Salesforce Certified Associate - Practice Questions
*!APPEARED IN THE EXAM!* A Salesforce associate wants a visual summary of opportunities in a list view. The associate would like to summarize, filter, and move opportunities along the pipeline. What should they do to meet this requirement? A. Create an Opportunities Kanban View. B. Create an Opportunity Summary report. C. Create an Opportunity List View.
A
*!APPEARED IN THE EXAM!* A Salesforce standard profile end user is looking for specific information on an Opportunity record page. They are overwhelmed by the required scrolling to see the page. What should the user do to simplify the page to see only what they want? A. Collapse detail sections. B. Remove activities. C. Change page layout assignment.
A
*!APPEARED IN THE EXAM!* A hospital is looking into using Salesforce. What Salesforce cloud would best suit their needs? A. Health Cloud B. Hospital Cloud C. Service Cloud
A
*!APPEARED IN THE EXAM!* A sales manager requests a report that shows total opportunity amounts grouped by: - Small opportunities -> Amount is less than $50,000. - Medium opportunities -> Amount is between $50,000 and 5100,000. - Large opportunities -> Amount is more than $100,000. How should the Salesforce associate create a field to show the amount as described above? A. Create a bucket field off of Amount. B. Create a custom field in Setup. C. Create a formula field off of Amount.
A
*!APPEARED IN THE EXAM!* A specific field should only be required when a lead is in a particular stage. How should this be implemented? A. Validation Rule B. Required on field C. Required on Page layout
A
*!APPEARED IN THE EXAM!* A user needs to change their first name in Salesforce. Where do they do that? A. Personal Settings B. App Launcher C. Setup
A
*!APPEARED IN THE EXAM!* An associate wants to limit their Global Search results to only the Account object. What should the associate do to accomplish this? A. Utilize the filter on the global search to search only in Accounts. B. Navigate to Accounts in Object Manager and update the settings. C. Update search settings to Account only in User Settings.
A
*!APPEARED IN THE EXAM!* Get Cloudy Consulting (GCC) currently supports its customers via calls and emails. GCC wants to meet the needs of digitally savvy customers by offering support via web chat as well as SMS, Facebook Messenger, and whatsApp. Which Salesforce product should meet this need? A. Service Cloud B. Experience Cloud C. Sales Cloud
A
*!APPEARED IN THE EXAM!* Get Cloudy Consulting (GCC) has recently been onboarded as a Salesforce customer. GCC wants to enroll its in-house IT administration team in a Salesforce instructor-led training workshop. Which resource provides virtual and in-person learning that should help the team accelerate their Salesforce knowledge? A. Trailhead Community B. Salesforce Help C. Trailhead Academy
A
*!APPEARED IN THE EXAM!* Get Cloudy Consulting's growing marketing team is on a custom profile named Marketing Team.' The team currently has Read access to leads and opportunities- Two marketing managers need Edit access on leads. What should the Salesforce associate do to grant them the access they need? A. Create a permission set that grants Edit access to leads and assign it to the marketing managers. B. Create a permission set that grants Edit access to leads and assign it to the marketing team. C. Create a new profile that grants Edit access to leads and assign it to the marketing managers.
A
*!APPEARED IN THE EXAM!* How would you add missing fields to a list view you are working with? A. Choose 'Select Fields to Display' to add the fields to the list view B. Create a new field C. Create a new list view
A
*!APPEARED IN THE EXAM!* In a list view of leads, what can a user do to update the stage of leads easily? A. Use a Kanban view B. Use an Agile view C. Inline Editing
A
*!APPEARED IN THE EXAM!* What is a Trailhead Quest? 1. Learning with a chance for a prize 2. Module 3. Project
A
*!APPEARED IN THE EXAM!* Which Trailhead feature should Get Cloudy Consulting use to create a custom teaming path for its employees? A. Trailmixes B. Modules C. Projects
A
*!APPEARED IN THE EXAM!* Which chart type should you use to show a key value within a custom range? A. Gauge B. Pie Chart C. Chart
A
A Salesforce associate at Get Cloudy Consulting receives a request to make changes to an existing field. How should they make this change to the existing field? A. Make the changes in a sandbox, test, deploy to production, and test. B. Make the changes in production and test. C. Make the changes in a sandbox, test, and then make the changes in production.
