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Cert++

  1. Home
  3. Study Resources
  5. Platform Foundations
Resource Pack
·Study Checklist

Platform Foundations

4-Step Path to Passing

  1. 1
    Complete the
    Platform Foundations Prep Trail
  2. 2
    Look at the
    Study Checklist
    Every concept you need to know for your exam, available for free to check off as you learn.
  3. 3
    Attempt
    Practice Exams
  4. 4
    Schedule Your Exam

Core Resources

  • Cert++ Practice Exam

    Free practice questions with detailed explanations. Paid subscription for full access to all questions and certifications.

    certplusplus.com

  • Salesforce Ben: Platform Foundations Study Guide

    Free study guide covering all four exam topics with tips for first-time Salesforce learners.

    salesforceben.com

  • Daily Certle Game

    Practice your Salesforce certification knowledge daily with a challenge inspired by Wordle. Good cross-cert overlap for Foundations concepts.

    certplusplus.com

  • Platform Foundations Prep Trail

    Salesforce's official Trailhead study path, covering all four exam topics in order.

    trailhead.salesforce.com

  • Cert Prep: Salesforce Certified Platform Foundations

    Official Salesforce cert prep module with scenarios and flashcards for all four exam topics.

    trailhead.salesforce.com

  • Official Exam Guide

    Salesforce Help page with the official exam outline, objectives, format, and current exam details.

    help.salesforce.com

  • Cert++ Discord

    The Cert++ community Discord for Salesforce professionals. Exam prep, resource sharing, study groups, and more. Free and open to all.

    discord.gg

  • Trailblazer Community

    Connect with other Salesforce learners for peer support, mentoring, and study groups.

    trailhead.salesforce.com

  • r/salesforce

    Salesforce subreddit for discussions, career questions, certification tips, and community support.

    reddit.com

  • SFXD Discord

    Large Salesforce community Discord server with channels for admin topics, career advice, and technical help.

    discord.gg

  • Salesforce Certification Score Calculator

    Check your exam score based on section results. Estimates your total score from category percentages (community-maintained third-party tool).

    scuvanov.github.io

Exam Overview

From the official exam guide

Questions

45

40 scored5 unscored

Duration

70 min

1h 10m

To Pass

65%

Min. score

Pricing

$75 registration · $75 retake

Delivery

Online proctored or at a testing center

Experience

No prior Salesforce experience required

Prerequisites

No prerequisites required

Exam Topics

Each topic section shows the topic weight, learning objectives, and links to study resources.

Salesforce Ecosystem32%

Salesforce Customer 360 product families, AppExchange, Trailhead learning resources, Trailblazer Community, and Salesforce career roles.

  • 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.

Resources

  • Build an App to Track Your Trailblazer Journey

    Hands-on project exploring Salesforce jobs, custom objects, reports, and dashboards.

    trailhead.salesforce.com

  • The Salesforce Ecosystem: Quick Look

    Customers, partners, and Trailblazers that make up the Salesforce ecosystem.

    trailhead.salesforce.com

  • Salesforce User Basics

    What Salesforce is, how CRM works, and how to navigate the platform as a new user.

    trailhead.salesforce.com

  • Learn About the Salesforce Ecosystem

    Official cert prep unit covering Customer 360 products, company use cases, and ecosystem roles.

    trailhead.salesforce.com

  • Salesforce Certifications: Quick Look

    Overview of Salesforce credential types, paths, and what each certification validates.

    trailhead.salesforce.com

  • Trailblazer Community: Quick Look

    What the Trailblazer Community is, how to join groups, and how to ask questions and get peer answers.

    trailhead.salesforce.com

  • AppExchange Solutions

    Finding, evaluating, and installing third-party apps and components from AppExchange.

    trailhead.salesforce.com

  • Salesforce Consultant: Quick Look

    What Salesforce consultants do, the skills they need, and how consulting fits the ecosystem.

    trailhead.salesforce.com

  • Career Development Planning

    Salesforce career paths, role types, and how to build a plan for your first Salesforce job.

    trailhead.salesforce.com

  • Build Your Career in the Salesforce Ecosystem

    Career planning, communication skills, and credentials for success in the Salesforce ecosystem.

    trailhead.salesforce.com

Navigation28%

Lightning Experience UI elements, App Launcher, navigation bar, utility bar, global search, list views, record pages, related lists, and the difference between Setup and end-user navigation.

