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| Vendor: | Salesforce |
|---|---|
| Exam Code: | Salesforce-Associate |
| Exam Name: | Salesforce Certified Platform Foundations Exam |
| Exam Questions: | 123 |
| Last Updated: | April 8, 2026 |
| Related Certifications: | Salesforce Associate |
| Exam Tags: | Marketing certifications Entry Level Entry-level Salesforce professionalsSalesforce user |
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A Salesforce associate wants a visual summary of opportunities in a list view. The associate would like to summarize, filter, and move opportunities along the pipeline.
What should they do to meet this requirement?
The opportunities Kanban view is a visual summary of opportunities in a list view, where the associate can summarize, filter, and move opportunities along the pipeline by dragging and dropping them.
A Salesforce associate is using Global Search to find a record but does not remember the name of the record they want to find.
What should the associate use to search for the record?
Wildcards and operators are symbols that can be used to search for records when the name of the record is not known. For example, the asterisk (*) can be used to match any string of characters, and the AND operator can be used to combine multiple terms.
Get Cloudy Consulting is rolling out Salesforce to its organization. New users may have different access requirements base on department.
What should be recommended to allow new users the correct access based on their department's requirements?
Permission sets are used to grant additional access to users based on their functional or departmental needs. Role hierarchy is used to grant access to records based on the user's position in the organization. Individual profiles are used to define the baseline access for users based on their license type and job function.
A Salesforce associate wants to update an opportunity record they just closed. Which relationship is standard as a Lookup field on an opportunity?
The account relationship is a standard lookup field on an opportunity. A lookup field allows the user to select a record from another object and link it to the current record. The account field on an opportunity allows the user to select an account that the opportunity is related to. The stage relationship is not a lookup field, but a picklist field that indicates the sales stage of the opportunity, such as Prospecting, Negotiation, or Closed Won. The quote relationship is not a standard lookup field, but a custom lookup field that can be created to link an opportunity to a quote. A quote is a record that shows proposed prices for products and services.
Get Cloudy Consulting (GCC) currently supports its customers via calls and emails. GCC wants to meet the needs of digitally savvy customers by offering support via web chat as well as SMS, Facebook Messenger, and WhatsApp.
Which Salesforce product should meet this need?
Service Cloud is the Salesforce product that should meet the need of Get Cloudy Consulting to offer support via web chat and other digital channels. Service Cloud is a cloud-based customer service platform that allows agents to deliver fast and personalized service across multiple channels, such as phone, email, web, social media, and messaging apps. Service Cloud also provides tools for case management, knowledge base, self-service, and analytics.
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