Free Salesforce Platform App Builder Practice Exam
Try our 60-question practice exam to see if you are ready to take on the real exam.
- Professionally written questions by Salesforce MVP, Christine Marshall.
- Explanations and links to additional learning resources are included to ensure you are set for success.
- 100% free practice questions.

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There is a 105-minute time limit, 63% is the official passing score.
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Question 1 of 60
1. Question
Your company has the requirement to calculate complex commissions on Opportunities. You have limited in-house resources. What would be the best way to satisfy this requirement?
Correct
The system Administrator should avoid complex integration or development by looking for an AppExchange Solution. Using an AppExchange solution is a much better long term solution – these packages are pre-built and easy to install. They require little maintenance and upgrades are typically included by the provider. There is no Commissions standard object in Salesforce.
Incorrect
The system Administrator should avoid complex integration or development by looking for an AppExchange Solution. Using an AppExchange solution is a much better long term solution – these packages are pre-built and easy to install. They require little maintenance and upgrades are typically included by the provider. There is no Commissions standard object in Salesforce.
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Question 2 of 60
2. Question
The Sales Manager would like to start tracking when the values in important fields on the Opportunity record are edited or deleted. What should the Administrator consider? (Choose 2)
Correct
An Administrator should set up Feed Tracking. Feed Tracking enables you to track a maximum of 20 fields per object, including standard and custom objects. Changes made are then displayed in the Chatter feed.
Incorrect
An Administrator should set up Feed Tracking. Feed Tracking enables you to track a maximum of 20 fields per object, including standard and custom objects. Changes made are then displayed in the Chatter feed.
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Question 3 of 60
3. Question
What are the types of actions that can be created for use in the Salesforce App and on mobile? (Choose 2)
Correct
Global Actions and Object-Specific Actions can be created in Salesforce, enabling users to do more, quickly. For example, create new records, update existing records or log calls.
- Global Actions: are not related to a specific record and can be placed anywhere that actions are supported.
- Object-Specific Actions: are related to a particular object, eg. when you create a Contact via the Contacts related list on an Account record, the ‘Account Name’ field is populated for you.
Actions are available on the Salesforce mobile app via the landing page, as well as on object specific record pages.
Global publisher layouts can be set up to determine the order actions appear in certain interfaces, such as the Home tab, Chatter tab and mobile app. Global publisher layouts only contain Global Actions! Actions for specific objects are determined in their object page layout.
Salesforce comes with many standard global and object-specific actions such as Log a Call. Custom actions can also be configured.
Incorrect
Global Actions and Object-Specific Actions can be created in Salesforce, enabling users to do more, quickly. For example, create new records, update existing records or log calls.
- Global Actions: are not related to a specific record and can be placed anywhere that actions are supported.
- Object-Specific Actions: are related to a particular object, eg. when you create a Contact via the Contacts related list on an Account record, the ‘Account Name’ field is populated for you.
Actions are available on the Salesforce mobile app via the landing page, as well as on object specific record pages.
Global publisher layouts can be set up to determine the order actions appear in certain interfaces, such as the Home tab, Chatter tab and mobile app. Global publisher layouts only contain Global Actions! Actions for specific objects are determined in their object page layout.
Salesforce comes with many standard global and object-specific actions such as Log a Call. Custom actions can also be configured.
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Question 4 of 60
4. Question
TRUE or FALSE standard picklist fields can be controlling or dependent?
Correct
A standard field may only be a controlling field, not a dependent field.
Incorrect
A standard field may only be a controlling field, not a dependent field.
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Question 5 of 60
5. Question
What is not a type of access set at profile or permission set level?
Correct
The four types of access to objects set at profile and permission set level are Read, Create Edit and Delete – these are often referred to as CRED.
Incorrect
The four types of access to objects set at profile and permission set level are Read, Create Edit and Delete – these are often referred to as CRED.
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Question 6 of 60
6. Question
Which of the following are TRUE statements about profiles and permission sets? (Choose 2)
Correct
Users must be assigned one profile – profile is a required field on the user record and a user cannot have more than one profile.
In contrast, a user may have zero to many permission sets.
Incorrect
Users must be assigned one profile – profile is a required field on the user record and a user cannot have more than one profile.
In contrast, a user may have zero to many permission sets.
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Question 7 of 60
7. Question
What are the organization-wide access options for Campaign Member? (Choose 2)
Correct
The organization-wide sharing access options for Campaign Members are ‘Controlled by Campaign’ or ‘Controlled by ‘Campaign Member’. The Controlled by Campaign Member option inherits sharing settings from leads, contacts, accounts, and person accounts.
Incorrect
The organization-wide sharing access options for Campaign Members are ‘Controlled by Campaign’ or ‘Controlled by ‘Campaign Member’. The Controlled by Campaign Member option inherits sharing settings from leads, contacts, accounts, and person accounts.
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Question 8 of 60
8. Question
Which feature sets the base level of access to an object’s records?
Correct
The organization-wide defaults sets the base level of access to an object. For example, if Opportunities are set to ‘Private’, this means that users will only see Opportunities they own or those owned by their subordinates.