A
A Salesforce associate currently uses a number of reports to help prioritize their work. What feature should the associate use to graphically display the information from multiple reports on a single screen? A. Lightning dashboards B. Reporting snapshots C. Joined reports
A
Different departments need to make sure their users have the same base access for their respective departments. How should this be implemented? A. Profile B. Sharing Set C. Permission Set
A
Get Cloudy Consulting (GCC) wants to ensure the Annual Revenue field is a positive amount and does not exceed $100. What should GCC use to ensure to opportunities meet these standards? A. Validation Rules B. Assignment Rules C. Default Values
A
Get Cloudy Consulting requires a value in the Status field every time a record is created or edited. What should they do to enforce this? A. Make the field required in Object Manager. B. Make the field required with a validation rule. C. Make the field required in organization-wide defaults.
A
Report and Dashboard folders serve what purposes? A. Security and Grouping B. Application access and Security C. Organizing and Application Access
A
The Health Department wants to gain more insight into its patient data than what Salesforce Dashboards can provide. Which Salesforce product should the department use? A. CRM Analytics B. Experience Cloud C. Health Cloud
A
The Salesforce associate receives a request to make the Priority field visible. It should only be visible when the Status of the custom Object record is set to Negotiation. Which approach should the associate use to fulfill this request? A. Dynamic Forms B. Page layouts C. Apex code
A
The company ABC LLC is implementing Salesforce with the help of XYZ LLC to add an application from 123 LLC. Which roles are each company doing? A. ABC LLC is client, XYZ LLC is consultant, 123 LLC is ISV B. ABC LLC is ISV, XYZ LLC is consultant, 123 LLC is client C. ABC LLC is consultant, XYZ LLC is client, 123 LLC is ISV
A
What happens when a lead is converted? A. An account, contact, and, optionally, opportunity are created. B. An account, contact, and activity are created. C. An account, opportunity, and task is created.
A
What is the first thing you should do if the performance of your Salesforce instance is really slow? A. Check your system status on Trust.Salesforce B. Submit a case to Salesforce C. Call Customer Support
A
What type of dashboard should be used so it shows the data that a specific user has access to? A. Dynamic B. Static C. Standard
A
What type of relationship do Account and Contact objects have? A. Lookup B. Self C. Master-detail
A
What type of report should be used to show grouping and summarizing by row and column? A. Matrix B. Summary C. Joined
A
What wildcard is used to match only one character at the middle or end of your query when searching in the global search? A. ? B. _ C. *
A
When using Trailhead and following along the projects in the environment that Salesforce provides, what is the name of that environment? A. Playground B. Developer Sandbox C. Sandbox
A
You are interested in a net new field for reporting purposes. What Salesforce resource would you most likely work with to get that added? A. Administrator B. Developer C. Business Analyst
A
*!APPEARED IN THE EXAM!* A Salesforce associate has been asked to identify all contacts that have had interactions with their company in the last year.What should the associate do to identify these contacts? A. Look at the Active field. B. Look at the last related activity date. C. Look at the contact's Last Modified Date.
B
*!APPEARED IN THE EXAM!* A Salesforce associate is asked to review all the objects within their company's instance. They also need to identify which are custom objects. Where should the associate go to see this information? A. App Launcher B. Object Manager C. Global Search
B
*!APPEARED IN THE EXAM!* A Salesforce associate tries to create a new user in a sandbox using Astrogetdoudy.org as the username and it fails. What is the problem with creating the Astro3getcloudy.org' username? A. Salesforce usernames must include the user s full name and be formatted like an email address. B. Salesforce usernames must be unique across all Salesforce orgs and that one is already in use. C. Salesforce usernames must be formatted like an email address with .com at the end.
