Trailhead Modules
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
What type of Chatter group only allows group owners and managers to create new posts? A. Public B. Private C. Unlisted D. Broadcast
D
The Company Information page is where you can find: A. Your org ID B. Licenses available and in use C. Information on important limits such as data and file usage D. All of the above
D
The Data Export Wizard: A. Can be operated through a command line. B. Must be installed separately. C. Must be installed by an actual wizard. D. Is accessible through the Setup menu.
D
To help your users stay on top of important discussions without becoming overwhelmed by too much email, Salesforce recommends notifying a user: A. When someone posts. B. When someone comments. C. When someone changes their profile. D. When someone mentions them in a post or a comment or posts to their profile.
D
What are two key benefits of Lightning Service Setup? A. Prompts and social media flows B. Recommendations and flows C. Email metrics and home tab D. Service metrics and setup flows
D
What can you build with the Lightning App Builder? A. At-a-glance, dashboard-style apps. B. Apps optimized for a particular task. C. Simple, single-page apps with drill-down capability. D. All of the above.
D
What information can you see with a campaign hierarchy? A. All the campaign members for the hierarchy B. How much marketing reps are working on the hierarchy C. The number of hours of video content in the hierarchy D. The number of responses in the hierarchy
D
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
What type of split do you use to credit a supporting team member who wasn't directly responsible for the revenue on an opportunity? A. None B. A revenue split C. A support split D. An overlay split
D
What's a key benefit of Lightning apps for your users? A. Users can create records and access recent records and lists directly from the navigation bar. B. It's easy to switch contexts with the App Launcher. C. Lightning apps give users access to the items, objects, and pages they need most. D. All of the above.
D
Which language is SAML based on? A. Apex B. Visualforce C. JavaScript D. XML
D
Which of the following is a benefit for customers and partners but not employees? A. Single sign-on B. Multi-factor authentication C. My Domain D. Self-registration
D
Who is Trailhead for? A. Developers B. Admins C. Business users D. Everyone
D
A Chatter launch plan: A. Should include advertising and explaining Chatter to your users so they get excited about what's coming. B. Doesn't require communicating with your users since Chatter is so intuitive and easy to use. C. Should use a launch date during busy times to ensure quick adoption. D. Isn't needed.
A
A profile-based rollout of Chatter: A. Allows you to control access to Chatter using profiles or permission sets. B. Allows individual users to turn chatter on or off. C. Isn't possible in Salesforce. D. Is only available using permission sets only.
A
A report type determines: A. Which fields and records are available for use when creating a report. B. Who can access the report. C. The date range used for the report. D. The colors available in a dashboard.
A
Duplicate Management helps sales reps: A. Know when they're creating a potential duplicate record B. Add a prospect as both a lead and a contact simultaneously C. Merge a contact with a case D. A and B E. A and C
A
Field-level security allows you to: A. Restrict access to certain fields on object records. B. Set passwords on specific fields. C. Make information harder to find. D. Prevent a group of users from accessing and modifying specific objects.
A
How can controlling duplicate records help admins? A. Sales teams trust that you manage your CRM system with their success in mind. B. You don't worry about sending alerts to duplicate email addresses for your sales reps. C. You don't run the risk of adding Salesforce users more than one time. D. Studies show that admins without duplicate records sleep better.
A
How do admins and businesses benefit from Salesforce Identity? A. Convenient one-click access to all apps so users can be more productive. B. Users create more passwords, which provides higher levels of security. C. Decentralized user management. D. Admins can log in as any user in their org.
A
How does a test drive differ from a free trial? A. A test drive uses a read-only org, while a free trial uses a writeable org. B. Test drives include sample data, but free trials don't. C. A test drive is available on every listing, but a free trial may not be. D. To start a test drive, you contact the provider, but to start a free trial, you click Get It Now on the listing.
A
How is a project different from a hands-on challenge? A. A hands-on challenge gives you a set of requirements to meet, while a project gives you step-by-step instructions. B. A hands-on challenge earns you points, while a project doesn't. C. A hands-on challenge is easy, while a project is hard. D. A hands-on challenge gives you fewer points than a project step.
A
How many campaign member statuses can count as a member response? A. As many as you need B. 1 C. 2 D. 5
A
The Salesforce API is: A. Like a contract between two pieces of software, allowing them to connect and exchange information B. Not available for certain technologies such as wearables C. The exact same thing as an API name D. Only for programmers to use
A
The main difference between object-specific actions and global actions is: A. Object-specific actions have automatic relationships to other records, and global action don't. B. Global actions perform actions outside of Salesforce, and object-specific actions only perform actions inside Salesforce. C. Object-specific actions perform action only on specific objects. D. You can use object-specific actions wherever actions are supported in Salesforce.
