Platform-App-Builder Exam Dumps - Salesforce Certified Platform App Builder (Plat-Admn-202)

When a field is added to an object, it doesn’t automatically appear in custom report types — even if the field is visible and reportable. The app builder must manually add the field to the custom report type layout to make it available in reports.

Why D (Add the field to the custom report type field layout) is correct:Exact Extract:“If a new custom field isn’t available in your report builder, edit the custom report type layout and add the field. Fields created after the report type was built must be added manually.” — Salesforce Help | Custom Report Types

Why not A:Field-level security controls visibility but not inclusion in the report type layout.

Why not B:“Allow Reports” affects whether the entire object is reportable, not individual fields.

Why not C:The “Manage Public Reports” permission allows editing public reports but doesn’t influence field visibility.

The feature that can be used to meet these requirements is two-step approval process. An approval process defines the steps and criteria for approving records. A two-step approval process requires two levels of approval before a record can be deleted. The app builder can configure an approval process for opportunities that requires sales reps to submit their delete requests for approval from their managers. Option A is incorrect because Process Builder with Submit for Approval action is not a valid feature, as Process Builder cannot submit records for approval. Option B is incorrect because Approval Process with a triggered Flow process is not a valid feature, as Approval Process cannot trigger Flow processes. Option C is incorrect because Approval Process with Time-Dependent Workflow action is not a valid feature, as Approval Process cannot use Time-Dependent Workflow actions.

To ensure process compliance where cases cannot revert to an earlier status and certain fields are required based on specific case criteria, the recommended solution is:

Configure validation rules with help text (A). Validation rules enforce data integrity and business processes by preventing users from saving records if certain conditions are not met. For instance, a validation rule can prevent the status of a case from being changed back to an earlier status and can conditionally require fields based on other field values on the case.

Dependent picklists (B) ensure field values depend on another field’s value but do not enforce the inability to revert status. Approval processes (C) are used for step-by-step record approval and are not designed to prevent status reversion or conditionally require fields. Making fields required on the page layout (D) ensures they are always required when accessing the record through that layout but does not enforce conditional requirements based on other criteria.

Reference for creating validation rules in Salesforce:

Validation Rules: https://help.salesforce.com/articleView?id=sf.validation_rules.htm &type=5

The app builder should use the Path feature to provide the functionality that the VP of Sales wants. The Path feature allows an app builder to create a visual representation of the stages in a business process, such as the Opportunity sales process. The app builder can also add key fields, guidance, and resources for each stage to help sales reps gather information and complete tasks4. Option A, C, and D are not features that can provide this functionality.

To meet the requirement of summarizing the number of open and closed cases on an Account, two potential automation solutions can be used:

Option A (AppExchange): Salesforce AppExchange offers various pre-built apps and components, including those for case management, which could provide the functionality to summarize cases and categorize customer support utilization. Many apps can handle complex business requirements like case summary roll-ups and could meet the needs without custom development.

Salesforce AppExchange

Option D (Apex): Apex is Salesforce’s programming language that allows developers to implement custom logic. In this scenario, Apex could be used to create a trigger or scheduled job that calculates the number of open and closed cases and updates the Account record accordingly. Apex would allow full customization of how the open/closed case numbers are calculated and how customer support utilization (high, medium, low) is determined.

 Marking stage dependent fields as required on the Opportunity page layout is a good solution to improve efficiency and data quality, as it ensures that users enter the necessary information for each stage of the sales process. Adding a Path component with fields and instructions aligning to stages on the Opportunity is another good solution to improve efficiency and collaboration, as it provides guidance and best practices for users to move the Opportunity along the sales cycle. Using two Tabs components to separate record information from activities may not be an optimal solution, as it may reduce the visibility and accessibility of important data. Setting up an approval process requiring manager consent at each stage of the Opportunity may not be a feasible solution, as it may introduce unnecessary delays and complexity in the sales process

 A record-triggered flow can be used to automate actions when a record is created or updated. In this case, a record-triggered flow can be configured to create a new opportunity and send an email to the contracts team when an opportunity is marked as closed won.

UMS wants each Application to connect both to a Job Candidate and an Open Position, where:

One Job Candidate can apply for multiple Open Positions.

One Open Position can receive multiple Applications.This is a many-to-many relationship, which in Salesforce is implemented by using a junction object.

In this case, Application__c serves as the junction object between Job_Candidate__c and Open_Position__c.

Exact Extract:

“To create a many-to-many relationship, create two master-detail relationships on the junction object. Each master-detail relationship links the junction object to one of the objects you want to relate.” — Salesforce Help | Create a Many-to-Many Relationship

Step 1: On Application__c, create a Master-Detail relationship to Job_Candidate__c (Answer C).

Step 2: On Application__c, create a Master-Detail relationship to Open_Position__c (Answer D).

This setup allows:

Viewing all Applications related to a given Job Candidate.

Viewing all Applications related to a given Open Position.

Exact Extract:

“A junction object is a custom object with two master-detail relationships, and it is the key to building many-to-many relationships between two objects.” — Salesforce Help | Junction Object Concepts

References (Salesforce Platform App Builder documentation / Study Guide topics):

Salesforce Help | Create a Many-to-Many Relationship

Salesforce Help | Junction Object Concepts

Salesforce Platform App Builder Exam Guide | Data Modeling and Management