The OWD should always support your most restrictive requirements, so if even a single user should not see Opportunity records they do not own, then the OWD for Opportunities MUST be set to ‘Private’.
Incorrect
The organization-wide defaults sets the base level of access to an object. For example, if Opportunities are set to ‘Private’, this means that users will only see Opportunities they own or those owned by their subordinates.
The OWD should always support your most restrictive requirements, so if even a single user should not see Opportunity records they do not own, then the OWD for Opportunities MUST be set to ‘Private’.
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Question 9 of 60
9. Question
As the Administrator, you wish to make sure that all fields on your new custom object are editable to all profiles, what should be checked on field level security?
Correct
From the page layout editor, you should enable ‘Visible’ and disable ‘Read-Only’.
Incorrect
From the page layout editor, you should enable ‘Visible’ and disable ‘Read-Only’.
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Question 10 of 60
10. Question
When can sharing rules be created? (Choose 2)
Correct
The organization-wide default for an object must be Public Read Only or Private to create sharing rules.
Incorrect
The organization-wide default for an object must be Public Read Only or Private to create sharing rules.
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Question 11 of 60
11. Question
The Business Development team at Cloudy Computing needs to generate reports on their Leads. Only certain fields should be available on the report. The Business Development Manager would also like several default columns to be included every time a report is created. As the Administrator, what would you suggest? (Choose 2)
Correct
We should use custom report types when standard reporting cannot meet our requirements. Good examples include the need to restrict, reorganize or rename fields.
Incorrect
We should use custom report types when standard reporting cannot meet our requirements. Good examples include the need to restrict, reorganize or rename fields.
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Question 12 of 60
12. Question
What feature can be used to highlight different summarized values in a report?
Correct
Conditional formatting can be used to highlight different summarized values or data ranges.
Bucket fields are used to categorize data but do not highlight them like conditional formatting.
Subtotals and Grand Total can be enabled to show values but do not highlight them.
Incorrect
Conditional formatting can be used to highlight different summarized values or data ranges.
Bucket fields are used to categorize data but do not highlight them like conditional formatting.
Subtotals and Grand Total can be enabled to show values but do not highlight them.
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Question 13 of 60
13. Question
What happens when you select the setting ‘View Dashboard As Another Person’? (Choose 2)
Correct
A fixed dashboard is one where the ‘View Dashboard As’ setting is fixed to a specific user. This is achieved by selecting ‘Another Person’ and choosing a specific user in the ‘View Dashboard As’ section.
This means that when users view the dashboard, they will view the data the ‘viewing as’ user has access to, potentially granting them visibility of data they wouldn’t usually have sight of.
The ‘View Dashboard As’ user can be set in the properties of the dashboard. In the following image, I have selected the ‘viewing as’ user to be Charlotte, the VP of Sales at Cloudy Computing. When other users view the dashboard, they will have visibility of all the data Charlotte can see. This could mean that users in subordinate roles i.e. Sales Team members may see each other’s data.
Incorrect
A fixed dashboard is one where the ‘View Dashboard As’ setting is fixed to a specific user. This is achieved by selecting ‘Another Person’ and choosing a specific user in the ‘View Dashboard As’ section.
This means that when users view the dashboard, they will view the data the ‘viewing as’ user has access to, potentially granting them visibility of data they wouldn’t usually have sight of.
The ‘View Dashboard As’ user can be set in the properties of the dashboard. In the following image, I have selected the ‘viewing as’ user to be Charlotte, the VP of Sales at Cloudy Computing. When other users view the dashboard, they will have visibility of all the data Charlotte can see. This could mean that users in subordinate roles i.e. Sales Team members may see each other’s data.
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Question 14 of 60
14. Question
You have created a report to display Opportunities by Account Name. You would like to see the total number of Opportunity records, plus the total Amount (Opportunity value) per Account. What do you need to do as part of creating the report? (Choose 2)
Correct
You can enable Row Counts to see the total number of records per Account. In order to see the total Opportunity Amount, you’ll need to summarize the Amount field by Sum.
Incorrect
You can enable Row Counts to see the total number of records per Account. In order to see the total Opportunity Amount, you’ll need to summarize the Amount field by Sum.
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Question 15 of 60
15. Question
Cloudy Computing would like to allow users to relate records to other records of the same object. What type of relationship is this?
Correct
A self relationship is one where records can be related to other records of the same object. This type of relationship is used in features such as the Account Hierarchy and Campaign Hierarchy.
Incorrect
A self relationship is one where records can be related to other records of the same object. This type of relationship is used in features such as the Account Hierarchy and Campaign Hierarchy.
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Question 16 of 60
16. Question
Cloudy Computing has created a junction object called Application. What type of relationship does a junction object enable?
Correct
Salesforce Junction Objects give you a way to create a many-to-many relationship between Salesforce objects. They are created using a custom object and then relating two other objects via two master-detail relationships.
Incorrect
Salesforce Junction Objects give you a way to create a many-to-many relationship between Salesforce objects. They are created using a custom object and then relating two other objects via two master-detail relationships.
