Salesforce Updated Platform-App-Builder Exam Questions and Answers by darcie-mae

The correct answer is A. Flow.

The requirement says the Opportunity should store the Account Billing State value, but the value must remain static after the Opportunity is created. A record-triggered Flow is the recommended declarative automation because it can run when an Opportunity is created and populate a custom field with the related Account’s Billing State. Salesforce Trailhead describes record-triggered flows as automation that can run when a record is created or updated, and can update the triggering record or related records depending on configuration.

D. Formula field is incorrect because formula fields are automatically calculated and read-only. A formula would continue to reflect the current Account Billing State, so it would not preserve the original value after creation.

B. Apex is not the recommended first choice because Flow handles this requirement declaratively.

C. Roll-up summary field is incorrect because roll-ups aggregate child records; they do not copy a parent Account field value onto an Opportunity.

Dynamic Related List - Single provides the advanced declarative customization required in this scenario. Salesforce documents that this component allows an app builder to select and reorder displayed columns, define the record sort order, filter related records, determine how many records appear, and show or hide list actions. These capabilities go beyond the standard Related Lists and Related List - Single components, which are more dependent on traditional page-layout configuration. Related List Quick Links provides compact navigation to related lists rather than detailed control of list behavior. Because the requirement specifically combines configurable sorting with action visibility, Dynamic Related List - Single is the precise Salesforce component designed for the use case. It can be configured directly through Lightning App Builder on a supported record page.

Record type availability determines which record types a user can select when creating records. Salesforce allows record types to be assigned through profiles, permission sets, and permission set groups. Therefore, if the support team ' s profile currently provides access to Bronze, removing Bronze from that profile prevents users from selecting that record type, assuming it is not granted through another permission set. Organization-wide defaults and sharing rules regulate access to records after they exist; they do not control which record types a user can select during creation. A permission set group containing Platinum and Diamond could grant additional access but does not inherently revoke Bronze access already provided by the profile. The direct solution described by the options is therefore to remove the Bronze record type assignment from the support team ' s profile.

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The correct answer is D. Sum.

Cloud Kicks wants the total value of all won Opportunities displayed on the Account record. In a roll-up summary field, SUM totals the values in a selected numeric/currency field, such as Opportunity Amount. Salesforce documentation identifies SUM as the roll-up summary type used to total values in the selected field.

The app builder would create a roll-up summary field on Account, summarize Opportunities, use SUM on the Amount field, and apply filter criteria for won Opportunities, such as Stage equals Closed Won.

A. Count would only count the number of Opportunities.

B. Total is not the Salesforce roll-up summary type name.

C. Aggregate is not the specific roll-up summary option used here.

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