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Plat-Admn-202 Dumps 2026 - New Salesforce Plat-Admn-202 Exam Questions
NEW QUESTION # 58
A service coordinator (SC) for Ursa Major Solar (UMS) does a final review of work orders owned by a technician for a specific region before the records are submitted for an invoice. Before closing out the work order, the SC needs to modify data or remove attachments that were added by mistake. The SC also needs access to any other related records owned by the technician. Which solution provides the required access, given a private data model?
- A. Close an assignment via that update record record by technicians in that region with the SC.
- B. Give the SC a permission set with the Modify All Data system permission.
- C. Create a SC activity list with a corresponding audit group.
- D. Change work order access on the SC's profile to Modify all'.
Answer: C
Explanation:
The correct answer is B, based on the intended Salesforce wording.
In a private data model, users normally access records they own or records shared with them. Salesforce role hierarchy opens record access upward: users higher in the hierarchy can view, edit, and report on records owned by users below them, depending on object permissions and hierarchy settings.
Because the Service Coordinator needs access to work orders and related records owned by technicians, placing the SC above the technicians in the role hierarchy gives the required record access without granting excessive org-wide permissions.
Why others are incorrect:
Modify All Data is too broad.
Modify All on Work Order only applies to that object and does not solve access to other related technician-owned records.
Workflow does not grant record access.
NEW QUESTION # 59
Universal Containers would like to embed a chart of all related Opportunities, by stage, on the Account detail page. Which type of report should the App Builder create to add to the Account page layout?
- A. A tabular report on the Opportunity object.
- B. A tabular report on the Account object.
- C. A summary report on the Account object.
- D. A summary report on the Opportunity object.
Answer: D
Explanation:
A summary report on the opportunity object should be created to add to the account page layout. A summary report groups rows of data by common values and allows users to create charts based on aggregate values. A summary report on the opportunity object can group opportunities by stage and display a chart of all related opportunities on the account detail page.
NEW QUESTION # 60
Northern Trail Outfitters wants to change a master-detail Relationship on Account to a lookup relationship with a custom object Park. The app builder tries to reconfigure this but is unable to do so. What could be causing this?
- A. The Park object needs at least one Master-Detail field for reporting.
- B. The Account is included in a flow process on the Park object.
- C. The park records have existing formulas on the Account.
- D. The Account record includes Parks roll-up summary fields.
Answer: D
Explanation:
The correct answer is D.
Salesforce allows converting a master-detail relationship to a lookup relationship only when there are no roll-up summary fields on the master object that summarize the detail records. Salesforce documentation states that after a roll-up summary field exists on an object, the object's master-detail relationship can't be converted into a lookup relationship.
In this case, if Account has roll-up summary fields based on related Park records, Salesforce blocks the conversion.
A is incorrect because a flow using Account does not normally prevent converting the relationship. B is incorrect because formulas on Park referencing Account are not the primary restriction. C is incorrect because custom objects do not need at least one master-detail relationship for reporting.
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NEW QUESTION # 61
Uras Major Solar wants to create a relationship between the standard Contact object and a custom Solar Project object. Contacts can potentially be related to multiple Solar Project objects, and a Solar Project can have multiple Contacts associated with it. How should an app builder configure the data model?
- A. One Lookup relationship on Contact and one Lookup relationship on Solar Project
- B. Two Lookup relationships on a new custom object
- C. One Master-detail relationship on Contact and one Master-detail relationship on Solar Project
- D. Two Master-detail relationships on a new custom object
Answer: D
Explanation:
The correct answer is C. Two Master-detail relationships on a new custom object.
This is a many-to-many relationship: one Contact can be related to many Solar Projects, and one Solar Project can be related to many Contacts. Salesforce's standard declarative design for many-to-many relationships is a junction object. A junction object is a custom object with two master-detail relationships connecting the two related objects.
A is incorrect because the two master-detail relationships belong on the new junction object, not directly on Contact and Solar Project.
B can technically relate records, but it is not the standard Salesforce many-to-many model tested here.
D does not correctly create a scalable many-to-many model.
NEW QUESTION # 62
Cloud Kicks is implementing an approval process for opportunities that requires managers To approve all opportunities above $50,000 before they can be marked as Closed Won. Which two delivery methods can a manager utilize to respond to approval requests in the Salesforce Mobile app? Choose 2 answers
- A. In-App Notification
- B. Record Detail
- C. Navigation Menu
- D. Home Screen
Answer: A,C
Explanation:
The correct answers are A. Navigation Menu and C. In-App Notification.
