity’s Stage is updated to "Closed Won." The process can then send an outbound message to notify the external web service. An outbound message is a simple and declarative method to send data to an external system without needing custom code. This solution is fast to implement and requires no coding knowledge, making it ideal for simpler integration scenarios.
Process Builder and Apex Code (Option D):
For more complex integration requirements, combining Process Builder with Apex code offers greater flexibility. If the external web service requires advanced interactions, such as making REST API calls, handling responses, or performing additional logic before notifying the service, Apex code can be used. Apex allows developers to make HTTP requests to the external system, process responses, and manage error handling, which is not possible using just outbound messages. This approach provides a more customized and robust solution for integration.
Why other options are not ideal:
A. Workflow Rule and Outbound Message:
Workflow rules are more limited compared to Process Builder. While workflow rules can send outbound messages, they lack the capability to handle more complex logic or multiple actions that Process Builder can manage. Moreover, workflow rules are less flexible than Process Builder and are now considered less optimal for many use cases.
C. Flow and Outbound Message:
While Flows are useful for automating processes, they are more suited for guiding users through steps or collecting inputs. Using a Flow to notify an external web service can be overly complicated for a simple notification task. A Flow with an outbound message adds unnecessary complexity to a scenario where Process Builder would be more efficient.
In conclusion, using Process Builder with either an outbound message or Apex code is the best solution for notifying an external web service when an Opportunity is marked as "Won."
Question No 3:
Which type of Salesforce sandbox allows the use of a template to control which data is included in the sandbox copy?
A. Developer Sandbox
B. Developer Pro Sandbox
C. Config Sandbox
D. Partial Sandbox
Correct Answer: D
Explanation:
Salesforce provides different types of sandboxes designed to meet various testing and development needs. These sandboxes replicate parts of your production data, which allows you to test and develop without impacting the live system. Among these options, the Partial Sandbox is the one that allows for the use of a sandbox template to control the data included in the copy.
The Partial Sandbox is designed to let you create a custom template that specifies which objects and records are copied. This makes it ideal for cases where you need a subset of production data for testing without replicating the entire dataset. The template lets you select specific objects, such as accounts or opportunities, and ensure only relevant data is included in the sandbox environment.
On the other hand, the Developer Sandbox and Developer Pro Sandbox are used for isolated development and do not include data templates. These sandboxes typically contain minimal data, such as configuration data, and are focused on providing a space for developers to work without worrying about large datasets. The Config Sandbox, as the name implies, is focused on configuration settings and metadata rather than data, and it does not support templates for selecting data.
Thus, the Partial Sandbox is the best choice when you need more than just configuration data but do not require the full production dataset. This sandbox allows you to control the data you bring over and ensures you can replicate key business processes with a reduced set of data.
Question No 4:
What type of report should be created to display a chart on the Account detail page showing related Opportunities grouped by their stages?
A. A summary report on the Account object.
B. A tabular report on the Account object.
C. A summary report on the Opportunity object.
D. A tabular report on the Opportunity object.
Correct Answer: C
Explanation:
To display a chart that shows related Opportunities grouped by their stages on the Account detail page, the best approach is to create a Summary Report on the Opportunity object. Here’s why:
First, the goal is to show Opportunities related to a specific Account, with the data grouped by Opportunity stages. Since Opportunities are child records of Accounts, the report must be based on the Opportunity object, not the Account object.
A Summary Report on the Opportunity object is the ideal choice because it allows for grouping data. In this case, you would group the Opportunities by their stage, making it easy to create a chart that visualizes the distribution of Opportunities across different stages (e.g., Qualification, Negotiation, Closed Won). This grouping is essential to building a dynamic and informative chart that reflects the data.
Other report types are not suitable for this purpose:
A Tabular Report (options B and D) simply lists records without any grouping, so it wouldn’t support creating a chart based on Opportunity stages.
A Summary Report on the Account object (option A) would not provide the relevant data about related Opportunities, as it only shows information about the Account itself and cannot group data based on Opportunity stages.
Once the Summary Report is created, it can be embedded as a chart component on the Account detail page layout. Salesforce allows embedding report charts into record pages, which is the solution Universal Containers is seeking to implement.
