Platform-App-Builder Salesforce Certified Platform App Builder (Plat-Admn-202) Free Practice Exam Questions (2026 Updated)

The correct answer is A. A custom detail page link on the Contract object.

Users need access to the pricing guidelines document while viewing a Contract record. A custom detail page link can be added to an object’s page layout and used from the record detail page to open an internal document, external URL, intranet page, or other resource. Salesforce documen tation confirms that custom buttons and links can be added to object and record detail pages to give users quick access to needed resources.

Since the document is needed while viewing the Contract, the link belongs on the Contract object, not the Account object.

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The correct answer is B. Create a new roll-up summary field called First Order Date, using type MIN on the Opportunity Close Date with a filter where IsWon = TRUE.

Cloud Kicks wants to track the first purchase date for each customer. The first purchase is the earliest won Opportunity Close Date. A roll-up summary field can calculate values from related records and supports summary types such as COUNT, SUM, MIN, and MAX. Salesforce Trailhead states that MIN displays the lowest value from the selected field and supports date/date-time fields.

So the app builder should create a roll-up summary field on the Account, summarize related Opportunities, choose MIN on CloseDate , and filter to only include won Opportunities, such as IsWon = TRUE .

A and C are incorrect because the field should be a roll-up summary field itself, not a regular date field updated by a roll-up.

D is incorrect because SUM is for number, currency, and percent fields, not date fields. Salesforce documentation confirms that MIN/MAX support date fields, while SUM is for numeric-style fields.

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The correct answer is D. Create both customer and dealer as accounts, add each rep as a contact on the corresponding account and create an account hierarchy.

Universal Containers needs to represent separate business entities because separate bills are sent to each customer and each dealer. In Salesforce, business accounts are used to represent companies or organizations, and contacts represent the people who work for those accounts. Salesforce account hierarchies are used to show relationships between related accounts through the Parent Account field.

So the best model is:

Customer = Account

Dealer = Account

Representative at each business = Contact on that Account

Customer/dealer relationship = Account Hierarchy

A is incorrect because Account Teams represent internal Salesforce users working on an account, not external dealer/customer representatives.

B and C are incorrect because they do not correctly represent separate billing entities as separate Accounts.

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To display a weather map component only when a house is scheduled for a listing, the app builder should use Component Visibility in the Lightning App Builder.

Component visibility allows setting filters so components appear conditionally based on field values or other conditions.

Salesforce documentation states that conditional visibility rules control when a component is displayed dynamically on a Lightning page. (Salesforce Help)

B. Field-level security controls access to fields, not component visibility.

C. Formula field only calculates values but does not control component display directly.

D. Sharing rules control record access, not UI components.

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The correct answer is B, based on the intended Salesforce wording.

In a private data model, users normally access records they own or records shared with them. Salesforce role hierarchy opens record access upward: users higher in the hierarchy can view, edit, and report on records owned by users below them, depending on object permissions and hierarchy settings.

Because the Service Coordinator needs access to work orders and related records owned by technicians, placing the SC above the technicians in the role hierarchy gives the required record access without granting excessive org-wide permissions.

Why others are incorrect:

Modify All Data is too broad.

Modify All on Work Order only applies to that object and does not solve access to other related technician-owned records.

Workflow does not grant record access.

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The correct answers are A. Roll-up summaries are limited to master-detail relationships and C. An object can have 25 roll-up summaries.

Roll-up summary fields summarize data from related child records onto the parent record, but standard Salesforce roll-up summaries are available only when the child records are directly related through a master-detail relationship. In this scenario, only one of the three custom objects has a master-detail relationship to Account, so native roll-up summaries cannot be used for the other two lookup/non-master-detail objects.

Salesforce also lists 25 roll-up summary fields per object as the standard allocation, so summarizing 15 fields from three objects would require 45 summaries, which exceeds the normal Account object limit.

B is incorrect because native roll-up summary calculations support COUNT, SUM, MIN, and MAX, not AVG.

