Free Salesforce Platform-App-Builder Practice Exam with Questions & Answers | Set: 5

Two reasons that can prevent an app builder from adding a custom component to the Lightning home page are if My Domain is not deployed, or if the component is tagged for record pages instead of home pages. My Domain must be deployed to add custom components to the page with the App Builder, as it enables Lightning components and other features. The component must be tagged for home pages in its configuration file, otherwise it will not show up in the App Builder for home pages

Escalation rules and Process Builder are two automation processes that can be used to send a notification when a case stays in the ‘’ new’’ status for more than four business hours. Escalation rules can define criteria and actions for escalating cases based on time or other factors. Process Builder can create a time-based action that triggers an email alert when the case status is ‘’ new’’ for more than four business hours. Flow Builder and Scheduled Apex are not necessary for this requirement.

Upon adding a lookup field to Account from a custom object, Box:

D. Accounts with Boxes. Salesforce automatically creates a new report type that reflects the relationship from the perspective of the parent object, in this case, Accounts, showing related Box records.

This new report type enables users to create reports that list Accounts along with their associated Boxes, if any.

For further understanding of report types and relationships, Salesforce's guide on Report Types provides comprehensive information on how these are structured following modifications to object relationships.

 To control access to the Review custom object such that only the HR department and the submitting employee can see the reviews, the following steps should be taken:

A. Disable Grant Access Using Hierarchies:By default, Salesforce allows users higher in the role hierarchy to access records owned by users lower in the hierarchy. Since reviews should only be visible to HR and the submitting employee, you need to disable Grant Access Using Hierarchies on the Review object to prevent anyone else in the hierarchy from automatically gaining access to these records.

Record Access and Role Hierarchies

C. Create a criteria-based Sharing Rule for the HR Department:With the organization-wide default (OWD) set to Private, you’ll need to create a criteria-based sharing rule to ensure that HR users can view the Review records. This rule would give HR access to the records based on a specified condition, such as all records of the Review object.

For tracking whether contracts have been sent for Opportunities:

D. Checkbox. This field type allows users to clearly indicate (Yes/No) whether a contract has been sent. This binary nature of checkboxes makes it simple to filter and report on Opportunities based on whether a contract was sent.

Steps to configure this field:

Navigate to Setup → Object Manager → Opportunity.

Click Fields & Relationships → New → Checkbox.

Define the field with a label (e.g., Contract Sent).

Set the default value to false (unchecked).

Add the field to the relevant page layouts.

This setup facilitates accurate reporting and ensures that opportunities cannot be marked as "Closed Won" without indicating whether a contract was sent.

For guidance on creating fields, see Salesforce's documentation on Custom Field Creation.

The two reasons that could be preventing this relationship conversion are that there are already two master-detail relationships on the Invoice Line Item and that Invoice Line Item records exist without having the Invoice lookup field populated. A custom object can have up to two master-detail relationships, so adding another one would exceed the limit. Also, a master-detail relationship requires that the detail records have a value in the master lookup field, so any records with a blank Invoice lookup field would prevent the conversion.

Managed packages from the AppExchange are designed to provide automatic updates, upgrades, and vendor support, minimizing the need for ongoing manual maintenance by the customer.

Why D (Managed Package from AppExchange) is correct:Exact Extract:“Managed packages are maintained by the provider and can be automatically upgraded. They’re ideal for apps distributed and maintained through AppExchange.” — Salesforce Help | Managed and Unmanaged Packages OverviewManaged packages allow publishers to push automatic updates and ensure compatibility with future Salesforce releases — minimizing maintenance effort.

Why D (Managed Package from AppExchange) is correct:Exact Extract:“Managed packages are maintained by the provider and can be automatically upgraded. They’re ideal for apps distributed and maintained through AppExchange.” — Salesforce Help | Managed and Unmanaged Packages OverviewManaged packages allow publishers to push automatic updates and ensure compatibility with future Salesforce releases — minimizing maintenance effort.

Why not A (Open-source custom development):Open-source code must be maintained internally by developers.

Why not B (Unmanaged package):Unmanaged packages are customer-controlled and do not receive automatic updates.

Why not C:Open-source unmanaged packages combine the same issue — no automated support or maintenance.

To track the total number of trails associated with a park without writing code, the correct actions to take are:

Use a roll-up summary field on the Park record to show the total number of Trails (B). Roll-up summary fields calculate and display a value in a master record based on the values of fields in a detail record. They are used to count, sum, average, or get the minimum/maximum of values in related detail records.

Use a master-detail relationship between the Park and Trail objects (C). Master-detail relationships are necessary for roll-up summary fields as they allow the master object to control certain behaviors of the detail object and summarize data from those detail records.

A formula field (A) cannot dynamically count related records unless those records are linked via a master-detail relationship, and it cannot alone handle counts across related records without such a relationship. A lookup relationship (D) does not support roll-up summaries unless combined with additional tools like triggers or third-party apps, which involve coding or extra configuration outside standard object setup.

For more details, refer to the Salesforce Help documentation on master-detail relationships and roll-up summary fields:

Master-Detail Relationship: https://help.salesforce.com/articleView?id=relationships_considerations.htm &type=5

Roll-Up Summary Fields: https://help.salesforce.com/articleView?id=fields_about_roll_up_summary_fields.htm &type=5

The app builder should use a global picklist value set to share the list of values for the Status field across each object. A global picklist value set is a set of values that can be used by multiple picklist fields on different objects. This can ensure data consistency and reduce maintenance efforts. Option A, C, and D are not features that can share picklist values across objects.