Question No 5:
When creating a new Opportunity Stage picklist value in Salesforce, which three of the following values are required to be defined? (Choose three.)
A. Quota
B. Forecast Category
C. Amount
D. Probability
E. Type
Correct Answer: B, D, E
Explanation:
In Salesforce, the Opportunity Stage picklist defines the stages an Opportunity goes through during its lifecycle. When customizing or creating a new Opportunity Stage value, there are several parameters that must be defined to ensure accurate forecasting, reporting, and overall functionality within Salesforce.
The three key values that need to be defined when creating a new Opportunity Stage are Forecast Category, Probability, and Type. Let’s look at why each of these is important:
Forecast Category (B) is used to categorize the Opportunity Stage in terms of how it contributes to forecasting. Common categories include Pipeline, Closed Won, Closed Lost, and Best Case. This categorization helps Salesforce understand how each stage impacts the forecasted revenue, providing more accurate predictions based on Opportunity data.
Probability (D) represents the likelihood that the Opportunity will successfully close during that stage. For instance, an Opportunity at the "Negotiation" stage might have a 75% probability of closing. This helps sales teams and management gauge the potential of closing opportunities and prioritize their efforts accordingly.
Type (E) classifies the Opportunity into categories such as New Business or Existing Business. This helps segment Opportunities for different types of reporting and analysis, allowing for better tracking of new versus ongoing business.
On the other hand, Quota (A) and Amount (C) are not required when defining a new Opportunity Stage. Quota is tied to sales targets and is not needed for stage creation, while Amount refers to the monetary value of the Opportunity, which can be adjusted separately within the Opportunity record.
Therefore, when configuring a new Opportunity Stage, you must define the Forecast Category, Probability, and Type to ensure the stage integrates well into forecasting, sales processes, and reporting.
Question No 6:
Universal Containers uses a custom object called "Candidates" to store information about individuals considered for job positions within the company. Employees can create Candidate records, but only Human Resources (HR) users should have the ability to view, edit, and report on the Salary field related to each Candidate.
What is the best way to control access to the Salary field?
A. Create and assign separate Candidate page layouts for general employee users and HR users.
B. Restrict access to the "Salary" field for general employee users using field-level security.
C. Create and assign separate Candidate record types for general employee users and HR users.
D. Restrict access to the "Salary" field for general employee users using custom sharing settings.
Correct Answer: B
Explanation:
Controlling access to specific fields is crucial for protecting sensitive information in Salesforce. In this case, the Salary field in the "Candidates" custom object should only be accessible to HR users, while other employees should not be able to view or edit it.
Let's analyze each option:
A. Create and assign separate Candidate page layouts for general employee users and HR users
Page layouts control how information is displayed on the user interface, but they do not restrict access to the data itself. While you can configure different layouts for HR and general users, this does not prevent non-HR employees from accessing the Salary field in reports, APIs, or other places. Therefore, this option does not effectively limit access to sensitive fields.
B. Restrict access to the "Salary" field for general employee users using field-level security
Field-level security (FLS) is the best way to control access to specific fields in Salesforce. FLS allows administrators to set visibility and edit permissions for individual fields. By applying FLS, HR users can have full access to the Salary field, while general employees can be restricted from viewing or editing it. This solution ensures that the Salary field is protected at all levels of access, including page layouts, reports, and API calls.
C. Create and assign separate Candidate record types for general employee users and HR users
Record types control business processes, picklist values, and page layouts, but they do not directly control field-level access. While record types can help organize how data is handled, they do not prevent access to specific fields like Salary. As a result, this option does not address the need for restricting access to the Salary field.
D. Restrict access to the "Salary" field for general employee users using custom sharing settings
Custom sharing settings manage access to entire records or sets of records, not individual fields. Sharing rules are used to control who can view or modify records, but they do not restrict access to specific fields such as the Salary field. Thus, this option is not appropriate for controlling field-level access.
The best method is B, as field-level security directly limits access to the Salary field while allowing HR users to manage and report on the data without exposing it to non-HR staff.
Question No 7:
What are two ways an app builder can grant object-level access to users in Salesforce? (Choose two.)
