Platform App Builder Intermediate Practice Exam: Medium Difficulty 2025

A sales operations team wants users to create Opportunities and automatically have the Close Date default to 30 days from today and Stage default to "Prospecting." Users should still be able to change these values before saving. What should an app builder use?

A support team tracks customer equipment. Each Account can have many Assets, and each Asset can have many Maintenance Visits. Visits should not be deleted when an Account is deleted, but should be deleted if the related Asset is deleted. What data model best meets this requirement?

Users need a screen-based process to submit a custom Request record for approval. The screen should show different questions depending on the Request Type, and only allow submission if required fields are completed. What should the app builder use?

A company has a custom object Project__c. Users want to quickly see related Tasks, Files, and a custom child object Milestone__c on the Project record page. They also want a single place to view key Project fields and edit them inline. What should an app builder configure?

A sales manager wants to restrict deletion of Opportunity records unless the Stage is "Closed Lost" AND the user has a custom permission called "Can_Delete_Opportunities". What should the app builder implement?

A company tracks product warranties. A Warranty__c record must always relate to exactly one Asset. Users also need roll-up summary fields on Asset showing total warranty value and the latest warranty end date. What relationship should be used?

A team needs to import 80,000 legacy Case records and relate each to an existing Contact using email address. Some records have duplicate emails in Salesforce. The import must avoid creating duplicate Contacts and must relate the Case to the correct Contact when there is a unique match. What should an app builder recommend?

An app uses a custom object Expense__c with a Status field. When an Expense is submitted, users want a Chatter post on the record, an email to the approver, and the record locked until a decision is made. The approver can approve or reject and the record should unlock afterward. What is the best solution?

A new unmanaged package is being prepared for deployment to a production org. The team needs to move custom objects, fields, page layouts, record types, flows, and a Lightning record page. They also want a repeatable deployment path with the ability to validate before deploying. What should they use?

A company wants to ensure that new users can only see standard objects and a set of custom objects needed for their job. They also need access to a few additional fields on Account, but only for a subset of users. What is the best approach?