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Question 17 of 60
17. Question
Expenses and Expense Line Items are in a Master-Detail relationship. However, sometimes users wish to change the parent record on the Expense Line Items. As the Salesforce Administrator, what could you advise?
Correct
When creating a Master-Detail relationship, you have the option to tick ‘Allow reparenting’ which enables users to change the parent record.
Incorrect
When creating a Master-Detail relationship, you have the option to tick ‘Allow reparenting’ which enables users to change the parent record.
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Question 18 of 60
18. Question
At Cloudy Computing, Interview is the child object in a master-detail relationship with the Applicant object. Can the recruitment team change the owner on Interview records?
Correct
The child record will inherit the sharing settings of the master record and certain options will be removed. The Owner field on the record of a child object in a master-detail relationship isn’t available and is automatically set to the owner of the master record. Custom objects on the detail side of a master-detail relationship can’t have sharing rules, manual sharing, or queues, as these require the Owner field.
In a master-detail relationship between a standard object and a custom object, the standard object must be the master and cannot be the detail.
Incorrect
The child record will inherit the sharing settings of the master record and certain options will be removed. The Owner field on the record of a child object in a master-detail relationship isn’t available and is automatically set to the owner of the master record. Custom objects on the detail side of a master-detail relationship can’t have sharing rules, manual sharing, or queues, as these require the Owner field.
In a master-detail relationship between a standard object and a custom object, the standard object must be the master and cannot be the detail.
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Question 19 of 60
19. Question
As an Administrator, hoping to get a better understanding of the existing data model in your new company, what tool could you use?
Correct
Schema Builder is a tool that lets you visualize and edit your data model. It’s useful for designing and understanding complex data models, as well as creating objects.
Incorrect
Schema Builder is a tool that lets you visualize and edit your data model. It’s useful for designing and understanding complex data models, as well as creating objects.
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Question 20 of 60
20. Question
Cloudy Computing would like to import 10,000 Person Account records. You should ensure no duplicates are imported and workflow rules should not run during the import. What is the best tool to achieve this?
Correct
The Data Import Wizard is the most suitable tool in this instance as it supports importing Person Accounts, can import up to 50,000 records, has deduplication options, as well as the option to toggle triggering Workflows on and off.
The Data Loader does not give you the option not to fire Workflow rules, nor does it offer any ability to find duplicates.
Incorrect
The Data Import Wizard is the most suitable tool in this instance as it supports importing Person Accounts, can import up to 50,000 records, has deduplication options, as well as the option to toggle triggering Workflows on and off.
The Data Loader does not give you the option not to fire Workflow rules, nor does it offer any ability to find duplicates.
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Question 21 of 60
21. Question
As the Salesforce Administrator, you have been asked to arrange a backup of all Salesforce data, including attachments on a monthly basis. How could you achieve this?
Correct
We cannot use Reports, Data Import Wizard or Data Loader to export attachments. Therefore the suitable option is the Data Export Service which can be used to export data, including attachments, weekly or monthly.
Incorrect
We cannot use Reports, Data Import Wizard or Data Loader to export attachments. Therefore the suitable option is the Data Export Service which can be used to export data, including attachments, weekly or monthly.
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Question 22 of 60
22. Question
What is TRUE of both the Data Import Wizard and Data Loader? (Choose 2)
Correct
The Data Import Wizard and Data Loader have some similarities. Both require files to be saved as a CSV file and validation rules and triggers will fire.
The Data Import Wizard can import 50,000 records and the Data Loader can import 5,000,000 records.
Workflow rules and processes will fire when using Data Loader, however, when using the Data Import Wizard you have the option to toggle them on and off.
Incorrect
The Data Import Wizard and Data Loader have some similarities. Both require files to be saved as a CSV file and validation rules and triggers will fire.
The Data Import Wizard can import 50,000 records and the Data Loader can import 5,000,000 records.
Workflow rules and processes will fire when using Data Loader, however, when using the Data Import Wizard you have the option to toggle them on and off.
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Question 23 of 60
23. Question
When importing via an API or Data Loader, which fields will be required? (Choose 2)
Correct
When a field is universally required or required because of a validation rule, it will be required during a data import via an API or Data Loader.
The API and Data Loader do not enforce fields required by page layouts. You cannot make a field required via the Record Type.
Incorrect
When a field is universally required or required because of a validation rule, it will be required during a data import via an API or Data Loader.
The API and Data Loader do not enforce fields required by page layouts. You cannot make a field required via the Record Type.
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Question 24 of 60
24. Question
Cloudy Computing have acquired a new company and are migrating them on to Salesforce. As part of this process, you have been asked to import their legacy CRM records into Salesforce. However, these records need to maintain the original system audit fields such as ‘Created Date’. What should you do?
Correct
You can enable the ‘Set Audit Fields upon Record Creation’ feature and import using Data Loader to alter certain system audit fields. The audit fields are: Created By, Created Date, Last Modified By ID, Last Modified Date.
The Data Import Wizard does not have this functionality and there is no need for a third party application since Data Loader can achieve this.
