Cheat Sheet · Salesforce & CRM

Salesforce Platform App Builder Cheat Sheet

intermediate

A free Salesforce Certified Platform App Builder cheat sheet: the five domains, relationships, formulas, Flow types, Lightning App Builder and deployment, for revision.

By The Exam Atlas Editorial Team · Verified 2026-06-06

A final-revision summary for the Platform App Builder exam. Study aid only - no notes in the proctored exam.

The five domains (current weights, after the December 2025 restructure)

#DomainWeight
1Salesforce Fundamentals23%
2Data Modeling and Management22%
3Business Logic and Process Automation28%
4User Interface17%
5App Deployment10%

Older nine-section material is out of date. Study the current five-domain exam guide.

The app-building workflow (left to right)

Model the data (objects, fields, relationships) → Add logic (formulas, validation, Flow) → Build the UI (Lightning App Builder) → Deploy (sandbox → change set / package → production).

Data modeling - relationships at a glance

RelationshipIdea
LookupLoose link; child can exist without the parent
Master-detailTight parent-child; ownership, cascade delete, roll-up summaries
Junction objectTwo master-detail relationships = many-to-many
Formula fieldCalculated per record at read time (read-only)
Roll-up summaryAggregates children up to a master-detail parent (COUNT/SUM/MIN/MAX)

Business logic and automation - Flow types

Tool / typeIdea
Validation ruleBlocks a save when data fails a condition
Screen flowGuides a user through screens
Record-triggered flowRuns on record create / update / delete
Scheduled flowRuns on a set schedule
Autolaunched flowNo UI; called by another process

User interface

TermIdea
Lightning App BuilderDrag-and-drop builder for app, home and record pages
Record pageLayout of one record plus components
Page layoutField, section and related-list arrangement on a record
List viewSaved, filtered list of records

App deployment

TermIdea
SandboxCopy of an org to build and test safely
Change setMoves metadata between related orgs
Managed packageVersioned, upgradeable; distributed via AppExchange
Unmanaged packageOne-time bundle the recipient then owns

Exam facts at a glance

ItemValue
Exam codePlat-Admn-202
Duration105 minutes
Questions60 scored + 5 unscored (65 total)
Passing score63%
FormatMultiple-choice / multiple-select; proctored; Pearson VUE
FeeUS$200 register / US$100 retake (plus tax; confirm with Salesforce)
ValidityNo fixed expiry; free Trailhead maintenance each release

Declarative vs code - the recurring judgement

Platform App Builder is the clicks-not-code credential. Solve with declarative tools - objects, fields, relationships, formulas, validation rules, Flow and the Lightning App Builder - until a requirement genuinely needs Apex or Lightning Web Components, which are Platform Developer I territory.

FAQ

Can I use notes in the Platform App Builder exam?
No. It is proctored and delivered through Pearson VUE, at a test centre or online. Use this for final revision before exam day only.

Sources