Get Certified: Proven Methods to Pass the Salesforce Platform-App-Builder Exam

The best type of sandbox for each team member to use is a developer sandbox. A developer sandbox is a copy of production that includes only the metadata, such as objects, fields, layouts, etc. It does not include any data, such as records or attachments. A developer sandbox is ideal for small projects that do not require data testing, such as developing new features or customizations. A developer sandbox has a storage limit of 200 MB and can be refreshed once per day. A developer sandbox is also cheaper than other types of sandboxes. A full sandbox is a copy of production that includes all the metadata and data. It is ideal for large projects that require data testing, such as performance testing or integration testing. A full sandbox has the same storage limit as production and can be refreshed every 29 days. A full sandbox is also the most expensive type of sandbox. A developer pro sandbox is similar to a developer sandbox, but it has a larger storage limit of 1 GB and can be refreshed every 5 days. It is ideal for projects that require some data testing, such as data migration or quality assurance testing. A partial sandbox is similar to a full sandbox, but it has a smaller storage limit of 5 GB and can be refreshed every 5 days. It is ideal for projects that require selective data testing, such as user acceptance testing or staging testing

Set the Organization-Wide Default to Private for accounts and create criteria-based sharing rules for each marketing team are the actions that can accomplish the requirement of restricting access to accounts based on region and role. Setting the Organization-Wide Default to Private will limit access to accounts to only owners and administrators. Creating criteria-based sharing rules will grant additional access to accounts based on region for each marketing team. Creating an Inside Sales Team profile with the “View All” setting for accounts will grant access to all accounts for the inside sales team. Update the Sales profile, update the organization-wide defaults to Public for accounts, create profiles for each marketing team, create permission sets for each marketing team, and create an Inside Sales Team role are not necessary or sufficient actions for this requirement.

To restrict visibility of the Jupiter field on the Solar System object specifically to users with the Outer Planets profile:

C. Field-level security (FLS). This allows the app builder to control access to fields based on user profiles.

Steps to set up field-level security:

Navigate to Setup → Object Manager → Solar System.

Select Fields & Relationships → Jupiter field.

Click Field-Level Security.

For all profiles except Outer Planets, set the Visible option to unchecked, ensuring these users cannot see the field.

For the Outer Planets profile, check Visible to grant access.

This configuration ensures that only users with the Outer Planets profile can view the Jupiter field.

For more information on field-level security, check Salesforce's guide on Field-Level Security.

The app builder should do three things to optimize mobile experience:

Use Global Actions to make it easy to perform vital functionality on mobile: Global actions are actions that allow users to create records or perform tasks from anywhere in Salesforce. They are displayed in various places in Salesforce mobile app, such as action bar, action menu, or publisher. By using global actions, the app builder can make it easy for the appraisal team to perform common tasks on mobile, such as creating a new appraisal record or logging a call.

Minimize the amount of formula fields and lookup fields to reduce page load time: Formula fields and lookup fields are types of fields that can affect the performance of Salesforce mobile app. Formula fields are fields that calculate a value based on an expression or formula. Lookup fields are fields that create a relationship between two objects and allow users to select a value from a list of records. Both types of fields can increase the page load time on mobile devices, especially if they are complex or reference many other fields. By minimizing the amount of formula fields and lookup fields, the app builder can optimize the mobile experience for the appraisal team.

Put the most important fields in the compact layout so they are easy to find: Compact layouts are layouts that display a record’s key information at a glance. They are used in various places in Salesforce mobile app, such as record highlights, list views, related lists, and lookup dialogs. By putting the most important fields in the compact layout, the app builder can ensure that the appraisal team can easily find the information they need on mobile devices. Option B and D are not things that an app builder should do to optimize mobile experience.

 The best feature to use to ensure consistent case priority entry is Path. Path allows users to see key fields and guidance for each stage of a process, such as a case lifecycle. Path can also enforce data quality by making certain fields required at each stage. See [this article] for more information on Path.

A master-detail relationship between two objects automatically creates a report type that includes both objects. The app builder does not need to create a custom report type for this scenario. The report type will have the format of Parent object with Child object

The correct validation rule formula to ensure that the Scheduled Ship Date field is properly filled out before setting the Opportunity to Closed Won is:

OR(ISPICKVAL( StageName ,“Closed Won”) && ( Scheduled_Ship_Date_cCloseDate)>14,ISBLANK(Scheduled_Ship_Date_c))

This formula checks two conditions: if the StageName is Closed Won and the Scheduled Ship Date is more than 14 days after the Close Date, or if the Scheduled Ship Date is blank. If either condition is true, the validation rule will fire and prevent saving the record. The other formulas are incorrect because they either use incorrect syntax (such as “=” instead of “,” or missing parentheses) or incorrect logic (such as checking if the Scheduled Ship Date is less than 14 days after the Close Date)

Cloud Kicks needs to insert 25,000 records with deduplication for the Race_Track__c custom object. Here's the reasoning for choosing Data Loader:

Data Loader: This is the appropriate tool for importing large volumes of data (up to 5 million records) into Salesforce. It also provides deduplication options through Salesforce’s native matching rules or by implementing external checks. Data Loader is highly scalable, and for 25,000 records, it is well-suited because it can handle more than the Import Wizard's record limits.

Option A (Import Wizard): The Import Wizard is not a good choice here because it supports up to 50,000 records, which may seem acceptable. However, it is generally recommended for smaller data imports, and deduplication options are limited compared to what Data Loader offers. Additionally, for bulk operations like 25,000 records, Data Loader is more efficient and robust.

An Approval Process is the appropriate functionality to ensure all free parts receive the marketing director's sign-off. It allows for setting up a process for record approval.References:

Salesforce Help - Approval Processes

 The app builder should recommend building a global action to create Contacts. A global action allows users to create records quickly from any page in Salesforce on their mobile devices. The app builder can also specify predefined values for some fields in the global action, such as Account Name or Phone Number, to make data entry easier for users. Option A is incorrect because customizing the mobile menu to move Contacts to the top does not help users create new contacts quickly or follow up later. Option C is incorrect because adding a compact layout to Contacts does not help users create new contacts quickly or follow up later, but rather shows them more fields on record detail pages or list views. Option D is incorrect because using Path and setting pre-defined values does not help users create new contacts quickly or follow up later, but rather guides them through different stages of a record.