Salesforce Platform Basics Quiz

Michelle wants to personalize client emails based on favorite property views and interactions. Which combination of tools would help her?

• AppExchange App + Static Templates
• Reports + Dashboards
• Prompt Builder + Data Cloud
• Flow Builder + Developer Console

Answer explanation

Prompt Builder uses metadata and data to create AI-based, personalized content like emails.

Why is it important that Salesforce metadata is instantly usable after creation?

• It allows deleting old records automatically
• It enables reports and dashboards to update slowly
• It makes customizations immediately usable across apps and features
• Metadata requires approval to deploy

Answer explanation

Salesforce auto-activates metadata to support app behavior, reports, and integrations immediately.

How does Salesforce use APIs with custom objects?

• It creates user-friendly labels for reports
• Each custom object has a hardcoded label
• Salesforce creates API names for each object and field for external/internal access
• APIs must be manually coded for custom fields

Answer explanation

APIs expose each object and field using an auto-generated API name, enabling integrations.

You want to explore Salesforce hands-on without affecting live data. What should you use?

• A production org
• AppExchange listing
• Trailhead Playground
• A GitHub repository

Answer explanation

Trailhead Playground is a safe environment to learn hands-on.

How do you find the components of an app installed from AppExchange?

• Search 'AppExchange Info' in Reports tab
• Go to Reports > Downloaded Apps
• Setup > Installed Packages > View Components
• Use the Setup Audit Trail

Answer explanation

View Components under Installed Packages helps you understand app elements.

Why is trust considered the #1 Salesforce value?

• Because it stores everyone's credentials
• Because it allows sharing of passwords securely
• Because Salesforce shows system performance and data security openly
• Because metadata can be downloaded anytime

Answer explanation

Salesforce emphasizes transparency and security through resources like trust.salesforce.com.

Where would you customize standard and custom objects in Setup?

• Object Manager
• Developer Console
• Schema Builder
• Code Builder

Answer explanation

Object Manager is where object-level customizations are done.

D’Angelo is customizing the Contact object by adding a checkbox field. Which tool is he using to do this without writing code?

• Salesforce CLI
• Apex Code Editor
• Flow Builder
• Object Manager

Answer explanation

D’Angelo uses Object Manager to add fields declaratively.

What does the 'Login History' page in Setup help you track?

• Audit logs of profile changes
• User subscription payments
• Login attempts and IP addresses
• Audit trail of org changes

Answer explanation

Login History helps audit user access via login data, IPs, and timestamps.

When installing an app, what should guide your choice of permissions for users?

• Your browser preferences
• Salesforce's default settings
• Who the app is meant for and their access needs
• The most downloaded setting

Answer explanation

User permissions should be tailored to who will use the app.