A
To export data manually using the Data Export Wizard: A. From Setup, open Data Export and then select Export Now. B. Install the Data Loader client application. C. Grow a long beard and find a magical staff. D. Open the Data Loader bin file in a command prompt and run the Extract All command.
A
To update a customer case with a comment: A. Select a case from the Cases tab, and share a post B. Create a case and contact, then click Save. C. Click the Comment on Case icon. D. Select a case from the Cases tab, and click Update.
A
What are the benefits of using permission set groups? A. Simplified user assignments to permission set groups based on job functions B. Simplified user assignments based on hierarchy within groups for least-privilege-based security C. Improved user group collaboration D. Simplified processes for unnecessary permission sets
A
What is an easy way to find out 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. B. Click headings and subheadings until you find what you're looking for. C. Memorize what's in each category. D. Click one of the main categories in the Setup menu, then look at the page to the right.
A
What is myTrailhead? A. A way to close the skills gap at your company. B. The Trailhead home page. C. The unique link to your Trailblazer.me profile. D. The Trailhead mobile app.
A
What is the Service Cloud? A. An easy-to-use customer service application B. A customer service application for Lightning C. A console available on the Salesforce platform D. A feed to track customers in Lightning
A
What kind of information can you see with the built-in Campaign reports? A. Who has responded to each campaign B. Where every campaign event is being held C. How long each campaign has been running D. The number of marketing reps working on each campaign
A
Which protocol allows secure data sharing between applications? A. OAuth B. SAML C. XML D. OpenID Connect
A
True or false: If users have permission to edit their navigation bar on desktop, any changes they make are also reflected in their mobile app. A. True B. False
A. True
A Lightning Page is: A. A compact, configurable, and reusable element. B. A custom layout for creating pages in Lightning Experience and the Salesforce mobile app. C. The new name for a Salesforce page layout. D. A page you can access via a customer community.
B
A dashboard is: A. A list of records that meet the criteria you define. B. A visual display of key metrics and trends for records in your org. C. A list of key tasks to be completed in your org. D. A view of your computer's memory usage.
B
As you find more apps for your production and sandbox orgs, how can you manage all of your solutions? A. Ask your Salesforce admin to manage everything for you B. Use your AppExchange avatar menu to manage your Installs & Subscriptions C. Browse AppExchange Collections D. Click the Reviews tab
B
How do users benefit from Salesforce Identity? A. They can personalize their login page. B. They can use one username and password to access everything they need. C. They can access Salesforce from outside the office. D. They can update their social media account through Salesforce.
B
How do you create a campaign hierarchy? A. Click the Hierarchy option on the campaign record. B. Enter a campaign name in the Parent Campaign field on a campaign record. C. Create the hierarchy in Setup. D. Create a hierarchy record and then add campaigns to the record.
B
How do you set up the account hierarchy? A. Ask an administrator to set it up for you. B. Add a Parent Account to the account's record. C. Record the parent account's name in a Note on the account. D. Write it on a sticky note and put it on your desk.
B
How is the best answer selected for a question in the Trailblazer Community? A. Every Trailblazer in the Community votes. B. The Trailblazer who wrote the question selects it. C. The Trailblazer who answered the question first selects it. D. The two first Trailblazers to respond play a game of virtual rock, paper, scissors.
B
Standard duplicate rules are available: A. On a first-come, first-served basis B. If your Salesforce org was created in Spring '15 or later C. If your Salesforce org was created in Winter '15 or earlier D. For Unlimited Edition customers only
B
The Salesforce mobile app connects to which environment by default? A. Trail org B. Production org C. Sandbox org D. A custom domain
B
The second stage in the setup process for Service Cloud is to: A. Add all case management features. B. Add channels so that your team can respond to customers. C. Set up queues, escalation rules, and auto-response rules. D. Set up a knowledge base or artificial intelligence features.
B
To see a custom, object-specific action on the palette of the page layout editor: A. Click Layout Properties on the page layout editor. B. Select Mobile & Lightning Actions in the list of element types. C. First customize the action in the action layout editor. D. Select Quick Actions in the list of element types.