Incorrect
You can enable the ‘Set Audit Fields upon Record Creation’ feature and import using Data Loader to alter certain system audit fields. The audit fields are: Created By, Created Date, Last Modified By ID, Last Modified Date.
The Data Import Wizard does not have this functionality and there is no need for a third party application since Data Loader can achieve this.
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Question 25 of 60
25. Question
Cloudy Computing would like a new field on the Lead object, where users can select the various products that a Lead is interested in. The user should be able to select several options from the list. What type of field would fulfill this requirement?
Correct
A multi-select picklist would be the most appropriate solution in this scenario as it allows users to select multiple values from a list you define. A picklist would only allow a user to select a single value. A text area field would allow users to enter any value they wish but this would not be a good solution as data quality would be poor. A lookup would only allow a user to select a single value.
Incorrect
A multi-select picklist would be the most appropriate solution in this scenario as it allows users to select multiple values from a list you define. A picklist would only allow a user to select a single value. A text area field would allow users to enter any value they wish but this would not be a good solution as data quality would be poor. A lookup would only allow a user to select a single value.
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Question 26 of 60
26. Question
You are thinking of enabling ‘Roll up activities to a contact’s primary account’. What things must you consider before enabling this feature? (Choose 3)
Correct
When ‘Roll up activities to a contact’s primary account’ is enabled in Activity Settings it will only affect new activities, unless an existing activity is updated in a way that will force a recalculation e.g. when an activity is closed.
The roll up activities feature is not recommended for orgs where contacts are related to multiple accounts due to the risk of skewing reporting. This can happen where an activity is related to a contact’s primary account, even though the activity is to do with a different account.
Incorrect
When ‘Roll up activities to a contact’s primary account’ is enabled in Activity Settings it will only affect new activities, unless an existing activity is updated in a way that will force a recalculation e.g. when an activity is closed.
The roll up activities feature is not recommended for orgs where contacts are related to multiple accounts due to the risk of skewing reporting. This can happen where an activity is related to a contact’s primary account, even though the activity is to do with a different account.
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Question 27 of 60
27. Question
Cloudy Computing would like to connect to their external ERP system. Accounts are stored in both Salesforce and the ERP, but Salesforce is the master system and the Salesforce Account object should be the parent. What type of relationship would support this?
Correct
Indirect lookup relationships allow a relationship to be formed between a parent Salesforce object and an child external object.
Incorrect
Indirect lookup relationships allow a relationship to be formed between a parent Salesforce object and an child external object.
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Question 28 of 60
28. Question
Select the data types that are supported by formula fields (Choose 3)
Correct
Text, percent and Currency are all data types that are supported by formula fields.
Not all data types are supported, including Email and Phone.
Incorrect
Text, percent and Currency are all data types that are supported by formula fields.
Not all data types are supported, including Email and Phone.
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Question 29 of 60
29. Question
Which Salesforce formula function can return a value based on more than two different field values?
Correct
A CASE statement checks a given expression against a series of values. It can then return different values. For example, the following Lead scoring formula returns a different numerical value, based on the Lead Source.
CASE(LeadSource, “Phone”, 2, “Web”, 1, 0)
If the Lead Source is Phone, the Lead score is 2. If the Lead Source is Web, the score is 1. If the Lead Source does not match either of our Case expressions (Phone or Web) we have a “catch all” value of 0.
Incorrect
A CASE statement checks a given expression against a series of values. It can then return different values. For example, the following Lead scoring formula returns a different numerical value, based on the Lead Source.
CASE(LeadSource, “Phone”, 2, “Web”, 1, 0)
If the Lead Source is Phone, the Lead score is 2. If the Lead Source is Web, the score is 1. If the Lead Source does not match either of our Case expressions (Phone or Web) we have a “catch all” value of 0.
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Question 30 of 60
30. Question
What can a cross-object formula reference?
Correct
A cross-object formula can reference fields from a master (parent) object if an object is on the detail side of a master-detail relationship. For example, if Application is the child object in a Master-Detail relationship with Job, we could use cross-object formulas to bring field values from the Job on to the related child Application.
Incorrect
A cross-object formula can reference fields from a master (parent) object if an object is on the detail side of a master-detail relationship. For example, if Application is the child object in a Master-Detail relationship with Job, we could use cross-object formulas to bring field values from the Job on to the related child Application.
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Question 31 of 60
31. Question
Which of the following is not a valid return type of a custom formula?
Correct
Formulas can return various data types, including Date, Percent and Text. Array is not a valid return type of a custom formula.
Incorrect
Formulas can return various data types, including Date, Percent and Text. Array is not a valid return type of a custom formula.
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Question 32 of 60
32. Question
The four types of a roll-up summary functions are:
Correct
The four types of a roll-up summary functions are: COUNT, SUM, MIN, MAX
Incorrect
The four types of a roll-up summary functions are: COUNT, SUM, MIN, MAX
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Question 33 of 60
33. Question
Cloudy Computing would like to do some forecasting at the Account level. They would like to see the maximum potential amount from Opportunities in the ‘Commit’ forecast category. They would like this information displayed on the Account page. How can this be achieved? (Choose 2)
Correct
We can create a roll-up summary field on the Account object, using the MAX function on the Amount field on Opportunity. In addition, we must add the filter criteria ‘Forecast Category EQUALS Commit’ to the roll-up summary field to ensure we only display the values from Opportunities in the Commit category as requested by the VP of Sales.
