Salesforce Certified Platform Foundations Exam Prep

About the Salesforce Certified Platform Foundations Exam

Offered through NextGen LabWorks, this course is geared toward individuals who are new to the Salesforce ecosystem and want to build a strong foundation in the Salesforce Customer 360 Platform. It's especially valuable for those considering a future career in Salesforce or anyone interested in understanding how the platform supports everyday business operations.

This exam validates a basic understanding of how CRM systems bring together teams and customer data. While no prior Salesforce experience is required, a general familiarity with its interface and features—such as reporting, user setup, security settings, and data management—will be helpful.

Target Audience

This certification is suitable for:

• Individuals with up to six months of hands-on experience in Salesforce

• Learners who can navigate the platform and are familiar with its basic capabilities

• Those who want to assess and confirm their understanding of how Salesforce helps solve business problems

To be well-prepared, candidates should feel confident in:

• Understanding how CRM systems connect business functions and manage customer data

• Recognizing key Salesforce terminology and concepts

• Identifying common use cases addressed by Salesforce Customer 360

• Performing foundational tasks such as reporting, user access management, data customization, and record sharing

Purpose of This Exam Guide

This guide from NextGen LabWorks is intended to help you determine your readiness for the Salesforce Certified Platform Foundations Exam. It outlines the core audience, learning objectives, and recommended study approaches. To prepare effectively, it's recommended that learners combine hands-on experience with structured learning and self-study.

Exam Overview

• Format: 40 multiple-choice questions, plus up to 5 unscored questions

• Time Limit: 70 minutes

• Passing Score: 62%

• Version: Based on the Winter ’25 release

• Registration Fee: $75 (plus any applicable local taxes)

• Retake Fee: Free

• Delivery Options: Online proctored or in-person at a certified testing center

• Reference Materials: Not allowed during the exam

• Prerequisites: None

At the end of the exam, candidates are invited to complete a brief feedback survey. This input plays a role in helping Salesforce improve its certification offerings and overall exam experience.

Exam Outline

The Salesforce Certified Platform Foundations Exam measures a candidate’s knowledge and skills related to the following objectives. Candidates should have an interest in understanding and using the Salesforce Customer 360 Platform, and an interest in assisting with fundamental functionality in the current version of Salesforce at the foundational level. Salesforce Platform Foundations candidates should have an awareness of how a CRM platform solves the challenge of connecting departments and customer data and an understanding of how types of business challenges can be solved by using Salesforce.

Salesforce Ecosystem: 32%

• Given a scenario, describe various resources available to learn and apply in-demand Salesforce skills.

• Given a use case, identify which Salesforce Customer 360 product offerings could be used.

• Describe how companies use Salesforce.

• Differentiate between various job roles and career paths in the Salesforce ecosystem.

Navigation: 28%

• Given a scenario, identify how a user can locate and access necessary information.

• Given a scenario, identify where Salesforce customization takes place.

Data Model: 25%

• Explain the relationship between the core standard objects (Account, Contact, Lead, Opportunity, Case).

• Given a scenario, determine which feature to use to ensure data visibility.

• Given a scenario, determine which tool to use to ensure data integrity.

Reports & Dashboards: 15%

• Describe reports on Salesforce.

• Describe dashboards on Salesforce.