Free Practice Questions for Salesforce Platform-App-Builder Exam

The correct answers are B. External ID and C. Unique.

The legacy ID field should be marked as External ID because Salesforce can use an external ID field to match records during import, integration, and upsert operations. Salesforce documentation confirms that external IDs can be used to create or update records through upsert.

The field should also be marked Unique so Salesforce prevents duplicate legacy ID values. Salesforce custom field attribute documentation states that the Unique option prevents duplicate field values.

Why others are incorrect:

A is incorrect because encrypted text is not the right choice for a matching legacy ID used in upserts.

D is not the best answer because making the field required does not enable upsert matching or prevent duplicate external IDs.

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Dynamic Forms allows an app builder to place individual fields and Field Sections directly on Lightning record pages and apply visibility rules to them. Salesforce documents that field visibility can respond dynamically to record field values, allowing fields to appear or disappear as users modify data. This produces a more contextual record experience without maintaining numerous page layouts. Multiple page layouts are generally tied to profiles and record types rather than reacting dynamically to field input. A Filtered Related List controls related records, not the visibility of primary record fields. Screen Flows provide guided interaction but are unnecessary when the requirement concerns dynamic presentation of normal record-page fields. Therefore, Dynamic Forms combined with visibility rules provides the most direct declarative solution for adapting record pages according to field values. Salesforce

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In the Salesforce mobile app, navigation depends on the Lightning app the user is using. Salesforce documentation states that mobile navigation items depend on the active Lightning app, and when a Lightning app is enabled for desktop and phone, the desktop navigation tabs sync to the mobile navigation menu. Salesforce also notes that different menu configurations cannot simply be set directly for different user types. Therefore, the correct design is to create separate Sales and Marketing Lightning apps with different navigation items, then assign access to the appropriate profiles.

Lightning Object Creator, represented in current Salesforce Setup as creating a custom object from a spreadsheet, is specifically designed for this scenario. Salesforce states that administrators can upload an XLSX, CSV, or Google Sheet and use the wizard to create a custom object, derive its fields from the spreadsheet columns, and populate the new object ' s records as part of the same process. This directly meets all three requirements: create the object, create the fields, and load the spreadsheet data. Schema Builder can create objects and fields but does not simultaneously import the spreadsheet ' s record data. Data Loader imports large volumes into existing objects but does not automatically construct an object and its schema. Data Import Wizard similarly assumes supported target objects already exist.

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The correct answer is B.

Salesforce supports roll-up summary fields for summarizing related records, including scenarios involving Account and related Opportunity values. However, Salesforce documentation states that if Advanced Currency Management is enabled, currency roll-up summary fields are invalid when they are on Accounts and summarize Opportunity values.

Because the VP wants to aggregate Opportunity Amount values on Account, the app builder cannot create that roll-up summary field if Advanced Currency Management is enabled.

Why not others:

A is not the stated Salesforce limitation.

C is wrong because roll-up summary fields are available on Account in supported scenarios.

D is wrong because currency fields can be used in roll-up summaries generally; the issue is specifically Advanced Currency Management with Account-to-Opportunity currency rollups.

The correct answer is C. Two Master-detail relationships on a new custom object.

This is a many-to-many relationship: one Contact can be related to many Solar Projects, and one Solar Project can be related to many Contacts. Salesforce’s standard declarative design for many-to-many relationships is a junction object. A junction object is a custom object with two master-detail relationships connecting the two related objects.

A is incorrect because the two master-detail relationships belong on the new junction object, not directly on Contact and Solar Project.

B can technically relate records, but it is not the standard Salesforce many-to-many model tested here.

D does not correctly create a scalable many-to-many model.

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This question is testing the classic Salesforce Process Builder automation best practice , not a generic Flow-only rule. Salesforce’s official process design guidance states that an org should have only one record-change process per object . The reason is simple: every time a record is created or updated, Salesforce evaluates the record-change processes for that object. If an object has multiple record-change processes, the automation becomes harder to predict, harder to troubleshoot, and more likely to hit governor limits. Salesforce specifically explains that consolidating automation into one record-change process gives admins a single view of all criteria and actions for that object, reduces duplicated automation overhead, and allows the app builder to control the order of criteria evaluation.

A is not the best exam answer here. In modern Flow architecture, “one Flow per object” is often discussed as a design pattern, but it is not the exact best-practice wording being tested by this Platform App Builder-style question. Salesforce Flow design is more nuanced today because record-triggered flows can vary by trigger timing and event. B is wrong because validation rules should be separated by validation requirement, not forced into one rule per object. C is wrong because invocable processes are reusable modular processes, not the main record-change automation container.

The correct answers are A. Create a master-detail relationship field on Application to Open_Position and B. Create a master-detail relationship field on Application to Job Candidate .

This requirement describes a many-to-many relationship : one Job Candidate can apply for multiple Open Positions, and one Open Position can have multiple Job Candidates. The correct Salesforce design is to use a junction object , which in this case is Application__c .

Salesforce documentation states that many-to-many relationships can be modeled using master-detail relationships between a junction object and the two related objects.

So Application__c should have:

A master-detail relationship to Job_Candidate__c

A master-detail relationship to Open_Position__c

This allows applications to appear on the Job Candidate record and also on the Open Position record.

C and D are incorrect because the relationship fields should be created on the junction object , Application__c , not from the parent objects back to Application.

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The correct answer is B. Create a unique External ID field and use Data Loader.

Cloud Kicks is receiving shipment data from an external shipping system on a regular basis. To prevent duplicate Delivery records and update the correct existing records, the app builder should create a field such as Tracking Number on Delivery__c , mark it as External ID and Unique, then use Data Loader Upsert.

Salesforce documentation states that external IDs can be used when importing custom objects to prevent duplicate records. Salesforce Data Loader documentation also states that upsert combines insert and update: if a matching record exists, it updates it; otherwise, it creates a new record.

A is less appropriate because this is a recurring system migration/update scenario, and Data Loader with External ID is the stronger tool.

C is incomplete because matching only on Salesforce ID requires the external system to already store Salesforce record IDs.

D may help detect duplicates, but duplicate/matching rules do not provide the clean upsert mechanism needed to update the correct existing record.

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The correct answer is A. Sharing Hierarchy.

Sales reps want to see who has access to an Account record and why/how they have that access. Salesforce provides this through Sharing Hierarchy. Salesforce documentation states that users can click Sharing Hierarchy from the record action menu to display users who have access to the record. Salesforce release documentation also explains that selecting Sharing Hierarchy lets users view record access and the reason for that access.

C. Sharing is not the best answer because the Sharing button is mainly used to manually grant access, not to view the full access hierarchy and access reasons. B. New Task and D. Edit do not relate to record access visibility.

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