50 Platform App Builder Practice Questions: Question Bank 2025

A support team wants an easy way to ensure every new Case has a default Priority of "Medium" unless the user explicitly chooses a different value. What is the recommended solution?

A sales manager wants to see the total Amount of all Closed Won Opportunities related to each Account. Which solution should an app builder use?

Users report they can see a custom object tab but get an "insufficient privileges" error when opening records. What is the most likely cause?

An app builder needs to create a guided, multi-step screen experience for service agents to collect information and then create multiple related records. Which tool should be used?

A company wants to relate Contacts to a custom object (Project) so that a Contact can be associated with multiple Projects and each Project can have multiple Contacts. What should the app builder create?

A record-triggered flow is intended to update a field on an Opportunity whenever the Amount changes. Users report the flow runs, but the field sometimes shows the previous Amount instead of the new value. What is the best fix?

Sales leadership wants a custom component on the Account Lightning record page to show a list of related Opportunities filtered to "Closing This Quarter". What is the best declarative solution?

An organization is rolling out a new custom app with several objects and page layouts. They want to test changes in a safe environment and then deploy to production with minimal risk. What is the best approach?

An app builder creates a validation rule to require a custom field (Contract_Number__c) when Stage = "Closed Won". Users using an integration user report failures when updating unrelated fields on existing Closed Won records because Contract_Number__c is blank on older data. What is the best solution to prevent blocking these updates while still enforcing the requirement moving forward?

A custom object (Inspection__c) has a lookup to Account. The business wants: when an Account is deleted, all related Inspections must be deleted automatically; and roll-up summaries on Account should track Inspection counts. What should the app builder do?

A support team wants a single view that shows a Case record, a list of related Contacts, and a dashboard chart for open cases by priority. The page should be configurable without code. What should an app builder create?

A sales manager needs a field on Opportunity that displays a clickable hyperlink based on the Account's website, and it should update automatically if the Account website changes. What should be used?

An administrator needs to prevent users from deleting Account records, but only for users in a specific profile. What is the simplest way to meet the requirement?

A company tracks Equipment. Each Equipment record must have a related Maintenance Plan, and if the Equipment is deleted, its Maintenance Plan should also be deleted. Additionally, Maintenance Plan records should inherit ownership and sharing from Equipment. What relationship should be used?

A team wants an approval process for Discount Requests. If the discount is greater than 20%, it must be approved by the Regional Director; otherwise it should be automatically approved. The approver depends on a field on the related User record (Regional Director lookup). Which solution is most appropriate?

Users report that a record-triggered flow sometimes fails with an error stating that a required field is missing when creating a related record. The flow creates the related record using values from the triggering record. What is the best first troubleshooting step?

An app builder needs to ensure that only members of the "Contract Approvers" public group can move a Contract record from Draft to Approved. Other users can edit other fields but must not change the Status field to Approved. What is the best declarative solution?

A company uses Territory Management and wants Opportunity visibility to be driven by Account territories rather than individual ownership. Which design approach best aligns with Salesforce capabilities?

A record-triggered flow updates a child record each time the parent is updated. Another flow updates the parent each time a child is updated. Users are experiencing "maximum trigger depth exceeded" errors. What is the best solution pattern?

An administrator needs to deploy a new custom object and several flows from a sandbox to production. The deployment must include dependent components and provide a way to validate the deployment before committing. What should be used?

Users report they can see fields on a record detail page but cannot edit them, even though the page layout shows the fields as editable. The profile has edit access to the object. What is the most likely cause?

An app builder needs a way for users to quickly see all Accounts that have open Opportunities over $100,000 and sort the results by Amount. The solution should require no code and be easy to maintain. What should the app builder use?

A company wants to prevent users from saving a Case if the Status is set to "Closed" and the Resolution field is blank. Which declarative solution should be used?

A custom object has a master-detail relationship to Account. Users need to be able to delete the child records without deleting the related Account. What should the app builder do?

A sales manager wants an email alert to be sent automatically when an Opportunity’s Stage changes to "Closed Won". The email template already exists. What is the recommended declarative approach?

