Platform Strategy Designer Practice Exam 2025: Latest Questions

A project team is starting a Salesforce initiative and needs to understand current pain points and desired outcomes from Sales, Service, and Operations. The sponsor wants a fast, structured way to align on goals before discussing solutions. What should the Platform Strategy Designer recommend first?

A company has multiple teams requesting Salesforce enhancements. Leadership wants to ensure work delivered is aligned to business outcomes and not just feature delivery. Which approach best supports strategic alignment?

A stakeholder insists that "we need a new custom object" to solve a process issue. What is the best response for a Platform Strategy Designer to keep the discussion effective?

A company wants users to follow a consistent set of steps when handling customer returns, with guidance and conditional branching. The process needs to be visible and repeatable across teams. Which capability is the best fit?

During discovery, users report that they track key customer details in spreadsheets because Salesforce fields don't match their terminology and they can't find records quickly. What is the best next step to validate and address the issue?

Executive leadership wants a clear vision for the Salesforce program that can guide decisions across multiple projects for the next year. Which deliverable best communicates this at the right level?

A global company needs to standardize core sales processes but allow regional variations (for example, different qualification questions and approval steps). They want to minimize maintenance while supporting necessary flexibility. What is the best design approach?

A cross-functional project is struggling because business stakeholders and developers interpret requirements differently, causing rework. What should the Platform Strategy Designer implement to improve shared understanding?

A company wants a single view of the customer across Sales and Service. Data currently exists in multiple systems with inconsistent identifiers, and leadership wants reporting that reliably ties records to the same person or account. What should be addressed first in the strategy to reduce long-term risk?

After go-live, adoption is lower than expected. Users say the solution "doesn't fit how we work," and managers report teams reverting to old tools. There were few change management activities beyond basic training. Which action best stabilizes adoption while informing future releases?

A program sponsor asks for a "single page" summary of the current state and key pain points discovered so far. What deliverable best meets this need while still being grounded in discovery findings?

A team is starting discovery for a Salesforce initiative. Stakeholders disagree on what success looks like. What is the BEST next step for the Strategy Designer to align the group?

A project team has multiple groups contributing requirements: Sales, Service, and Compliance. Meetings are unproductive and decisions keep getting revisited. Which approach BEST improves decision-making and accountability?

During discovery, the team learns that different regions use different terms for the same customer lifecycle stages. Reports are inconsistent and adoption suffers. What should the Strategy Designer recommend FIRST?

A company wants a multi-year CRM roadmap. Leadership insists the plan must remain flexible because acquisitions may change priorities. Which planning technique BEST supports this need?

An organization wants to reduce manual data entry for account creation. Data already exists in an ERP system that is the system of record. Which integration approach BEST aligns with platform strategy principles?

A global business unit wants to launch quickly with a minimal Salesforce implementation, but another unit demands advanced automation and complex approvals. What is the BEST strategy recommendation?

A product team is concerned stakeholders will reject a proposed case management process change. What is the BEST communication technique to build buy-in and reduce resistance?

A company has inconsistent customer identity across three systems. Sales reps often create duplicates, and service agents cannot reliably see the full relationship hierarchy. The organization wants a durable strategy, not a one-time cleanup. What is the BEST recommendation?

Executives request a "360 view" of customer interactions across marketing, sales, and service. Data lives in multiple platforms, and different teams own parts of the journey. What should the Strategy Designer do FIRST to reduce risk of building the wrong solution?

A program sponsor says, "We need Salesforce to improve customer experience," but cannot define measurable outcomes. As the Platform Strategy Designer, what should you do FIRST to turn this into a workable strategy?

A global services company has three business units that want to implement Salesforce. Each unit has different processes, but leadership requires consistent definitions for customer, service entitlements, and reporting. Which discovery activity best uncovers where standardization is required versus where variation is acceptable?

A stakeholder group is divided: Sales wants rapid feature delivery, while Compliance is concerned about risk. The project is already behind schedule due to decision delays. What communication approach is most likely to improve alignment and accelerate decisions?

A company plans to build a new customer self-service experience. Leadership insists the experience must be consistent across web and mobile, and content updates should not require frequent deployments. Which solution design approach best supports these goals?

An organization has multiple teams building automations. They report frequent incidents caused by overlapping record-triggered flows and unclear ownership. The business wants fewer outages without slowing delivery. What is the BEST strategic recommendation?