Salesforce Associate Certification Trailmix Q&A - Katherine and Jamey

How can you learn more about an app you like when you have questions? A. Read the app's reviews, and focus on trusted reviews. B. Search on the internet. C. Use the AppExchange Chat feature to connect to the partner, and get your questions answered in real time. D. B and C E. A and C

A and C

There are many ways to engage with AppExchange. What are ways you can connect with AppExchange? A. Sign up for the AppExchange newsletter. B. Search for us in the phone book after AAA Towing. C. Find us on Facebook and Twitter. D. A and B E. A and C

A and C

A Lightning Page is:

A custom layout for creating pages in Lightning Experience and the Salesforce mobile app.

Which of the following is true of the Scrum elements of delivery?

A product backlog is a list of everything that we think needs be done.

How does a test drive differ from a free trial?

A test drive uses a read-only org, while a free trial uses a writeable org.

The Salesforce API is:

A) Like a contract between two pieces of software, allowing them to connect and exchange information

What is an easy way to find what you're looking for in the Setup menu?

A) Type the first few letters of what you're looking for in the Quick Find box

What trusted customer data did the intelligent chatbot have access to when assisting Louis with his service inquiry? A. Louis's purchase history, shipping address, and interactions with the brand B. Louis's shipping address and search history C. Louis's interactions with the brand, social media accounts, and email D. Louis's contact information E. None, the chatbot operated independently

A. Louis's purchase history, shipping address, and interactions with the brand

What are the crucial business tools for empowering employees to enhance customer experiences? A. Trusted AI, a shared view of customer data, and an AI-powered CRM B. Generally available AI and multiple CRM systems C. A data lake D. A data-powered CRM E. A single view of customer data

A. Trusted AI, a shared view of customer data, and an AI-powered CRM

What does the App Launcher allow users to do?

Access all standard, custom, and connected apps in Salesforce

What does the navigation bar in Salesforce allow users to do?

Access objects and items included in the app they're currently using.

What must you do before adding new currencies to your company settings?

Activate the multicurrency option for your org

What's a key benefit of Lightning apps for your users?

All of the above

You can manage record-level access in your organization using: A. Organization-wide defaults. B. Role hierarchies. C. Sharing rules. D. Manual sharing. E. All of the above.

All of the above

What can you build with the Lightning App Builder?

All of the above.

What differentiates SOSL from SOQL?

All of the above.

Kanban teams respond to unplanned work and changes by:

Assessing the priority of the new request and starting the work when it's at the top of the backlog

What is Salesforce Customer 360? A. A solution that creates a universal customer ID across different systems B. One integrated CRM platform C. The breadth of Salesforce technology that helps companies get closer to their customers D. A and B E. B and C

B and C

When you want to find an app after you install it, what should you enter in the Quick Find box in Setup? A) Installed Apps B) Installed Packages C) Installed Components D) Installations E) Apps

B) Installed Packages

How do you set up the account hierarchy?

B. Add a Parent Account to the account's record.

What is the general term for a system that helps teams at any organization track their interactions with contacts, gather insights, and collaborate?

B. CRM

NPSP is distributed as a type of software that encourages exchange, collaboration, and transparency. What is the name for this type of software?

B. Open Source

Where should you go in your Salesforce org to set up or refresh a sandbox org?

B. Setup

When are the major feature releases for both NPSP and the Salesforce Platform? A. Spring, Summer, Autumn, and Winter B. Spring, Summer, and Winter C. Every two weeks D. Monthly

B. Spring, Summer, and Winter

Which of the following can you expect from opportunity teams?

B. They share information, tips, or contacts that help close a deal

Usernames must:

Be in the format of an email, for example, [email protected].

What are the three main categories in the Setup menu?

C) Administration, Platform Tools, Settings

Three use cases for Finance on the platform are: A) Help desk, Pricing, Facilities management B) Vendor management, Transportation, Contract management C) Budget management, Pricing, Contract management D) Identity management, Billing management, Budget management E) All of the above

C) Budget management, Pricing, Contract management

Metadata refers to:

C) Data about data

When you're getting started with AppExchange, a best practice is to:

C) Develop a plan, including budget, timing, and key department use cases

You have a dozen open opportunities from different companies, but when you check the Kanban view of your All Open Opportunities list, you only see opportunities for one account. What should you do? A. Panic! B. Select a different list view, such as Recently Viewed. C. Check the filter panel to see if records are being filtered out. D. Use the Search box to search for the opportunities that went missing. E. Try to attract more opportunities by leaving a bowl of candy on your desk overnight.

