Practice Free Salesforce Certified Platform Foundations Exam Online Questions
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 the their job duties?
- A . Individual profiles
- B . Permission sets
- C . Role Hierarchy
Get Cloudy Consulting’^ dashboard shows all of the company’s key performance indicators (KPls) in one view. The company’s Salesforce associate is asked to add functionality that allows the dashboard to show all the same KPls for each of the regions.
How should the associate add this functionality?
- A . Create new dashboards for each region.
- B . Add a Region filter to the dashboard.
- C . Use an analytics package from the AppExchange.
Get Cloudy Consulting currently stores information about is customers and partners in the Account object. There are a few details specific to partners that are not applicable to customers.
What is the recommended way to display only the information application to each group?
- A . Use Account for customers and create a custom object for partners.
- B . Create record types on Account called Partner and Customer
- C . Create custom object called Partner and Customer
Get Cloudy Consulting (GCC) has a Contact that works at two different Accounts.
How should GCC related this Contact to two Accounts?
- A . Use Contacts to multiple Accounts
- B . Create two contact records
- C . Merge the two Account records
The Health Department wants to gain more insight into its patient data than what Salesforce Dashboards can provide.
Which Salesforce product should the department use?
- A . Experience Cloud
- B . CRM Analytics
- C . Health Cloud
A Salesforce associate wants to add a new related list of cases to Account.
Where should the associate go to add the related list to Account?
- A . Account Record page
- B . Page Layout
- C . Case Record page
A Salesforce associate wants to filter a Lead report by a secondary industry field.
Who would the associate typically work with to get a new field added in their Salesforce org?
- A . Salesforce Developer
- B . Salesforce Administrator
- C . Salesforce Technical Architect
A Salesforce associate at Get Cloudy Consulting is given a list of opportunities to work through. The associate asks for an easier way to change the opportunity stage.
What should be recommended?
- A . Switch to the Kanban View.
- B . Create multiple list views.
- C . Use a Dynamic Dashboard View.
Salesforce associate received a promotion and needs Edit access to fields on opportunity records across the organization.
Which user setting need updating to allow Edit access?
- A . Queue
- B . Permission Set
- C . Public Group
A Salesforce standard profile end user is looking for specific information on an Opportunity record page. They are overwhelmed by the required scrolling to see the page.
What should the user do to simplify the page to see only what they want?
- A . Collapse detail sections.
- B . Remove activities.
- C . Change page layout assignment.