A. Public Groups
B. Permission Sets
C. Roles
D. Profiles
Answer: B, D
Explanation:
Object-level access determines whether users can interact with records of a particular object (such as Accounts, Contacts, Opportunities) in Salesforce. This access is essential for defining security settings and controlling functionality within the platform. Two primary methods for managing object-level access are Permission Sets and Profiles.
Permission Sets (Option B)
Permission sets are used to extend a user's access to specific objects or functionality without changing their profile. If a user needs access to an object that their profile does not grant, an app builder can assign a permission set to that user, which allows more granular control over their permissions. Permission sets enable flexibility, allowing app builders to grant additional object-level access without altering profiles.
Profiles (Option D)
Profiles define the base level of object access for users in Salesforce. A profile specifies which objects a user can interact with and the type of access they have for each object (e.g., read, create, edit, delete). Every user must have a profile, and it is the main method for granting object-level access. For instance, a "Standard User" profile may allow basic access to objects like Accounts, while an "Admin" profile may provide full access to all objects.
Why not the other options?
Public Groups (Option A)
Public Groups are collections of users and are primarily used to manage sharing rules and record access. However, public groups do not grant object-level access directly. They are helpful for controlling access to records, but not for specifying access to objects themselves.
Roles (Option C)
Roles in Salesforce define the visibility of records through the role hierarchy, meaning that roles determine what records users can access based on their position in the hierarchy. However, roles do not control object-level access. Instead, they are focused on record-level access, not permissions for specific objects.
To summarize, object-level access is primarily managed through Permission Sets and Profiles. These methods allow app builders to specify which users can interact with which objects and to what extent.
Question No 8:
The Salesforce tool that allows users to create custom applications with minimal coding is called:
A. Visualforce Pages
B. Lightning App Builder
C. Apex Classes
D. Workflow Rules
Correct Answer: B
Explanation:
The Lightning App Builder is a tool that enables users to design and build custom Salesforce applications without the need for extensive coding. It offers a visual, drag-and-drop interface that allows users to add components such as charts, reports, and custom-built elements to pages within Salesforce. This tool streamlines the development process, allowing even non-developers to create functional applications that can be personalized for various use cases. While Visualforce Pages and Apex Classes allow for more advanced customization, the Lightning App Builder is the go-to solution for low-code application development. It empowers users to make adjustments and tailor their Salesforce environment without needing a deep knowledge of programming languages. Additionally, Workflow Rules are more suited for automating tasks and processes, whereas Lightning App Builder focuses specifically on creating app pages and layouts.
Question No 9:
Which Salesforce automation tool allows users to trigger actions like sending emails or updating records based on defined conditions?
A. Process Builder
B. Workflow Rules
C. Lightning App Builder
D. Visualforce Pages
Correct Answer: A
Explanation:
Process Builder is a Salesforce automation tool that allows users to create sophisticated business processes by defining criteria that trigger actions such as sending emails, updating records, or creating tasks. This tool provides a user-friendly interface to automate various workflows based on specific triggers, such as when a record is created or updated. Workflow Rules also perform automation but are more limited in scope compared to Process Builder, which offers more advanced features like handling multiple criteria and executing actions at different stages. Lightning App Builder and Visualforce Pages focus on building and customizing app interfaces rather than automating processes, which is the core function of Process Builder.
Question No 10:
In Salesforce, which feature helps users track custom data points unique to their business needs by storing records in a new type of object?
A. Custom Objects
B. Custom Fields
C. Process Builder
D. Record Types
Correct Answer: A
Explanation:
Custom Objects in Salesforce allow businesses to create and manage their own specific data models, enabling them to track unique business information that doesn't fit within Salesforce's standard objects like Account or Contact. For example, a company may create a Custom Object to track specific types of inventory, customer feedback, or service tickets. These objects can be customized with fields, page layouts, and business logic to suit the organization's needs. In contrast, Custom Fields allow users to add specific data points to standard or custom objects, but Custom Objects provide a more comprehensive solution for tracking specialized data. Process Builder and Record Types are used for automation and categorizing records, but they do not directly involve the creation of new data models.