C. Check the filter panel to see if records are being filtered out.

You're a new Salesforce customer and want to empower your company with generative AI. What solution would you consider to ensure the security of generative AI applications through data and privacy controls? A. Tableau B. Data Cloud C. Einstein Trust Layer D. Industry solutions E. MuleSoft

C. Einstein Trust Layer

What type of sandbox would you create if you wanted a copy of your entire production org, including all record data?

C. Full

When your real-world data is important for training your users, what type of sandbox should you use?

C. Partial Copy or Full

What does NPSP Health Check do?

C. Runs tests related to your NPSP settings and objects and generates a report.

Which statement is true about Salesforce for Nonprofits?

C. Salesforce for Nonprofits is a set of products and services that help nonprofits manage their missions.

Who should be on your personal Default Account Team?

C.Coworkers you usually work with on your accounts

While you're editing an opportunity, a colleague calls with some information that you need for an upcoming presentation to your manager. What's the best way to create a note to save the details for later?

Continue editing the opportunity while you select New Note from the Global Action menu.

How have customer expectations shifted in the past few years?

Customers expect to connect with businesses more than before.

Kanban teams use which practices to manage flow:

Cycle time, lead time, small batch size, and throughput

How can sandboxes help you prepare for the release of changes and new features? A. Testing automatically enabled features to create training plans. B. Determining if you want to turn on optional features and making a plan to deploy them in production. C. Practicing toggling a sandbox in and out of preview. D. A and B E. B and C

D. A and B

How was the retailer able to wow Louis with personalized ads, product recommendations, and customer support? A. By empowering every team with unified customer profiles with data harmonized by Data Cloud B. By predicting what Louis might like by having Einstein AI act on data from users similar to Louis C. By constantly conducting audience-agnostic testing on content that could resonate with Louis D. A and B E. B and C

D. A and B

What is important to keep in mind when you develop an AppExchange strategy? A. Think about whether you want a free or paid solution B. Have an environment where you can test the solution, like a Developer Edition org or a sandbox C. Avoid meeting with stakeholders, because they might slow down your search for a solution D. A and B E. A and C

D. A and B

When is the best time to run Salesforce Optimizer? A. Before installing a new app B. Before each Salesforce release C. Every morning D. A and B E. B and C

D. A and B

Our trusted, multitenant cloud means you get:

D. All of the above

The Company Information page is where you can find:

D. All of the above

What type of split do you use to credit a supporting team member who wasn't directly responsible for the revenue on an opportunity?

D. An overlay split

What two types of account-contact relationships can you see in Contacts to Multiple Accounts? A. Positive and negative B. Parent and sibling C. Happy and unhappy D. Direct and indirect E. Complete and incomplete

D. Direct and indirect

Who makes up the Salesforce ecosystem?

D. Salesforce, its partners and customers, and the Trailblazers who work in the ecosystem

What is AppExchange? A. A vibrant community powered by admins, developers, and Salesforce partners B. The unofficial Salesforce store for solutions and services C. A place to connect with prebuilt solutions for business problems you face at your company D. A and B E. A and C

E. A and C

When identifying processes to bring into Salesforce, look for: A. Manual processes with numerous steps B. Email-driven processes C. Teams using spreadsheets to run the business D. Documents shared on local directories E. All of the above

E. All of the above

Which one of these actions isn't a valid way to update the status of a lead? A. Click "Mark Status as Complete" in Path. B. Click the desired step on the Path, then click "Mark Current Status." C. View the lead record, click "Edit," and change the Status field. D. Change the Kanban settings Group By to "status." Drag the record to a different column. E. In any list view, click "Shuffle" to change up every record's status.

E. In any list view, click "Shuffle" to change up every record's status.

What does a search for a single object look like in SOSL?

FIND {cloud} RETURNING Account

True or false: Features in a Salesforce seasonal release are never auto-enabled for users.

