Exam details
Content: 40 multiple-choice questions and up to five non-scored questions
Time allotted to complete the exam: 70 minutes
Passing score: 62%
Registration fee: USD 75 plus applicable taxes as required per local law; JPY 10,000
Retake fee: Free
Prerequisite: None
The Salesforce Certified Platform Foundations exam is designed for users with a fundamental awareness of how an integrated CRM platform solves the challenge of connecting departments and customer data, with up to 6 months of Salesforce user experience
About this certification
The Salesforce Certified Platform Foundations credential is designed for individuals who understand reporting, user administration, sharing, customization, and data management at a foundational level. Candidates should be familiar with Salesforce as a user or a learner and interested in assisting with fundamental functionality in the current version of Salesforce.
Content outline
The exam covers four main topic areas:
Salesforce Ecosystem: 32%.
Navigation: 28%.
Data Model: 25%.
Reports & Dashboards: 15%.
Who should take the exam?
Individuals new to Salesforce or those looking to validate their foundational platform knowledge.
Career changers and IT professionals transitioning into a CRM role.
Non-technical professionals who need to understand how Salesforce operates.
Users with up to six months of experience who want to learn about integrated CRM platforms.
Key topics
Data and Analytics Management: Data types, validation rules, importing and exporting data (Data Import Wizard, Data Loader), Recycle Bin, Mass Transfer, and Mass Delete.
Security: User administration, user profiles, sharing rules, and roles.
Reporting: Creating and customizing reports, and building dashboards.
Customization: Basic customization and understanding how the platform works at a foundational level.
General Platform Knowledge: Familiarity with the Salesforce platform as a user or learner, and understanding common business use cases.
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Sample Question and Answers
QUESTION 1
Two users in the same opportunity record are seeing different fields.
What is the reason for this?
A. The missing fields are marked as hidden in Object Manager.
B. The users are assigned different profiles and page layouts.
C. The users have been configured with different Locales.
Answer: B
Explanation:
The users are assigned different profiles and page layouts, which determine the fields they can see and edit on the opportunity record.
QUESTION 2
A Salesforce associate deletes an Account of a company that recently went out of business.
Which other related records are automatically deleted?
A. Any related leads
B. Any related cases
C. Any related opportunities
Answer: C
Explanation:
When an account is deleted, any related opportunities are also deleted, unless they are closed or have a contract associated with them.
QUESTION 3
Which tool creates a visual representation of objects and their relationships?
A. App Launcher
B. Object Manager
C. Schema Builder
Answer: C
Explanation:
Schema Builder is a tool that creates a visual representation of objects and their relationships, and allows you to modify them.
QUESTION 4
Get Cloudy Consulting’s growing marketing team is on a custom profile named Marketing Team.’ The
team currently has Read access to leads and opportunities- Two marketing managers need Edit access on leads.
What should the Salesforce associate do to grant them the access they need?
A. Create a permission set that grants Edit access to leads and assign it to the marketing managers.
B. Create a permission set that grants Edit access to leads and assign it to the marketing team.
C. Create a new profile that grants Edit access to leads and assign it to the marketing managers.
Answer: A
Explanation:
Creating a permission set that grants Edit access to leads and assigning it to the marketing managers
is the best way to grant them the access they need, without affecting the other users on the marketing team profile.
QUESTION 5
Get Cloudy Consulting requires a value in the Status field every time a record is created or edited.
What should they do to enforce this?
A. Make the field required in Object Manager.
B. Make the field required with a validation rule.
C. Make the field required in organization-wide defaults.
Answer: A
Explanation:
Making the field required in Object Manager is the simplest way to enforce that a value is entered every time a record is created or edited.