Salesforce documentation states that users can receive and act on approval requests in the Salesforce mobile app by tapping the notification or by going to Approval Requests in the navigation menu. Salesforce also describes the Approval Requests navigation item as showing pending approvals where users can approve or reject items from within Salesforce.
Why others are incorrect:
B . Home Screen is not the documented approval-response delivery method in this context.
D . Record Detail is not the best answer here because the documented mobile approval response paths are the notification and the Approval Requests navigation item.
NEW QUESTION # 63
An app builder received a request to extend record access beyond the organization-wide defaults configured. Which two features satisfy this requirement?
Choose 2 answers
- A. Sharing Rules
- B. Manual Sharing Rules
- C. Permission Set Groups
- D. Public Groups
Answer: A,B
Explanation:
Sharing rules and manual sharing are two features that can extend record access beyond the organization-wide defaults. Sharing rules are automatic rules that grant access to groups of users based on certain criteria, such as role, public group, or territory. Manual sharing is a manual way of granting access to individual users or groups by the record owner or someone above them in the role hierarchy. Option B and C are not features that extend record access.
NEW QUESTION # 64
Universal Containers wants to give sales managers the ability to quickly provide sign off On an Opportunity via the Opportunity record page when a sales rep has discounted a deal by 20% To 30%. Which two features should be used for this requirement? Choose 2 answers
- A. Dynamic Actions
- B. Validation Rule
- C. Approval Process
- D. Schema Builde
Answer: A,C
Explanation:
The correct answers are A. Dynamic Actions and C. Approval Process.
An Approval Process is required because sales managers must provide formal sign off when an Opportunity discount meets the defined criteria. Salesforce approval processes define the criteria a record must meet, the steps required for approval, and who must approve it.
Dynamic Actions are also needed because Universal Containers wants the sign-off action available quickly from the Opportunity record page. Dynamic Actions let app builders control which actions appear on Lightning record pages based on conditions.
Why others are incorrect:
Schema Builder is for data model design, not approval/sign-off UI behavior.
Validation Rule can block invalid data, but it does not provide manager approval or sign-off.
NEW QUESTION # 65
Universal Containers wants to create a custom checkbox formula field on The Opportunity object. This formula should evaluate to true if the following conditions Are met: Stage is set to Negotiation/Review Close Date is less than 1 week away Which formula meets these requirements?
- A. AND (StageName Negotiation/Review", closeDate -DAY (7) TODAY!)}
- B. AND (ISPICKVAL (StageName, Negotiation/Review'). CloseDate DAY (7) TODAY (1)
- C. AND (StageName = 'Negotiation/Review, CloseDate TODAY (1)
- D. AND (ISPICKVAL (StageName, *Negotiation/Review'), CloneDate - 7 TODAY () )
Answer: D
Explanation:
The formula must evaluate true when:
Stage = Negotiation/Review
Close Date < 1 week from today
Salesforce formula functions used:
ISPICKVAL() for picklist equality checks
AND() to combine multiple conditions
CloseDate < TODAY() + 7 to check the Close Date is within one week
Correct formula:
AND(
ISPICKVAL(StageName, "Negotiation/Review"),
CloseDate < TODAY() + 7
)
Options A, C, D use invalid syntax (missing quotation marks, incorrect function structure).
Salesforce Help confirms correct syntax for picklist comparison and date arithmetic in formula fields. (Salesforce Help) This formula evaluates true only when both conditions are simultaneously met.
NEW QUESTION # 66
Which two features can be used to allow users to access Flows?
Choose 2 answers
- A. Quick Action
- B. Approval Process
- C. Apex
- D. Flow Launcher
Answer: A,D
Explanation:
To allow users access to Flows, Salesforce offers multiple integration points:
A . Quick Action: Flows can be initiated from record pages, the app utility bar, or global actions using Quick Actions. This allows users to execute flows relevant to specific records or global processes.
C . Flow Launcher: A component available in Lightning App Builder that enables users to start flows directly from a Lightning page.
Steps to set up these features:
For Quick Actions, navigate to Setup → Object Manager → select object → Buttons, Links, and Actions → New Action → Action Type (Flow).
For Flow Launcher, navigate to Lightning App Builder → select the page → drag the Flow component to the desired section of the page → configure it to launch the specific flow.
For more information on integrating Flows, check the Salesforce documentation on Flow Distribution.
NEW QUESTION # 67
SERVICE AGENTS ARE REQUIRED TO CONFIRM A USER IDENTITY BEFORE PROVIDING SUPPORT INFORMATION OVER THE PHONE. WHAT FEATURE CAN AN APP BUILDER USE TO HELP AGENTS MEET THIS REQUIREMENT?
