Salesforce-Platform-Foundations Practice Test Questions

112 Questions


Which tool creates a visualrepresentation ofobjects and their relationships?


A. App Launcher


B. Object Manager


C. Schema Builder





C.
  Schema Builder

Explanation:

Schema Builder is the tool in Salesforce that provides a visual representation of objects and their relationships. It’s especially useful for:

Viewing standard and custom objects in a diagram format
Seeing fields, relationships (lookups, master-detail), and object metadata
Creating or modifying objects and fields directly from the interface

It’s a favorite among architects and admins for quickly understanding data models and dependencies.

📚 Why Not the Others?
A. App Launcher
Used to access apps and items in Salesforce.
Doesn’t show object relationships or schema.
B. Object Manager
Lists and manages objects, fields, and settings.
Powerful for configuration, but not visual — it’s a tabular interface.

📎 Reference:
Schema Builder Overview – Salesforce Help

A nonprofit organization wants to help ensure residents in their area receive health checkups. The nonprofit also wants to ensure resident tracking history and all data are stored in a way that complies with local privacy laws. Which Salesforce cloud solution should help meet these needs?


A. Health Cloud


B. Service Cloud


C. Nonprofit Cloud





A.
  Health Cloud

Explanation:

Health Cloud is a Salesforce industry-specific solution designed for healthcare organizations.
It supports:
Resident (patient) tracking with a complete health record
Care plans and appointment tracking for checkups
Data security and compliance features (e.g., HIPAA in the U.S., adaptable for other local privacy laws)
Integration with clinical systems to ensure privacy and accurate data sharing
In this scenario, the focus is on health checkups and privacy compliance — both are core strengths of Health Cloud.

Why not the other options?
B. Service Cloud ❌
Service Cloud is focused on customer service cases and interactions. It’s not specialized for healthcare compliance or medical record management.
C. Nonprofit Cloud ❌
Nonprofit Cloud is tailored for fundraising, donor management, and program tracking for nonprofits. While the organization is a nonprofit, their primary need here is healthcare-related tracking, which falls under Health Cloud.

Reference:
Salesforce Help: Health Cloud Overview – Highlights patient tracking, compliance, and healthcare workflows.

How can a report of all Accounts with Opportunities be created?


A. Use the Accounts report type.


B. Use the Accountswith Opportunitiesreport type.


C. Use the Opportunities report type.





B.
  Use the Accountswith Opportunitiesreport type.

Explanation:

To create a report of all Accounts that have associated Opportunities, you need to use a report type that links these two objects. The "Accounts with Opportunities" report type is specifically designed for this purpose. It serves as the bridge between the two objects, allowing you to view account information alongside their related opportunities in a single report.

A. Use the Accounts report type:
This report type will only show you a list of all accounts. It does not include information about related opportunities, so you wouldn't be able to filter or view accounts based on whether they have opportunities.
C. Use the Opportunities report type:
This report type will list all opportunities, and while you can include some fields from the related account, it won't give you a comprehensive list of all accounts that have opportunities. It would exclude any accounts without opportunities, but it is not the most direct way to get a list of the accounts themselves.

References:
Salesforce Help: "Report Types": This official documentation explains how report types work as templates that define the set of records and fields available to a report. It clarifies that a report type like "Accounts with Opportunities" is needed to report on both objects together. You can find this information by searching "Salesforce Report Types" in the Salesforce Help portal.

Get Cloudy Consulting (GCC) wants the ability to:

* Send a predefined sequence of scheduled messages to prospective customers.
* Track messages that get the best open and response rates.
*Send customized messages to existing customers information them for new products and discounts.

Which Salesforce cloud solution allows GCC to meet these requirements?


A. Sales Cloud


B. Marketing Cloud


C. Service Cloud





B.
  Marketing Cloud

Explanation:

Option B (Correct) – Marketing Cloud is Salesforce’s dedicated solution for email marketing, customer journeys, and engagement tracking. It specifically supports:

Predefined message sequences (via Journey Builder).
Tracking open/response rates (via Email Studio analytics).
Personalized campaigns for existing customers (using Audience Segmentation and Dynamic Content).

This aligns perfectly with GCC’s needs for automated, tracked, and tailored messaging.

Option A (Incorrect) – Sales Cloud focuses on sales processes (e.g., leads, opportunities) and lacks advanced email automation or marketing analytics.
Option C (Incorrect) – Service Cloud is for customer support (e.g., cases, service portals), not marketing campaigns.

