Certified Platform Foundations Practice Questions & Answers • ExamPrepare

Question 1

An organization wants to implement Salesforce. The requirements include:

Operations management
Program management
Grantmaking
Fundraising
Marketing
Engagement

Which cloud or product is preconfigured to handle all of these requirements?

Experience Cloud
Agentforce Nonprofit
Analytics

Select an answer above, then submit your vote. Reading or practicing does not cast a vote.

Question 2

How should an associate display the sum of all closed won Opportunity amounts at the Account level?

The Opportunity related list
A Roll-Up Summary field
A custom report type

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Question 3

The Salesforce account executive for Get Cloudy Consulting (GCC) advises the company to hire United Clouds to assist with its transition to using Salesforce as its CRM. GCC also plans to purchase a Salesforce App from Connected Mail.

What is the role of each of these companies?

Get Cloudy Consulting - Customer United Clouds - Independent Software Vendor (ISV) Connected Mail - Product
Get Cloudy Consulting - Customer United Clouds - Partner Connected Mail - Independent Software Vendor (ISV)
Get Cloudy Consulting - Customer United Clouds - Partner Connected Mail - Consultant

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Question 4

Get Cloudy Consulting is rolling out Salesforce to its organization.

What should be used to allow additional field-level access to individual employees based on their job duties?

Individual custom profiles
Role Hierarchy
Permission sets

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Question 5

A marketing manager wants to make the Reason Lost field required on the opportunity when the stage is changed to Closed Lost.

What should the Salesforce associate do to enforce this requirement?

Edit the field to be always required.
Make the field required on the page layout.
Create a validation rule on the Opportunity object.

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Question 6

Get Cloudy Consulting (GCC) wants to simplify its sales team's 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?

Page Layouts
Record Types
Lightning App Builder

Select an answer above, then submit your vote. Reading or practicing does not cast a vote.