Platform Strategy Designer Practice Exam: Test Your Knowledge 2025

A Platform Strategy Designer is conducting discovery for a retail client who wants to improve their customer engagement. Which research method would be MOST effective for understanding the current customer journey and pain points?

During the discovery phase, a Strategy Designer identifies that different departments have conflicting definitions of what constitutes a 'qualified lead.' What should be the FIRST step to address this issue?

A Platform Strategy Designer needs to prioritize features for a new Salesforce implementation. The client has 25 requested features but limited budget and timeline. Which prioritization framework is MOST appropriate?

During stakeholder interviews, a Strategy Designer discovers that users have developed extensive workarounds using spreadsheets because the current CRM system is too rigid. What does this indicate?

A Strategy Designer is researching user personas for a Sales Cloud implementation. They've identified five distinct user types with different needs. How should these personas be used in the design process?

What is the PRIMARY purpose of conducting a current state assessment during the discovery phase?

A financial services company wants to transform their customer experience but has vague goals like 'be more customer-centric.' As a Platform Strategy Designer, what should be your FIRST action in defining the strategic vision?

When creating a platform strategy roadmap, which factor should have the GREATEST influence on phase sequencing?

A Strategy Designer is working with a company that wants to implement multiple Salesforce clouds simultaneously. What is the BEST approach for developing the platform vision?

Which statement BEST describes the relationship between business strategy and platform strategy?

A company's vision includes becoming 'AI-first' in their customer interactions. As a Platform Strategy Designer, how should you approach incorporating this into the Salesforce platform strategy?

When designing a solution architecture for a multi-national corporation, what is the MOST important consideration for data model design?

A retail company needs to integrate their e-commerce platform, inventory management system, and Salesforce. What should drive the integration design decisions?

A Platform Strategy Designer is creating a solution design for improved sales forecasting. Multiple solutions could work. What should be the PRIMARY criteria for selecting the recommended approach?

When designing automation for a complex business process with multiple decision points and stakeholder approvals, which approach represents Salesforce best practices?

A company wants to provide different user experiences for internal employees, partners, and customers accessing Salesforce. What solution design consideration is MOST important?

During a design presentation, a key stakeholder disagrees with the proposed approach and becomes defensive. What is the BEST way for a Platform Strategy Designer to handle this situation?

A Platform Strategy Designer needs to communicate a complex technical architecture to non-technical executives. What is the MOST effective communication strategy?

A project team includes Salesforce administrators, developers, business analysts, and change management specialists. How should a Platform Strategy Designer facilitate effective collaboration among these diverse roles?

When should a Platform Strategy Designer involve end users in the design process?