Last Updated On : 29-Jun-2026


Salesforce Certified Platform App Builder - Plat-Admn-202 Practice Test

Prepare with our free Salesforce Certified Platform App Builder - Plat-Admn-202 sample questions and pass with confidence. Our Platform-App-Builder practice test is designed to help you succeed on exam day.

336 Questions
Salesforce 2026

When a deal is closed-won, it has to be approved by the owner's Manager prior to being added to the leaderboard for a quarterly sales Competition. An opportunity is won on the last day of the quarter and the Manager is on vacation. What is recommended to ensure all of the appropriate deals are reviewed and the leaderboard is up to date?

A. Have the manager's assistant reassign the approval request.

B. Use a quick action to forward the approval request to the next level approver.

C. Set up a delegated approver for the manager.

D. Use an assignment rule to automatically assign a delegated approver.

C.   Set up a delegated approver for the manager.

Universal Containers is adding drone delivery to service offerings. The Developer wrote and tested the code and the change set is ready to go. However, the Deployment window will occur when the developer is on vacation. What can the app builder do to help ensure the code will successfully deploy to Production?

A. Remove Apex classes from inbound change set.

B. Validate the outbound change set.

C. Use a metadata package set.

D. Validate the inbound change set.

D.   Validate the inbound change set.

An app builder at Cloud Kicks created a custom object and related fields in the schema builder. Which next steps should the app builder take to ensure users can access the new object and fields?

A. Add the fields to the page layout on the object

B. Allow reporting for the object and fields.

C. Create a permission set for access to the object and fields.

D. Assign data types to the fields on the object.

A.   Add the fields to the page layout on the object
C.   Create a permission set for access to the object and fields.

The marketing team at Universal Containers has a list of 400 leads it wants to upload to Salesforce. The team needs to avoid creating duplicate records. Which two actions should be taken to meet this requirement? Choose 2 answers

A. Use Data Loader's update function to import leads and match to existing Records based on e- mail address.

B. Upload the lead list using the Import Wizard and select a Matching Type to Prevent duplicate lead creation.

C. Enable Duplicate Matching in the Data Management section in Setup and Activate the Lead- to-Lead scenario.

D. Utilize a Lead Matching Rule and corresponding Duplicate Rule to block newly Created duplicate leads.

B.   Upload the lead list using the Import Wizard and select a Matching Type to Prevent duplicate lead creation.
D.   Utilize a Lead Matching Rule and corresponding Duplicate Rule to block newly Created duplicate leads.

Explanation:
The requirement involves uploading 400 leads while preventing duplicate records from being created. Salesforce provides native duplicate prevention tools that work during data import. The Import Wizard offers a built-in matching option for deduplication, and Duplicate Rules (combined with Matching Rules) can be configured to block duplicates at the time of creation. Both approaches work together to meet this requirement.

Correct Options:

B. Upload the lead list using the Import Wizard and select a Matching Type to Prevent duplicate lead creation.
The Import Wizard includes a "Matching Type" option during the import process. When selected, Salesforce compares incoming leads against existing records based on specified criteria (like email or name). If a match is found, the import skips the duplicate record or alerts the user. Since 400 leads fall within the Import Wizard's limit of 50,000 records, this tool is perfectly suitable and provides native deduplication during upload.

D. Utilize a Lead Matching Rule and corresponding Duplicate Rule to block newly Created duplicate leads.
Duplicate Rules are the declarative Salesforce solution for preventing duplicate record creation. First, you create a Matching Rule (which defines the matching criteria, such as email or company name). Then, you activate a Duplicate Rule that uses this Matching Rule and can be configured to "Block" creation of new duplicate records. This actively prevents duplicates from being saved when leads are created via any method (including import, UI, or API).

Incorrect Options:

A. Use Data Loader's update function to import leads and match to existing Records based on email address.
The Data Loader's "Update" function requires existing Salesforce Record IDs to perform updates. If you try to update leads that don't yet exist in Salesforce (new leads), the update operation will fail because no Record ID exists. Additionally, Data Loader does not support matching based on email for the update operation. You would need to use "Insert" for new records, but Data Loader lacks built-in deduplication matching during insertion.

C. Enable Duplicate Matching in the Data Management section in Setup and Activate the Lead-to-Lead scenario.
There is no setting called "Enable Duplicate Matching" in the Data Management section. The correct process is to configure Matching Rules and Duplicate Rules under the "Duplicate Management" section in Setup. Additionally, "Lead-to-Lead" is a scenario that references the standard Matching Rule, but simply activating this scenario alone does nothing without an active Duplicate Rule configured to block or alert on duplicates.

Reference: Salesforce Help: "Duplicate Rules" and "Matching Rules" – Trailhead Module: "Prevent Duplicate Records in Salesforce" (Unit: "Create and Manage Duplicate Rules"). Also refer to the "Import Wizard" documentation for the Matching Type option and its behavior during data uploads.

DreamHouse Realty has a policy that requires the phone number on Contact to be deleted when the Do Not Call checkbox is checkedd Which automation tool should the app builder recommend?

A. If-then rule

B. Validation rule

C. Quick action

D. Flow

D.   Flow

Explanation:
The requirement involves automatically modifying field data (deleting the phone number) upon a record update (checking the "Do Not Call" box). This is a backend automation of a business process that requires updating the same record. Platform App Builders should use a declarative automation tool capable of field updates without user intervention.

Correct Option:

D. Flow
Flow is the recommended declarative automation tool for complex or record-triggered automations. A Record-Triggered Flow can monitor the "Do Not Call" checkbox and immediately execute an update to clear the phone number field. It offers the necessary logic and actions to perform field updates on the same record, perfectly matching the requirement. Flows are the preferred automation solution for such scenarios as they are more powerful and maintainable.

Incorrect Option:

A. If-then rule
If-then rules are part of workflow rules (which are now deprecated in favor of Flow). While a workflow rule could perform a field update, Salesforce officially recommends using Flow for all new automations. If-then rules lack advanced logic and debugging capabilities, making them a legacy and suboptimal choice for this requirement.

B. Validation rule
Validation rules are designed to prevent invalid data from being saved by displaying an error message. They do not automate field updates or modify existing data. While you could create a rule to block saving if conditions are mismatched, they cannot clear a phone number value automatically when a box is checked.

C. Quick action
Quick actions allow users to create or update records from a page layout or component. They are user-initiated, not automated background processes. Since the requirement is for automation to trigger automatically when the checkbox is updated (without user clicks), a quick action would not fulfill this need.

Reference:
Salesforce Help: "Flow Builder" and "Automate Your Business Processes with Flow" – Trailhead Module: "Build a Record-Triggered Flow". Refer to Salesforce documentation on "Flow Triggers" and the announcement regarding Workflow Rule deprecation.

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