- A. Add Path to the top of the Case layout
- B. Include Surveys as a Case related list
- C. Case Validation Rules
- D. Guided Action Flows on the record page
Answer: D
Explanation:
Guided Action Flows on the record page can help service agents meet the requirement of confirming a user identity before providing support information over the phone. Guided Action Flows are a series of screens that guide agents through a predefined process, such as verifying user information, collecting case details, or resolving issues
NEW QUESTION # 68
The appraisal team at DreamHouse Realty wants to leverage Salesforce Mobile app. What are three things an app builder should do to optimize mobile experience? Choose 3 answers
- A. Create individual customized layouts for different phone operating systems.
- B. Put the most important fields in the compact layout so they are easy to fin
- C. Use Global Actions to make it easy to perform vital functionality on mobile.
- D. Avoid using default field values so that the user is required to fill in all fields on the screen.
- E. Minimize the amount of formula fields and lookup fields to reduce page load time.
Answer: B,C,E
Explanation:
To optimize Salesforce Mobile experience:
B . Minimize formula fields and lookup fields improves page load performance on mobile devices.
C . Put key fields in the compact layout ensures important information is visible immediately.
E . Use Global Actions simplifies creating or updating records from mobile quickly.
Salesforce documentation on mobile best practices recommends limiting complex fields, prioritizing compact layouts, and using quick actions for essential functionality. (Salesforce Help) A is incorrect because default values improve speed and reduce user errors, not eliminate them.
D is unnecessary; Lightning layouts are responsive and do not require separate OS-specific layouts.
NEW QUESTION # 69
Cloud Kicks wants to display 10 key fields at once in a separate section at the top of opportunity records on the desktop.
Which component should an app builder add to the record page to enable this functionality?
- A. Accordion
- B. Path
- C. Highlights Panel
- D. Custom Lightning Web Component
Answer: C
Explanation:
Highlights Panel. This is correct because the highlights panel component displays key fields from a record at the top of the page, and it can be configured to show up to 10 fields.
NEW QUESTION # 70
Ursa Major Solar wants to create a relationship between the standard Contact object and a custom Solar Project object. Contacts can potentially be related to multiple Solar Project objects, and a Solar Project can have multiple Contracts associated with it. How should an app builder configure the data model?
- A. One Lookup relationship on Contact and our Lookup relationship on Solar Project
- B. Two master-detail relationship on a new custom object
- C. The Lookup relationship on a new custom object
- D. Our Master-About relationship on Contact and our Master-About relationship on Solar Project
Answer: B
Explanation:
The correct answer is C. Two master-detail relationships on a new custom object.
This requirement is a many-to-many relationship: one Contact can relate to many Solar Projects, and one Solar Project can relate to many Contacts. Salesforce models this with a junction object, which is a custom object with two master-detail relationships.
A simple lookup on one object would not properly support the many-to-many data model.
NEW QUESTION # 71
An app builder is preparing to deploy a new app from the sandbox to production using change sets.
What two considerations should an app builder keep in mind during this process?
Choose 2 answers
- A. Users should be logged out of production when receiving inbound change sets.
- B. Change sets do not include all components and may have to perform some changes manually.
- C. Salesforce Connect automatically establishes a link between environments.
- D. Transactions will revert if the deployment errors.
Answer: A,B
Explanation:
The two considerations that an app builder should keep in mind during the deployment process using change sets are: Change sets do not include all components and may have to perform some changes manually. Change sets are a way to deploy metadata changes from one Salesforce org to another, but they do not support all types of components, such as reports, dashboards, email templates, etc. The app builder may have to use other methods, such as unmanaged packages or manual configuration, to deploy these components. Users should be logged out of production when receiving inbound change sets. This is a best practice to avoid any errors or conflicts that may occur when deploying changes to production. Users may be working on records or components that are being updated by the change set, which may cause data loss or inconsistency. Salesforce Connect does not automatically establish a link between environments. Salesforce Connect is a feature that allows users to access data from external sources without storing it in Salesforce. It does not have anything to do with deploying changes between Salesforce orgs. Transactions will not revert if the deployment errors. Transactions are units of work that are either completed entirely or not at all. If a deployment error occurs during a transaction, the transaction will be rolled back and no changes will be made to the target org. However, this does not mean that the source org will revert to its previous state before the deployment.
