Platform Foundations Intermediate Practice Exam: Medium Difficulty 2025

A sales operations team wants to capture structured notes from reps after each customer call. They need the notes to be reportable, related to the Account, and searchable. The team also wants the ability to add new fields later without changing code. What should the admin implement?

A support team needs to track multiple contacts associated with a single case (for example, requester, technical contact, and billing contact). They also need to report on cases by each contact role. What is the best solution?

A company has a custom object, Equipment__c, related to Account. When an Account is deleted, the business wants all related Equipment records to be deleted automatically. Equipment records should not exist without an Account. What relationship should be used between Account and Equipment__c?

Sales reps should only see Opportunities they own, while managers should see all Opportunities owned by users in their role hierarchy. Additionally, a small deal-desk team needs access to all Opportunities across the company without changing the role hierarchy. Which combination best meets these requirements?

An HR team uses a custom object Employee_Request__c. HR managers should be able to view all requests, but HR specialists should only see requests they own unless a manager explicitly grants access. What should an admin configure?

A finance user needs to update only the Billing Address fields on Account but must not edit any other Account fields. They also need read access to Account records. What is the best way to meet this requirement?

A customer service team wants a guided screen that helps agents capture case details consistently and then creates a Case with related tasks. The solution must be declarative and allow updates without code. What should the admin use?

A company wants to extend Salesforce to integrate with an external order system. They need near real-time creation of Order records in Salesforce when an order is created externally, and they want to minimize custom code where possible. Which approach is most appropriate?

Users complain that the Case record page is cluttered and they spend time scrolling to find key fields and related lists. They want an interface that highlights key details at the top and organizes information into tabs without changing the underlying data model. What should the admin do?

A sales team wants a single place to work opportunities, accounts, and dashboards. They also want a navigation menu tailored to their process, and they don’t want these changes to affect the service team’s navigation. What should the admin create?