B
What can you find in your Trailblazer Community Feed? A. A list of recommended Trailhead modules. B. Posts from Trailblazers and topics you follow, and groups you're a member of. C. A real-time feed of posts written by Salesforce employees. D. The same posts you see in the Chatter feed of your company's org.
B
What is Chatter? A. Chatter is an application used to conduct voice and video conferences in Salesforce. B. It is a Salesforce collaboration tool to help your users work efficiently across your organization regardless of role or location. C. It is a collaboration tool used to communicate with only the members of your local team. D. It is an enterprise-class collaboration for cats.
B
What is a permission set group? A. A group of permissions in a permission set used for job functions B. A group of permission sets bundled together based on job function C. A permission for Chatter group users D. A set of permissions and profiles
B
What is an advantage of setting up a campaign hierarchy? A. You can assign revenue to a different campaign. B. You can see the responses across whole groups of campaigns together. C. You can assign leads and contacts to more than one campaign at a time. D. The hierarchy automatically creates standard reports.
B
What is important to consider when customizing user registration for your org or site? A. Ensuring that users see the Salesforce brand throughout the process B. Launching other business processes to support registration C. Automatically signing up new users to receive all your marketing emails D. Including a brief user survey to collect feedback about your registration process
B
What is the most common number of levels in a campaign hierarchy? A. 2 B. 3 C. 4 D. 5
B
What is the single most important thing to do when using AppExchange? A. Ask your neighbor for advice B. Log in and get personalized recommendations C. Search and filter D. View Appy's Picks
B
What section of AppExchange contains curated solutions listed by AAPI-owned, black-owned, and women-owned businesses? A. Product Collections B. Latest Collections C. Solutions by Type D. Industry Collections
B
What's a good way to optimize an app for your users? A. Brand the app with an animated GIF and neon colors to get their attention. B. Put the highest priority objects and tabs first in the navigation menu. C. Have a developer code in a sad trombone sound effect that plays for every error message. D. Add every object in the org to the navigation menu.
B
What's the difference between single sign-on (SSO) and social sign-on? A. With SSO, users log in to each service they access. With social sign-on, users can log in using their social account credentials. B. With SSO, users can access services without logging into each one. With social sign-on, users can access a service using their social account credentials. C. With SSO, users can access unauthorized resources. D. Social sign-on is for Experience Cloud sites only.
B
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
Where can you find the built-in campaigns reports? A. In the Reports related list on a campaign B. In the Campaigns folder on the Reports tab C. In the Object Manager D. In the Reports page in Setup
B
Where do the fields and sections from a page layout appear when you view a Lightning record page? A. In the Highlights panel B. Under the Details tab C. Under the Related tab D. In hover text when you mouseover the record name
B
Which of the following can you expect from opportunity teams? A. They form long-term relationships with customers B. They share information, tips, or contacts that help close a deal C. They split credit equally on every opportunity D. B and C
B
Which of the following is true when Salesforce acts as an identity provider to an external application? A. A user authenticated in an external application can flow through to Salesforce. B. A user logged in to Salesforce can flow through to the external application. C. Salesforce is using the IdP from an external org to authenticate to a sales force org. D. None of these. Salesforce can only act as a service provider.
B
Why should you take the time to customize the Salesforce mobile app? A. It's a mobile security requirement that helps keep your data safe. B. It can significantly improve the experience of mobile users. C. It makes it easier to train your users. D. You shouldn't customize the mobile app because it will confuse users.
B
The navigation items for a Lightning app are available on mobile: A. In a special mobile configuration in the navigation menu and in Favorites B. In the profile menu, when in the app C. In the navigation menu and the first four items of the navigation bar, when users are in the app D. In the App Launcher
C
Metadata refers to: A. Everything in your Salesforce org, including your customer and user data B. A representation of your standard functionality, without customizations C. Data about data D. Configuration-based modifications only
C
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
To get to Lightning Service Setup: A. Click the Setup icon. B. Click App Manager in Setup. C. Click the gear icon, then Service Setup. D. Click Edit next to Lightning Service.
C
Usernames must: A. Include a character, a symbol, and an emoji. B. Be unique only within your (not all) Salesforce organizations. C. Be in the format of an email, for example, [email protected]. D. Always start with the last name first.
