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

A Salesforce associate is asked to review all the objects within their company's instance. They also need to identify which are custom objects.
Where should the associate go to see this information?

A. App Launcher

B. Object Manager

C. Global Search

B.   Object Manager

Explanation:

The Object Manager is the dedicated tool within Salesforce Setup for viewing, managing, and creating all standard and custom objects. It provides a centralized location where an administrator or associate can see a list of all objects, their fields, page layouts, record types, and other related configurations. The Object Manager clearly distinguishes between standard objects (e.g., Account, Contact, Opportunity) and custom objects, making it the ideal place to fulfill the request.

Explanation of Incorrect Answers
A. App Launcher: The App Launcher is used by end-users to find and access apps and their associated tabs. While it shows objects as tabs within apps, it doesn't provide a comprehensive list of all objects in the org or a clear way to distinguish between standard and custom objects from an administrative perspective.
C. Global Search: Global Search is a powerful tool for finding records (e.g., a specific contact or account) across the entire org. It is not designed for viewing and managing the metadata of objects themselves. It's for finding data, not for administrative tasks related to object structure.

Supporting Documentation
For further information, you can refer to the following resources: Trailhead Module: Data Modeling
Salesforce Help Article: Object Manager

A manager is creating a dashboard for their team and wants each team member to receive a copy of the dashboard results by email each week.
What should the team members do to ensure they receive they weekly results?

A. Like the dashboard.

B. Subscribe to the dashboard

C. Follow the dashboard

B.   Subscribe to the dashboard

Explanation:

Core Concept & What It’s Testing
This question is testing knowledge of how Salesforce automates dashboard delivery.
Subscribing to a dashboard allows you to receive it by email on a set schedule (daily, weekly, or monthly).
This is different from liking or following a dashboard, which only affects in-app notifications or feeds — not email delivery.

How It Works in Salesforce
Dashboard Subscription Features:
Found by clicking the Subscribe button at the top of the dashboard.
Lets users:
Set frequency (daily, weekly, monthly).
Choose preferred delivery time.
Receive dashboard as an email snapshot (PDF or embedded view).
Emails show data based on the subscriber’s own access and filters.
Admins can also manage subscriptions for others (depending on permissions).

Why This Is Correct
The manager wants automatic weekly delivery to each team member’s inbox.
Subscribing is the built-in Salesforce feature that handles scheduled dashboard emails.
Team members must each subscribe themselves (or be subscribed by someone with permission).

Why the Other Options Are Incorrect
A. Like the dashboard ❌
Why it seems right:“Liking” in Salesforce is a way to mark something as important.
Why it’s wrong: Liking a dashboard doesn’t trigger any emails — it just appears in your liked items list.
C. Follow the dashboard ❌
Why it seems right: Following usually means getting updates in your Chatter feed.
Why it’s wrong: Following sends Chatter notifications, not scheduled email deliveries with data snapshots.

Real-World Scenario
A regional sales manager subscribes to the “Quarterly Sales Performance” dashboard, choosing every Monday at 8 AM.
Each week, the dashboard snapshot is emailed automatically, showing the latest totals — no need to log in and run the dashboard manually.

Official Salesforce Reference
Salesforce Help — Subscribe to Dashboards
Trailhead — Reports & Dashboards for Lightning Experience

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.

What should the account owner at Get Cloudy Consulting use to learn the sum of the amount for each opportunity?

A. The Opportunity related list

B. Acustom reporttype

C. A Roll-Up Summary field

C.   A Roll-Up Summary field

Explanation:

Get Cloudy Consulting wants to know the sum of the amounts for all opportunities related to an account, and this information should be accessible to the account owner. The most efficient and appropriate way to achieve this in Salesforce is by using a Roll-Up Summary field on the Account object. This field automatically calculates and displays the sum of the Amount fields from related Opportunity records, providing a real-time total directly on the Account record.

Option A: The Opportunity related list
The Opportunity related list on an Account record displays all opportunities associated with that account, including details like the Opportunity Name, Stage, and Amount. While the account owner can manually view the Amount field for each opportunity in the related list, there is no built-in functionality to automatically calculate and display the total sum of all opportunity amounts. The owner would need to manually add the amounts or export the data, which is inefficient.
Why this is incorrect: The related list shows individual opportunity details but does not provide an aggregated sum of the Amount fields, which is what GCC needs.

Option B: A custom report type
A custom report type can be created to generate reports that include data from Accounts and their related Opportunities, allowing the account owner to see and sum the Amount fields across opportunities. While this can provide the sum through a report, it requires running the report manually or scheduling it, and the data is not directly available on the Account record itself. This approach is less seamless and real-time compared to a Roll-Up Summary field.
Why this is incorrect: A custom report type is useful for reporting but does not provide an always-on, real-time total on the Account record, making it less suitable for the account owner’s needs.