D is incorrect because “20 object references” is not the key roll-up summary consideration in this proposal.

The correct answers are A. There are already two master-detail relationships on the Invoice Line Item and C. Invoice Line Item records exist without having the Invoice lookup field populated.

Salesforce allows a lookup relationship to be converted to a master-detail relationship only when the lookup field has a value on all existing records. Therefore, if any Invoice_Line_Item__c records do not have the Invoice lookup populated, Salesforce prevents the conversion.

Salesforce also limits each custom object to up to two master-detail relationships. If Invoice Line Item already has two master-detail relationships, it cannot have another master-detail relationship added or converted.

B is incorrect because custom objects can be on the detail side of master-detail relationships. D is incorrect because a roll-up summary field on Invoice is not the reason this lookup-to-master-detail conversion would be blocked.

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The correct answer is A. AppExchange.

For a Salesforce Classic-to-Lightning Experience migration, the app builder should look for prebuilt apps, components, adoption tools, and consultant solutions on AppExchange. Salesforce now refers to this marketplace as AgentExchange in newer Trailhead content, but the exam op tion “AppExchange” is still the intended answer. Salesforce describes it as the marketplace for Salesforce solutions, including apps, agents, components, and more, and specifically notes that admins can look there instead of building everything from scratch.

Flow Builder is for automation, Lightning Object Creator is for creating objects from spreadsheets, and Import Wizard is for importing data. They are not marketplaces for prebuilt adoption or migration resources.

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The correct answer is A because the rule must fire only when Sales Organization = Canada and Pricing Tier is blank.

ISPICKVAL() checks whether a picklist equals a specific text value, and TEXT() converts a picklist value into text so ISBLANK() can evaluate whether it is empty. Salesforce documents ISPICKVAL() for comparing picklist values and TEXT() for converting picklist values in formulas.

Why others are incorrect:

B has invalid formula structure.

C uses incorrect picklist blank logic.

D uses OR , which would require Pricing Tier even when Sales Organization is not Canada.

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The correct answer is D. Deselect auto add to custom report type.

When creating a new custom field, Salesforce provides an Auto Add option that can automatically add the new field to applicable existing custom report types. If the app builder does not want the new field to appear on pre-existing custom report types, they should deselect the Auto add to custom report type option during field creation. Salesforce release documentation confirms that Auto Add automatically adds custom fields to custom report types based on that object.

Why the other options are incorrect:

Removing the field from page layouts only affects record-page visibility, not report type availability.

Changing profile visibility or read-only access affects field security, not whether the field is added to the custom report type layout.

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The correct answers are A. Navigation Menu and C. In-App Notification.

Salesforce documentation states that users can receive and act on approval requests in the Salesforce mobile app by tapping the notification or by going to Approval Requests in the navigation menu. Salesforce also describes the Approval Requests navigation item as showing pending approvals where users can approve or reject items from within Salesforce.

Why others are incorrect:

B. Home Screen is not the documented approval-response delivery method in this context.

D. Record Detail is not the best answer here because the documented mobile approval response paths are the notification and the Approval Requests navigation item.

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The correct solution is to add a Rich Text component to the Case Lightning record page and then use component visibility so it only appears when the related Account’s support level is Platinum.

Salesforce Lightning App Builder supports visibility rules that show or hide components based on field criteria. Salesforce documentation confirms that visibility filters on record pages rely on field data associated with the page’s object, and related lookup fields can be used in visibility-rule considerations.

This is the best declarative solution because the requirement is only to display a text notification. A custom Lightning Web Component or cloned Lightning page is unnecessary.

Why others are incorrect:

A is incorrect because assigning a Case page to “platinum accounts” is not the correct assignment model.

C and D are incorrect because custom Lightning Web Components add unnecessary development effort for a simple text notification.

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The correct answers are A. Change the Lead Duplicate Rule details to Bypass Sharing Rules and D. Change the Lead Duplicate actions to Block on Create.

