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 wants to refresh a report and email it to an executive team each week. Which functionality of Salesforce Reports should the associate use?

A. Refresh

B. Notifications

C. Subscriptions

C.   Subscriptions

Explanation:

🧠 Why This Is Correct
Subscriptions allow users to:
Automatically refresh a report on a schedule (daily, weekly, monthly)
Email the updated report to themselves or other users, roles, and groups
Set conditions to trigger notifications when metrics meet thresholds
This is the ideal solution for sending weekly reports to an executive team without manual effort.

📘 References:
Schedule and Subscribe to Reports – Salesforce Help
Managing Report Subscriptions – CloudMyBiz

❌ Why the Other Choices Are Wrong
A. Refresh
Refreshing a report updates the data on demand, but it does not schedule or email the report.
B. Notifications
Notifications can alert users when conditions are met, but they are part of the subscription setup. On their own, they don’t handle scheduling or emailing reports.

🎯 Exam Tip
This question tests your understanding of report automation.
Use Subscriptions for scheduled delivery
Use Notifications for conditional alerts
Use Refresh for manual updates

Which Salesforce role produces data-driven solutions by eliciting, documenting, and examining requirements around organizational challenges?

A. Business Analyst

B. User ExperienceDesigner

C. Platform Developer

A.   Business Analyst

Explanation:

A Salesforce Business Analyst is the role that focuses on understanding an organization's needs and translating them into technical requirements for a Salesforce solution. They act as a bridge between the business stakeholders and the development team.

Explanation of the Correct Answer
Core Concept: This question tests your knowledge of the different professional roles within the Salesforce ecosystem. The key is to match the responsibilities described—eliciting, documenting, and examining requirements to solve organizational challenges—with the correct job title.

Role of a Business Analyst:
Eliciting Requirements: They meet with stakeholders to understand their pain points, business processes, and what they need from the Salesforce platform. This often involves interviews, workshops, and surveys.
Documenting Requirements: They create detailed documents, like user stories, process flows, and business requirement documents (BRDs), that clearly outline what the new system must do.
Examining Requirements: They analyze these requirements to ensure they are feasible, clear, and aligned with business goals. They identify potential conflicts or gaps in the requested functionality.
Why it's the right fit: The description provided in the question—"eliciting, documenting, and examining requirements around organizational challenges"—is the textbook definition of a business analyst's core responsibilities.

Incorrect Answers
B. User Experience Designer
Why it's wrong: A User Experience (UX) Designer's primary focus is on the look, feel, and usability of the application. They design the user interface (UI) and user flow to ensure the final product is intuitive and easy to use. While they work with requirements, their main output is a design, not the initial analysis and documentation of business needs.

C. Platform Developer
Why it's wrong: A Platform Developer is a technical role. Their job is to build the solution based on the requirements provided by the business analyst. They write code (Apex, Lightning Web Components), create custom objects and fields, and configure the platform to meet the documented specifications. They are the builders, not the analysts who define what needs to be built.

Real-World Scenario
A company wants to improve its sales process by automating follow-up emails and tracking customer interactions more effectively. A Salesforce Business Analyst would be the first person on the project team. They would meet with the sales managers and representatives to understand their current process, identify the key pain points, and document the new requirements (e.g., "The system must automatically send a follow-up email 24 hours after a lead is created"). They would then hand these documented requirements over to a Platform Developer, who would configure the Salesforce platform and write any necessary code to build the solution.

Reference:
Trailhead Module: Business Analyst Key Concepts
Salesforce Help: Roles on a Salesforce Project Team

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.

Get Cloudy Consulting (GCC) wants to integrate its financial system with its Salesforce environment. After searching the AppExchange and reviewing documentation for its financial system. GCC did not find anything. What should be used to build this integration?

A. Commerce Cloud

B. MuleSoft

C. Financial Services

B.   MuleSoft

Explanation:

B. MuleSoft – Since GCC couldn't find a pre-built integration solution on AppExchange, MuleSoft (Salesforce's integration platform) is the best choice to build a custom integration between their financial system and Salesforce. MuleSoft provides tools like Anypoint Platform to connect disparate systems through APIs, ensuring secure and scalable data flow.

Why the Other Options Are Incorrect:
A. Commerce Cloud – This is Salesforce's e-commerce platform, designed for online sales and customer experiences, not system integrations.
C. Financial Services Cloud – This is an industry-specific Salesforce product for financial advisors and wealth management, not an integration tool.

Reference:
MuleSoft Integration with Salesforce – Explains how MuleSoft connects Salesforce to external systems.

Get Cloud Consulting (GCC) has started to use Salesforce for its sales and service divisions. GCC would like to automate a process and understands this can be done through declarative and programmatic solutions.
Which approach should GCC explore first?

A. A programmatic approach, unless there is a lackof resources

B. A declarative approach, as it allows for quicker and simpler problem resolution

C. A programmatic approach, as it is more customizable.

B.   A declarative approach, as it allows for quicker and simpler problem resolution

Explanation:

GCC should explore a declarative approach first because it enables faster and simpler automation without requiring coding skills. Declarative tools like Flow Builder, Process Builder, Workflow Rules, or Lightning App Builder allow admins to configure automation (e.g., updating fields, sending emails) through a point-and-click interface. This is ideal for a company new to Salesforce, like GCC, as it reduces complexity, speeds up implementation, and leverages existing resources without needing developers.

Key Salesforce Concept: Declarative vs. Programmatic
Declarative: No-code tools for automation and customization (e.g., Flows, Validation Rules).
Programmatic: Code-based solutions (e.g., Apex, Visualforce) for complex, custom requirements.
Salesforce follows a best practice of using declarative tools first, reserving programmatic solutions for when declarative options are insufficient.
Why It Matters: Starting with declarative tools minimizes risk, accelerates adoption for sales and service divisions, and aligns with Salesforce’s low-code philosophy.

Why Other Options Are Incorrect
A. A programmatic approach, unless there is a lack of resources:
Why Wrong: Programmatic approaches (e.g., Apex coding) require skilled developers, more time, and maintenance, making them unsuitable as a first step. This option reverses the recommended order and assumes resources are available, which may not be true for GCC. Key Point: Programmatic solutions are a last resort when declarative tools can’t meet the need.

C. A programmatic approach, as it is more customizable:
Why Wrong: While programmatic approaches offer greater customization, they are complex, time-consuming, and require technical expertise. For a new Salesforce user like GCC, this increases costs and delays, whereas declarative tools can handle most initial automation needs.
Key Point: Customization is valuable but should follow after exhausting declarative options.

Related Concepts & Best Practices
Salesforce Automation Tools: Start with Flow (preferred modern tool) or Process Builder for workflows like lead assignment or case escalation.
Best Practice: Use the clicks, not code philosophy—only move to programmatic solutions if declarative tools lack functionality.
Use Case: GCC could use a Flow to automatically notify the sales team when a new lead is created, solving a common need without coding.

Reference:
Salesforce Help: Declarative vs. Programmatic Development
Recommends starting with declarative tools for quicker, simpler solutions and using programmatic tools only when necessary.

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