CRT-402 Sample Questions & Answers
The heaviest area is formula fields, roll-up summaries and validation rules, ahead of relationship types and overall data model design, declarative versus programmatic customization basics, app deployment packaging, and UI work using custom components.
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- Question 1Intermediate
Salesforce Fundamentals · Reports and Dashboards
An App Builder creates a custom object 'Project' and enables 'Allow Reports'. Users are complaining that they cannot create a report that shows Projects without Tasks. What is the most likely reason for this issue?
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Correct answer: B
When 'Allow Reports' is enabled, Salesforce creates a standard report type. For objects with activities enabled, this standard type is often 'Projects with Tasks' (inner join). To report on Projects without tasks (or with/without), a Custom Report Type must be created using the 'Projects with or without Tasks' relationship.
- Question 2Advanced
Data Modeling and Management · Relationship Types
Northern Trail Outfitters wants to implement a custom 'Return Request' object. A Return Request must be linked to an Opportunity. If the Opportunity is deleted, the Return Request should also be deleted. However, the Return Request needs to have its own Owner field separate from the Opportunity owner. What relationship type should be used?
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Correct answer: B
Standard Master-Detail relationships do not allow the child to have a separate Owner (it inherits the Master's owner). A Lookup relationship allows for a separate Owner. To achieve the requirement of deleting the child when the parent is deleted, a Lookup relationship with 'Cascade Delete' enabled is the correct solution.
- Question 3Intermediate
Business Logic and Process Automation · Automation Tools
An App Builder is creating a Flow to update the 'Region' field on the Account object based on the 'Billing State' when a record is created or updated. This update should happen as fast as possible, before the record is saved to the database. Which Flow type is appropriate?
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Correct answer: D
Before-Save updates are faster because they update the record in memory before the commit to the database, avoiding an extra update cycle. This is the best practice for updates to fields on the same record that triggered the flow.
- Question 4Intermediate
User Interface · UI Customization Options
A user needs to see a visual indicator on the Opportunity page that displays 'High Priority' in red if the Amount is > $50,000 and the Stage is 'Negotiation'. Otherwise, it should show 'Standard'. Which feature should the App Builder use to display this on the Lightning Record Page without writing code?
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Correct answer: A
Using a Rich Text component with Conditional Visibility allows you to display specific text/colors based on record criteria without creating new fields on the object. You would create two Rich Text components (one for 'High Priority', one for 'Standard') and set visibility filters accordingly.
- Question 5Intermediate
Data Modeling and Management · Field Types and Changes
What happens when an App Builder changes a custom field type from Checkbox to Picklist?
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Correct answer: B
Changing from Checkbox to Picklist results in data loss. The checkbox values (true/false) do not automatically map to picklist values.
- Question 6Beginner
App Deployment · Change Sets
An App Builder has created a new Sandbox to develop a complex approval process. They need to move the approval process and its related email templates to Production. Which tool should they use?
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Correct answer: D
Change Sets are the native declarative tool for moving metadata (like Approval Processes and Email Templates) between connected Salesforce orgs (Sandbox to Production).
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