Platform App Builder Salesforce Certified Platform App Builder (SU18) Exam

About the Salesforce Platform App Builder Credential
The Salesforce Platform App Builder credential is designed for individuals who would like to demonstrate their skills and knowledge in designing, building, and deploying custom applications using the declarative customization capabilities of the Lightning Platform. The candidate can create, manage, and update data models, application security, business logic, and process automation.

Here are some examples of the concepts you should understand to pass the exam:

How to design the data model, user interface, business logic, and security for custom applications

How to customize applications for mobile use

How to design reports and dashboards

How to deploy custom applications

Audience Description: Salesforce Platform App Builder

The Salesforce Platform App Builder credential is intended for an individual who has experience developing custom applications on the Lightning Platform, including practical application of the skills and concepts noted in the exam objectives below.

The Salesforce Platform App Builder generally has 6 months to 1 year of experience building applications on the Lightning Platform and/or on a similar technology platform.

The Salesforce Platform App Builder candidate has the experience, skills, and knowledge outlined below:

Familiarity with the capabilities of the Lightning Platform

Awareness of Salesforce license types and related considerations

Ability to design applications to support business processes and reporting requirements

Familiarity with the social and mobile capabilities of the platform; accustomed to using and optimizing business applications on a mobile device

Familiarity with the Salesforce development environments and the options available to deploy applications and manage changes on the Lightning Platform

Study of the resources listed in this exam guide and the additional required study materials provided by Salesforce

A candidate for this exam is not expected to be able to administer Sales Cloud or Service Cloud, have programmatic development experience (Apex, Visualforce, etc.), design custom interfaces using Visualforce, or design custom Lightning components using Apex or JavaScript.
Purpose of this Exam Guide

This exam guide is designed to help you evaluate if you are ready to successfully complete the Salesforce Platform App Builder exam. This guide provides information about the target audience for the certification exam, recommended training and documentation, and a complete list of exam objectives—all with the intent of helping you achieve a passing score. Salesforce highly recommends a combination of on-the-job experience, course attendance, and self-study to maximize your chances of passing the exam.
About the Exam

Read on for details about the Salesforce Platform App Builder exam.

Content: 60 multiple-choice/multiple-select questions

Time allotted to complete the exam: 105 minutes

Passing score: 63%

Registration fee: USD 200, plus applicable taxes as required per local law

Retake fee: USD 100, plus applicable taxes as required per local law

Delivery options: Proctored exam delivered onsite at a testing center or in an online proctored environment. Click here for information on scheduling an exam.

References: No hard-copy or online materials may be referenced during the exam.

Prerequisite: None; course attendance highly recommended

Recommended Training and References

As preparation for this exam, we recommend a combination of hands-on experience, training course completion, Trailhead trails, and self-study in the areas listed in the Exam Outline section of this exam guide.

The self-study materials recommended for this exam include:

Trailmix: Prepare for Your Salesforce Platform App Builder Credential

Superbadge: Security Specialist

Superbadge: Process Automation Specialist

Superbadge: App Customization Specialist

To enroll in instructor-led courses and launch online training from your Salesforce application, click the Help & Training link in the upper right corner of the screen (requires login) and search for the desired courses. Non-Salesforce customers can register for instructor-led courses here.

Instructor-Led Training recommended for this exam:

Declarative Development for Platform App Builders in Lightning Experience (DEX 403)
Certification Preparation for Platform App Builder (CRT 402)

To review online Documentation, Tip Sheets, and User Guides, search for the topics listed in the Exam Outline section of this guide and study the information related to those topics. Documentation, Tip Sheets, and User Guides can also be accessed through Help & Training.

Exam Outline
The Salesforce Platform App Builder exam measures a candidate’s knowledge and skills related to the following objectives. A candidate should have hands-on experience developing custom applications on the Lightning Platform and have demonstrated the application of each of the features/functions below.

Salesforce Fundamentals: 8%
Describe the capabilities of the core CRM objects in the Salesforce schema.
Given a scenario, identify the boundaries of declarative customization and the use cases for programmatic customization.
Identify common scenarios for extending an org using the AppExchange.

Data Modeling and Management: 20%
Given a scenario, determine the appropriate data model.
Describe the capabilities of the various relationship types and the implications of each on record access, user interface, and reporting.
Identify the considerations when changing a field’s type.
Given a set of requirements, identify the considerations and select the appropriate field type.
Describe the capabilities and considerations of the schema builder.
Describe the options and considerations when importing and exporting data.
Describe the capabilities of and use cases for external objects.

