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Salesforce Plat-101 Exam Syllabus Topics:

TopicDetails
Topic 1
  • Navigation: This section of the exam measures the skills of Marketing Specialists and covers how users navigate Salesforce. It tests the ability to locate and access necessary information in given scenarios and to identify where different types of Salesforce customizations take place. The emphasis is on practical system navigation that supports marketing operations.
Topic 2
  • Data Model: This section of the exam measures skills of Marketing Cloud Administrators and covers Salesforce’s data model. It involves understanding the relationship between core standard objects such as Accounts, Contacts, Leads, Opportunities, and Cases. The section also evaluates knowledge of ensuring data visibility through features and maintaining data integrity using the right tools in different business scenarios.
Topic 3
  • Salesforce Ecosystem: This section of the exam measures skills of Marketing Cloud Administrators and covers the overall Salesforce ecosystem. It focuses on understanding the different resources available for learning and skill development, recognizing how Salesforce Customer 360 products can be applied in real business use cases, and explaining how organizations make use of Salesforce in daily operations. It also highlights awareness of job roles and career opportunities within the Salesforce ecosystem.
Topic 4
  • Reports & Dashboards: This section of the exam measures skills of Marketing Specialists and covers reporting and visualization in Salesforce. It includes describing how reports are built, how dashboards present insights, and how these tools help organizations monitor performance and make informed marketing decisions.

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Salesforce Certified Platform Foundations Sample Questions (Q10-Q15):

NEW QUESTION # 10
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?

Answer: B

Explanation:
The recommendation for the associate to change the opportunity stage more easily is to switch to the Kanban View. The Kanban View is a visual representation of the records in a list view, organized by stages or other categories. The associate can drag and drop the records from one column to another to update the stage or other fields. The Kanban View also shows key metrics and alerts for each column, such as the total amount, number of records, and overdue tasks. Creating multiple list views or using a Dynamic Dashboard View are not as convenient and efficient as using the Kanban View.


NEW QUESTION # 11
A sales manager requests a report that shows total opportunity amounts grouped by:
* Small opportunities - Amount is less than $50,000.
* Medium opportunities - Amount is between $50,000 and 5100,000.
* Large opportunities - Amount is more than $100,000.
How should the Salesforce associate create a field to show the amount as described above?

Answer: A

Explanation:
The best way to create a field that shows the amount as described in the question is to use a bucket field off of Amount. A bucket field lets you group report values into categories without creating a formula or a custom field2. You can create a bucket field for any numeric, picklist, or text field in a report.


NEW QUESTION # 12
A Salesforce Associate is asked to review multiple reports from the current month's folder and bring insight into a meeting.
How should the associate locate all the reports in a single location from the Report object?

Answer: C

Explanation:
The way that the associate can locate all the reports in a single location from the Report object is to click on All Folders and use the search bar. All Folders is a menu that shows all the report and dashboard folders that the associate has access to. The associate can search for the current month's folder by entering its name or keyword in the search bar and then select it to view all the reports in that folder. Using the Global search bar or clicking on All Reports and using the search bar are not as efficient and accurate as using the All Folders menu, because they will return results from all the reports and folders, not just the current month's folder.


NEW QUESTION # 13
How can a user see only contacts from a specific city on the 'New This Week" list view without changing what other users see?

Answer: B

Explanation:
The user can clone the list view with a new name, and filter by the specific city to see only contacts from that city on the list view. This will not affect what other users see on the original list view.


NEW QUESTION # 14
A Salesforce associate has been asked to identify all contacts that have had interactions with their company in the last year.
What should the associate do to identify these contacts?

Answer: A

Explanation:
The last related activity date is a field on the contact object that shows the date of the most recent task or event related to the contact. This can be used to identify contacts that have had interactions with the company in the last year.


NEW QUESTION # 15
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