B
*!APPEARED IN THE EXAM!* A Salesforce associate wants to add a new related list of cases to Account. Where should the associate go to add the related list to Account? A. Account Record page B. Page Layout C. Case Record page
B
*!APPEARED IN THE EXAM!* A Salesforce associate wants to connect with other Salesforce associates in their local area. Which Salesforce resource allows them to network and collaborate with others based on role and location? A. Salesforce Interest Groups B. Trailblazer Community Groups C. Trailblazer Connect
B
*!APPEARED IN THE EXAM!* A Salesforce associate wants to see a graphical view of where all open cases are in the support process. Which view should the associate use? A. Table B. Kanban C. Split
B
*!APPEARED IN THE EXAM!* A company uses an online form and emails customers. What Salesforce cloud should it implement? A. Sales Cloud B. Service Cloud C. Sustainability Cloud
B
*!APPEARED IN THE EXAM!* A manager can see all of the records owned by their team, but not records owned by other teams. How is access to the records being controlled? A. Permission Sets B. Role Hierarchy C. Profiles
B
*!APPEARED IN THE EXAM!* A salesforce associate is excited to find they can combine the challenge of learning new skills with the chance of winning prizes? A. Ranks B. Quests C. Superbadges
B
*!APPEARED IN THE EXAM!* Get Cloudy Consulting (GCC) handles complaints via phone calls. To route cases to the correct department, support agents need to enter a category and subcategory on the case. Cases are often routed to the wrong team because agents select a subcategory that does not align with the category. What should GCC do to ensure agents choose a valid subcategory? A. Provide a list of subcategories for each category in the Path. B. Use a dependent picklist to limit the subcategories available. C. Create default values for the category and subcategory fields.
B
*!APPEARED IN THE EXAM!* Get Cloudy Consulting (GCC) wants to migrate to Salesforce as its business continues to grow. GCC's needs include: Communicating available products and service to its prospective customers Improving its sales pipeline forecast and management quarterly revenue goals Offering support to customers through its website, consider for implementation? A. Service, Experience, and Marketing B. Sales, Service, and Marketing C. Commerce, Service, and Marketing
B
*!APPEARED IN THE EXAM!* Get Cloudy Consulting dashboard shows all of the company's key performance indicators (KPls) in one view. The company's Salesforce associate is asked to add functionality that allows the dashboard to show all the same KPls for each of the regions. How should the associate add this functionality? A. Create new dashboards for each region. B. Add a Region filter to the dashboard. C. Use an analytics package from the AppExchange.
B
*!APPEARED IN THE EXAM!* How should a Salesforce associate ensure a dashboard has the most current data? A. By opening the dashboard B. By clicking refresh C. By refreshing the browser
B
*!APPEARED IN THE EXAM!* In a list view of leads, what can a user do to more easily update the stage of the leads? A. Use an Agile view B. Use a Kanban view C. Inline Editing
B
*!APPEARED IN THE EXAM!* What action do you take on a dashboard to set up automated emails? A. Follow B. Subscribe C. Like
B
*!APPEARED IN THE EXAM!* What is true when creating a user in Salesforce? A. A user's email must be unique across all sandboxes and production environments. B. A user's username must be unique across all sandboxes and production environments. C. A user must exist in a sandbox if they exist in production.
B
*!APPEARED IN THE EXAM!* Where do you find information about the number of licenses available for use? A. Personal Settings B. Company Information C. User Seats
B
*!APPEARED IN THE EXAM!* Where should a user change their locale? A. Setup B. Personal Settings C. Company Information
B
*!APPEARED IN THE EXAM!* Which sharing type shares a single, common infrastructure and code base? A. Metadata B. Multitenant C. Trust
B
1. Two users in the same opportunity record are seeing different fields. What is the reason for this? A. The missing fields are marked as hidden in Object Manager. B. The users are assigned different profiles and page layouts. C. The users have been configured with different Locales.