Incorrect
We can create a roll-up summary field on the Account object, using the MAX function on the Amount field on Opportunity. In addition, we must add the filter criteria ‘Forecast Category EQUALS Commit’ to the roll-up summary field to ensure we only display the values from Opportunities in the Commit category as requested by the VP of Sales.
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Question 34 of 60
34. Question
Sales users must enter a Closed Lost Reason when the Opportunity Stage is changed to Closed Lost. How could you enforce this?
Correct
A validation rule can make a field required when it meets certain criteria. In our example, the Stage must be Closed Lost and the Closed Lost Reason blank.
A required field is always required and is therefore not appropriate. Field dependencies could make the Closed Lost Reason field only available when the Stage is set to Closed Lot, however it would not make the Closed Lost Reason required.
Workflow Rules will not make fields required based on criteria.
Incorrect
A validation rule can make a field required when it meets certain criteria. In our example, the Stage must be Closed Lost and the Closed Lost Reason blank.
A required field is always required and is therefore not appropriate. Field dependencies could make the Closed Lost Reason field only available when the Stage is set to Closed Lot, however it would not make the Closed Lost Reason required.
Workflow Rules will not make fields required based on criteria.
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Question 35 of 60
35. Question
What is the correct formula to make Lost Reason required when the Opportunity Stage is Closed Lost?
Correct
The correct formula is: AND(ISPICKVAL( StageName, ‘Closed Lost’), ISBLANK( TEXT( Lost_Reason__c )))
The formula must check two criteria, first the Stage = Closed Lost, and second if Lost Reason is blank.
We need both criteria to be met so we require AND at the start. OR would only ensure our record meets one of our criteria.
Picklist often need to be wrapped in other functions in order to be accessible. To use Stage, we must wrap it in an ISPICKVAL function.
To use ISBLANK with our Lost Reason picklist, we must wrap it in a TEXT function.
Incorrect
The correct formula is: AND(ISPICKVAL( StageName, ‘Closed Lost’), ISBLANK( TEXT( Lost_Reason__c )))
The formula must check two criteria, first the Stage = Closed Lost, and second if Lost Reason is blank.
We need both criteria to be met so we require AND at the start. OR would only ensure our record meets one of our criteria.
Picklist often need to be wrapped in other functions in order to be accessible. To use Stage, we must wrap it in an ISPICKVAL function.
To use ISBLANK with our Lost Reason picklist, we must wrap it in a TEXT function.
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Question 36 of 60
36. Question
When inserting a field into a validation rule, what field information is used?
Correct
Validation rules and formulas use the field API name. This is one of the many reasons it’s important to build your rule using the ‘Insert Field’ option so you enter the correct field name.
Incorrect
Validation rules and formulas use the field API name. This is one of the many reasons it’s important to build your rule using the ‘Insert Field’ option so you enter the correct field name.
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Question 37 of 60
37. Question
What happens when records are submitted into an approval process? (Choose 2)
Correct
When a record is submitted to an approval process it is locked for all users except the System Administrator and users with ‘Modify all Data’ or ‘Modify All’ object level permission. Additionally, the System Administrator can choose to allow the assigned approver/s to edit:
Incorrect
When a record is submitted to an approval process it is locked for all users except the System Administrator and users with ‘Modify all Data’ or ‘Modify All’ object level permission. Additionally, the System Administrator can choose to allow the assigned approver/s to edit:
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Question 38 of 60
38. Question
With the retirement of Workflow Rules and Process Builder, what tool should be used to create Approval Processes?
Correct
Although Approval Processes have similar functionality to Workflow Rules, they are not being retired at present. You should continue to build approvals using the Approval Process tool.
Incorrect
Although Approval Processes have similar functionality to Workflow Rules, they are not being retired at present. You should continue to build approvals using the Approval Process tool.
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Question 39 of 60
39. Question
Your company has a custom object called Projects with a Lookup relationship to Opportunities. Once an Opportunity is closed won, a project needs to be created automatically and assigned to a queue. What would be the best practice way to accomplish this requirement? (Choose 2)
Correct
Both Process Builder and Flow can be used to automatically create a record and submit it into an approval process. Since Process Builder is being retired, ultimately it would be best practice to use Flow.
Incorrect
Both Process Builder and Flow can be used to automatically create a record and submit it into an approval process. Since Process Builder is being retired, ultimately it would be best practice to use Flow.
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Question 40 of 60
40. Question
What feature can you use to troubleshoot Flows?
Correct
Flow contains the option to troubleshoot a Flow using ‘Debug’ from within the Flow Builder.
Debug enables you to enter values for the input variables and will display debug details. For example, if you were testing a Flow for the Account object, you could select an Account to test your Flow on. Because you have selected the Account record, you will already know if that record should be processed etc.