Reference:
Marketing Cloud Product Overview

What is the maximum number of rows will display?


A. 2,000


B. 5, 000


C. 3,000





C.
  3,000

Explanation:

The question likely refers to the maximum number of rows that can be displayed in a Salesforce report or list view, as this is a common context in the Salesforce Platform Foundations exam. In Salesforce, the maximum number of records (rows) that can be displayed in a report or list view is 2,000 when viewed in the user interface. This limit ensures performance and usability in the Salesforce platform.

Option A: 2,000
Salesforce imposes a limit of 2,000 rows for records displayed in the user interface for reports and list views. This applies to the standard report results page or list view page in Lightning Experience or Classic. If a report or list view returns more than 2,000 records, users can export the full dataset (up to 50,000 rows for reports in some cases, depending on the export format) or use filters to narrow the displayed results.
Why this is correct: The 2,000-row limit is a well-documented Salesforce constraint for the UI display of reports and list views, making this the correct answer for the context of the question.

Option B: 5,000
The number 5,000 does not correspond to any standard Salesforce limit for displaying rows in reports or list views. It may be confused with other Salesforce limits, such as the maximum number of records returned by a SOQL query in certain contexts (e.g., Apex governor limits), but it is not relevant to the display of rows in the UI.
Why this is incorrect: There is no 5,000-row display limit in Salesforce for reports or list views.

Option C: 3,000
The number 3,000 is not a standard limit for displaying rows in Salesforce reports or list views. It does not align with any documented Salesforce UI display constraints.
Why this is incorrect: Similar to 5,000, the 3,000-row option does not match Salesforce’s display limits.

Contextual Notes:
The question is somewhat ambiguous without specifying whether it refers to reports, list views, or another context (e.g., SOQL query results, Visualforce pages, or Data Loader exports). However, in the Salesforce Platform Foundations exam, questions about “rows displayed” typically refer to the UI limits for reports or list views, where 2,000 is the standard maximum.
If the question pertains to a different context (e.g., exporting reports, SOQL queries, or custom development), the limits may vary:

Report Exports: Up to 50,000 rows can be exported in certain formats (e.g., CSV), but the UI display is still capped at 2,000.
List Views: Display up to 2,000 records in the UI, though more records can be retrieved with filters or API queries.
SOQL Queries: In Apex, the default query limit is 50,000 records, but this is not about “displayed” rows in the UI.

Since the question specifies “rows will display,” the 2,000-row limit for UI display is the most applicable.

Reference:
Salesforce Help Documentation: Report Performance and Limits – States that the Salesforce UI displays up to 2,000 records for reports.
Trailhead Module: Reports & Dashboards for Lightning Experience – Covers report creation and display limits, including the 2,000-row UI cap.
Salesforce Help Documentation: List View Limits – Confirms that list views display up to 2,000 records in the UI.

Get Cloudy Consulting (GCC) wants to simplify its sales teams Account Record page with the following recommendations:

• Adding tabs
• Hiding components
• Making fields conditionally visible

Where should GCC's Salesforce associate go to draft these changes for review?


A. Lightning App Builder


B. Record Types


C. Page Layouts





A.
  Lightning App Builder

Explanation:

To implement changes like:
Adding tabs
Hiding components
Making fields or components conditionally visible
…the Salesforce associate should use the Lightning App Builder. This tool allows for drag-and-drop customization of record pages and supports:

Dynamic Forms – for conditional field visibility
Dynamic Actions – for context-aware buttons
Component Visibility Rules – based on user profile, field values, or device type
Tabs and Regions – to organize content and reduce clutter

This is the ideal place to draft and preview changes before deploying them.

📚 Why Not the Others?
B. Record Types
Control picklist values and page layout assignment.
Doesn’t manage tabs or visibility rules.
C. Page Layouts
Define field order and visibility.
Useful, but not dynamic — can’t hide/show based on conditions or add tabs.

📎 Reference:
Lightning App Builder Overview – Salesforce Help
Dynamic Forms & Visibility Rules – Salesforce Admin Guide

Get Cloudy Consulting (GCC) currently supports its customers via calls and emails. GCC wants to meet the needs of digitally savvy customers by offering support via web chat as well as SMS,Facebook Messenger, and WhatsApp. Which Salesforce product should meet this need?


