Sales Foundations Practice Exam 2025: Latest Questions

A new sales rep wants to understand where to store information about a company, the people who work there, and the sales deals in progress. Which set of standard objects best fits this need in Sales Cloud?

A sales manager wants to ensure reps consistently follow the same steps and fill in key details as they move opportunities through the pipeline. Which Salesforce feature is designed to guide reps through stages and require key fields at each stage?

A rep can see an Opportunity record but cannot edit it. The rep is the Opportunity Owner. What is the most likely reason?

A company imports a CSV file of leads and notices many duplicates are being created because reps upload the same prospects. What should an admin configure to help prevent duplicates during and after import?

A sales leader wants a report that shows total pipeline by Stage and sums the Amount field for each Stage. Which report type is most appropriate?

A VP of Sales wants a dashboard that automatically reflects each viewer’s own opportunities without creating separate dashboards per region. Which dashboard feature supports this requirement?

A sales rep logs calls, meetings, and emails related to an Opportunity. The manager wants to see a single timeline of these interactions on the record. Which Salesforce capability supports this visibility?

A sales manager wants reps to add products to opportunities using a standardized catalog and ensure revenue is calculated consistently. Which feature should be used?

A company wants to ensure only users in the Finance team can see and edit the Discount field on Opportunity line items. Other users should not see the field at all. What is the best approach?

A sales operations team wants to reduce manual data entry by automatically capturing emails and calendar events related to customers. They also want these activities to appear on relevant Salesforce records when possible. Which solution best matches this goal?

A sales manager wants to ensure reps consistently capture the same key details on every new Opportunity (for example: primary competitor, decision process, and next steps). Which Sales Cloud capability best supports this requirement?

A sales operations analyst wants a report that shows total pipeline by Opportunity Stage and allows the VP of Sales to click into the Opportunities in each stage. Which report format should be used?

A rep needs to log a customer call and capture call notes tied to an Opportunity. What is the most appropriate Salesforce feature to use?

A company has multiple sales reps working the same Account. They want each rep to have clear responsibilities (e.g., executive sponsor, renewals, technical contact) and for everyone to see who owns what. Which feature best meets this need?

Sales leadership wants reps to follow a consistent qualification approach and ensure certain fields are completed before an Opportunity can move from Qualification to Proposal. What is the best way to implement this?

A sales ops team wants to prevent reps from creating duplicate Leads when the same person already exists as a Contact. Which solution is the best practice?

A manager wants a dashboard that shows each rep’s pipeline and activities. Each rep should see only their own results when viewing the same dashboard. What should the admin configure?

Reps often need to send the same follow-up email after a demo, but they want to personalize a few fields like name and meeting date. Which feature best improves productivity while allowing personalization?

A company sells to both small businesses and enterprises. They want different sales stages and fields for each segment because the processes are significantly different. What is the best architecture approach in Sales Cloud?

A manager reports that an Opportunity appears in a rep’s pipeline report but the rep cannot open the record. What is the most likely cause?

A sales rep says they "can’t see" an Opportunity that their teammate owns, even though both are in the same role hierarchy. The Opportunity is marked Private in the org-wide defaults. What is the most likely reason the rep can’t access the record?

Sales leadership wants pipeline forecasts to roll up by sales region and then by individual rep. They also want managers to view forecast totals for their teams. Which setup best supports this requirement?

A sales operations user built a report but the totals look too high because some Opportunities appear multiple times due to multiple related records. Which report approach is best to ensure each Opportunity is counted only once while still showing related details?

A new user is logging calls and sending follow-up emails for Opportunities. They want the fastest way to capture these activities from the record page without navigating to multiple tabs. Which feature best supports this?

A company wants to reduce duplicate Accounts created by different reps. They need Salesforce to alert users in real time when a potential duplicate is being entered and also allow admins to define what "duplicate" means. What should an admin use?