  • Given a scenario, identify how a user can locate and access necessary information.
  • Given a scenario, identify where Salesforce customization takes place.

Resources

  • Salesforce CRM

    CRM basics, navigating Lightning Experience, and getting started with daily Salesforce tasks.

    trailhead.salesforce.com

  • Lightning Experience for Salesforce Classic Users

    Getting around Lightning Experience: App Launcher, navigation bar, list views, and record pages.

    trailhead.salesforce.com

  • Lightning Experience Features

    Navigation, Setup, sales and service tools, and enhancements in Lightning Experience.

    trailhead.salesforce.com

  • Lightning Experience Productivity

    Utility bar, notes and files, tasks and events, collaboration feeds, and reports access.

    trailhead.salesforce.com

  • Leads and Opportunities

    Working with leads, converting leads, managing opportunities, and using Path and Kanban views.

    trailhead.salesforce.com

  • Accounts and Contacts

    How accounts and contacts are stored, related lists, and account-contact relationships.

    trailhead.salesforce.com

  • Explore Navigation

    Official cert prep unit covering Lightning Experience UI elements and where Setup customization lives.

    trailhead.salesforce.com

  • Learn CRM Fundamentals for Lightning Experience

    End-to-end Lightning Experience navigation: CRM basics, accounts, leads, opportunities, and reports.

    trailhead.salesforce.com

Data Model25%

Core standard objects (Account, Contact, Lead, Opportunity, Case) and their relationships, org-wide defaults for data visibility, and data integrity tools including validation rules, required fields, and picklists.

  • 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.

Resources

  • Protect Your Data in Salesforce

    Hands-on project: org-wide defaults, role hierarchy, sharing rules, and user access controls.

    trailhead.salesforce.com

  • Data Modeling

    Standard and custom objects, fields, relationships, and Schema Builder.

    trailhead.salesforce.com

  • Study Up on the Data Model

    Official cert prep unit covering standard objects, their relationships, visibility, and integrity tools.

    trailhead.salesforce.com

  • Data Security

    Org-wide defaults, object and field access, record-level sharing, role hierarchy, and sharing rules.

    trailhead.salesforce.com

  • Validation Rules

    Creating and applying validation rules to enforce data quality and integrity.

    trailhead.salesforce.com

  • Custom Objects: Quick Look

    What custom objects are, when companies create them, and how they extend the data model.

    trailhead.salesforce.com

  • Service Cloud Configuration

    Service Cloud data models and the Case object: how cases relate to accounts and contacts.

    trailhead.salesforce.com

  • Data Quality

    Assessing and improving data quality: required fields, picklist constraints, and data integrity strategies.

    trailhead.salesforce.com

Reports & Dashboards15%

Report types (tabular, summary, matrix, joined), report builder, dashboard components, running user concept, and the relationship between reports and dashboards.

  • Describe reports on Salesforce.
  • Describe dashboards on Salesforce.

Resources

  • Quick Start: Reports & Dashboards

    Hands-on project: build an opportunities report and a dashboard in under 15 minutes.

    trailhead.salesforce.com

  • Create Reports and Dashboards for Sales and Marketing Managers

    Practical project building sales and marketing reports and dashboards from business requirements.

    trailhead.salesforce.com

  • Embed Dashboards and Report Charts on Lightning Pages

    Project: embed dashboard components and report charts directly on Lightning record pages.

    trailhead.salesforce.com

  • Reports & Dashboards: Quick Look

    What reports and dashboards are, what they show, and how they differ.

    trailhead.salesforce.com

  • Reports & Dashboards for Lightning Experience

    Report builder, report formats, filters, dashboard builder, and running user setup.

    trailhead.salesforce.com

  • Review Reports and Dashboards

    Official cert prep unit: report types, dashboard purpose, and the reports-to-dashboards relationship.

    trailhead.salesforce.com

  • Joined Reports: Quick Look

    What joined reports are, how they differ from tabular, summary, and matrix report types.

    trailhead.salesforce.com

  • Explore Lightning Experience Reports & Dashboards

    Full reports and dashboards trail: building, filtering, formatting, and embedding dashboards.

    trailhead.salesforce.com

Have suggestions for this resource pack?

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