50 Platform Foundations Practice Questions: Question Bank 2025

A sales team wants to store a short, unique identifier on each Account (for example, an external system’s customer code). Users should be able to search and report on it. What should an admin use?

A user can view Account records but cannot edit them, even though the user’s profile has Edit access to the Account object. What is the most likely reason?

An admin wants users to quickly find recent items, open apps, and locate key objects from anywhere in Lightning Experience. Which UI feature best supports this?

A company wants to extend Salesforce using ready-made solutions with minimal custom development. Where should they look first?

A company has a custom object called "Inspection". Each Inspection must be associated with exactly one Account, and if the Account is deleted, all related Inspections should be deleted automatically. What relationship should the admin use?

An admin wants to prevent users from entering negative values in a custom currency field called "Budget" on Opportunity. What is the best solution?

Users in the Support team should be able to see all Case records owned by their peers at the same level in the role hierarchy, but not Cases owned by other departments. Which approach best meets this requirement?

A sales manager wants a Lightning page where the left sidebar shows a list of Opportunities filtered to "My Team’s Open Opportunities" and the main region shows the selected record. Which Lightning feature should the admin use?

An admin imports Contacts and wants to avoid creating duplicates when the same person already exists. The external system provides an ID that is guaranteed unique per person. What is the best practice to support reliable upserts from integrations?

A company uses private sharing for Opportunities. They want owners to be able to share individual Opportunities with specific colleagues for collaboration, without changing organization-wide settings or creating many sharing rules. What should the admin enable or use?

A support agent is working in the Service Console and wants to quickly open records without losing their place in a long case investigation. Which Lightning feature best supports opening related records in context?

A new user can view Account records but cannot see the "New" button on the Account tab to create a record. The org uses Lightning Experience. What is the most likely cause?

Which statement best describes Salesforce reports and dashboards?

A sales team needs a way to track multiple contacts associated with a single deal and identify each contact’s role in the deal (e.g., Decision Maker, Influencer). Which standard feature should be used?

A company has a custom object, Equipment__c. Each equipment record must always relate to exactly one Account, and if the Account is deleted, the related equipment records should also be deleted automatically. Which relationship should be used?

Users complain they see too many fields when creating a Case. The admin wants a simpler layout when users create or edit a Case, while keeping the full set of fields visible on the record after saving. What is the best solution?

An org-wide default (OWD) for Opportunities is set to Private. Sales managers need to see and report on all opportunities owned by users in their role hierarchy without changing individual record owners. What should the admin enable or use?

A user sees "Insufficient Privileges" when attempting to run a report folder they were given access to. They can open the folder but the report fails because it includes fields they can’t access. What is the most likely reason?

A company wants to prevent users from accidentally entering duplicate customer records. They want Salesforce to alert users when a new Account appears to match an existing one, and optionally block saving depending on the match. Which solution meets this requirement using standard capabilities?

An admin needs to ensure that only members of a specific team can view a subset of confidential Cases, while other Cases follow normal sharing. They also want the sharing to be based on a field value (e.g., Case Confidential = True). What is the best approach?

A sales team wants to see key fields (Stage, Amount, Close Date) for Opportunities in a list view without opening each record. What should an admin configure?

An admin needs a unique identifier for each customer that users can search and that should prevent duplicates when creating records. Which field type best meets this requirement on the Customer object?

A user can view a record but cannot see a specific field on that record, even though the field is on the page layout. What is the most likely cause?

A support manager wants users to log multiple interactions (calls, emails) on a Case over time and report on them. What should the admin use?

An admin wants users in the Sales profile to see a section on the Opportunity page only when the Stage is set to "Negotiation". Which approach best meets the requirement using standard capabilities?

A company has a private sharing model for Opportunities. Sales reps should see Opportunities owned by other reps in the same team, but only for a specific set of deals. What is the best solution?

Users report they cannot create Contacts, but they can edit existing Contacts they own. The object is available in the app and on the navigation bar. Which setting most directly controls this behavior?

A company is designing a data model where each Order can have many Order Line Items, and each Line Item must belong to exactly one Order. Deleting an Order should delete its Line Items. Which relationship should be used?

An admin wants to restrict who can edit a specific field on Account (e.g., "Credit Limit") so that only Finance users can change it, but everyone can still view it. What is the best approach?

A sales operations team needs a way to categorize Accounts into a hierarchy (Parent/Child) and roll up the total Annual Revenue from child Accounts to the parent. What should the admin recommend?

A sales team wants to quickly find recently viewed records and see relevant information without running reports. Which Lightning Experience feature best supports this need?

An admin needs to create a relationship where each Contact is associated with exactly one Account, and Contacts should inherit the Account’s ownership and sharing access. Which relationship type meets this requirement?

A user can see an Account record but cannot edit it, even though their profile has "Edit" access on the Account object. What is the most likely reason?

An admin wants to prevent users from entering inconsistent values such as "CA", "Calif", and "California" in a State field on a custom object. Which field type is best practice for this requirement?

A support manager wants a dashboard to show case volume by priority and allow filtering by time period. The manager should be able to view it without editing it. What should the admin create and share?

A company uses a custom object, Equipment__c, to track assets at customer sites. Each Equipment record must always be related to an Account, and if the Account is deleted, related Equipment should also be deleted. Which configuration meets this requirement?

A sales rep should see Opportunities owned by others in their territory, but only for Accounts assigned to their region. Management does not want to change object-wide defaults from Private. Which feature best meets this requirement?

Users report that a custom button on a Lightning record page is missing for some profiles but visible for others. The object permissions are the same. Which setting should the admin check first?

A company needs an approval process where submitted Expense records are locked from editing while under review, but certain fields (like "Finance Comments") must remain editable by Finance users only. What is the best approach?

An admin is designing data architecture for a new app. Requirements: store product specifications that are reused across many customers; updates to the spec should reflect everywhere; but customer-specific pricing and warranty terms must vary per customer. Which design best fits these requirements?

A user wants to quickly find a record, a setup page, or an app using a single search box in Salesforce. Which feature should they use?

A support manager wants a page that highlights a case’s most important fields and shows related records, such as emails and child cases, in one place. What should an admin configure?

An admin needs to ensure users can only select values relevant to the product category when choosing a product detail value on a record. Which configuration best supports this requirement?

A sales team needs to store multiple addresses per Account (e.g., billing, shipping, and additional locations). Each address should be reportable and have its own set of fields like City, State, and Postal Code. What is the best data model?

A company wants to restrict a field so only members of a specific team can see its value, while others can still access the record and edit other fields. What should the admin use?

An admin created a permission set to grant access to a custom object, but users assigned the permission set still cannot see the object tab in an app. What is the most likely reason?

A marketing team imports leads from multiple sources. They want Salesforce to prevent creating duplicate leads based on email address and to alert users when a potential duplicate is found. Which feature should an admin configure?

A company wants a manager to automatically see all records owned by users who report to them, without creating manual sharing rules. Which Salesforce feature provides this behavior by default (when enabled/configured)?

A company wants to ensure that when an Account is deleted, all related custom object records (e.g., Account Notes) are also deleted automatically. Additionally, those child records should inherit the Account’s record-level access. What relationship type should be used?

An org-wide default for a custom object is Private. A user should be able to view (but not edit) all records of that object owned by a specific public group, without changing ownership. What is the best solution?