Study Guide: Salesforce Certified Platform App Builder
Study Guide: Salesforce Certified Platform App Builder
Study Guide
Summer ’16
STUDY GUIDE 0
Salesforce Certified Platform App Builder – Study Guide
Contents
Here are some examples of the concepts you should understand to pass the exam:
Design the data model, user interface, business logic, and security for custom applications
Familiarity with the Salesforce development environments and the options available to deploy
applications and manage changes on the Force.com platform.
Study of the resources listed in this Study 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.
Trailhead: https://developer.salesforce.com/trailhead
Enroll in instructor-led courses and launch online training from your Salesforce application by clicking the
Help & Training link in the upper right corner of the screen (requires login) and searching for the desired
courses, listed above. Non-Salesforce customers can register for instructor-led courses here:
http://www.Salesforce/training.
In addition, Salesforce University recommends reviewing online Documentation, Tip Sheets, and User
Guides by searching for the topics listed in the Exam Outline section of the Study Guide and studying the
information related to those topics. Documentation, Tip Sheets, and User Guides can also be accessed
through Help & Training. Documentation is also available in PDF format here:
https://na1.salesforce.com/help/pdfs/en/sf.pdf.
applications on the Force.com platform and have demonstrated the application of each of the
features/functions below.
Objective Weighting
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, visual workflow, 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 Salesforce1 mobile application user
interface.
Given a set of requirements, determine the appropriate global and object-specific actions and action
layouts to optimize the Salesforce1 user experience.
App Deployment 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.
Objective Weighting
2. Universal Container's app builder needs to display an account's rating on all contacts related to that
account.
Which formula is valid in a text formula field on the contact to display the appropriate value?
Choose 2 answers
A. CASE(Account.Rating, Hot, Hot, Warm, Warm, Cold, Cold, Not Rated)
B. CASE(Account.Rating, "Hot," "Hot," "Warm," "Warm," "Cold," "Cold," "Not Rated")
C. Account.Rating
D. Text(Account.Rating)
3. Universal Containers has limited in-house development resources, but would like to support online
payment processing for its products.
What is the recommended solution to meet this requirement?
Choose one answer
A. Configure pricebooks, products, and payment schedules to enable this capability.
B. Work with developers to develop custom code for payment processing.
C. Configure Outbound Messaging to send a message to an external Payment Gateway.
D. Install an AppExchange product to provide Payment Gateway processing.
4. Universal Containers needs to create a roll-up summary field on a custom object that counts the number
of related records on another custom object.
What type of field must exist before the roll-up summary can be created, and where should it be
located?
Choose one answer
A. A lookup relationship field on the parent object.
B. A lookup relationship field on the child object.
C. A master-detail relationship field on the parent object.
D. A master-detail relationship field on the child object.
5. Universal Containers needs to set the record type for a converted lead's Account, Contact, and
Opportunity based on the user who is converting the lead.
How can this be accomplished?
Choose one answer
A. Set the default record types for each Profile for Account, Contact, and Opportunity to the desired
record type for converted records.
B. Set the default record types for each Role for Account, Contact, and Opportunity to the desired
record type for converted records.
C. Set the master record types for each Profile for Account, Contact, and Opportunity to the desired
record type for converted records.
D. Set the master record types for each Role for Account, Contact, and Opportunity to the desired
record type for converted records
1. A
2. B, D
3. D
4. D
5. A