Incorrect
Flow contains the option to troubleshoot a Flow using ‘Debug’ from within the Flow Builder.
Debug enables you to enter values for the input variables and will display debug details. For example, if you were testing a Flow for the Account object, you could select an Account to test your Flow on. Because you have selected the Account record, you will already know if that record should be processed etc.
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Question 41 of 60
41. Question
Where can you monitor a time dependent Workflow to troubleshoot?
Correct
An Administrator can go to Time-Based Workflow in Setup to troubleshoot. From here you can click ‘Search’ to see all or narrow your search using the filters provided.
Incorrect
An Administrator can go to Time-Based Workflow in Setup to troubleshoot. From here you can click ‘Search’ to see all or narrow your search using the filters provided.
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Question 42 of 60
42. Question
What type of Flow should be used to automatically deactivate users that have not logged in for a specific number of days? The Flow should check users every 7 days.
Correct
For this scenario, we should use a Schedule-Triggered Flow as these can be launched at a specified time and frequency.
Incorrect
For this scenario, we should use a Schedule-Triggered Flow as these can be launched at a specified time and frequency.
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Question 43 of 60
43. Question
The VP of Sales at Cloudy Computing would like to enhance the sales process using automation. When a new Opportunity is created, a Task should be created and assigned to the Opportunity Owner to follow up in 7 days. When a high value Opportunity is won or lost, an email alert should be sent to the VP of Sales. How should the Administrator achieve these requirements?
Correct
Although all of these requirements could be achieved using Workflow, it would involve creating 3 individual Workflow rules, as each action requires different entry criteria. Salesforce is retiring Workflow rules and recommends that Flow should be used for all new automation.
Flow can be used to consolidate multiple processes and actions into a single Flow.
Process Builder could be used, however we want to create a Task and an Email Alert, not an Event and an Email Alert. Additionally, similar to Workflow rules, Process Builder is being retired and it would be best practice to create any new automation in Flow.
We should not use APEX when something can be required declaratively.
Incorrect
Although all of these requirements could be achieved using Workflow, it would involve creating 3 individual Workflow rules, as each action requires different entry criteria. Salesforce is retiring Workflow rules and recommends that Flow should be used for all new automation.
Flow can be used to consolidate multiple processes and actions into a single Flow.
Process Builder could be used, however we want to create a Task and an Email Alert, not an Event and an Email Alert. Additionally, similar to Workflow rules, Process Builder is being retired and it would be best practice to create any new automation in Flow.
We should not use APEX when something can be required declaratively.
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Question 44 of 60
44. Question
What must be set up before creating an action to send a custom notification from a process?
Correct
Before creating an action to send a custom notification from a process, for example Process Builder or Flow, you must first create a Notification Type. This can be done in Setup > Notification Builder > Custom Notifications.
Incorrect
Before creating an action to send a custom notification from a process, for example Process Builder or Flow, you must first create a Notification Type. This can be done in Setup > Notification Builder > Custom Notifications.
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Question 45 of 60
45. Question
As the Salesforce Administrator, you have created a custom field on the Opportunity object. The field is read only in the field-level security settings. When you add the field to the relevant page layout, you accidentally make the field required. What behavior can we expect in this scenario?
Correct
The most important takeaway from this scenario is to remember that the most restrictive field access settings of the two always apply. In our example, read only is the most restrictive setting and will override the page layout setting.
Incorrect
The most important takeaway from this scenario is to remember that the most restrictive field access settings of the two always apply. In our example, read only is the most restrictive setting and will override the page layout setting.
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Question 46 of 60
46. Question
When editing a page layout, what field properties can be applied? (Choose 2)
Correct
We can edit the properties of fields on the page layout, making them ‘Read Only’ or ‘Required’.
Fields required via the page layout are not universally required. There is no ‘Edit-Only’ field property.
Incorrect
We can edit the properties of fields on the page layout, making them ‘Read Only’ or ‘Required’.
Fields required via the page layout are not universally required. There is no ‘Edit-Only’ field property.
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Question 47 of 60
47. Question
You have created the field ‘Budget’ on the Account object and set the field to ‘Read-Only’ via the page layout. Will you be able to insert values into the field using Data Loader?
Correct
Making a field ‘Read-Only’ on the page layout does not prevent the field from accepting values via an API such as Data Loader.
Incorrect
Making a field ‘Read-Only’ on the page layout does not prevent the field from accepting values via an API such as Data Loader.
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Question 48 of 60
48. Question
What are the 3 types of Lightning Components on a Lightning Record Page? (Choose 3)
Correct
The 3 types of Lightning Components available when creating a Lightning Record Page are: Standard, Custom and Custom-Managed.
Standard components are Lightning components built by Salesforce and include things such as List View Component, Related List Quick Links Component and Related Record Component.
Custom components are those that you or a developer have configured for your org.
Custom-Managed components are third party components from the AppExchange.
Incorrect
The 3 types of Lightning Components available when creating a Lightning Record Page are: Standard, Custom and Custom-Managed.
