Sunday, August 30, 2015

Salesforce Platform App Builder Certification (Transition Exam)

Hello Friends

I cleared the Salesforce app builder transition exam today and thought of sharing my experience.. I can't post the exact questions but can give a brief of what topics the exam touched on and how easy / hard was it..

Exam Format

the transition exam is 20 multiple choice questionnaire and you get 30 minutes to complete it.. pass percentage is 65%, so you need to get at least 13 questions correct

Pre requisite

you should have already got the Salesforce Developer Certification..

Prior Experience

If you are doing the transition exam, most of you are already using Salesforce day in & out for at least few months and been looking into the release notes of the past couple of releases touching Salesforce1 and Lightning features. if that's the case then this exam is an easy one for you..

but if you are just getting started with salesforce and looking to take the full App builder certification exam, then you have to spend some good time in getting used to the platform and understanding the functionalities before taking this certification


I just prepared myself going through the links listed in the app builder transition exam study guide and the app builder full exam and I can comfortably say the topics listed in the study guide is all you need to pass the exam.

Topics Covered

  • Filed Types - focus on field type changes and data losses, limits & considerations of field type changes, field types for multi line paragraphs, phone number searches
  • Actions - Object Specific and Global Actions - focus on Child record creations from parent and auto relationships between them
  • Lightning Connect - External Objects & External Data Sources - focus on external ids, global search for external data, types of connectors
  • Rollup Summary Fields - required relationship type for rollup summary, where & how to create
  • Sandboxes - different types of sandboxes, which one includes data, when to use each type, what's preferred for testing, etc..
  • Packaging - managed / unmanaged, what's editable in unmanaged, test classes in packages
  • Assignment Rules - Case, Lead, what's required for assignment rules, how many can be active, how many rule criteria's can be there
  • Master Detail / Lookup - understand the difference and what happens when converting from one to another, what can give rollup summary fields
  • Record Types - business / sales process, impact on pick list values , page layouts, which picklist fields cannot have different values based on record types
  • Workflow Rule - Re Evaluation - what gets re evaluated when workflow rule field update is marked to re evaluate other rules
  • Order of Execution - go thru the salesforce reference on order of execution and understand the order for assignment , workflow, validation, escalation rules
  • Lightning App Builder - parts of app builder, types of components & actions you can add into the app, how to enable the app built in lightning app builder inside salesforce1 mobile, creating a tab for the app
  • Person Accounts - data storage for person accounts, difference compared to business accounts, record types for person accounts
  • Social Accounts - what's required to sync social accounts, what details you can see using social accounts
  • AppExchange - buy vs build, when to go for an appexchange app or develop in house, e.g. quick way to implement products, pricing, quote & order


it took me 22 minutes to complete all 20 questions and revised the answers a few times in the remaining 8 minutes..  if you go thru the links in the study material for both the transition & the full exam and focus on the key areas on each of the topics, you can easily clear the exam.. good luck folks..