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Salesforce CRT-403 Exam Questions
Prepare for your Platform App Builder Certification (Page 10 )

Updated On: 17-Feb-2026
Page 10 of 60
PDF with 291 Questions

Sales reps at Universal Containers create multiple quotes per opportunity.

What automation tool should an app builder recommend to delete rejected quotes?

  1. Approval process
  2. Validation rule
  3. Workflow rule
  4. Flow

Answer(s): D

Explanation:

A flow is a powerful automation tool that can perform complex logic and data manipulation. A flow can be used to delete rejected quotes by using a record-triggered flow that runs when a quote is updated, or by using a scheduled flow that runs at a specified time.



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?

  1. Process Builder
  2. Activity Timeline
  3. Roll-Up Summary Field
  4. Workflow Rule

Answer(s): C

Explanation:

A roll-up summary field is a field that calculates values from related records. A roll-up summary field can be used to display the number of opportunities that are closed won with a close date within the last year on the account detail page by using a filter criteria on the field.



A Service Coordinator (SC) for Ursa Major Solar (UMS) does a final review of work orders owned by a technician for a specific region before the records are submitted for an invoice. Beforeclosing out the work order, the SC needs to modify data or remove attachments that were added by mistake. The SC also needs access to any other related records owned by the technician.
What solution would provide the required access, given a private data model?

  1. Give the SC a permission set with the Modify All Data system permission.
  2. Put the SC in the role hierarchy above the technicians whose work orders they review.
  3. Create a workflow rule that updates records owned by technicians in that regionwith the S
  4. Change work order access on the SC's profile to 'Modify AIl.

Answer(s): B

Explanation:

Putting the SC in the role hierarchy above the technicians whose work orders they review will provide the required access, given a private data model. The role hierarchy determines how users can access records they do not own. Users at any given role level can view, edit, and report on all data owned by or shared with users below them in the role hierarchy.



Universal Containers would like to embed a chart of all related Opportunities, by stage, on the

Account detail page.
Which type of report should the App Builder create to add to the Account page layout?

  1. A summary report on the Opportunity object.
  2. A summary report on the Account object.
  3. A tabular report on the Account object.
  4. A tabular report on the Opportunity object.

Answer(s): A

Explanation:

A summary report on the opportunity object should be created to add to the account page layout. A summary report groups rows of data by common values and allows users to create charts based on aggregate values. A summary report on the opportunity object can group opportunities by stage and display a chart of all related opportunities on the account detail page.



DreamHouse Realty wants to track how many lifts are being installed into customer garages. The To Be Installed custom checkbox field on the custom Lift object should be checked and an external system should be notified via an outbound message the next day when a lift is sold.
What automation tool should be used to complete this task?

  1. Approval process
  2. Workflow
  3. Flow
  4. Process Builder

Answer(s): C

Explanation:

As of the Winter '24 release, Salesforce introduced the ability to send outbound messages directly from Flow. This makes Flow the best choice for automating the notification to an external system when a lift is sold, fulfilling the need for both checking the custom To Be Installed checkbox and sending the notification the next day.
Flow: With this new functionality, Flow is now the most versatile automation tool for this use case.
You can:
Create a scheduled path that triggers the next day after the lift is sold (e.g., when a record meets the criteria such as the checkbox being checked).
Send the outbound message to notify the external system about the lift installation. Perform all of this declaratively, replacing the need for Workflow, which previously was the go-to for outbound messages.
Why not Workflow anymore? Although Workflow still supports outbound messages, Flow is the preferred tool now, as Salesforce is deprecating Workflow rules and Process Builder in favor of Flow. Flow also allows for more complex logic and actions, providing flexibility in future-proofing automation.


Reference:

Winter '24 Flow Outbound Message






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