Salesforce-Platform-Foundations Exam Questions With Explanations

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Salesforce Salesforce-Platform-Foundations Exam Sample Questions 2025

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Salesforce Spring 25 Release
126 Questions
4.9/5.0

Where can a new user set up an email signature in Salesforce?

A. Personal Settings

B. User Profile

C. Email Setup

A.   Personal Settings

Explanation:

🧠 Why This Is Correct
In Salesforce Lightning Experience, users configure their email signature by navigating to:
Avatar/Profile Icon → Settings → Email → My Email Settings → Email Signature
This path is part of Personal Settings, where users manage preferences like email formatting, time zone, and language.

📘 Reference:
Salesforce Help: Add Email Signature

Why the Other Choices Are Wrong
B. User Profile
The User Profile page displays user details (e.g., role, license, contact info), but it does not allow editing email signature settings.
C. Email Setup
“Email Setup” is not a navigable menu for end users. It’s a vague term and not part of the actual UI path for signature configuration.

🎯 Exam Tip
This question tests your familiarity with user-level customization in Salesforce. Always associate email signature setup with My Email Settings under Personal Settings, not global setup or profile pages.

A Salesforce associate wants to learn more about converting Leads to Contacts. They enjoy learning in an asynchronous, gamified way. Which resource should they use?

A. Salesforce Help

B. Trailblazer Community

C. Trailhead

C.   Trailhead

Explanation:
This question tests knowledge of the different learning and support resources available on the Salesforce platform and how they align with specific learning preferences. The key phrase here is "asynchronous, gamified way."

1. Why Option C (Trailhead) is Correct
Trailhead is Salesforce's free, online learning platform, and it is specifically designed to match the described learning style.

Asynchronous: Learners can access Trailhead modules, projects, and trails anytime, from anywhere, and at their own pace. There is no requirement to be in a live class or meeting.

Gamified: Trailhead uses a highly engaging, gamified system to motivate learners. Users earn points, badges, and ranks (like Scout, Mountaineer, Ranger) as they complete units. This game-like structure makes learning interactive and rewarding.

Content: It offers specific, step-by-step modules on fundamental processes like "Convert Leads to Customers" which would teach the user exactly how to convert a Lead into a Contact, Account, and Opportunity.

2. Detailed Analysis of Why the Other Options Are Incorrect

A. Salesforce Help: Why it is wrong
Salesforce Help (help.salesforce.com) is the official documentation and knowledge base. It is an excellent resource for finding step-by-step instructions, like an article titled "Convert a Lead."
Why it doesn't fit: While it is asynchronous, it is not gamified. It is a straightforward, technical reference library. A user looking for a fun, interactive learning experience would not find that in the help documentation.

B. Trailblazer Community: Why it is wrong
The Trailblazer Community is a massive forum where Salesforce users, experts, and employees ask questions, share answers, and collaborate.
Why it doesn't fit: While it can be asynchronous, its core function is community-driven discussion and support, not a structured, gamified curriculum. A user would post a question like "How do I convert a lead?" and wait for answers from the community, which is a different learning method than following a designed, interactive module.

Reference:

Trailhead Homepage & Philosophy
Key Concept: Trailhead's entire value proposition is "Learn Salesforce with fun, free, interactive, hands-on trails and modules." The platform is built from the ground up to be self-paced (asynchronous) and to use gamification (points, badges, superbadges) as a core engagement mechanic.
A user searching for "convert lead" on Trailhead would find multiple relevant modules and projects that teach the concept in the exact style they prefer.

The salesforce account executive for Get CloudyConsulting(GCC) advises the company to use United Clouds to assist with its transition to using Salesforce as its CRM. GCC also plans to add an app inSalesforcefrom Connected Mail.
What is the role of each of these companies?

A. Get Cloudy Consulting - Customer Connected Mail -independent Software Vendor (ISV)United Clouds - Partner

B. Get Cloudy Consulting - CustomerConnected Mail - Consultant -United Clouds -Partner

C. Get Cloudy Consulting -CustomerConnected Mail -Product UnitedClouds -partner Independent Software Vendor (ISV)

A.   Get Cloudy Consulting - Customer Connected Mail -independent Software Vendor (ISV)United Clouds - Partner

Explanation:

🧠 Why This Is Correct
Get Cloudy Consulting (GCC) is the company adopting Salesforce as its CRM, making it the Customer.
Connected Mail is providing an app via the Salesforce AppExchange, which classifies it as an Independent Software Vendor (ISV).
United Clouds is assisting with the implementation and transition, which makes it a Salesforce Partner (typically a consulting or implementation partner).

