Platform Foundations Practice Exam 2025: Latest Questions

A sales manager wants to see opportunities grouped by Stage with totals for Amount. Which Salesforce feature should they use?

A user should be able to create and edit Accounts, but should not be able to delete them. Which setting best meets this requirement?

A service team wants to capture a set of values like "New", "Working", and "Escalated" for a custom field on Case. Which field type is most appropriate?

A user wants to quickly find a record from anywhere in Lightning Experience. Which feature should they use?

A company needs to relate many Contacts to many Accounts and track additional details like "Role" and "Start Date" for each relationship. Which data model approach should be used?

An administrator wants to give a subset of users access to a custom object and two fields, without changing the users’ profiles. What is the best solution?

Users report they can see a field on a page layout, but they cannot edit it even though the field is not read-only on the layout. What is the most likely cause?

A team wants a consistent, guided data entry process for creating a new Lead, including conditional steps based on user input. Which feature should the administrator recommend?

An organization has Organization-Wide Defaults (OWD) for Opportunities set to Private. Sales reps should be able to collaborate on deals within their team without opening access to everyone. Which solution best meets the requirement?

A company wants to ensure that when an Account is deleted, its related custom "Site" records must also be deleted, and the Site records should inherit the Account owner and sharing automatically. Which relationship type should be used between Account and Site?

A sales team wants to quickly see open Opportunities, recent tasks, and key account fields on one screen without opening multiple records. Which Lightning feature should an admin use?

A user can view an Account record but cannot see a related custom field called "VIP Level" on the page layout. The field exists and is on the layout. What is the most likely reason?

An admin needs to add a new option to a picklist field (e.g., "Lead Source") so users can select it. Where is this typically done?

A company stores a list of approved product models that should be reused across multiple objects (e.g., Cases, Assets, and Work Orders). The list changes occasionally and must be centrally maintained. What is the best solution?

A support manager wants agents to see only Cases assigned to their team, while supervisors can see all Cases for their region. Which feature most directly helps open up record visibility above the owner in a structured way?

An admin wants to prevent users from saving an Opportunity if the Close Date is in the past. Which tool should be used?

A company needs sales reps to create Leads from a mobile device with minimal required fields, and the action should be available from anywhere in Lightning. What should the admin configure?

Two objects have a relationship where each child record must always have a parent, and deleting the parent should also delete the children. The business also wants roll-up summaries on the parent. Which relationship type meets these requirements?

A user reports they can access Salesforce but cannot see a specific custom app in the App Launcher that others can. They have a license that supports apps, and the app exists. What should the admin check first?

A company wants users to authenticate with their corporate identity provider (IdP) and automatically get the correct permissions in Salesforce based on their job role. Which approach best supports both single sign-on and scalable access management?

A sales manager wants to see a component on the Opportunity record page only when the Opportunity is in the "Negotiation" stage. What is the recommended way to meet this requirement without code?

An admin needs to export a list of Accounts with their related Contacts for a one-time audit. The admin wants a point-and-click tool that can export records and include related objects. Which tool should the admin use?

A user reports they cannot see a specific field on the Case record, but other users with the same profile can see it. The field exists on the page layout. What is the most likely cause?

A company wants to ensure that when an Account is deleted, all related custom child records (Invoices__c) are also deleted automatically. Invoices__c records should not exist without an Account. Which relationship type should be used between Account and Invoices__c?

A support team needs to restrict a set of users from viewing a sensitive custom object (Investigation__c). However, those users must still be able to view Cases. The org-wide default for Investigation__c is already set to Private. What should the admin do to ensure the restricted users cannot access Investigation__c at all?