PAB Cert Prep: Fundamentals and User Interface

Get Started with Platform App Builder Certification Prep

Describe the key topic areas of the Salesforce Platform App Builder Certification. Access resources to prepare yourself for the Salesforce Platform App Builder Certification.
  • Designed for users who have experience developing custom applications on the Lightning platform. They enhance the Salesforce Platform experience and extend Salesforce functionality through development and enablement.
  • Exam Logistics and Policies:
    • Recommended Experience: 6 months to 1 year building apps on the Lightning Platform
    • 60 questions + 5 nonscored questions
    • 105 minutes
    • Passing Score 63% (41/65 questions)
  • Exam weighting:
    • Salesforce Fundamentals: 23%
    • User Interface: 17%
    • Data Modeling and Management: 22%
    • Business Logic and Process: 28%
    • App Deployment: 10%
  • Certified App Builders are required to successfully complete release maintenance exams once annually.

  • Which exam section is weighted lowest?
    • App Deployment
  • How many months' experience building applications is recommended for this exam?
    • 6 months

Study Salesforce Fundamentals

Identify the boundaries of declarative customization and the use cases for programmatic customization. Identify common scenarios for extending org functionality using AppExchange. Apply features and capabilities to restrict and extend object, record, and field access. Determine the appropriate sharing solution that meets business requirements. Identify the features and capabilities available when creating reports, report types, and dashboards. Determine the appropriate global, object-specific actions, and layouts to optimize the Salesforce mobile user experience that meets requirements. Describe the customizations and multiple use cases available for Chatter.
  • A manager using Salesforce is sending a small number of communication emails out to customers and wants to track open rates over the next few weeks. How should this requirement be met?
    • Download an app from AppExchange to extend functionality.
  • What standard process can be used to assign leads that come in from a website into queues?
    • Lead assignment rule
  • A small team of individuals across multiple job functions need to audit accounts who have reached the end of their contract date. These users have different access to the Accounts object. How can this be addressed?
    • Create a criteria-based sharing rule and share records with a group for auditors.

  • How many assignment rules can be active on Case?
    • For each rule type, only one rule can be in effect at any time.
  • What is the maximum number of components a dashboard can have?
    • 20 components
  • What are the two sharing rule types?
    • Owner Based and Criteria Based
  • Finance wants Salary to only be visible to select employees. How can this be achieved?
    • Field Level Security
  • What two permissions are need to create custom reports that all users can view?
    • Manage Public Reports and Create and Customize Reports
  • What two ways can an App Builder grant object-level access to users?
    • Permission Sets and Profiles

  • What key topic is covered in Salesforce Fundamentals in the PAB exam?
    • Page Layouts
  • What tool is used to restrict and extend access to objects, fields, and records?
    • Role hierarchy

Learn About the User Interface

Describe the user interface customization options. Demonstrate the capabilities of and use cases for custom buttons, links, and actions. Determine the declarative options available for incorporating Lightning components in an application. Describe the programmatic customizations available for incorporating custom Lightning components in an application.
  • A team wants to enter in key fields on an account. They also want to ensure the fields are accessible in the mobile app. What standard Lightning component should be used?
    • Highlights panel - displays key record fields which come from the compact layout assigned to the object.
  • What considerations should the App Builder take to ensure the navigation menu is efficient?
    • Limit the number of tabs selected for the navigation menu to a small number.

  • What are the two types of quick actions?
    • Object-specific and global
  • What are the three types of pages you can build with Lightning App Builder?
    • Homepage, Record Page, App Page
  • What picklist fields are used in the lead process are not available for record types?
    • Case status, Lead status