False

True or false: Salesforce Customer 360 only provides technology to support a specific department or business goal.

False

The five Scrum values are:

Focus Courage Openness Commitment Respect

Which Nonprofit Cloud feature set includes tools to enter and manage gifts from commitment through financial reconciliation?

Fundraising

When you create a user, you can:

Generate a new password and notify the user immediately.

Salesforce customer success platform:

Includes standard objects and a platform to deliver a personalized experience.

What are the two main types of Scrum meetings we have at Salesforce?

Inspect and adapt, and planning meetings

How does a custom object search differ from other queries?

It includes __c at the end of the object name.

One of the key attributes of Scrum at Salesforce is:

It's a framework to organize delivery to customers.

What section of AppExchange contains curated solutions listed by AAPI-owned, black-owned, and women-owned businesses?

Latest Collections

How do you create efficient text searches?

Limit what you're searching through and limit the number of results.

What is the single most important thing to do when using AppExchange?

Log in and get personalized recommendations

Custom actions help your users by:

Making it fast and easy to interact with information in your organization

Enabling Advanced Currency Management enables your org to:

Manage dated exchange rates

When should you change your username in a Trailhead Playground?

Never

The main difference between object-specific actions and global actions is:

Object-specific actions have automatic relationships to other records, and global actions don't.

Salesforce organizes your data into:

Objects and records, like tabs and rows on a spreadsheet.

What's the first step to take to create a list view?

Open the List View Controls menu.

What's a good way to optimize an app for your users?

Put the highest priority objects and tabs first in the navigation menu.

Which meetings are important for planning?

Release planning, sprint planning, backlog refinement, daily standup

Field-level security allows you to:

Restrict access to certain fields on object records.

To see a custom, object-specific action on the palette of the page layout editor:

Select Mobile & Lightning Actions in the list of element types.

With multicurrency setup and currencies added to your company settings, users can:

Select a personal currency

What can admins do to influence the search results ranking?

Set up synonym groups and promoted search terms.

Why do some teams combine Scrum and Kanban processes?

Teams like the Scrum structure, with the Kanban WIP limits

What is the name of the program to help you get started with Salesforce and Nonprofit Cloud?

The Power of Us Program

Which of the following can you locate using Quick Find in Setup?

The Users setup page

The primary difference between a demo/review and retrospective is:

The first inspects and adapts the product or service, and the second inspects how the team works.

What is the difference between a product backlog and a sprint backlog?

The product backlog is everything that can possibly be needed, the sprint backlog is the work committed by the team for the next 2 weeks.

The main Scrum team roles have the following traits:

The team does the work, the ScrumMaster helps facilitate the process, and the product owner defines the direction for the team.

When does a team choose Kanban to manage its work?

The team's work is difficult to predict.

In which of these scenarios do you need to know your Trailhead playground username and password?

To authorize your org for use with the Salesforce CLI

What is the benefit of earning a Salesforce certification?

To prove your skills and grow your resume

True or False? To take bulk actions on all records in a list view, you click the bulk action button without selecting any records.

True

True or false: Community members can submit feature ideas to the NPSP development team.

True

True or false: Partners help customers tailor Salesforce to their needs.

True

True or false: Trails are guided learning paths made up of modules and projects.

True

True or false: Trust is our number one value.

True

True or false: You can customize settings for a standard or custom object using the Object Manager.

True

As you find more apps for your production and sandbox orgs, how can you manage all of your solutions?

Use your AppExchange avatar menu to manage your Installs & Subscriptions

Kanban teams deliver fast by:

Visualizing flow, limiting work in progress with visual indicators, managing flow, and adapting with evolutionary changes

Finishing work in a sprint is important because:

We value eliminating waste, and unfinished work is a form of waste that does not help us deliver value to our customers.

What can you include in a Lightning app?

Web tabs, standard and custom objects, and utility features like Lightning Voice

What is interruption-driven work?

Work that is difficult to predict in advance but needs a team in place to handle it when it comes up.

How do you create your first Trailhead playground?

You don't. We create it for you!

What's one reason to use a Developer Edition org instead of a Trailhead Playground?

You have an existing Developer edition org.

When is it a good time to create a customized search solution?

You're developing an external knowledge base for user support.