WorksheetsSalesforce Platform Basics Quiz
Total questions: 20
Worksheet time: 10mins
Name
Class
Date
1.
Michelle wants to personalize client emails based on favorite property views and interactions. Which combination of tools would help her?
a)
AppExchange App + Static Templates
b)
Reports + Dashboards
c)
Prompt Builder + Data Cloud
d)
Flow Builder + Developer Console
2.
Why is it important that Salesforce metadata is instantly usable after creation?
a)
It allows deleting old records automatically
b)
It enables reports and dashboards to update slowly
c)
It makes customizations immediately usable across apps and features
d)
Metadata requires approval to deploy
3.
How does Salesforce use APIs with custom objects?
a)
It creates user-friendly labels for reports
b)
Each custom object has a hardcoded label
c)
Salesforce creates API names for each object and field for external/internal access
d)
APIs must be manually coded for custom fields
4.
You want to explore Salesforce hands-on without affecting live data. What should you use?
a)
A production org
b)
AppExchange listing
c)
Trailhead Playground
d)
A GitHub repository
5.
How do you find the components of an app installed from AppExchange?
a)
Search 'AppExchange Info' in Reports tab
b)
Go to Reports > Downloaded Apps
c)
Setup > Installed Packages > View Components
d)
Use the Setup Audit Trail
6.
Why is trust considered the #1 Salesforce value?
a)
Because it stores everyone's credentials
b)
Because it allows sharing of passwords securely
c)
Because Salesforce shows system performance and data security openly
d)
Because metadata can be downloaded anytime
7.
Where would you customize standard and custom objects in Setup?
a)
Object Manager
b)
Developer Console
c)
Schema Builder
d)
Code Builder
8.
D’Angelo is customizing the Contact object by adding a checkbox field. Which tool is he using to do this without writing code?
a)
Salesforce CLI
b)
Apex Code Editor
c)
Flow Builder
d)
Object Manager
9.
What does the 'Login History' page in Setup help you track?
a)
Audit logs of profile changes
b)
User subscription payments
c)
Login attempts and IP addresses
d)
Audit trail of org changes
10.
When installing an app, what should guide your choice of permissions for users?
a)
Your browser preferences
b)
Salesforce's default settings
c)
Who the app is meant for and their access needs
d)
The most downloaded setting
11.
Michelle, a broker at Dreamhouse Realty, wants to know which clients are prequalified. What feature should D’Angelo add?
a)
Create a new dashboard
b)
Add a picklist to the Lead object
c)
Create a custom checkbox field on Contact
d)
Assign a new permission set
12.
D’Angelo is comparing two payroll apps for Dreamhouse. What should he do before making a final decision?
a)
Review app install guides only
b)
Skip testing and deploy directly
c)
Test both apps in sandbox and compare features
d)
Use the Trust site to view version history
13.
How does Data Cloud differ from traditional databases?
a)
It stores metadata but not data
b)
It only works with structured data in small datasets
c)
It harmonizes structured & unstructured data at scale using a lakehouse architecture
d)
It is only available via Salesforce’s mobile app
14.
Which Setup page allows you to view who made configuration changes in the past 6 months?
a)
Login History
b)
Company Information
c)
Setup Audit Trail
d)
Reports > Audit Log
15.
Which Setup section helps you define what users can see and do in the org?
a)
Login History
b)
Page Layout Editor
c)
Profiles
d)
App Manager
16.
What is a benefit of using Salesforce Labs apps?
a)
They require no login to install
b)
They charge based on usage
c)
They are customizable and free to use
d)
They come pre-installed in production orgs
17.
Which Salesforce layer is responsible for tools like Flow Builder and AI features?
a)
APIs
b)
Lightning App Builder
c)
Platform layer (metadata-driven, low-code tools)
d)
Core Infrastructure
18.
What is an org in Salesforce terminology?
a)
A Salesforce page layout
b)
A specific Salesforce tab
c)
An instance of Salesforce for your company
d)
A user account in Salesforce
19.
What is AppExchange in the context of Salesforce?
a)
A tool to export Salesforce reports
b)
Salesforce's marketplace for apps and solutions
c)
A part of App Launcher to manage layouts
d)
A dashboard-only configuration
20.
Which page in Setup shows data and file storage limits for your org?
a)
Users tab under Administration
b)
Security Settings
c)
View Setup Audit Trail
d)
Profile page
100 %
