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

The correct answer is C. Configure Campaign Hierarchies and Campaign statistics.

To understand return on investment for an advertising buy, Universal Containers should use Salesforce Campaigns, especially Campaign Hierarchies and campaign reporting/statistics. Salesforce campaign hierarchy documentation explains that child campaign metrics roll up to the parent campaign, and Salesforce campaign reports can include campaign-hierarchy statistics for aggregate values.

The private security model does not require changing the whole org to public. The business need is marketing ROI tracking, so Campaigns are the correct feature.

A is incorrect because an opportunity pipeline report does not directly track advertising campaign ROI.

B is incorrect because Account Hierarchies and roll-up summaries are not the standard solution for campaign ROI.

D is incorrect because changing to a public security model is unnecessary and weakens data security.

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To embed a chart on the Account detail page showing related Opportunities by Stage, the report must summarize Opportunities, not just list them. Salesforce documentation specifies that summary reports allow grouping by fields (e.g., Stage) and can be used in Report Chart components. (Salesforce Help)

Tabular reports cannot be grouped and therefore cannot provide the aggregated chart needed.

The report must be built on the Opportunity object because the records being summarized are Opportunities, not Accounts.

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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.

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The correct answers are C. Users, D. Public Groups, and E. Roles and Subordinates.

Manual sharing is used when the org-wide default is private and users need to share individual records on a case-by-case basis. Salesforce documentation confirms that manual sharing allows users to share individual records with other users, public groups, and roles.

A public group can include users, roles, and roles with subordinates, which makes it useful when sharing records with departments or groups of people.

A. Permission Set Groups is incorrect because permission set groups grant permissions, not manual record-level sharing.

B. Private Groups is not the standard manual-sharing option tested here.

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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.

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The correct answer is B. Use field-level security on page layouts with record types to restrict editing fields.

The requirement changes after the Opportunity is closed. The best configuration is to use record types with assigned page layouts so the closed Opportunity layout can make most fields read-only while allowing the Sales Operations team to edit the two post-close fields. Salesforce page layouts can control which fields are visible, read-only, or required, and page layouts can be assigned by profile and record type.

A is incomplete because it does not account for different behavior after close. C is incorrect because field sets are not used for page-layout field editability. D is too broad because it would make fields read-only for the Sales profile regardless of Opportunity stage.

The correct answer is D.

Managers need to create child Accounts directly from a parent Account and auto-populate fields from that parent record. This is an object-specific custom action use case. Salesforce Trailhead states that object-specific actions can create records that have automatic relationships to other records and provide a streamlined experience across desktop and mobile. Salesforce also documents that predefined field values can be used with quick actions to set field values automatically, improving consistency and speed.

A. Global Quick Action is not ideal because it does not run in the specific parent Account context. B. Path does not create child records. C. Custom link is not the recommended Lightning approach for creating related records with predefined values.

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A Record-Triggered Flow is the best tool because the automation must run automatically when a client is won. Salesforce Trailhead explains that record-triggered flows run when a record is created, updated, or deleted, and can update records, send notifications, create related records, call actions, and handle criteria-based logic.

Here, the flow can:

Detect when the client is won.

Send an email notification to the finance manager.

Use a decision element to check whether the client is top-tier.

Create an onboarding task for the sales manager only when the client is not top-tier.

Why not others:

A. Approval Process is for approval routing, not general client-won automation.

C. Apex is unnecessary because Flow can meet the requirement declaratively.

D. Screen Flow requires user interaction, but this must happen automatically.

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The correct answers are A. Unique and D. External ID.

The legacy ID should be marked as an External ID because Salesforce can use an external ID field to match records during import, integration, and upsert operations. Salesforce REST API documentation states that records can be inserted or updated using a specified external ID field.

The field should also be marked Unique so that the legacy system ID identifies one Salesforce Account record only. Salesforce documentation explains that an external ID can represent an ID from another external system, and uniqueness helps prevent duplicate matching values.

B is incorrect because encrypted text is not appropriate for a matching/upsert key.

C is incorrect because Required only forces a value; it does not make the field usable for upsert matching or prevent duplicate legacy IDs.

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The correct answers are A. Task, B. Email Alert, and D. Outbound Message.

In a Salesforce approval process, automated actions can be configured when a record is submitted, approved, rejected, or recalled. Salesforce approval process setup supports workflow action types such as tasks, email alerts, field updates, and outbound messages.

C. Invocable Flow is not one of the classic approval-process action types in this exam context. E. Decision Element is a Flow element, not an approval-process action.

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