Security: 10%
Describe the features and capabilities available to restrict and extend object, record, and field access.
Given a set of business requirements, determine the appropriate sharing solution.

Business Logic and Process Automation: 27%
Describe the capabilities of and use cases for record types.
Describe the capabilities of and use cases for formula fields.
Describe the capabilities of, use cases for, and implications of roll-up summary fields.
Describe the capabilities of and use cases for validation rules.
Describe the capabilities of and use cases for approval processes.
Describe the capabilities of and use cases for workflow, Flow, and Process Builder.
Given a set of business requirements, recommend a solution to automate business processes.
Describe the ramifications of field updates and the potential for recursion.

Social: 3%
Describe the capabilities of and use cases for social features.

User Interface: 14%
Describe the user interface customization options.
Describe the capabilities of and use cases for custom buttons, links, and actions.
Describe the declarative options available for incorporating Lightning Components in an application.
Given a scenario, determine the appropriate user interface design.

Reporting: 5%
Describe the features and capabilities available when creating reports, report types, and dashboards.

Mobile: 5%
Describe the declarative customization options available for the Salesforce mobile application user interface.
Given a set of requirements, determine the appropriate global and object-specific actions and action layouts to optimize the Salesforce mobile application user experience.

App Development: 8%
Describe the key milestones and considerations when managing the application lifecycle.
Describe the differences between and considerations when using the various types of sandboxes.
Describe the capabilities of and considerations when using change sets.
Describe the use cases of and considerations when using unmanaged packages.
Given a scenario, determine the appropriate deployment plan.

Maintaining Your Salesforce Certification
One of the benefits of holding a Salesforce credential is always being up-to-date on new product releases (updates). As such, you will be required to complete the Platform App Builder certification maintenance modules on Trailhead three times a year.

Don’t let your hard-earned credential expire! If you do not complete all maintenance requirements by the due date, your credential will expire.

Bookmark these useful resources for maintaining your credentials:
Overall Maintenance Requirements
Maintenance Exam Due Dates
Verify Your Certification Status
Certification Expiration Details

QUESTION 1
Universal Containers manages internal projects by department using a custom object called Projects. Only
employees in the project’s respective department should have view access to all of the department’s project
records. If an employee changes job roles and moves to another department, the employee should no longer
have access to the projects within their former department.
Which two options will meet these requirements assuming the organization-wide default for Projects is set to Private? (Choose two.)

A. Create a criteria-based sharing rule using the Project’s department that grants access to users by profiles.
B. Create a criteria-based sharing rule using the Project’s department that grants access to users by permission sets.
C. Create a criteria-based sharing rule using the Project’s department that grants access to users by roles.
D. Create a criteria-based sharing rule using the Project’s department that grants access to users by public groups.

Correct Answer: CD

QUESTION 2
Universal Containers has a customer base where many customers have the same or similar company names.
Which functionality should be configured to improve an end user’s search experience? (Choose two.)

A. Update the account search layouts search filter fields.
B. Update the account search layouts accounts tab columns displayed.
C. Update the account search layouts search results columns displayed.
D. Update the account search layouts list view filter settings.

Correct Answer: B,C

QUESTION 3
An app builder creates an Account validation rule on the Industry field that will throw an error if the length of
the field is longer than 6 characters. Another app builder creates a workflow with a field update that sets the
Industry field to Technology whenever the Billing City field is set to San Francisco.
What will happen the next time a sales person saves an Account with a Billing City of San Francisco?

A. The record will save and the Industry field will change to Technology.
B. The record will not save and no error message will be displayed.
C. The record will not save the validation rule’s error message will be displayed.
D. The record will save but the Industry field will not change to Territory.

Correct Answer: B

QUESTION 4
What is a true statement when deleting a dashboard?

A. Deleting a dashboard also deletes the components within it. It does not delete the custom reports used by the components.
B. Deleting a dashboard does not move the dashboard to the Recycle Bin and therefore the dashboard cannot be recovered.
C. Deleting a dashboard also deletes the components within it as well as the custom reports used by the components.
D. Deleting a dashboard requires a user to first edit the components to remove the underlying reports.

Correct Answer: A

QUESTION 5
A junction object has two Master-Detail relationships, a primary and a secondary master object.
What happens to a junction object record when both associated master records are deleted?

A. The junction object record is permanently deleted and can’t be restored.
B. The delete operation cannot be performed on both master records.
C. The delete operation is not allowed with Roll-up summary fields defined.
D. The junction object records is deleted and placed in the recycle bin.

Correct Answer: D

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