B
A Salesforce associate has received a request to create new users for a group of new employees. Where can the associate check the number of licenses available to be assigned to the new employees? A. Salesforce Help B. Company Information C. User Management Settings
B
A Salesforce associate is working from a custom Contact list view and noticed key information is missing. What should they do to add the missing information? A. Edit sharing settings B. Select Fields to Display C. Edit list filters
B
A Salesforce associate wants to find the latest release notes for Salesforce products. Where can Salesforce resources, such as documentation, definitions, and release notes, be found? A. Trailhead Academy B. Salesforce Help C. Trailblazer Community
B
A consultant is working on a Salesforce implementation and has a question about the proposed configuration. Which person should be recommended to answer the consultant's question? A. Developer B. Solution architect C. Administrator
B
An employee at Get Cloudy Consulting recently changed their name. They received a new email address. Where should these changes be updated? A. User Record page from Setup B. User Profile page C. Contact Record page
B
Get Cloudy Consulting currently stores information about is customers and partners in the Account object. There are a few details specific to partners that are not applicable to customers. What is the recommended way to display only the information application to each group? A. Use Account for customers and create a custom object for partners. B. Create record types on Account called Partner and Customer C. Create custom object called Partner and Customer
B
How many custom summary formula fields can a report include? A. 3 B. 5 C. 10
B
How would you bring up a Salesforce or Service Console? A. Service Cloud B. App Launcher C. Setup
B
When a sales rep needs to give an additional discount for an opportunity, a manager needs to review and authorize the discount request. What should be used to lock the record before a decision is made? A. Page layout B. Approval process C. validation rule
B
Where should a user set up their personal email signature? A. Email Settings B. Personal Settings C. Setup
B
*!APPEARED IN THE EXAM!* A Salesforce associate at Get Cloudy Consulting needs a list of all active contacts grouped by Account. What is the first step in building this report? A. Create a Contacts report with a filter on Account. B. Create a joined report with accounts and contacts. C. Create a new report using the Contacts & Accounts report type.
C
*!APPEARED IN THE EXAM!* A Salesforce associate deletes an Account of a company that recently went out of business. Which other related records are automatically deleted? A. Any related cases B. Any related leads C. Any related opportunities
C
*!APPEARED IN THE EXAM!* A Salesforce associate frequently views multiple reports located in different folders. What is an efficient way to navigate to reports quickly? A. Add each report to the browser's bookmark B. Add the report to their personal home page C. Add the reports to My Favourites
C
*!APPEARED IN THE EXAM!* A Salesforce associate wants to refresh a report and email it to an executive team each week. Which functionality of Salesforce Reports should the associate use? A. Refresh B. Notifications C. Subscriptions
C
*!APPEARED IN THE EXAM!* A company wants to spread awareness about its products, have an online customer portal, and support customers with the issues they bring up. What Salesforce Clouds should they use? A. Experience, Sales, Service B. Nonprofit, Experience, Service C. Marketing, Service, Experience
C
*!APPEARED IN THE EXAM!* Get Cloudy Consulting gets 90% of its leads from trade shows. Sales reps create many lead records during these events, but they often forget to change the Lead Source field to Trade Show*. What approach would improve data integrity for the Lead Source field' A. Make an assignment rule named Trade Show' to only assign leads to sales reps. B. Set the default value of the Lead Source field to Trade Show'. C. Create a validation rule requiring the Lead Source field to equal Trade Show'.
C
*!APPEARED IN THE EXAM!* How does Salesforce configure customer's Salesforce instances. A. Single Server B. Single Tenant C. Multi-Tenant
C
*!APPEARED IN THE EXAM!* What is the maximum number of rows a report will display? A. 5,000 B. 3,000 C. 2,000
C
*!APPEARED IN THE EXAM!* What is true when creating a user in Salesforce? A. User must exist in a sandbox if they exist in the production B. User's email must be unique across all sandboxes and production environments. C. User's name must be unique across all sandboxes and production environments.
C
*!APPEARED IN THE EXAM!* What should be considered before changing the field type of a custom field? A. The field is a required field that cannot be changed. B. The field type can be changed for all custom field. C. There is possible data loss when changing the field type.
