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Salesforce Platform-App-Builder Exam Syllabus Topics:

Section	Weight	Objectives
Topic 1: Business Logic and Process Automation	28%	- Approval Processes 1. Describe the capabilities of approval processes and the use cases for each - Flow 1. Describe the capabilities of Flow and the use cases for each flow type (Screen Flow, Auto-launched Flow, etc.) 2. Describe the capabilities of Flow to automate business processes - Validation Rules 1. Describe the capabilities of validation rules and the use cases for each - Formula Fields and Roll-Up Summary 1. Describe the capabilities of roll-up summary fields and the use cases for each 2. Describe the capabilities of formula fields and the use cases for each - Automation Tool Selection 1. Given a scenario, identify the appropriate automation tool to use (Flow, approval process, etc.)
Topic 2: App Deployment	10%	- AppExchange Packages 1. Describe the use cases and considerations for managed and unmanaged packages - Change Sets and Deployment Tools 1. Describe the considerations when deploying to a production environment 2. Describe the use cases and capabilities of change sets - Sandboxes 1. Describe the differences between sandbox types 2. Describe the use cases and capabilities of sandbox environments
Topic 3: User Interface	17%	- Lightning Experience Customization 1. Describe the capabilities of and use cases for custom buttons, links, and actions 2. Describe the use cases and capabilities of Lightning apps, navigation, and utility bars - Page Layouts and Record Types 1. Describe the use cases and capabilities of page layouts 2. Describe the use cases and capabilities of record types - Lightning App Builder 1. Describe the use cases and capabilities of standard and custom Lightning components 2. Describe the capabilities of Lightning App Builder and the use cases for each
Topic 4: Salesforce Fundamentals	23%	- AppExchange 1. Describe the use cases and capabilities of AppExchange - Object, Record, and Field Access 1. Describe the various elements of the sharing model and the use cases for each 2. Describe the capabilities of object, record, and field-level security and the use cases for each - Reports and Dashboards 1. Describe the capabilities of reports and dashboards and the use cases for each - Mobile and Collaboration 1. Describe the use cases and capabilities of Chatter 2. Describe the capabilities of the Salesforce mobile app
Topic 5: Data Modeling and Management	22%	- Custom Objects and Fields 1. Describe the appropriate use of custom objects, standard objects, and external objects 2. Describe the capabilities of various field types and the use cases for each 3. Describe the use cases and implications of field history tracking - Schema Builder 1. Describe the use cases and capabilities of Schema Builder - Data Management 1. Describe the use cases and capabilities of data validation tools 2. Describe the capabilities and use cases for data import and export tools - Object Relationships 1. Describe the implications of object relationships on reports, record access, and data deletion 2. Describe the capabilities of and use cases for relationship field types (lookup, master-detail, many-to-many)

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Salesforce Certified Platform App Builder 認定 Platform-App-Builder 試験問題 (Q231-Q236):

質問 # 231
Shipments at Cloud Kicks (CK) are created and updated by the warehouse staff in a Shipping application. The information needs to be pushed into Salesforce on a regular Basis. CK ' s app builder creates a custom object called Delivery_c to track the Information. How can the app builder prevent creating duplicate delivery records and update the Correct existing records when migrating data from the shipping application?

A. Use the Import Wizard and match on the Salesforce I
B. Use the Import Wizard and match on the tracking number.
C. Create a duplicate/match rule and use Data Loader.
D. Create a unique External ID field and use Data Loader.

正解：D

解説：
The correct answer is B. Create a unique External ID field and use Data Loader.
Cloud Kicks is receiving shipment data from an external shipping system on a regular basis. To prevent duplicate Delivery records and update the correct existing records, the app builder should create a field such as Tracking Number on Delivery__c , mark it as External ID and Unique, then use Data Loader Upsert.
Salesforce documentation states that external IDs can be used when importing custom objects to prevent duplicate records. Salesforce Data Loader documentation also states that upsert combines insert and update: if a matching record exists, it updates it; otherwise, it creates a new record.
A is less appropriate because this is a recurring system migration/update scenario, and Data Loader with External ID is the stronger tool.
C is incomplete because matching only on Salesforce ID requires the external system to already store Salesforce record IDs.
D may help detect duplicates, but duplicate/matching rules do not provide the clean upsert mechanism needed to update the correct existing record.

質問 # 232
Northern Trail Outfitters wants to initiate a daily backup of its Salesforce org.
Which tool should an app builder recommend for this task?

A. AppExchange package
B. Refresh full copy sandbox
C. Report export
D. Data Export Service

正解：D

解説：
Data Export Service is the appropriate tool for initiating scheduled or immediate backups of Salesforce data. Reference:
Salesforce Help - Data Export Service

質問 # 233
Cloud Kicks has five years of sales data and would like to track when customers made their first purchase. How should an app builder use a roll-up summary to meet the requirements?

A. Create a new roll-up summary field called First Order Date, using Type SUM on Opportunity Close Date.
B. Create a new date field called First Order Date, create a new Workflow to set the date, and roll up the value with a filter where IsWon = TRUE.
C. Create a new roll-up summary field called First Order Date, using Type MIN on the Opportunity Close Date with a filter where IsWon = TRUE.
D. Create a new date field called First Order Date, then create a roll-up summary to update the field using Type MIN.

正解：C

質問 # 234
Cloud Kicks (CK) has a formula field `specialty ` or Opportunity that gets its value from the `specialty ` field on the related Account. CK has changed its processes to allow opportunities to have different values for
`Specialty ` than their Account. How can sales reps enter values for the `specialty ` field on Opportunity, while preserving the values on existing opportunities?

A. Convert the field to a text field and the values in the left.
B. Create a new text field and import the formula field values in it.
C. Extent the data, convert the field to `GETTING` and mount the data.
D. Create a new text field and keep using the existing formula field.

正解：B

解説：
The correct answer is D. Create a new text field and import the formula field values in it.
The existing Specialty__c field is a formula field, so users cannot manually edit it. Formula fields calculate their value automatically from other fields. Since Cloud Kicks now wants Opportunity Specialty__c values to be different from the related Account value, the app builder should create a new editable field, such as a Text field, and then load the existing calculated formula values into that new field for existing Opportunity records.
This preserves historical Opportunity values while allowing sales reps to enter or update Specialty values going forward. Salesforce documentation explains that roll-up/formula-style calculated values are system- derived, while changing custom field types has limitations and requires care when data must be preserved.
A and B are incorrect because a formula field cannot simply become an editable text field while safely preserving all existing calculated values.
C is incomplete because creating a new text field without importing the existing formula values does not preserve the current values on existing Opportunities.

質問 # 235
Cloud Kicks wants to display the number of opportunities that are Closed Won with a Close Date within the last year on the Account detail page.
Which tool should an app builder use to implement this?

A. Workflow Rule
B. Process Builder
C. Activity Timeline
D. Roll-Up Summary Field

正解：B

質問 # 236
......

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