NEW QUESTION # 72
An app builder is loading data into Salesforce. To link the new records back to the legacy system, a field will be used to track the legacy ID on the Account object. For future data loads this ID will be used when upsetting records. Which two field attributes should be selected? **Choose 2 answers**
- A. Turn (encrypted)
- B. External ID
- C. Unique
- D. Required
Answer: B,C
Explanation:
The correct answers are C. Unique and D. External ID.
The legacy ID should be stored in a custom field marked as an External ID because Salesforce uses External ID fields to identify records from an outside system and to support update/upsert operations during future data loads. The field should also be marked Unique so each legacy system ID maps to only one Salesforce Account record and avoids duplicate-match problems during upsert. Salesforce documentation defines External ID fields as fields that contain record identifiers from outside Salesforce and can be used to update or upsert records.
A . Required is not necessary for the upsert-matching requirement.
B . Encrypted/Text encrypted is not appropriate because encrypted fields are not used for this legacy-ID matching purpose.
NEW QUESTION # 73
The VP of sales at AW Computing would like a Roll-Up Summary field on the Account object to aggregate the amount of opportunities related to an Account. The app builder is unable to implement this change.
Why is the app builder unable to fulfill the request?
- A. Currency fields are unable to be referenced in Roll-Up Summary fields.
- B. The organization has Advanced Currency Management enabled
- C. The default currency is not an active currency in the organization,
- D. Roll-Up Summary fields are unavailable on the Account object.
Answer: B
Explanation:
The inability to create a Roll-Up Summary field in this context can be attributed to:
B . The organization has Advanced Currency Management enabled. When Advanced Currency Management (ACM) is enabled, it affects how currency data is managed and aggregated, impacting the functionality of roll-up summary fields that involve currency amounts across different records.
To address this limitation, consider using custom reporting or a custom solution like a trigger or a scheduled batch class to manually calculate and update the total.
For more information on limitations with ACM, consult Salesforce's help article on Advanced Currency Management.
NEW QUESTION # 74
At Universal Containers, the VP of Service has requested a visual indicator flag on each case, based On the case priority. High-priority cases should be flagged red, medium-priority should be flagged Yellow, and low-priority cases should be flagged green. Which two formulas will accomplish this requirement? Choose 2 answers
- A. IMAGE( CASE( Priority, "Low", "/img/samples/flag_green.gif", "Medium", "/img/samples/flag_yellow.gif", "High", "/img/samples/flag_re gif", "/s.gif"), "Priority Flag")
- B. IF(ISPICKVAL(Priority, "Low"), "/img/samples/flag_green.gif", IF(ISPICKVAL(Priority, "Medium"), "/img/samples/flag_yellow.gif", IF(ISPICKVAL(Priority, "High"), "/img/samples/flag_re gif", "/s.gif")))
- C. CASE( Priority, "Low", "/img/samples/flag_green.gif", "Medium", "/img/samples/flag_yellow.gif", "High", "/img/samples/flag_re gif", "/s.gif")
- D. IMAGE( IF(ISPICKVAL(Priority, "Low"), "/img/samples/flag_green.gif", IF(ISPICKVAL(Priority, "Medium"), "/img/samples/flag_yellow.gif", IF(ISPICKVAL(Priority, "High"), "/img/samples/flag_re gif", "/s.gif"))), "Priority Flag")
Answer: A,D
Explanation:
The correct answers are A and B.
The requirement is to display a visual flag image based on Case Priority. Salesforce's own sample image formula for Case Priority uses the IMAGE() function with CASE() to display green, yellow, or red flag images.
Both formulas are valid because:
A uses IMAGE() with nested IF() and ISPICKVAL() checks.
B uses IMAGE() with CASE() to return the correct image URL.
C and D are incorrect because they return only the image URL text, not the actual image. The formula must use IMAGE() to display a visual flag.
NEW QUESTION # 75
Universal Container's sales reps can modify fields on an opportunity until it is closed.
The sales operations team has access to modify the Post-Close Follow-up Date and Post-Close Follow-up Comments fields after the opportunity is closed. After the opportunity is closed, the rest of the fields are read only.
How should these requirements be met?
- A. Use field-level security on page layouts to restrict editing fields.
- B. Use field-level security to mark fields as read-only on the Sales profile.
- C. Use record types with field sets and restrict editing fields using field-level security.
- D. Use field-level security on page layouts with record types to restrict editing fields,
Answer: D
Explanation:
To manage field editability based on the opportunity status:
C . Use field-level security on page layouts with record types to restrict editing fields. This combination allows for different layouts and editable fields based on the status of the record (e.g., closed or open).
Steps to implement:
Create or adjust record types for open and closed opportunities.
For each record type, create a specific page layout.
