50 Platform Strategy Designer Practice Questions: Question Bank 2025

A strategy designer is starting a new engagement and needs to quickly understand why service agents are missing their response time targets. What should the designer do first?

An executive sponsor asks for a "single view of the customer" across Sales and Service as the long-term vision. Which approach best aligns with platform strategy best practices?

A business wants to standardize how they capture requirements during discovery for multiple departments adopting Salesforce. Which artifact is most appropriate to create first?

A product owner wants to ensure stakeholders stay aligned during solution design and avoid late-stage surprises. What is the most effective communication practice?

A company wants to reduce manual data entry for lead qualification and ensure consistent outcomes across teams. Which solution approach best supports maintainability on the Salesforce platform?

During discovery, multiple stakeholders give conflicting definitions of "active customer". What should the platform strategy designer do to reduce risk and enable a scalable solution?

A customer wants a roadmap for adopting Salesforce across three business units. Each unit has different priorities, and leadership wants to see how investments support company goals. What is the best way to structure the roadmap?

A solution includes changes that impact Sales, Service, and a downstream billing system. The program has experienced delays due to unclear ownership and decision-making. What should the strategy designer recommend?

A global organization wants to standardize core sales processes on Salesforce while allowing limited regional variations. Which design approach best balances scalability with flexibility?

After go-live, users report that a new process is "too slow" and adoption is dropping. Early investigation shows users are doing extra steps because they don’t trust the data populated by integrations. What is the most appropriate next step for the platform strategy designer?

A nonprofit is considering replacing several spreadsheets used by program managers. Stakeholders are unsure what problems to solve first and have conflicting priorities. What is the BEST first step for a Platform Strategy Designer to reduce risk and align on needs?

An executive sponsor asks for a "single source of truth" for customer data, but sales, service, and marketing leaders each define it differently. What should the Platform Strategy Designer do to create shared understanding?

A company wants a high-level roadmap for a Salesforce implementation that must show value early but still support a long-term target state. What artifact best supports this need?

A global manufacturer has multiple regions running different sales processes. Leadership wants standardization but regions insist they need flexibility. Which approach best balances enterprise alignment with local variation?

A service organization wants to improve case resolution time. During discovery, agents say they lose time switching between systems to find order and warranty details. What is the most appropriate requirement outcome statement to guide solution decisions?

A company is launching a partner program. Partners need access to leads, opportunities, and support cases, but the company must prevent partners from seeing each other’s data. What is the best design approach?

An executive asks the team to "just automate everything" in Salesforce. Business stakeholders are concerned about losing necessary approvals and compliance checks. What should the Platform Strategy Designer do next?

A company wants to roll out Salesforce to multiple business units. Some units want to move fast with minimal change management, while others are concerned about adoption and training. What approach best supports adoption at enterprise scale?

A retail company has customer data in a commerce system, loyalty platform, and service center application. Executives want a 360-degree customer view in Salesforce, but data quality and duplicate identities are major issues. Which strategy is most appropriate to recommend first?

A regulated financial services firm is planning a Salesforce implementation. Multiple stakeholders want to store sensitive documents and personal data in Salesforce to simplify operations. Security and compliance teams require strict controls, auditing, and data minimization. What is the BEST recommendation from a platform strategy perspective?

A Program Manager wants to confirm whether a new Salesforce initiative is solving the right problem before any design work starts. Which discovery artifact best validates the current process and pain points with end users?

An executive sponsor asks for a one-sentence statement that explains why the Salesforce program matters and how success will be measured at a high level. What should the strategist provide?

A new stakeholder joins a Salesforce transformation already in progress. They are concerned about how decisions are made and who approves scope changes. What is the best next step to address this concern?

A company wants to assess the feasibility of consolidating multiple legacy case intake channels into Salesforce. The discovery team has limited time with subject matter experts. Which approach is most effective to gather accurate requirements quickly?

An organization is defining success metrics for a service transformation on Salesforce. Leaders want metrics that reflect both business outcomes and user adoption. Which set of measures best fits this goal?