Standard components are Lightning components built by Salesforce and include things such as List View Component, Related List Quick Links Component and Related Record Component.
Custom components are those that you or a developer have configured for your org.
Custom-Managed components are third party components from the AppExchange.
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Question 49 of 60
49. Question
What are some useful features of the Lightning App Builder when creating a new Lightning page? (Choose 2)
Correct
When designing a Lightning page, the first step is to select a page template or clone a Salesforce Default Page. The page template controls the number and layout of columns and headers.
Search Layouts and Validation Rules can be configured per object in Setup but not when creating a Lightning page.
Incorrect
When designing a Lightning page, the first step is to select a page template or clone a Salesforce Default Page. The page template controls the number and layout of columns and headers.
Search Layouts and Validation Rules can be configured per object in Setup but not when creating a Lightning page.
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Question 50 of 60
50. Question
Users have complained that one of the Lightning Record Pages is pretty busy and navigation is complicated. There are components on the page that are not always needed, but users still need an easy way to access these components. What could you suggest? (Choose 2)
Correct
To reduce clutter on your Lightning Record Page and ease navigation, you could consider adding Tabs or an Accordian.
Tabs can be used to store components that are not always required and can be named to suit your needs. The Accordion component is similar; tabs go from left to right, whereas an Accordion is a stacked list that goes from up to down.
Incorrect
To reduce clutter on your Lightning Record Page and ease navigation, you could consider adding Tabs or an Accordian.
Tabs can be used to store components that are not always required and can be named to suit your needs. The Accordion component is similar; tabs go from left to right, whereas an Accordion is a stacked list that goes from up to down.
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Question 51 of 60
51. Question
What are some features and considerations of Themes and Branding in Salesforce Lightning Experience? (Choose 3)
Correct
An Administrator can create a bespoke user experience using themes and branding in Salesforce Lightning Experience. You can choose an in-built theme, however these cannot be modified. Alternatively, you can create a custom theme and choose brand images, colors, background, banner, and default avatar images. Custom themes can be created, previewed, activated and deleted. Only one theme can be active, you cannot have multiple active themes.
With Apps, you have the option to override the organization’s theme; this means users will see the App’s brand image and navigation bar color, not the one defined in the custom theme.
Incorrect
An Administrator can create a bespoke user experience using themes and branding in Salesforce Lightning Experience. You can choose an in-built theme, however these cannot be modified. Alternatively, you can create a custom theme and choose brand images, colors, background, banner, and default avatar images. Custom themes can be created, previewed, activated and deleted. Only one theme can be active, you cannot have multiple active themes.
With Apps, you have the option to override the organization’s theme; this means users will see the App’s brand image and navigation bar color, not the one defined in the custom theme.
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Question 52 of 60
52. Question
What are some examples of useful out-of-the-box components to add to a homepage specifically for Sales users in Lighting Experience? (Choose 3)
Correct
There are several out-of-the-box homepage components that are specifically useful to Sales users:
- Performance – displays Opportunities for the current sales quarter that are closed or open with a probability over 70%.
- Assistant – displays up to 10 updates about Leads and Opportunities.
- Key Deals – an Opportunity list that can be filtered by users to show all their deals, deals closing soon, and other helpful list views.
There is no Opportunity or Target component. Additionally, Sales users (and other users) will benefit from standard components such as Recent Records, Today’s Events and Today’s Tasks.
You can create multiple homepages and assign them to different types of users. Alternatively, you could create a single homepage and control component visibility based on profile!
Incorrect
There are several out-of-the-box homepage components that are specifically useful to Sales users:
- Performance – displays Opportunities for the current sales quarter that are closed or open with a probability over 70%.
- Assistant – displays up to 10 updates about Leads and Opportunities.
- Key Deals – an Opportunity list that can be filtered by users to show all their deals, deals closing soon, and other helpful list views.
There is no Opportunity or Target component. Additionally, Sales users (and other users) will benefit from standard components such as Recent Records, Today’s Events and Today’s Tasks.
You can create multiple homepages and assign them to different types of users. Alternatively, you could create a single homepage and control component visibility based on profile!
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Question 53 of 60
53. Question
Which of the following does not respect validation rules?
Correct
There is no feature called Lighting Actions. Both Object Specific Actions and Global Actions respect validation rules. Quick Create (only available in Classic) does not respect validation rules.
Incorrect
There is no feature called Lighting Actions. Both Object Specific Actions and Global Actions respect validation rules. Quick Create (only available in Classic) does not respect validation rules.
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Question 54 of 60
54. Question
Support Agents at Cloudy Computing would like to have multiple tabs open at once, as well as easy access to their recent tabs. What features of Salesforce would you recommend? (Choose 2)
Correct
The Service Console is a feature of Salesforce that creates an effective view to work with Cases. The Service Console enables users to access all things related to a Case from a single screen, including list views, case details and so on. In addition, a utility bar can be added which gives users access to productivity tools. One of these productivity tools is the ‘History’ utility, which allows easy access to recently accessed tabs.
