Platform Strategy Designer Intermediate Practice Exam: Medium Difficulty 2025

A retail company wants to replace several spreadsheet-based processes with Salesforce. Stakeholders disagree on what “success” means: Sales wants faster lead handoff, Operations wants fewer order errors, and IT wants reduced maintenance. As the Platform Strategy Designer, what should you do first to align the discovery process and reduce rework?

A nonprofit uses Salesforce for fundraising and case management. Users complain that “Salesforce is slow,” but IT can’t reproduce issues consistently. Leadership wants a strategy to understand the problem before investing in new tools. What is the best next step?

A global manufacturer wants to standardize on Salesforce, but each region has different sales stages and terminology. Executives insist on a single global implementation to improve reporting, while regional leaders fear losing necessary local nuance. What approach best balances standardization and local needs?

A service organization plans to implement Salesforce in phases. Leadership wants to ensure each release contributes to long-term goals rather than delivering disconnected features. What should the Platform Strategy Designer recommend?

A financial services firm must comply with strict data access requirements while supporting collaboration across teams. During strategy planning, leaders ask how Salesforce can support both productivity and risk management. Which guidance is most appropriate?

A company wants a 360-degree customer view in Salesforce by combining CRM data with order history from an ERP and support interactions from a legacy system. They need near-real-time visibility for service agents, but the ERP is the system of record for orders. What solution design best fits these requirements?

A sales team wants to capture extensive product configuration details on Opportunity records. The initial proposal adds hundreds of custom fields, but reporting only needs a subset and configurations change frequently. What is the best design recommendation?

A company is rolling out Salesforce to multiple business units. They’ve had past issues with inconsistent field definitions and duplicate automation. They want a design that supports faster delivery without losing control. What should be put in place?

A project team includes Sales, Service, Compliance, and IT. Meetings often end with different interpretations of decisions, causing rework. What should the Platform Strategy Designer do to improve collaboration and decision clarity?

During a discovery workshop, a stakeholder insists on building a complex custom solution because “that’s how we’ve always done it,” while another stakeholder wants to use standard Salesforce features to reduce maintenance. The team is stuck. What is the best way to move forward?