Free Salesforce Platform-App-Builder Practice Exam with Questions & Answers | Set: 3

The correct answer is B. Actions & Recommendations component.

The Actions & Recommendations component is used to give agents a guided to-do list/checklist on a record page. Salesforce documentation describes it as a component that can show flows, quick actions, and recommendations so agents can complete required steps consistently. This matches the requirement to provide service agents with checklist items when servicing a Case.

Why others are incorrect:

A “Business component” is not the standard Salesforce feature for this.

Activity Timeline shows activities, not a required checklist.

Highlights Panel shows key fields and actions, not guided service steps.

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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 answers are B. Apex and C. AppExchange.

Cloud Kicks needs to count related Case records on Account based on open and closed status. Standard roll-up summary fields work only in supported roll-up relationships, mainly master-detail relationships. Salesforce documentation states that lookup relationships do not support roll-up summary fields.

Because Cases are related to Accounts through a lookup-style relationship, native roll-up summary fields are not the best available option in this answer set. The app builder can meet the requirement by using:

Apex — Apex triggers can run before or after record changes such as insert, update, or delete, allowing custom logic to recalculate the open and closed Case counts on the Account.

AppExchange — AppExchange roll-up tools, such as lookup roll-up packages, can summarize records across lookup relationships without building custom code.

Why others are incorrect:

Validation Rule prevents invalid data entry; it does not calculate related record counts.

Approval Process routes records for approval; it does not summarize Case counts.

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The correct answer is B. Validation Rule.

DreamHouse Realty wants to prevent an Opportunity from entering the Qualified stage unless Expected_Close_Date__c is populated. A validation rule is the correct tool because Salesforce validation rules check whether record data meets specified criteria before the user can save the record.

A validation rule could check:

Stage = Qualified

AND

Expected_Close_Date__c is blank

If both are true, Salesforce blocks the save and displays an error message.

A. Page Layout can make a field visible or required on a layout, but it cannot conditionally require the field only when Stage equals Qualified.

C. Activity History is unrelated.

D. Record Type controls business processes and layouts but does not enforce this condition by itself.

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The correct answer is B. Use a private sharing model granting record access using hierarchy; manage field access with field-level security.

Cloud Kicks needs two different layers of access control:

First, only the sales rep, their manager, and executives above the manager should view the scorecard record. That is a record-level access requirement. A private sharing model with access opened through the role hierarchy supports this because users above a record owner in the hierarchy can access subordinate-owned records. Salesforce states that the role hierarchy opens access vertically to users higher in the hierarchy.

Second, reps must not see the executive comment fields. That is a field-level access requirement, so it should be handled with field-level security. Salesforce separates record-level access from field-level permissions.

A and C are incorrect because custom settings are not used to grant record access. D includes record types, but record types do not secure individual fields; field-level security is required.

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The correct answer is A because Salesforce provides the Establish upper bound on existing picklists option to protect picklist performance by limiting inactive picklist values. Salesforce documentation states that this setting runs a query to identify picklists with fewer than 4,000 inactive values and enforce the limit.

Why others are incorrect:

B is for reusing picklist values across fields, not reducing inactive picklist performance impact.

C would worsen the issue because it removes limits on inactive values.

D is too drastic and not the recommended Salesforce feature for this issue.

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Use a Record-Triggered Flow optimized for Actions and Related Records.

Submitting a record for approval is an action in Flow. Salesforce provides a Submit for Approval action, and after-save record-triggered flows are used when the automation needs to perform actions or work with related records after Salesforce saves the triggering record.

Option A is wrong because Fast Field Updates is the before-save path, mainly for updating fields on the triggering record. It is not the right optimization for submitting an approval request. Option B still requires a custom button and manual user action. Option C is unrelated because this requirement is based on an Opportunity record change, not a platform event.

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The correct answer is A. Configure Campaign Interactions and Campaign statistics.

The option text appears to contain an OCR/wording issue. The intended Salesforce feature is Campaign Hierarchies and Campaign statistics. For advertising ROI, Salesforce Campaigns are the correct feature because Campaign ROI reports calculate return on investment using campaign cost and won opportunity value. Salesforce also states that campaign hierarchy metrics roll up from child campaigns to parent campaigns, which helps analyze campaign performance across related marketing efforts.

B is incorrect because Account interactions and roll-up summary fields are not the standard marketing ROI solution.

C is incorrect because changing the whole org to a public security model is unnecessary.

D is incorrect because an opportunity pipeline report alone does not provide campaign ROI analysis.

The correct answer is A because the requirement is to keep one specific field, the Comment field, private from users outside HR. Salesforce field-level security is the correct security layer for controlling whether users can view or edit a field. Salesforce documentation states that field-level security restricts user access to fields and overrides page-layout visibility.

A page layout alone is not enough because page layouts control UI presentation, not full field security. Salesforce also notes that to ensure users cannot access a field, field permissions should be used because other settings do not provide the same field-level protection.

Why others are incorrect:

B and D are wrong because sharing rules and Apex sharing control record access, not individual field access.

C is wrong because removing a field from a page layout only hides it from that layout; it does not securely prevent access through reports, API, related lists, or other interfaces.

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The correct answer is B. Data is unable to be deployed with change sets.

Change sets deploy metadata/configuration, not business data. Salesforce documentation states that change sets can contain setup modifications, but they cannot be used to upload a list of records such as contacts.

So the report itself can be deployed, but the underlying records needed for the report results are not deployed through the change set. If the Partial Copy sandbox does not contain matching sample data, the report returns no data.

Why others are incorrect:

Data is not deployed just because it is added to a change set.

Reports do not have to be manually recreated if they are deployed properly.

“Salesforce OK” is not a deployment requirement.

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