A. Service Cloud


B. Experience Cloud


C. Sales Cloud





A.
  Service Cloud

Explanation:

Service Cloud is Salesforce’s customer service platform.
It includes Digital Engagement capabilities that let businesses:

Offer web chat
Support SMS messaging
Integrate with social channels like Facebook Messenger and WhatsApp
Manage all these interactions in a unified console for agents

This matches GCC’s goal to meet digitally savvy customers where they are, across multiple channels.

Why not the other options?
B. Experience Cloud ❌
Experience Cloud is used to build self-service portals, partner portals, and branded community sites. While you can provide support resources there, it’s not primarily for managing live chat or multi-channel service conversations.
C. Sales Cloud ❌
Sales Cloud is focused on lead, opportunity, and pipeline management for sales teams — not multi-channel customer service.

Reference:
Salesforce Help: Digital Engagement in Service Cloud – Shows how Service Cloud enables SMS, chat, and social messaging.

An employee at Get Consulting recently changed their name and received a new username. Where should these changes be updated?


A. Contact Record page


B. User Record page from Setup


C. User profile page





B.
  User Record page from Setup

Explanation:

Option B (Correct)– The User Record page in Setup is where administrators update core user details, including:

Name changes (First Name, Last Name).
Username (must be unique and follow org policies).
Other critical user attributes (Email, Role, Profile).

This ensures the changes are reflected across Salesforce (e.g., Chatter, audits).

Option A (Incorrect) – A Contact Record represents an external person (e.g., customer, partner), not an employee. Updating it won’t affect login credentials or internal user data.

Option C (Incorrect) – The User Profile page (accessible via the user’s profile menu) allows users to edit some personal details (e.g., email, photo) but not their username or official name—those require admin access via Setup.

Reference:
Salesforce Help - Edit User Details

How can a user see only contacts from a specific city on the 'New This Week" list view without changing what other users see?


A. Change the permissionsso theycan only see records from the specific city.


B. Clone the list view with a new name, and filter by the specific c


C. Build a private report for contacts that is filtered by the specific city.





B.
  Clone the list view with a new name, and filter by the specific c

Explanation:

The goal is to allow a user to see only contacts from a specific city in the "New This Week" list view without affecting what other users see. The best approach is to clone the existing list view, give it a new name, and add a filter for the specific city, ensuring the cloned list view is only visible to the user. This preserves the original list view for other users and meets the user’s specific needs.

Option A: Change the permissions so they can only see records from the specific city.
Changing permissions, such as through profiles, permission sets, or sharing rules, would restrict the user’s access to records at the object or record level across the entire Salesforce org. For example, modifying sharing rules to limit access to contacts from a specific city would affect the user’s access to all contact records, not just the "New This Week" list view. Additionally, this could inadvertently restrict access to other records and would not preserve the original list view for other users.
Why this is incorrect: Changing permissions is a broad, system-wide change that goes beyond modifying a single list view and could disrupt the user’s access to other necessary records. It also doesn’t ensure the original list view remains unchanged for others.

Option B: Clone the list view with a new name, and filter by the specific city.
In Salesforce, a user can clone an existing list view (e.g., "New This Week") and create a new list view with a different name. The user can then add a filter to show only contacts from the specific city (e.g., City = "San Francisco"). When cloning, the user can set the visibility of the new list view to “Only I can see this list view” (private), ensuring that other users continue to see the original "New This Week" list view unchanged. This approach is declarative, user-specific, and does not require administrative privileges or impact other users.
Why this is correct: Cloning the list view allows the user to create a personalized view with the desired filter while preserving the original list view for everyone else, directly addressing the requirement.

Option C: Build a private report for contacts that is filtered by the specific city.
Creating a private report filtered by the specific city would allow the user to view contacts from that city, and setting the report’s folder visibility to private would ensure only the user can access it. However, reports are separate from list views and serve a different purpose (e.g., for analysis or exporting data). A report does not integrate with the "New This Week" list view or provide the same interactive, record-level navigation experience as a list view. Additionally, reports require users to navigate to the Reports tab, which is less seamless than modifying the list view directly.
Why this is incorrect: While a private report achieves the goal of showing filtered data to the user, it does not modify or interact with the "New This Week" list view, which is the focus of the question.

Additional Notes:
List View Visibility: When cloning a list view, Salesforce allows users to set visibility to “Only I can see this list view” (private), “All users can see this list view,” or “Share with specific groups.” Choosing the private option ensures the new list view is user-specific.
Permissions Consideration: The user must have the ability to create and save list views for the Contact object, which is typically allowed for users with Read access to Contacts unless restricted by their profile or permissions.