A team is deciding how to integrate Salesforce with an external ERP for order status. Users need near real-time visibility, but the ERP is the system of record. Which design principle should guide the solution?

A Salesforce program has frequent rework because different teams interpret requirements differently. The strategist wants to reduce misalignment before build begins. What is the best practice to implement?

During discovery, multiple stakeholders propose conflicting priorities: Sales wants faster lead routing, Support wants improved case categorization, and IT wants reduced integration complexity. The budget allows only one major initiative this quarter. What should the Platform Strategy Designer do first to recommend a direction?

A global company wants a single Salesforce org to support multiple brands. Each brand needs distinct customer-facing experiences, but internal service teams should share a common case management process. Which approach best supports this strategy?

A transformation program is losing stakeholder trust because timelines keep shifting when new requirements appear mid-sprint. The business says the team is not listening, while IT says scope is uncontrolled. What is the best strategy response to stabilize delivery while maintaining collaboration?

A nonprofit is starting a Salesforce implementation and wants to avoid building features that users won’t adopt. The project team has access to a small group of representative users for two weeks. What is the BEST discovery activity to validate needs quickly?

A company has multiple departments requesting new Salesforce features. Leadership wants a consistent way to decide what to build first while aligning to business outcomes. Which approach should a Platform Strategy Designer recommend?

A sales organization wants to reduce duplicate customer data and ensure a single trusted customer view across teams. Which guiding principle should be emphasized in the data strategy?

A project team is struggling because stakeholders interpret the term "case resolution" differently across departments. What is the BEST communication artifact to align understanding?

A company wants a new partner onboarding experience. Partners should submit applications, upload documents, and check application status. Internal users need approval steps and reporting. Which solution design is MOST appropriate?

During discovery, stakeholders request a "360-degree dashboard" but can’t specify the decisions it should enable. What should the Platform Strategy Designer do NEXT?

A business unit wants to automate a cross-object process with approvals and notifications. IT is concerned about maintainability and future changes by admins. Which recommendation best supports a long-term platform strategy?

A Platform Strategy Designer needs to present a recommended target state that includes people, process, and technology changes. Executives want a one-page summary, while delivery teams need more detail. What is the BEST communication approach?

A global organization has three Salesforce orgs due to historical acquisitions. Leadership wants enterprise reporting and consistent customer experience, but each region has unique legal and process needs. What is the MOST appropriate strategy recommendation?

A company plans to expose customer account data to an external billing system and also receive payment status updates back into Salesforce. The integration must be resilient to outages and support future systems. Which design choice BEST aligns with scalable platform strategy?

An executive sponsor asks for a one-page summary explaining why a proposed Salesforce initiative should be funded now instead of next quarter. Which artifact best supports this request?

A project team is running discovery workshops for a new service process. Stakeholders keep debating "how we do it today" and are missing the underlying needs. What should the Strategy Designer do to refocus the conversation?

A team is getting conflicting feedback from Sales and Support about what the "highest priority" requirement is. Which approach best creates a shared understanding and reduces ongoing conflict?

A global company wants to standardize sales processes but allow regions limited flexibility. Which design approach best balances consistency with local needs?

During discovery, the team identifies that "account" data exists in three systems with inconsistent definitions and ownership. What is the best next step to reduce risk before designing integrations?

A sponsor wants a "single view of the customer" across multiple brands. The team is debating whether to focus first on data consolidation or on user experience improvements. What strategy is most likely to succeed?

A program has multiple teams delivering Salesforce changes. Release conflicts and rework are increasing. What governance practice most directly addresses this issue?

A solution includes a complex approval process spanning multiple departments. Stakeholders are worried about auditability and transparency of decisions. What design principle best addresses these concerns?

A company plans to roll out Salesforce to 5,000 users. Leadership insists on highly customized page layouts per team to improve usability. What risk should the Strategy Designer highlight as most significant?

A transformation program spans Sales, Service, and Marketing. Stakeholders disagree on success measures and each group proposes different KPIs. What should the Strategy Designer do first to align the program?