Plat-101: Salesforce Certified Platform Foundations Associate Practice Questions

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?

• AA. Use the Global search bar
• BB. Click on All Reports and use the search bar
• CC. Click on All Folders and use the search bar

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?

• AA. Create an Opportunity Summary report.
• BB. Create an Opportunity List View.
• CC. Create an Opportunities Kanban View.

How should a Salesforce associate ensure a dashboard has the most current data?

• AA. By refreshing the browser
• BB. By clicking refresh
• CC. By opening the dashboard