📘 References:
Salesforce Partner Ecosystem Overview
ISV Partner Program – Salesforce AppExchange
Trailhead: Salesforce Ecosystem

Why the Other Choices Are Wrong
B. Connected Mail - Consultant
Incorrect: Connected Mail provides an app, not consulting services. Consultants typically help with implementation, not app development.

C. Connected Mail - Product; United Clouds - Partner ISV
Misleading: While Connected Mail offers a product, the correct role in the ecosystem is ISV, not just “Product.”
United Clouds is a Partner, but not an ISV in this context—they’re helping with implementation, not selling an app.

🎯 Exam Tip
This question tests your understanding of Salesforce ecosystem roles:
Customer: The company using Salesforce.
Partner: Helps implement or consult on Salesforce.
ISV: Builds apps listed on AppExchange.

Get Cloudy Consulting (GCC) wants to build one dashboard for Leads and Opportunities. GCC want the data to be displayed based on the logged-in user’s security setting.
Which type of dashboard should this be?

A. Static

B. Dynamic

C. Standard

B.   Dynamic

Explanation:

B. Dynamic – A dynamic dashboard respects the logged-in user’s security settings (such as sharing rules, role hierarchy, and field-level security) and displays data accordingly. This ensures that each user sees only the records they have permission to access, making it the best choice for GCC’s requirement.

Why the Other Options Are Incorrect:
A. Static – A static dashboard shows the same data to all users, regardless of their permissions. It does not filter data based on the viewer’s access rights, which violates GCC’s requirement.
C. Standard – There is no "Standard" dashboard type in Salesforce. Dashboards are either Static or Dynamic, so this option is invalid.

Reference:
Dynamic Dashboards in Salesforce – Explains how dynamic dashboards work and how they respect user permissions.

Where can a Salesforce associate find information that provides a view of interactions with a contact?

A. Activity Timeline

B. Details Tab

C. Contact History

A.   Activity Timeline

Explanation:
This question tests the user's understanding of the key components on a Contact record page in the Lightning Experience and their specific purposes. All options are related to the Contact record, but only one provides a comprehensive, chronological "view of interactions."

1. Why Option A (Activity Timeline) is Correct
The Activity Timeline is a centralized, chronological feed on the Contact record that provides a unified view of all interactions and engagements.

Comprehensive View: It consolidates various types of interactions into a single, easy-to-read list, including:
Upcoming Activities: Open Tasks (e.g., calls, emails to send, meetings).
Past Activities: Completed Tasks.
Emails: Emails sent to or from the contact through Salesforce.
Log a Call: Manually logged call summaries.
Events: Past and future calendar events.
Content Deliveries: Files that have been shared with the contact.

Holistic Context:
It is designed specifically to answer the question, "What has happened with this person?" By providing a timeline, it gives associates the full story of the relationship at a glance, which is crucial for preparing for a sales call or providing support.

2. Detailed Analysis of Why the Other Options Are Incorrect

B. Details Tab: Why it is wrong
The Details Tab (or section) on a Contact record contains the static, biographical data about the contact, not a history of interactions.
Contents: This includes fields like Name, Title, Email, Phone, Mailing Address, and other custom fields. It answers the question "Who is this person?" not "What have we done with this person?"
Purpose: It is for reference information, not a log of engagements.

C. Contact History: Why it is wrong
This is the most common distractor. While "Contact History" sounds relevant, it is a specific, legacy-related component that is now part of the larger Activity Timeline.
Limited Scope: In the modern Lightning Experience, "Contact History" typically refers to a specific list view within the Activity Timeline that shows a subset of interactions, often limited to mass emails or specific marketing automation interactions.
Not the Comprehensive View: It does not show the full range of interactions like tasks, events, and manually logged calls in a unified timeline. The Activity Timeline is the superset that encompasses and replaces the need to look at a separate "Contact History" page.

Reference

Salesforce Help: "View the Activity Timeline"

Key Quote: "The activity timeline is your one-stop shop for tracking customer interactions. View a chronological list of tasks, events, and emails on contact, lead, and deal record pages. Use the timeline to get up to speed on past customer interactions and plan what to do next."
This official documentation explicitly states that the Activity Timeline is the centralized place for a chronological view of interactions, making it the definitive answer.

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