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Platform Foundations practice questions: Navigation

Navigation is 28% of the Salesforce Certified Platform Foundations exam. It covers search, list views, App Launcher and personalization. Try these 6 free questions, then open each answer to see why every option is right or wrong.

01

In global search, which wildcard character stands for exactly one character in the middle or at the end of a search term?

  1. _
  2. *
  3. ?
Show answer

Answer: C

A. _Incorrect. Global search does not treat the underscore as a wildcard.
B. *Incorrect. The asterisk stands for zero or more characters, not exactly one.
C. ? ✓Correct. The question mark stands for exactly one character in the middle or at the end of a term.

Why: The question mark (?) matches a single character in the middle or at the end of a search term, while the asterisk (*) matches zero or more characters. The underscore (_) is not a global search wildcard.

02

How do you open a Sales Console or Service Console?

  1. Setup
  2. App Launcher
  3. Service Cloud
Show answer

Answer: B

A. SetupIncorrect. Setup is for configuration and is not used to open console apps.
B. App Launcher ✓Correct. Consoles are apps, and the App Launcher is where apps are opened.
C. Service CloudIncorrect. Service Cloud is a product, not a location for opening apps.

Why: Sales and Service consoles are apps, and apps are opened from the App Launcher. Service Cloud is a Salesforce product rather than an app, and Setup is not where consoles are launched.

03

Where would you modify a Lightning Record Page so the change applies to all users?

  1. From a record page, using Edit Page
  2. In Personal Settings
  3. In Setup
Show answer

Answer: A

A. From a record page, using Edit Page ✓Correct. On a record page, the gear icon > Edit Page opens Lightning App Builder to change the page for users.
B. In Personal SettingsIncorrect. Personal Settings changes only that user's own preferences.
C. In SetupIncorrect. The expected answer here is the Edit Page path from the record page (Lightning App Builder).

Why: A Lightning Page is configured from the object's record page: click the gear icon and choose Edit Page. Personal Settings only affects an individual's preferences.

04

An admin at a software company must jump quickly to the user management page inside Salesforce's administration area, which holds hundreds of settings pages. Which feature in that area lets the admin search for a specific page?

  1. The global search bar at the top of the screen
  2. The search field in the App Launcher
  3. The navigation bar filter
  4. The Quick Find box in Setup
Show answer

Answer: D

A. The global search bar at the top of the screenIncorrect. Global search returns records, files and content rather than Setup pages.
B. The search field in the App LauncherIncorrect. App Launcher search returns apps and items, not admin settings pages.
C. The navigation bar filterIncorrect. There is no navigation bar filter; the bar is personalized by adding or removing items.
D. The Quick Find box in Setup ✓Correct. Quick Find narrows the Setup menu as you type, taking admins straight to pages such as Users.

Why: Typing keywords into the Quick Find box in Setup filters the Setup menu instantly, so admins can locate pages and settings fast. Global search looks for records, files and content, the App Launcher search finds apps and items, and no navigation bar filter exists. Reference: https://help.salesforce.com/s/articleView?id=sf.lex_find_your_way_around_setup.htm&language=en_US&type=5

05

Every week, an analyst at a healthcare provider repeats the same searches across contacts, cases and accounts and wants a single search to return records from several object types. Which two behaviors of the search bar at the top of the page meet this need? (Choose 2)

  1. After pressing Enter, the full results are grouped by object type
  2. The results page can be exported straight to a CSV file
  3. Results are automatically narrowed by where the user sits in the role hierarchy
  4. Matching records appear as instant results while the user is still typing
Show answer

Answer: A, D

A. After pressing Enter, the full results are grouped by object type ✓Correct. Once Enter is pressed, full results are organized by object type, putting contacts, cases and accounts side by side.
B. The results page can be exported straight to a CSV fileIncorrect. Search results have no CSV export; a report or a data export is needed for that.
C. Results are automatically narrowed by where the user sits in the role hierarchyIncorrect. What appears depends on the user's sharing and permissions, not on a built-in role hierarchy filter.
D. Matching records appear as instant results while the user is still typing ✓Correct. Instant results list matching records as the user types.

Why: The search bar returns full results grouped by object and ranked by relevance, so contacts, cases and accounts show up in one view, and instant results surface matches before Enter is pressed. There is no CSV export from the search results page (that takes a report or Data Export), and results depend on the user's access, not on an automatic role hierarchy filter.

06

An admin at a sneaker company wants to confirm the data type of an existing Opportunity field and see whether any page layouts use it. Which part of Salesforce shows both a field's definition and where it is used for a given object?

  1. Object Manager in Setup
  2. The panel opened by the App Launcher
  3. The Salesforce home page
  4. The page of global search results
Show answer

Answer: A

A. Object Manager in Setup ✓Correct. Object Manager reports each field's data type and where it is used, page layouts included.
B. The panel opened by the App LauncherIncorrect. The App Launcher is for switching apps and shows no field information.
C. The Salesforce home pageIncorrect. The home page displays tasks and dashboards, not field metadata.
D. The page of global search resultsIncorrect. Global search finds records, not field metadata.

Why: Object Manager in Setup gives full details for each object: field definitions, data types and the page layouts where fields appear. The App Launcher only finds and switches apps, the home page shows personal content such as tasks and dashboards, and global search returns records rather than metadata.

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