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Salesforce CRT-403 Exam Questions
- Topic 1: Salesforce Fundamentals: In a given environment, this section deals with the identification of boundaries of declarative customization and the use cases for programmatic customization. It also covers how to Identify common scenarios for extending an org using the AppExchange. Moreover, it covers applying the features and capabilities available to restrict and extend object, record, and field access.
- Topic 2: Data Modeling and Management: In this section, candidates are tested to determine the appropriate data model. It also covers topics such as explaining the capabilities of the various relationship types and the implications of each on record access, user interface, and reporting and evaluating the choices when selecting or changing a field data type.
- Topic 3: Business Logic and Process Automation: In this section of the exam, the candidates are required to demonstrate the use of formula fields to meet stated business requirements. The section also covers how to determine the capabilities, use cases, and implications of roll-up summary fields and shows the use of validation rules to meet stated business needs.
- Topic 4: User Interface: In this section of the exam, candidates are tested for their knowledge of the user interface customization options. They should demonstrate the capabilities and use cases for custom buttons, links, and actions.
- Topic 5: App Deployment: In this section, in a particular scenario, the exam section covers suggesting a solution for key milestones and considerations when managing the application lifecycle and various types of sandboxes. It also covers demonstrating knowledge, viability, and troubleshooting when using change sets.
Free Salesforce CRT-403 Exam Actual Questions
Note: Premium Questions for CRT-403 were last updated On Mar. 26, 2025 (see below)
Ursa Major Solar wants to automate a welcome email to new clients and include a customized survey about their buying experience. An app builder is tasked with this project and has very little time to build the solution from scratch, but still needs to be able to fully customize the solution.
What should the app builder do to meet the deadline and custom requirements?
Given the need to automate a welcome email including a customized survey with customization requirements and a tight timeline, the best approach is:
Use Salesforce Flow to build the survey declaratively to meet the criteria and send it to the customer as an email (B). Flow is a powerful tool for automation in Salesforce, allowing the creation of complex workflows and user interactions without needing to write custom code. It can be used to build a survey and integrate it with email services for automated dispatch.
Working with a developer to create custom Apex and LWC (A) might meet the criteria but would not align with the limited time frame. Managed (C) and unmanaged packages (D) from AppExchange can provide pre-built solutions, but they may not offer the needed customization or could require more setup time than building directly in Flow.
Reference for automating processes with Salesforce Flow:
Salesforce Flow: https://help.salesforce.com/articleView?id=sf.flow_considerations_design.htm&type=5
Universal Containers has a custom object that holds over 100 fields. The app builder wants to break up the fields into separate tabs on the lightning page.
Which Lightning component is most appropriate to fulfill this requirement?
The 'Accordion' Lightning component is designed to break up content into collapsible sections. This component would be suitable for managing the visibility of large numbers of fields by grouping them into separate tabs or sections that can expand and collapse. This makes navigation easier and declutters the interface.
A: Highlights panel is used for displaying key record information at the top of the page and is not designed for managing multiple fields.
B: Record detail displays all fields on a single layout, which does not suit the requirement to break up the fields.
A sales manager has noticed that reps continue to input contacts directly in
their phone instead of adding them to Salesforce.
What should an app builder recommend to ensure the data makes it into Salesforce?
To ensure sales reps input contacts into Salesforce rather than their personal devices:
C . Enable offline create, edit, and delete in Salesforce for Android and iOS. This feature allows sales reps to enter contact information directly into the Salesforce Mobile App even when they are offline, which syncs back to Salesforce once connectivity is restored.
Steps to enable offline capabilities:
Navigate to Setup Mobile Administration Salesforce Mobile App Offline Settings.
Configure offline settings to allow for creating, editing, and deleting records.
Ensure that the Contact object is available for offline access.
This functionality encourages reps to use Salesforce directly by mitigating connectivity constraints.
For implementation details, refer to Salesforce Mobile App Offline.
An app builder just added a lookup field to Account from the existing custom object, Box.
Which report type is automatically created?
Upon adding a lookup field to Account from a custom object, Box:
D . Accounts with Boxes. Salesforce automatically creates a new report type that reflects the relationship from the perspective of the parent object, in this case, Accounts, showing related Box records.
This new report type enables users to create reports that list Accounts along with their associated Boxes, if any.
The VP of sales at AW Computing would like a Roll-Up Summary field on the Account object to aggregate the amount of opportunities related to an Account. The app builder is unable to implement this change.
Why is the app builder unable to fulfill the request?
The inability to create a Roll-Up Summary field in this context can be attributed to:
B . The organization has Advanced Currency Management enabled. When Advanced Currency Management (ACM) is enabled, it affects how currency data is managed and aggregated, impacting the functionality of roll-up summary fields that involve currency amounts across different records.
To address this limitation, consider using custom reporting or a custom solution like a trigger or a scheduled batch class to manually calculate and update the total.
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