Reference:
Salesforce Help Documentation: Create and Customize List Views – Explains how to clone and customize list views, including setting filters and visibility.
Trailhead Module: Data Management – Covers list views and how to create user-specific views without impacting others.
Salesforce Help Documentation: Reports and Dashboards – Describes reports, which are distinct from list views and less relevant for this use case.
Trailhead Module: Salesforce Platform Basics – Discusses user interface customization, including list views.

An employee at Get Cloudy Consulting recently changed their name. They received a new email address Where should these changes be updated?


A. User Record page from Setup


B. User Profile page


C. Contact Record page





A.
  User Record page from Setup

Explanation:

When an employee at Get Cloudy Consulting changes their name or receives a new email address, these updates should be made on their User Record in Setup. This is the official record that controls:

Login credentials
Email address
Display name
Profile and role
License and permissions

You can access it via:
Setup → Users → [Select User] → Edit
This ensures the changes are reflected across the org, including login, email notifications, and Chatter.

📚Why Not the Others?
B. User Profile page
Refers to the Profile object (e.g., System Admin, Standard User).
Controls permissions, not personal info like name/email.
C. Contact Record page
Used for external contacts (e.g., customers, partners).
Not tied to internal user login or identity.

🔐 Pro Tip:
If the email address is changed, Salesforce may send a verification email to the new address. The user must confirm it before the change takes full effect.

Get Cloudy Consulting gets 90°^b of its business from trade shows. Sales reps create many lead records during these events, but they often forget to change the Lead Source field toTrade Show'. What should help the sales reps when they create these lead records?


A. Make an assignment rule named Trade Show' to only assign leads to sales reps.


B. Format a validation rule requiring the Lead Source field to equal Trade Show'.


C. Change thedefault value of the Lead Source field from 'Web' to Trade Show'.





C.
  Change thedefault value of the Lead Source field from 'Web' to Trade Show'.

Explanation:

This option directly addresses the problem of sales reps forgetting to update the Lead Source field. By setting the default value to 'Trade Show', most of the time the field will be correct without any action from the user. This reduces the friction of data entry and ensures that the majority of leads created during trade shows will be accurately tagged.

A. Make an assignment rule named 'Trade Show' to only assign leads to sales reps:
An assignment rule is used to automatically route leads or cases to a specific user, queue, or group based on certain criteria. It does not automatically set the value of a field like Lead Source.
B. Format a validation rule requiring the Lead Source field to equal 'Trade Show':
A validation rule would prevent the user from saving the record if the Lead Source field doesn't equal 'Trade Show'. This would force the user to correct the field, but it would not automatically populate it and would likely frustrate users as they have to manually change it every time. This is not a user-friendly solution and would not work for leads that come from other sources like 'Web'.

References:
Salesforce Help: "Set Default Field Values": This documentation explains how to set a default value for a field, which is the most direct and efficient solution to the problem described. By setting the default, you ensure that the field is populated correctly most of the time, reducing the need for manual updates.
Salesforce Help: "Lead Assignment Rules": This documentation clarifies the purpose of assignment rules, which is to route records, not to set default field values.
Salesforce Help: "Validation Rules": This documentation details how validation rules work to enforce data integrity by preventing records from being saved, but it doesn't automatically populate fields.

A Salesforce user at Get Cloudy Consulting informs the company's Salesforce associate theyhave movedto another department in the organization and no longer need access to Salesforce. How should the associate change the user's access?


A. Delete the user to free up the Salesforce license.


B. Do nothing; the user may need to access Salesforce inthe future.


C. Deactivate the user to free up the Salesforce license.





C.
  Deactivate the user to free up the Salesforce license.

Explanation:

In Salesforce, users cannot be deleted — their historical data, records, and activity need to be preserved for reporting and audit purposes.
The correct way to remove a user’s access while freeing up the license for another person is to deactivate the user:
Prevents them from logging in
Keeps their ownership of records intact
Makes the license available for reassignment

Steps to deactivate:
Go to Setup → Users → Users.
Open the user’s record.
Uncheck the Active checkbox and save.

Why not the other options?
A. Delete the user ❌
Salesforce doesn’t allow deleting users; this would cause data integrity issues.
B. Do nothing ❌
If the user doesn’t need Salesforce access, leaving them active wastes a license that could be reassigned.

Reference:
Salesforce Help: Deactivate Users – Official guide for removing access without deleting records.


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