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Salesforce Certified Platform Foundations Question and Answers

Salesforce Certified Platform Foundations

Last Update Oct 13, 2025
Total Questions : 122

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Questions 1

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?

Options:

A.  

Edit sharing settings

B.  

Select Fields to Display

C.  

Edit list filters

Discussion 0
Questions 2

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?

Options:

A.  

Use the search bar in All Reports

B.  

Use the Global search bar

C.  

Use the search bar in All Folders

Discussion 0
Questions 3

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?

Options:

A.  

Resources are shared but tenants cannot claim each other's resources.

B.  

Resources are shared and tenants can claim each other's resources.

C.  

Resources are limited to each tenant.

Discussion 0
Questions 4

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?

Options:

A.  

Setup

B.  

Accounts tab

C.  

Reports tab

Discussion 0
Questions 5

Which action(s) must be taken for Salesforce updates?

Options:

A.  

Updates are automatic; nothing needs to be downloaded or installed.

B.  

Updates require purchasing an updated license.

C.  

Updates need to be downloaded with each release

Discussion 0
Questions 6

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?

Options:

A.  

Go to Settings -> Personal Information -> My Work Information

B.  

Submit a case with Salesforce support

C.  

Go to Setup -> Company Information -> Default Time Zone

Discussion 0
Questions 7

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?

Options:

A.  

Salesforce Help

B.  

Customer Support

C.  

App Launch

Discussion 0
Questions 8

Get Cloudy Consulting wants to implement AI Agents to assist with customer service.

Where can Agents be deployed?

Options:

A.  

Queues

B.  

Chatter

C.  

Slack

Discussion 0
Questions 9

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?

Options:

A.  

Make an assignment rule named Trade Show' to only assign leads to sales reps.

B.  

Format a validation rule requiring the Lead Source field to equal Trade Show'.

C.  

Change the default value of the Lead Source field from 'Web' to Trade Show'.

Discussion 0
Questions 10

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?

Options:

A.  

Picklist

B.  

Formula

C.  

Text.Area

Discussion 0
Questions 11

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?

Options:

A.  

Collapse detail sections.

B.  

Remove activities.

C.  

Change page layout assignment.

Discussion 0
Questions 12

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?

Options:

A.  

Marketing Cloud

B.  

CRM Analytics

C.  

Sales Cloud

Discussion 0
Questions 13

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?

Options:

A.  

Activity Capture

B.  

Salesforce Inbox

C.  

Activities Timeline

Discussion 0
Questions 14

Get Cloudy Consulting (GCC) has a Contact that works at two different Accounts.

How should GCC related this Contact to two Accounts?

Options:

A.  

Use Contacts to multiple Accounts

B.  

Create two contact records

C.  

Merge the two Account records

Discussion 0
Questions 15

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.

Options:

A.  

App Launcher icon (Label A)

B.  

Search bar (Label b)

C.  

A dropdown in the navigation bar (Label C)

Discussion 0
Questions 16

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?

Options:

A.  

Queue

B.  

Permission Set

C.  

Public Group

Discussion 0
Questions 17

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?

Options:

A.  

Switch to the Kanban View.

B.  

Create multiple list views.

C.  

Use a Dynamic Dashboard View.

Discussion 0
Questions 18

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?

Options:

A.  

Service Cloud

B.  

Experience Cloud

C.  

Sales Cloud

Discussion 0
Questions 19

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?

Options:

A.  

Line

B.  

Scatter

C.  

Donut

Discussion 0
Questions 20

What should the account owner at Get Cloudy Consulting use to learn the sum of the amount for each opportunity?

Options:

A.  

The Opportunity related list

B.  

A custom report type

C.  

A Roll-Up Summary field

Discussion 0
Questions 21

An employee at Get Consulting recently changed their name and received a new username.

Where should these changes be updated?

Options:

A.  

Contact Record page

B.  

User Record page from Setup

C.  

User profile page

Discussion 0
Questions 22

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?

Options:

A.  

Gauge

B.  

Metric

C.  

Chart

Discussion 0
Questions 23

A Salesforce associate deletes an Account of a company that recently went out of business.

Which other related records are automatically deleted?

Options:

A.  

Any related leads

B.  

Any related cases

C.  

Any related opportunities

Discussion 0
Questions 24

To which Team should a Salesforce associate be added to gain access to an Account and its related opportunities?

Options:

A.  

Opportunity Team

B.  

Lead Team

C.  

Account Team

Discussion 0
Questions 25

How can a user see only contacts from a specific city on the 'New This Week" list view without changing what other users see?

Options:

A.  

Change the permissions so they can only see records from the specific city.

B.  

Clone the list view with a new name, and filter by the specific c

C.  

Build a private report for contacts that is filtered by the specific city.

Discussion 0
Questions 26

Where can a org’s service status and performance degradation information be found?

Options:

A.  

AppExchange portal

B.  

Salesforce help

C.  

Salesforce

Discussion 0
Questions 27

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?

Options:

A.  

Global Search

B.  

App Launcher

C.  

Object Manager

Discussion 0
Questions 28

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?

Options:

A.  

Create a new report using the Contacts & Accounts report type.

B.  

Create a Contacts report with a filter on Account.

C.  

Create a joined report with accounts and contacts.

Discussion 0
Questions 29

Which tool creates a visual representation of objects and their relationships?

Options:

A.  

App Launcher

B.  

Object Manager

C.  

Schema Builder

Discussion 0
Questions 30

What format is available for a Salesforce report export?

Options:

A.  

Word format .docx

B.  

Excel format .xIxs

C.  

Portable Document Framework format .pdf

Discussion 0
Questions 31

A Salesforce associate is creating new user accounts for a new project management team.

What will be the role of each new team member?

Options:

A.  

End User

B.  

Developer

C.  

Builder

Discussion 0
Questions 32

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?

Options:

A.  

A programmatic approach, unless there is a lack of resources

B.  

A declarative approach, as it allows for quicker and simpler problem resolution

C.  

A programmatic approach, as it is more customizable.

Discussion 0
Questions 33

A salesforce associate is excited to find they can combine the challenge of learning new skills with the chance of winning prizes?

Options:

A.  

Super badges

B.  

Quests

C.  

Ranks

Discussion 0
Questions 34

Get Cloudy Consulting wants to evaluate a new feature that requires a specific license before purchasing.

Which environment should be used?

Options:

A.  

Developer org

B.  

Developer sandbox

C.  

Scratch org

Discussion 0
Questions 35

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?

Options:

A.  

Explore documents In Help and Training.

B.  

Ask a question In a Trailblazer Community Group.

C.  

Search for modules in Trailhead.

Discussion 0
Questions 36

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?

Options:

A.  

Trailblazer Community

B.  

Trailhead Academy

C.  

Salesforce Help

Discussion 0