Incorrect
The Service Console is a feature of Salesforce that creates an effective view to work with Cases. The Service Console enables users to access all things related to a Case from a single screen, including list views, case details and so on. In addition, a utility bar can be added which gives users access to productivity tools. One of these productivity tools is the ‘History’ utility, which allows easy access to recently accessed tabs.
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Question 55 of 60
55. Question
Your company needs to develop an Apex trigger in a sandbox to work with a large amount of records. The trigger needs to be tested with real records and the sandbox needs to be refreshed once a week. Which type of sandbox should be used?
Correct
A Partial Copy sandbox allows you to not only copy metadata, but also a portion of your data. You can select a sample set of data using a Sandbox Template.
This sandbox is very helpful if you wish to test new functionality on live data, or if you wish to train users using live data, in a test environment.
Partial Copy sandboxes are included with Enterprise, Unlimited & Performance edition Salesforce licenses, and can be purchased separately
The Partial Copy sandbox has a refresh interval of 5 days, and allows data storage up to 5GB, and file storage mirrors that of your production Org.
Developer and Developer Pro sandbox do not include any real data and a Full sandbox can only be refreshed every 29 days.
Incorrect
A Partial Copy sandbox allows you to not only copy metadata, but also a portion of your data. You can select a sample set of data using a Sandbox Template.
This sandbox is very helpful if you wish to test new functionality on live data, or if you wish to train users using live data, in a test environment.
Partial Copy sandboxes are included with Enterprise, Unlimited & Performance edition Salesforce licenses, and can be purchased separately
The Partial Copy sandbox has a refresh interval of 5 days, and allows data storage up to 5GB, and file storage mirrors that of your production Org.
Developer and Developer Pro sandbox do not include any real data and a Full sandbox can only be refreshed every 29 days.
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Question 56 of 60
56. Question
Assuming your changes have been tested and validated already, when should you deploy changes from a sandbox to a production instance?
Correct
During the deploy phase, you should first communicate what changes will be made and when to ALL users, not just management!
Ideally, deployments should take place during off-peak hours.
Incorrect
During the deploy phase, you should first communicate what changes will be made and when to ALL users, not just management!
Ideally, deployments should take place during off-peak hours.
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Question 57 of 60
57. Question
What types of Salesforce development would not require building and testing in a sandbox?
Correct
Not all configuration and development needs to be built and tested in a sandbox environment. Reports and Dashboards are examples of things that can be built directly in production.
Incorrect
Not all configuration and development needs to be built and tested in a sandbox environment. Reports and Dashboards are examples of things that can be built directly in production.
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Question 58 of 60
58. Question
What is the default email deliverability setting for Salesforce sandboxes?
Correct
There are 3 email deliverability settings in Salesforce sandboxes:
- No access – All outbound email to and from users is stopped
- System email only – Only system generated emails such as password resets are sent
- All email – All emails are allowed
The default email deliverability setting for Salesforce sandboxes is ‘System email only’.
Incorrect
There are 3 email deliverability settings in Salesforce sandboxes:
- No access – All outbound email to and from users is stopped
- System email only – Only system generated emails such as password resets are sent
- All email – All emails are allowed
The default email deliverability setting for Salesforce sandboxes is ‘System email only’.
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Question 59 of 60
59. Question
What are some benefits of managed packages? (Choose 2)
Correct
Managed packages are typically created by Salesforce Partners to distribute or sell Apps. Managed packages can be sold in a number of ways, including selling access to the managed package via subscriptions or licenses (similar to how you purchase Salesforce licenses).
Managed packages can be upgraded as new versions are released. However, the source code is protected, allowing for property protection, and cannot be modified.
Unmanaged packages are typically used to distribute open-source projects, code or templates. The code and components can be edited once installed but an unmanaged package is not upgradable.
Incorrect
Managed packages are typically created by Salesforce Partners to distribute or sell Apps. Managed packages can be sold in a number of ways, including selling access to the managed package via subscriptions or licenses (similar to how you purchase Salesforce licenses).
Managed packages can be upgraded as new versions are released. However, the source code is protected, allowing for property protection, and cannot be modified.
Unmanaged packages are typically used to distribute open-source projects, code or templates. The code and components can be edited once installed but an unmanaged package is not upgradable.
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Question 60 of 60
60. Question
Cloudy Computing have developed an App that they would like to sell on the AppExchange. They should be able to offer upgrades and the source code must be protected. What type of package should they create?
Correct
Cloudy Computing should create a managed package as this can be sold via the AppExchange. Managed packages also allow you to offer upgrades and protect the source code.
Unmanaged packages are typically used to distribute open-source projects, code or templates. The code and components can be edited once installed but an unmanaged package is not upgradable.
There is no such feature as Controlled Package or Lightning Package.
Incorrect
Cloudy Computing should create a managed package as this can be sold via the AppExchange. Managed packages also allow you to offer upgrades and protect the source code.
Unmanaged packages are typically used to distribute open-source projects, code or templates. The code and components can be edited once installed but an unmanaged package is not upgradable.
There is no such feature as Controlled Package or Lightning Package.
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