Salesforce PLATFORM-APP-BUILDER Exam (page: 13)
Salesforce Certified Platform App Builder
Updated on: 09-Feb-2026

Universal Containers has two types of customer support processes: Platinum and Diamond. The app builder created separate record types for each process on the Case object. The customer support team should not be able to create new cases with the Diamond record type.

How should this requirement be met?

  1. Update the profile to remove the Diamond record type from the support team.
  2. Remove the ability for the support team to create new case records.
  3. Make the record type hidden to all users and then use sharing rules to share it.
  4. Update the organization-wide defaults to private.

Answer(s): A



Universal Containers sells to three different types of organizations: Partner, Enterprise, and Small Business. Some of the information collected about each organization overlaps; however, there are also unique attributes to each type of organization that need to be tracked, some of which are required.

What solution meets these requirements?

  1. Three different sections on an Account page layout, which each section displaying the relevant fields for that organization.
  2. A Partner Community for partner organization records, and two lead record types for Enterprise and Small Business organizations.
  3. Three Account record types, each with its own page layout to display the relevant fields for that type of organization.
  4. Three custom objects for the three organization types, each with custom fields that pertain to that type of organization.

Answer(s): C



The marketing team at Universal Containers has a list of 400 leads it wants to upload to Salesforce. The team needs to avoid creating duplicate records.

Which two actions should be taken to meet this requirement? (Choose two.)

  1. Utilize a Lead Matching Rule and corresponding Duplicate Rule to block newly created duplicate leads.
  2. Use Data Loader’s update function to import leads and match to existing records based on e-mail address.
  3. Enable Duplicate Matching in the Data Management section in Setup and activate the Lead-to-Lead scenario.
  4. Upload the lead list using the Import Wizard and select a Matching Type to prevent duplicate lead creation.

Answer(s): A,D



Cloud Kicks (CK) is finding sales reps are inconsistent in data entry when deals are won. CK requires that custom shoes are shipped within two weeks after the close date. A custom field called Scheduled Ship Date on the opportunity records the ship date.

How should the app builder ensure this field is properly filled out before setting the opportunity to closed won?

  1. ISPICKVAL( StageName ,”Closed Won”) && ( Scheduled_Ship_Date c - CloseDate) > 14
  2. OR(ISPICKVAL( StageName ,”Closed Won”) && ( Scheduled_Ship_Date c - CloseDate) > 14, ISBLANK (Scheduled_Ship_Date c))
  3. OR(ISPICKVAL( StageName =”Closed Won”) && ( Scheduled_Ship_Date c - CloseDate) > 14, ISBLANK (Scheduled_Ship_Date c))
  4. ISPICKVAL( StageName =”Closed Won”) && ( Scheduled_Ship_Date c - CloseDate) > 14

Answer(s): C



Universal Containers is rolling out a new opportunity review process. Regional managers will need to edit opportunities for their subordinates, but not for other groups. Managers and users should be able to view all opportunities.

Which two approaches are recommended to meet their requirement? (Choose two.)

  1. Set organization-wide defaults to public read/only.
  2. Create standard role hierarchies
  3. Set organization-wide defaults to public read/write.
  4. Create criteria based sharing rules.

Answer(s): A,B



Viewing Page 13 of 105



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