Salesforce Platform Foundations Practice Exam
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Official Name: Salesforce Certified Platform Foundations
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Start NowAbout the Salesforce Platform Foundations Certification
The Salesforce Platform Foundations certification is designed for professionals who demonstrate foundational understanding of platform architecture, configuration, and basic administration. As technology evolves and industry demands grow more complex; this credential validates your ability to apply real-world skills and knowledge using Salesforce tools and frameworks. Earning the certification positions you as a trusted expert, capable of solving high-impact challenges and contributing to secure, scalable, and efficient systems.
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Test Your Knowledge of Salesforce Platform Foundations
Question #1
A nonprofit wants to manage donor records and campaign outcomes in a single system.
Which Salesforce functionality enables this?
A) Custom Objects and Relationships
B) Manual Spreadsheets
C) Email Updates Only
D) Static Reports
Solution
Correct answers: A – Explanation:
Custom objects/relationships structure donor and campaign data centrally; manual or static methods are fragmented.
Question #2
The team must automate follow-up tasks after a donation is received.
What should they use?
A) Workflow Rules or Process Builder
B) Manual Task Lists
C) Periodic Reviews
D) Email Reminders Only
Solution
Correct answers: A – Explanation:
Workflow/process automation ensures timely follow-up; manual or email reminders are less reliable.
Question #3
Users want to restrict access to sensitive donor information.
Which feature supports this?
A) Role Hierarchies and Field-Level Security
B) Public Access
C) Manual Oversight
D) Shared Logins
Solution
Correct answers: A – Explanation:
Role hierarchy and field security protect sensitive data; public/manual/shared access is insecure.
Question #4
The organization wants to track donor engagement over time.
What enables this?
A) Reports and Dashboards
B) Manual Summaries
C) Annual Surveys Only
D) Static Charts
Solution
Correct answers: A – Explanation:
Reports/dashboards provide real-time insights; manual or annual surveys are less actionable.
Question #5
The system must detect duplicate records at entry.
Which feature is needed?
A) Duplicate Management Rules
B) Manual Reviews
C) Quarterly Audits
D) Email Confirmations
Solution
Correct answers: A – Explanation:
Duplicate rules help prevent errors; manual/audit/email methods can miss duplicates.
Question #6
The admin needs to automate email acknowledgments to donors.
What should be configured?
A) Email Alerts and Templates
B) Manual Sending
C) Phone Calls
D) Printed Letters
Solution
Correct answers: A – Explanation:
Email alerts/templates automate communication; manual/phone/letter methods are slower.
Question #7
The team wants to monitor campaign ROI easily.
Which tool provides this?
A) Campaign Influence Reports
B) Manual Calculation
C) Static Spreadsheets
D) Static Reports
Solution
Correct answers: A – Explanation:
Campaign influence reports automate ROI tracking; manual/static/no tracking is inefficient.
Question #8
The organization must ensure data is regularly backed up.
What supports this?
A) Scheduled Data Exports
B) Manual Backups
C) Quarterly Archiving
D) No Backups
Solution
Correct answers: A – Explanation:
Custom objects/relationships structure donor and campaign data centrally; manual or static methods are fragmented.
Question #9
They want to integrate Salesforce with an external email marketing platform.
What should be used?
A) AppExchange Integration
B) Manual Data Transfers
C) Email Attachments
D) Static Lists
Solution
Correct answers: A – Explanation:
AppExchange integration automates sync; manual/email/static methods lack efficiency.
Question #10
Management needs to enforce data retention policies.
Which feature supports this?
A) Data Retention and Deletion Policies
B) Manual Archiving
C) No Policy
D) Ad Hoc Cleanup
Solution
Correct answers: A – Explanation:
Automated policies ensure compliance; manual/no/ad hoc policies are unreliable.
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