Option C: A Roll-Up Summary field
A Roll-Up Summary field is a field type on a parent object (e.g., Account) that can perform calculations (e.g., sum, count, min, max) on a field from related child records (e.g., Opportunities) in a master-detail relationship. By creating a Roll-Up Summary field on the Account object to sum the Amount field of all related Opportunities, the account owner can view the total amount directly on the Account record without needing to run reports or perform manual calculations. Note that this assumes the Account and Opportunity objects are in a master-detail relationship (standard in Salesforce for this purpose).
Why this is correct: A Roll-Up Summary field provides a real-time, automated calculation of the total opportunity amounts directly on the Account record, making it the most efficient and user-friendly solution for the account owner.

Additional Notes:
Master-Detail Relationship Requirement: Roll-Up Summary fields require a master-detail relationship between the parent (Account) and child (Opportunity) objects. In standard Salesforce configurations, Accounts and Opportunities have a lookup relationship, not a master-detail relationship. If GCC is using the standard Account-Opportunity relationship, a Roll-Up Summary field cannot be used directly, and alternatives like a custom Apex trigger or Flow might be needed to calculate the sum. However, the question’s context and the Salesforce Platform Foundations exam typically assume a master-detail relationship for such scenarios, making the Roll-Up Summary field the intended answer.
Alternative Solutions: If a master-detail relationship is not in place, GCC could use tools like Salesforce Flow or a custom report to achieve similar results, but these are not options in the provided choices. A Roll-Up Summary field is the most declarative and straightforward solution among the given options.

Reference:
Salesforce Help Documentation: Roll-Up Summary Fields – Explains how Roll-Up Summary fields work to aggregate data from related records in a master-detail relationship.
Trailhead Module: Data Modeling – Covers relationships and Roll-Up Summary fields for summarizing related data.
Salesforce Help Documentation: Reports and Dashboards – Describes custom report types, which are less direct for this use case compared to Roll-Up Summary fields.
Trailhead Module: Salesforce Platform Basics – Discusses how to leverage Salesforce features like Roll-Up Summary fields for business needs.

A Salesforce associate is preparing for a sales call and needs to review a specific report. What is the most efficient way to navigate there?

A. Use the search bar in All Reports

B. Use the Global search bar

C. Use the search bar in All Folders

B.   Use the Global search bar

Explanation:
This question assesses the user's knowledge of Salesforce's navigation tools and their efficiency. While multiple options could eventually lead to the report, the question specifically asks for the most efficient method.

1. Why Option B (Global Search Bar) is Correct
The Global Search Bar (located at the top of every page in Salesforce Lightning) is the fastest and most direct tool for finding a specific, known item like a report.

Direct Access: It allows the user to search across multiple standard and custom objects, as well as files, reports, and dashboards, all from a single, universally accessible field.

Speed and Efficiency: The user does not need to first navigate to the Reports tab or the Reports home page. They can simply type the name (or part of the name) of the specific report directly into the Global Search Bar from any page in Salesforce.

Smart Results: As the user types, Salesforce will display suggested results, often surfacing the correct report before they have even finished typing its full name. This "type-ahead" functionality significantly speeds up the process.
In summary, for finding a single, known record or item quickly, the Global Search Bar is the universal best practice and the most efficient tool.

2. Detailed Analysis of Why the Other Options Are Less Efficient

A. Use the search bar in All Reports: Why it is less efficient
This method will work, but it requires extra navigation steps. The user must first click on the Reports Tab to land on the "All Reports" page, and then use the search bar located on that page. This is a two-step process, whereas the Global Search Bar is a one-step process available from anywhere. It is context-specific, not global.

C. Use the search bar in All Folders: Why it is less efficient
This is the least efficient option. It requires the most navigation and assumes the user knows which folder the report is stored in.
The user must navigate to the Reports Tab.
They must then click on the "All Folders" view or navigate into a specific folder.
Finally, they can use the folder's local search bar.
This is a multi-step process that is only necessary if you are browsing or managing folders, not for quickly finding a single, specific report for a sales call.

Reference
Salesforce Help: "Use Global Search"

Key Quote: "Use global search to quickly find records in your organization... Global search is available at the top of every page. Just enter a keyword, and search looks across multiple objects and returns relevant results."
This documentation emphasizes the universal nature and speed of the Global Search Bar, which aligns perfectly with the need for efficiency when preparing for a time-sensitive activity like a sales call.

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