C
What are key benefits of the Lightning Service Console? A. Preconfigured service lists, feeds, and articles B. Out-of-the-box support and customer history C. Preconfigured pages and productivity tools for service D. Click paths for better service and more productivity
C
What are the three main categories in the Setup menu? A. Object Management, Preferences, Groups B. User Management, Settings, Security C. Administration, Platform Tools, Settings D. AppExchange, Profiles, Customizations
C
What can you do with Salesforce campaigns? A. Conduct purchase transactions. B. Group leads and contacts into categories. C. Keep track of the status, details, and performance of all your marketing initiatives. D. Convince people to vote for a candidate.
C
What can you do with campaign record types? A. Add marketing assets to campaigns. B. Track campaign member responses. C. Track different details for different kinds of campaigns. D. Report on campaign expenses.
C
What can you include in a Lightning app? A. Trailhead modules B. Custom sound effects and flashing text C. Web tabs, standard and custom objects, and utility features like Lightning Voice D. All of the above
C
What is a Salesforce MVP? A. A Salesforce employee who leads a Trailblazer Community Group. B. Someone who told their #MyTrailblazerStory story at a Salesforce conference. C. A Trailblazer nominated by their peers who shows exemplary expertise, leadership, and generosity in the Community. D. A Trailblazer who has answered more questions than anyone else in the Community.
C
What is the best practice for defining your campaign member statuses? A. Use only the statuses you know you will need. B. Always add campaign member statuses before starting the campaign. C. Use the same set of values for all campaigns of the same type. D. Never add statuses to parent campaigns.
C
When you create a user, you can: A. Add only one user at a time. B. Take a long lunch break because you've saved so much time. C. Generate a new password and notify the user immediately. D. Replace existing users.
C
When you're getting started with AppExchange, a best practice is to: A. Install apps of interest right away. B. Request the top 3 apps from each department. C. Develop a plan, including budget, timing, and key department use cases. D. Install apps directly into production.
C
Where can you view a Chatter group's engagement analytics? A. Group settings B. Group list views C. Engagement tab D. Analytics tab
C
Which of these is not a method for controlling record-level access? A. Organization-Wide Defaults B. Role Hierarchy C. Profiles D. Sharing Rules
C
Who can be added to campaigns as members? A. Salesforce users B. Person accounts only C. Leads, contacts, and person accounts D. Portal users
C
Who should be on your personal Default Account Team? A. Coworkers from your department who want to know how you achieve all your success B. All the contacts for all your accounts C. Coworkers you usually work with on your accounts D. Customers who responded positively to the last marketing campaign
C
With a page layout, you can control: A. Whether a user sees related or details pages B. The fields that display in the highlight panel C. Which fields, lists, links, and buttons a user sees on related, details, and edit pages D. The size of the margins of a page E. All of the above
C
You can configure access to data at all of the following levels, except: A. Organization B. Objects C. Page Layouts D. Records
C
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
Our trusted, multitenant cloud means you get: A. The benefits of the same core set of features for all customers B. Upgrades three times a year C. No software of install to access Salesforce D. All of the above
D
Custom actions help your users by: A. Allowing them to create custom records B. Giving them more ways to open, view, edit, and delete custom records C. Making work feel more like playing a video game D. Making it fast and easy to interact with information in your organization
D
Eliminating duplicate data: A. Is a manual and time-intensive process B. Takes the guesswork out of wondering whether a prospect is already a customer C. Ensures that one rep doesn't try to qualify a lead that a colleague already owns D. A and C E. B and C
E
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
E
If you're having trouble with the hands-on challenge in Web Chat Basics, where should you go for help? A. The Hands-On Challenge page in Trailhead Help. B. The release notes for the latest Salesforce major release. C. The #Trailhead Challenges topic in the Trailblazer Community. D. A then B E. A then C
E
The Schedule Export option can be scheduled at the following intervals: A. Daily B. Every other day C. On Thursdays and twice on Tuesdays D. Yearly E. Weekly or Monthly
E
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
E
What are the benefits of being active in the Trailblazer Community? A. You can learn new skills with other Trailblazers. B. You can complete hands-on-challenges live with other learners. C. You can connect and give back with fellow Trailblazers. D. A and B E. A and C
E
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
What's true about duplicate records? A. Reps can rely on multiple records for the same data. B. They can waste your reps' time. C. They're a safety net in case teammates inadvertently update a matching record. D. They negatively affect your company's reputation. E. B and D
E
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
When you modify page layouts, you can: A. Change whether a field is required B. Change the order of the fields on the page C. Assign custom page layouts to different user profiles D. Arrange fields in logical sections E. All of the above
E
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
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.
E