Because Lead OWD is Private, users may not have access to existing duplicate Lead records. Salesforce duplicate rules can be configured to bypass sharing rules, allowing the duplicate rule to check possible duplicates regardless of ownership or user visibility. Salesforce Help specifically explains duplicate prevention can block users from creating duplicate records whether or not they have access to the existing record.

D is also required because detecting a duplicate is not enough. The duplicate rule action must be set to Block on Create to stop users from saving new duplicate Leads.

Why others are incorrect:

B is incorrect because Lead Assignment Rules assign leads; they do not prevent duplicate creation.

C may expose more Lead records, but changing OWD from Private to Public Read is not the best security-safe solution when duplicate rules can bypass sharing.

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Agentforce Service Agent is built for autonomous, conversational customer support. Salesforce states that Agentforce Service agents can process incoming customer requests, resolve common inquiries autonomously, use business data, and execute actions without requiring a service representative for every step. Agent actions can invoke Flow or Apex and perform operational tasks such as retrieving order status or updating fulfillment information. That matches Cloud Kicks ' requirement for dynamic support that can investigate missing packages, determine delays, and take appropriate customer-service actions. An approval flow introduces unnecessary human review, while scheduled email templates provide static rather than real-time assistance. A Screen Flow could collect issue information but would generally create a Case rather than independently reason about the customer ' s request and perform resolution actions.

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The correct answer is D. Flow.

A call center representative needs to collect customer information through a series of question prompts. This is a classic use case for a Screen Flow. Salesforce describes screen flows as interactive automation that asks users questions, presents information, and uses user responses to update records or show more prompts.

Approval Process is for approvals, Path guides users through stages, and Validation Rule enforces data quality. None of those tools provide a guided question-and-answer experience.

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A utility bar gives users quick access to commonly used productivity tools and components from within a Lightning app or console app. Salesforce describes the utility bar as a fixed footer that provides fast access to tools such as Notes, History, softphone, flows, and custom utilities. Utilities open in docked panels, allowing users to keep working without leaving the current page. This exactly matches the requirement: components accessible from anywhere in the app without leaving the page.

The correct answer is C. Create a Partial Copy Sandbox and use a sandbox template.

A Partial Copy Sandbox includes metadata plus selected production data and supports the use of a sandbox template to control which objects and data are copied. This allows the app builder to exclude confidential custom objects. It also meets the weekly refresh requirement because Salesforce allows Partial Copy sandboxes to be refreshed every 5 days.

B. Full Copy Sandbox can use a sandbox template, but it does not meet the weekly refresh requirement.

A and D are incorrect because Developer and Developer Pro sandboxes are not the correct choice when the sandbox must include selected production data records through a sandbox template.

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The correct answer is C. The user wants to update the related Account directly from the Opportunity page. The proper declarative solution is to create an Update a Record quick action for Account and expose it through the Related Record component on the Opportunity Lightning record page. Salesforce documentation identifies Related Record as a standard Lightning page component and notes that quick actions such as Create a Record and Update a Record are supported in Lightning page experiences.

Why others are incorrect:

A updates fields through automation, but the user wants to edit directly.

B formula fields are read-only.

D the Record Detail component is for the current record, not editing a related Account from Opportunity.

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The correct answer is A. Create a lookup relationship on Asset Inventory to Asset. Add the Asset Inventory related list to the Asset page layout.

To show Asset Inventory records as a related list on Asset, the child object must contain the relationship field pointing to the parent object. In this scenario, Asset Inventory is the child/detail-style object, and Asset is the parent record where the related list should appear.

Salesforce relationship fields connect records between objects, and related lists can then be added to the parent object’s page layout. Salesforce documentation for related lists confirms that related lists are managed from the object’s page layout.

Why others are incorrect:

B is incorrect because a roll-up field does not create the relationship or related list.

C is incorrect because the relationship direction is wrong; the relationship field should be created on Asset Inventory, not on Asset.

D is incorrect because a junction object is only needed for many-to-many relationships. Here, Asset Inventory records simply need to relate to Asset records.

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