On the page layout for closed opportunities, set the majority of fields to read-only using field-level security, except for the 'Post-Close Follow-up Date' and 'Post-Close Follow-up Comments' fields.
Assign the appropriate page layouts to the respective record types.
Update profiles or permission sets to use these record types and page layouts accordingly.
This setup ensures that sales reps can modify fields only when the opportunity is open, and the sales operations team can edit specific fields after closure.
For more information on using record types and page layouts, check Salesforce's documentation on Record Types.
NEW QUESTION # 76
An app builder installs an unmanaged package in a full copy sandbox that is an exact match for production, and now they are ready to install it in production. The app builder attempts to install the package in production, and it fails. Why did the package fail to install?
- A. Object limits successful
- B. Incorrect license types
- C. Package features not compatible
- D. Apex unit test failures
Answer: D
Explanation:
The correct answer is C. Apex unit test failures.
Because the unmanaged package was successfully installed in a Full Copy sandbox that matches production, issues like feature incompatibility, license mismatch, or object limits would normally have appeared during sandbox testing. The remaining Salesforce-specific production blocker is Apex test execution.
Salesforce deployment documentation states that if any Apex test fails, the deployment is rolled back. Salesforce Apex testing guidance also states that Apex unit tests must meet coverage requirements and complete successfully for deployment or packaging scenarios.
So the package failed in production because the required Apex tests did not complete successfully.
NEW QUESTION # 77
Cloud Kicks wants to display the number of Opportunity records associated with each Account. Which solution should be used?
- A. AppExchange offering
- B. Formula field
- C. Roll-up summary field
- D. Lookup field
Answer: C
Explanation:
Use a Roll-Up Summary field on Account to count the related Opportunity records. Salesforce roll-up summary fields can calculate values from related records, and the COUNT summary type totals the number of related records. Trailhead also gives the Account and Opportunity example for roll-up summaries.
A formula field cannot count child records by itself. A lookup field only creates a relationship. AppExchange is unnecessary for this standard use case.
NEW QUESTION # 78
An app builder has created a custom Lightning App and wants to make it available to the internal users at Universal Containers.
Which two steps are necessary to accomplish this task?
Choose 2 answers
- A. Build a Custom Tab for the app.
- B. Create a subdomain using My Domain.
- C. Upload the app to Static Resources.
- D. Add the app to a Visualforce page.
Answer: A,B
Explanation:
The app builder needs to do two steps to make the custom Lightning App available to the internal users at Universal Containers:
Create a subdomain using My Domain: My Domain is a feature that allows an organization to set up a custom domain name for their Salesforce instance. This is required to use custom Lightning components and apps in Salesforce1.
Build a Custom Tab for the app: A custom tab is a tab that displays any custom object or web page in Salesforce. This is required to make the custom Lightning App accessible from the navigation menu or app launcher2. Option A and B are not necessary steps to make the custom Lightning App available to the internal users.
NEW QUESTION # 79
Cloud Kicks has a custom object with a private sharing setting. The business wants to share individual records with specific people or departments on a case-by-case basis. Which three options does the business user have to manually share individual records? Choose 3 answers
- A. Roles and Subordinates
- B. Users
- C. Permission Set Groups
- D. Private Groups
- E. Public Groups
Answer: A,B,E
Explanation:
The correct answers are A. Public Groups, D. Roles and Subordinates, and E. Users.
For a custom object with Private sharing, manual sharing is used to open access to selected records on a case-by-case basis. Salesforce manual sharing allows individual records to be shared with users, public groups, and roles. Salesforce Classic manual sharing also lets the user select the type of group, user, role, or territory to add.
B . Private Groups is not the standard Platform App Builder answer here.
C . Permission Set Groups is incorrect because permission set groups grant permissions, not manual record-level sharing.
NEW QUESTION # 80
Universal Containers wants to improve the process to create Opportunity records related to an Account. Many fields can be populated based on the Account record. Some fields require input from the user.
What should an app builder configure to meet the requirement?
- A. Quick Action on the Account object
- B. Process Builder triggered from Account update
- C. Process Builder triggered from Opportunity update
- D. Quick Action on the Opportunity object
Answer: A
Explanation:
A quick action on the Account object can be used to create Opportunity records related to an Account. The quick action can pre-populate some fields based on the Account record, and also allow the user to input some fields. This would improve the process of creating Opportunity records
NEW QUESTION # 81
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Salesforce Plat-Admn-202 Exam Practice Test Questions: https://actualtests.testbraindump.com/Plat-Admn-202-exam-prep.html