A support team needs to capture multiple values for "Product Interests" on a Lead and report on each selected value across Leads. Which field type best supports this requirement?

An app builder created a custom Lightning App but some users cannot see it in the App Launcher. The users have the correct object permissions and field access. What should be checked first?

A before-save record-triggered flow is designed to populate a field when a record is created. However, when users import records using Data Loader, the field is not populated for some records. Which is the most likely reason?

A custom object has 2 record types: "Internal" and "Partner". Users should see different picklist values for the same field depending on the record type. Where is this configured?

An app builder needs to deploy a change set that adds a new custom object and a custom field that looks up to another custom object. The deployment fails due to missing dependencies. What is the best practice to avoid this?

Users report that when they update an Opportunity, they cannot edit the Amount field even though their profile has edit access to Opportunities. The field is read-only only for a specific record type. What is the most likely cause?

A support team wants to ensure that whenever a Case is created from email, the Priority is automatically set to High if the Subject contains the word "outage". The requirement must work for all channels and should be configurable without code. What should an app builder use?

An app builder needs a way for users to select multiple related Contacts on an Account and add them to a Campaign. Users should do this from a single page with minimal clicks and without custom code. Which solution best fits?

A company stores Projects (custom object) and Tasks (custom object). Each Project can have many Tasks, and Tasks should not exist without a Project. When a Project is deleted, its Tasks must also be deleted. What should the relationship be?

An admin needs to make a "Region" field required for users only when the Account Type is "Partner". The field should not be required for other Account Types. What is the best solution?

A team uses a custom object called "Service Request". They want a guided experience that dynamically shows different questions based on prior answers and then creates a Service Request record at the end. Which tool should be used?

After deploying changes to production, users report that a new custom field does not appear on the Lightning record page, even though it was added to the page layout and the profile has field-level security enabled. What should the app builder check first?

A custom object "Expense" must only be visible to users in the Finance team. However, Expense records should be related to Opportunities so Sales users can see a roll-up summary on Opportunity without seeing individual Expense records. What is the best approach?

An app builder needs to move a set of configuration changes (custom fields, a flow, and a Lightning page) from a sandbox to production. The production org has different profiles and record types than the sandbox. Which deployment approach best reduces the risk of missing dependencies and supports repeatable deployments?

A company needs to automatically create a follow-up Task and send a custom notification whenever a high-value Opportunity is marked Closed Won. The automation must also work when Opportunities are updated via API integrations and should avoid recursion and unnecessary queries. Which solution is most appropriate?

A team wants to prevent users from entering an End Date that is earlier than the Start Date on a custom object. The error message should display immediately when users save the record. What is the best solution?

An admin needs to ensure that only users in the Sales Profile can see and edit a field called "Discount %" on Opportunity, while all other users should not see the field at all. What should the admin use?

A company wants to standardize the values users select for "Customer Tier" across multiple objects and ensure the list is managed in one place. What should the admin use?

A support manager wants a service agent to click one button to set Case Status to "Escalated", populate Escalation Reason, and assign the Case to an escalation queue. The action must be available from the record page. What should the admin use?

Users report that they cannot see a related list for a child object on the parent record page, even though they have access to both objects. The admin confirms the relationship exists and the page layout includes the related list. What is the most likely cause?

A sales operations team needs to guide users through creating an Opportunity by collecting a few inputs, then automatically creating related records (a primary Contact Role and an initial Task). Users should be able to launch this from a Lightning page. What solution should the admin recommend?

An admin is designing a data model for Projects and Project Tasks. Each Project Task must always have a Project, and when a Project is deleted, all its tasks should also be deleted. What relationship type should be used?

A new custom app needs a Home page showing KPIs, a list view, and a guided component for creating records. The admin wants the page to be different for Sales users and Service users. What should the admin do?

An admin needs to deploy a change that includes: a new custom object, several fields, a Lightning record page, and a flow. The target production org has strict change control and requires a review/approval step before deployment. Which deployment approach best supports this requirement?

A record-triggered flow updates a parent record’s summary fields whenever a child record is created or updated. Users report that sometimes the flow fails with an error indicating it "ran into a limit" during bulk updates. What is the best design change to reduce the likelihood of limit issues?