Salesforce Certified Platform Foundations
Last Update Oct 13, 2025
Total Questions : 122
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A Salesforce associate is working from a custom Contact list view and noticed key information is missing.
What should they do to add the missing information?
A Salesforce associate is preparing for a sales call and needs to review a specific report.
What is the most efficient way to navigate there?
Get Cloudy Consulting (GCC) plans to migrate from a legacy CRM system to Salesforce. GCC currently uses a dedicated single-tenant, on-premise system and wants to utilize a multi-tenant architecture like Salesforce uses.
What is one feature of multi-tenant architecture?
A sales rep at Get Cloudy Consulting asks the new Salesforce associate to give them a report showing all the active accounts for the sales rep's territory.
Where should the associate go to create a new report for Accounts?
A Salesforce associate recently relocated from Get Cloudy Consulting s San Francisco office to its new London office. The associate wants to change their work hours information in the Salesforce org to reflect their new time zone.
Which method is easiest to change these settings?
A Salesforce associate has been tasked with creating new fields on the Contact object and determining what type of field be used for each one.
Where should the associate go to understand the differences between the data types?
Get Cloudy Consulting wants to implement AI Agents to assist with customer service.
Where can Agents be deployed?
Get Cloudy Consulting gets 90°^b of its business from trade shows. Sales reps create many lead records during these events, but they often forget to change the Lead Source field toTrade Show'.
What should help the sales reps when they create these lead records?
Get Cloudy Consulting wants to confirm the data type of the Account Sources field on Account object. Which editing the Account, the Account Sources field has several predefined values that can be selected.
Which type of field is Account Source?
A Salesforce standard profile end user is looking for specific information on an Opportunity record page. They are overwhelmed by the required scrolling to see the page.
What should the user do to simplify the page to see only what they want?
Get Cloudy Consulting (GCC) is currently tracking forecasting and revenue data in a spreadsheet and wants migrate this data to Salesforce.
Which solution should GCC consider?
Sales reps at Get Cloudy Consulting want to see a visual representation of their emails and phone calls with a contact.
Which contact record component must be present so users can see this?
Get Cloudy Consulting (GCC) has a Contact that works at two different Accounts.
How should GCC related this Contact to two Accounts?
Refer to the screenshot that shows the top portion of the Salesforce Service app with areas labeled A, B, and C.
Get Cloudy Consulting (GCC) offers sales and services consoles to meet the various needs of its end users?
Where should GCC' end users go to change to the Sales Console.
Salesforce associate received a promotion and needs Edit access to fields on opportunity records across the organization.
Which user setting need updating to allow Edit access?
A Salesforce associate at Get Cloudy Consulting is given a list of opportunities to work through. The associate asks for an easier way to change the opportunity stage.
What should be recommended?
Get Cloudy Consulting (GCC) currently supports its customers via calls and emails. GCC wants to meet the needs of digitally savvy customers by offering support via web chat as well as SMS, Facebook Messenger, and WhatsApp.
Which Salesforce product should meet this need?
A Salesforce associate is creating a report that needs to show changes uin a value over a series of point in time.
Which type of chart should the associate add to this report to help visualize these changes?
What should the account owner at Get Cloudy Consulting use to learn the sum of the amount for each opportunity?
An employee at Get Consulting recently changed their name and received a new username.
Where should these changes be updated?
Get Cloudy Consulting (GCC) will show its data on a dashboard where the data is visualized within a range.
Which dashboard component type should GCC use?
A Salesforce associate deletes an Account of a company that recently went out of business.
Which other related records are automatically deleted?
To which Team should a Salesforce associate be added to gain access to an Account and its related opportunities?
How can a user see only contacts from a specific city on the 'New This Week" list view without changing what other users see?
Where can a org’s service status and performance degradation information be found?
A Salesforce associate wants to locate a record within the custom object called Shipment’.
What is the most efficient way to find a record within this object?
A Salesforce associate at Get Cloudy Consulting needs a list of all active contacts grouped by Account. What is the first step in building this report?
Which tool creates a visual representation of objects and their relationships?
A Salesforce associate is creating new user accounts for a new project management team.
What will be the role of each new team member?
Get Cloud Consulting (GCC) has started to use Salesforce for its sales and service divisions. GCC would like to automate a process and understands this can be done through declarative and programmatic solutions.
Which approach should GCC explore first?
A salesforce associate is excited to find they can combine the challenge of learning new skills with the chance of winning prizes?
Get Cloudy Consulting wants to evaluate a new feature that requires a specific license before purchasing.
Which environment should be used?
Get Cloudy Consulting (GCC) wants to customize its Sales application’s Home tab with additional components.
Outside of the org, where should GCC' Salesforce associate go to collaborate with others on solutions that might resonate with GCC users?
An online retail company uses Sales Cloud and Marketing Cloud. The company's Salesforce associate needs help while working in Marketing Cloud and wants to hear other Salesforce professionals' opinions. They would like to post a question that anyone around the globe who is familiar with Salesforce can answer.
Which resource should they use?