Salesforce Updated Platform-App-Builder Exam Questions and Answers by goldie

The correct answer is D.

Salesforce allows converting a master-detail relationship to a lookup relationship only when there are no roll-up summary fields on the master object that summarize the detail records. Salesforce documentation states that after a roll-up summary field exists on an object, the object’s master-detail relationship can’t be converted into a lookup relationship.

In this case, if Account has roll-up summary fields based on related Park records, Salesforce blocks the conversion.

A is incorrect because a flow using Account does not normally prevent converting the relationship. B is incorrect because formulas on Park referencing Account are not the primary restriction. C is incorrect because custom objects do not need at least one master-detail relationship for reporting.

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The correct answer is A. Path.

Sales managers want reps to see recommendations, sales strategies, and key fields at each step of the Opportunity sales process. Salesforce Path is designed for exactly this. Path can highlight key fields and provide customized Guidance for Success for each stage of a process.

For Opportunities, Path can show reps which fields matter at each sales stage and provide stage-specific guidance such as qualification tips, sales strategy, or next-step recommendations.

C. Approval Process is for record approval routing.

D. Global Action is for creating or updating records quickly, not guiding users through sales stages.

B is not the correct Salesforce feature for this requirement.

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The correct answer is B. Cross-object formula.

Opportunity has a standard relationship to Account, so an app builder can create a formula field on Opportunity that references the parent Account field. Salesforce defines a cross-object formula as a formula that spans related objects and references fields on those related objects.

Because Account_Region__c is a picklist on Account, the Opportunity formula would commonly be a text formula like:

TEXT(Account.Account_Region__c)

Field history tracking only tracks changes, a lookup field would create a relationship rather than display the Account field value, and field-level security controls visibility but does not copy or display the parent field on Opportunity.

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The correct answer is B. Actions & Recommendations component.

The Actions & Recommendations component is used to give agents a guided to-do list/checklist on a record page. Salesforce documentation describes it as a component that can show flows, quick actions, and recommendations so agents can complete required steps consistently. This matches the requirement to provide service agents with checklist items when servicing a Case.

Why others are incorrect:

A “Business component” is not the standard Salesforce feature for this.

Activity Timeline shows activities, not a required checklist.

Highlights Panel shows key fields and actions, not guided service steps.

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