Salesforce Platform App Builder Flashcards
What is the primary purpose of the Salesforce Platform?
To provide a cloud-based CRM and PaaS for building custom applications
Which standard object represents a potential sale?
Opportunity
What tool is used to create custom objects declaratively?
Object Manager
How many custom objects can you create in Enterprise Edition?
200
What is multitenancy in Salesforce?
Shared infrastructure with isolated data for each org
What is the AppExchange used for?
To find and install prebuilt apps and components
Which relationship type allows roll-up summaries?
Master-Detail
What’s the maximum number of Lookup relationships per object?
25 (Enterprise Edition)
What tool visualizes object relationships?
Schema Builder
What’s the purpose of a Validation Rule?
To enforce data quality by preventing invalid entries
Which automation tool is Salesforce pushing as the future?
Flow
What type of Flow collects user input?
Screen Flow
How do you automate a task without user interaction?
Use an Autolaunched Flow
What’s the limit of SOQL queries in a Flow?
100 per execution
What tool designs custom Lightning pages?
Lightning App Builder
What controls field visibility on a Lightning page?
Dynamic Forms with visibility filters
What’s the purpose of a Compact Layout?
To display key fields on mobile or highlights panels
What sets baseline object permissions?
Profiles
How do you grant additional access without changing a Profile?
Use Permission Sets
What’s the most restrictive Org-Wide Default setting?
Private
What extends record access up the org chart?
Role Hierarchy
How do you share records based on conditions?
Criteria-Based Sharing Rules
What type of sandbox is a full replica of production?
Full Sandbox
What tool deploys metadata between connected orgs?
Change Sets
What’s the difference between Managed and Unmanaged Packages?
Managed are locked and upgradeable; Unmanaged are editable
What report type is a simple list of records?
Tabular Report
Which report type supports two-dimensional grouping?
Matrix Report
What dashboard component shows a single value?
Metric
What’s Salesforce’s internal social collaboration tool?
Chatter
How do you tag a user in Chatter?
Use @username
What type of Chatter group restricts posting to admins?
Broadcast
What’s the maximum fields per custom object?
500 (Enterprise Edition)
What’s the purpose of a Roll-Up Summary field?
To aggregate child record data on a parent (e.g., Sum, Count)
How do you enforce a required field?
Mark it as “Required” in field settings or use a Validation Rule
What triggers a Process Builder process?
Record creation or update
What’s a Scheduled Flow used for?
To run batch processes at specific times (e.g., nightly updates)
What’s the benefit of Dynamic Actions?
Shows actions based on record context (e.g., Stage = Closed)
How do you hide a field from non-admins?
Set Field-Level Security to Hidden for non-admin Profiles
What’s the refresh interval for a Full Sandbox?
29 days
What’s a Joined Report used for?
To compare data across multiple objects with a common field
What’s the purpose of bucketing in a report?
To group field values into ranges (e.g., Amount: Small, Large)
How do you personalize a dashboard per user?
Use a Dynamic Dashboard with “Run as Logged-In User”
What does “View All” permission do?
Grants read access to all records of an object
What’s the benefit of a Developer Sandbox?
Small, isolated environment for individual development
How many Dynamic Dashboards are allowed in an org?
3 (standard limit)
What’s a use case for Apex over Flow?
Complex logic across multiple objects
What’s the passing score for the App Builder exam?
63% (~38/60 questions)
What’s a Formula Field used for?
To calculate values based on other fields (e.g., Total = Price * Qty)
What’s the benefit of a Junction Object?
Enables many-to-many relationships (e.g., Student-Course)
How do you deploy a Flow to production?
Use a Change Set including the Flow and its dependencies
What’s the purpose of a Queue?
To share record ownership among a group (e.g., Support Team)
What’s a Cross-Filter in a report?
Filters records based on related objects (e.g., Accounts with Opportunities)
What’s the benefit of a Permission Set Group?
Combines multiple Permission Sets for easier assignment
How do you test a deployment?
Validate the Change Set in the target org before deploying
What’s the default OWD for custom objects?
Public Read/Write
What’s a Global Action?
A button available across objects (e.g., “New Task”)
What’s the purpose of Field History Tracking?
To log changes to field values for auditing
How do you create a custom tab?
Setup > Tabs > New Custom Object Tab
What’s a Summary Report used for?
To group and aggregate data (e.g., total sales by region)
What’s the benefit of Chatter Feeds?
Tracks updates on records and profiles in real time
What’s the time limit for the App Builder exam?
105 minutes
What’s the purpose of Manual Sharing?
To grant one-off record access to specific users
What’s a Developer Pro Sandbox used for?
Team development with larger storage (1 GB)
How do you export report data?
Run report > Export > Formatted or Details Only
What’s the benefit of a Custom App?
Groups related objects and tabs for a specific purpose
What’s a Partial Copy Sandbox?
Includes sample data (5 GB) for testing
What’s the purpose of a Lookup Filter?
Restricts values in a Lookup field (e.g., only Active Accounts)
How do you automate record creation?
Use Flow with a “Create Records” element
What’s the benefit of Owner-Based Sharing Rules?
Shares records based on ownership (e.g., Role = Sales)
What’s a Gauge dashboard component?
Shows progress toward a goal (e.g., Sales vs. Quota)
What’s the purpose of a Record Type?
To customize picklists and layouts per business process
How do you restrict app access?
Assign apps to specific Profiles in App Manager
What’s the benefit of a Lightning Component?
Adds custom UI or logic to Lightning pages
What’s the purpose of a Path?
Guides users through stages (e.g., Opportunity stages)
How do you schedule a report?
Subscribe to the report with a daily/weekly schedule
What’s a Chatter Poll?
A post option to gather quick feedback (e.g., “Best meeting time?”)
What’s the benefit of a Managed Package?
Protects IP and allows upgrades
How do you track Chatter activity?
Follow a record or user to see updates in the feed
What’s the purpose of a Dependency in a Change Set?
Ensures related components (e.g., fields) are included
What’s the benefit of a Tabular Report?
Simple data export with no aggregates
What’s the maximum questions in the App Builder exam?
60
How do you limit Chatter access?
Restrict via Profiles or Permission Sets
What’s the purpose of a Custom Setting?
To store app-specific configuration data
What’s the benefit of a Public Chatter Group?
Open collaboration for all users
How do you create a report folder?
Reports > New Folder > Share with users/roles
What’s the purpose of a Workflow Rule?
To automate simple tasks (e.g., field updates)—being retired
What’s the benefit of a Lightning Record Page?
Customizes layout and components per user needs
How do you share a dashboard?
Store in a folder and share with users/roles
What’s the purpose of a Picklist field?
To provide a dropdown list of predefined values
What’s the benefit of a Private Chatter Group?
Limits access to invited members for sensitive discussions
How do you automate email notifications?
Use Flow with an “Email Alert” action
What’s the purpose of a Page Layout?
Controls field placement and visibility (Classic only)
What’s the benefit of a Custom Metadata Type?
Stores configuration data deployable across orgs
How do you check deployment dependencies?
Use “View/Add Dependencies” in a Change Set
What’s the purpose of a Report Filter?
Limits data shown (e.g., “Close Date = This Month”)
What’s the benefit of a Lightning Home Page?
Customizes the user’s landing experience
How do you enable Chatter?
Setup > Chatter Settings > Enable
What’s the purpose of a Custom Label?
Stores translatable text for apps
What’s the benefit of a Bar Chart in a dashboard?
Visualizes trends or comparisons (e.g., Sales by Stage)
How do you transfer record ownership?
Manually via “Change Owner” or automate with Flow