Free CRT-403 Exam Braindumps
Prepare for your Platform App Builder Certification Questions 141–145 (page: 30)

Updated On: 10-Feb-2026

The VP of Sales wants a Chatter post to the All-Sales private group when an opportunity goes to the closed won stage.
What two tools should the app builder use to automate this process? Choose 2 answers

  1. Flow
  2. Process Builder
  3. Big Deal Alert
  4. Workflow

Answer(s): B,D

Explanation:

The app builder should use two tools to automate this process:
Process Builder: This is a type of automation tool that can execute actions based on certain criteria. In this case, the process builder can have a criteria that evaluates if an opportunity goes to the closed won stage, and then execute an action that posts a message to a Chatter group. Workflow: This is another type of automation tool that can execute actions based on certain criteria. In this case, the workflow can have a criteria that evaluates if an opportunity goes to the closed won stage, and then execute an action that posts a message to a Chatter group. Option A and C are not tools that can automate this process.



The appraisal team at DreamHouse Realty wants to leverage Salesforce mobile app.
What are three things an app builder should do to optimize mobile experience? Choose 3 answers

  1. Use Global Actions to make it easy to perform vital functionality on mobile.
  2. Avoid using default field values so that the user is required to fill in all fields on the screen.
  3. Minimize the amount of formula fields and lookup fields to reduce page load time.
  4. Create individual customized layouts for different phone operating systems.
  5. Put the most important fields in the compact layout so they are easy to find.

Answer(s): A,C,E

Explanation:

The app builder should do three things to optimize mobile experience:
Use Global Actions to make it easy to perform vital functionality on mobile: Global actions are actions that allow users to create records or perform tasks from anywhere in Salesforce. They are displayed in various places in Salesforce mobile app, such as action bar, action menu, or publisher. By using global actions, the app builder can make it easy for the appraisal team to perform common tasks on mobile, such as creating a new appraisal record or logging a call. Minimize the amount of formula fields and lookup fields to reduce page load time: Formula fields and lookup fields are types of fields that can affect the performance of Salesforce mobile app. Formula fields are fields that calculate a value based on an expression or formula. Lookup fields are fields that create a relationship between two objects and allow users to select a value from a list of records. Both types of fields can increase the page load time on mobile devices, especially if they are complex or reference many other fields. By minimizing the amount of formula fields and lookup fields, the app builder can optimize the mobile experience for the appraisal team. Put the most important fields in the compact layout so they are easy to find: Compact layouts are layouts that display a record's key information at a glance. They are used in various places in Salesforce mobile app, such as record highlights, list views, related lists, and lookup dialogs. By putting the most important fields in the compact layout, the app builder can ensure that the appraisal team can easily find the information they need on mobile devices. Option B and D are not things that an app builder should do to optimize mobile experience.



An app builder wants to update a field on the parent record when a child record connected via lookup is deleted.
What automation should the app builder use?

  1. Screen flow
  2. Process Builder
  3. Apex code
  4. Workflow rule

Answer(s): C

Explanation:

The app builder should use Apex code to update a field on the parent record when a child record connected via lookup is deleted. Apex code is a programming language that allows developers to execute complex logic on the Salesforce platform. Apex code can be triggered by certain events, such as insert, update, delete, or undelete of records. In this case, the app builder can write an Apex trigger that runs after a child record is deleted and updates a field on the parent record accordingly. Option A, B, and D are not automation tools that can perform this task.



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?

  1. 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.
  2. 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.
  3. Create a new roll-up summary field called First Order Date, using Type SUM on Opportunity Close Date.
  4. Create a new date field called First Order Date, then create a roll-up summary to update the field using Type MIN.

Answer(s): A

Explanation:

The app builder should 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. A roll-up summary field is a type of field that calculates values from related records and displays them on the parent record. In this case, the app builder can create a roll-up summary field on the Account object that calculates the minimum (earliest) value of the Opportunity Close Date field from the related opportunities where IsWon = TRUE. This will show when customers made their first purchase. Option B, C, and D are not correct ways to use a roll-up summary field to meet the requirement.



An app builder has created a custom Lightning App and wants to make it available to the internal users at Universal Containers.
Which two steps are necessary to accomplish this task? Choose 2 answers

  1. Add the app to a Visualforce page.
  2. Upload the app to Static Resources.
  3. Create a subdomain using My Domain.
  4. Build a Custom Tab for the app.

Answer(s): C,D

Explanation:

The app builder needs to do two steps to make the custom Lightning App available to the internal users at Universal Containers:

Create a subdomain using My Domain: My Domain is a feature that allows an organization to set up a custom domain name for their Salesforce instance. This is required to use custom Lightning components and apps in Salesforce1.
Build a Custom Tab for the app: A custom tab is a tab that displays any custom object or web page in Salesforce. This is required to make the custom Lightning App accessible from the navigation menu or app launcher2. Option A and B are not necessary steps to make the custom Lightning App available to the internal users.



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