C
*!APPEARED IN THE EXAM!* What should the account owner at Get Cloudy Consulting use to learn the sum of the amount for each opportunity? A. The Opportunity related list B. A custom report type C. A Roll-Up Summary field
C
*!APPEARED IN THE EXAM!* Where can you access the recycle bin in Lightning Experience? A. Setup B. Personal Settings C. App Launcher
C
*!APPEARED IN THE EXAM!* Where do you edit a Lighting Record Page for all users? A. Under Setup B. Under Personal Settings C. Under a record page under edit page
C
*!APPEARED IN THE EXAM!* Where does Salesforce encourage professionals to connect with a community of other Salesforce professionals? A. Salesforce Help B. Success Community C. Trailblazer Community
C
*!APPEARED IN THE EXAM!* Where is the default currency locale configured in a Salesforce org? A. Currency Manager B. Personal Settings C. Company Information
C
*!APPEARED IN THE EXAM!* Your Salesforce has multiple types of Cases that require different fields. How should your company support this business need? A. Create another object B. Page Layout C. Record Type and Page Layout
C
*!APPEARED IN THE EXAM!* Your company wants to know how many times each customer has reported an issue. What Case relationship should be reported on to find the answer? A. Case Account B. Case Opportunity C. Case Contact
C
A Salesforce associate is asked to add a new employee record to their client. Get Cloudy Consulting. To which object should they add this record? A. Accounts B. Leads C. Contacts
C
A Salesforce associate is creating a report that needs to show changes in a value over a series of point in time. Which type of chart should the associate add to this report to help visualize these changes? A. Donut B. Scatter C. Line
C
A Salesforce associate is using Report Builder to generate a list of open leads. The report has no filters. When previewing the data, not all of the expected results are showing up in Report Builder. What is the reason all of the data is not visible when previewing the report? A. The Show Me filter is set to "All Leads" in the Report Builder data preview. B. The user profile does not have the "View All" permission on the Lead object. C. Only a limited number of records show in the Report Builder data preview.
C
A Salesforce associate wants to display the number of days until an opportunity closes on the Opportunity report. Which field type should they use to create the field? A. Roll-up summary B. Number C. Formula
C
A Salesforce associate wants to learn more about converting Leads to Contacts. They enjoy learning in an asynchronous, gamified way. Which resource should they use? A. Salesforce Help B. Trailblazer Community C. Trailhead
C
A company is looking to integrate their internal system with Salesforce. The App exchange didn't have any solutions. How should the company create the integration? A. Experience B. Lightning Web Component C. Mulesoft
C
A company sells solar panels through a network of partners. The company wants to create a private website where they can publish helpful content on products and allow partners to collaborate on how to boost their sales. Which product would be the ideal solution? A. Marketing Cloud Account Engagement B. Commerce Cloud C. Experience Cloud
C
A nonprofit organization wants to help ensure residents in their area receive health checkups. The nonprofit also wants to ensure resident tracking history and all data are stored in a way that complies with local privacy laws. Which Salesforce cloud solution should help meet these needs? A. Service Cloud B. Nonprofit Cloud C. Health Cloud
C
A sales manager at Get Cloudy Consulting requests access to a report they need to modify. How should a Salesforce associate give the sales manager access to the report? A. Share the report. B. Export the report. C. Share the report folder.
C
A user has a requirement to gain additional access to edit opportunities and is currently not able. How should this access be assigned? A. Sharing Set B. Profile C. Permission Set
C
A user who is not an admin wants to learn about an app in the AppExchange. How should they go about doing that? A. Trailhead B. Setup C. AppExchange
C
Get Cloudy Consulting (GCC) is currently tracking forecasting and revenue data in a spreadsheet and wants migrate this data to Salesforce. Which solution should GCC consider? A. Marketing Cloud B. CRM Analytics C. Sales Cloud
C
Get Cloudy Consulting (GCC) provides consulting services to small and medium-sized business in the financial services space. GCC wants a solution for customer service where complaints can be logged through a web form and email. Which Salesforce solution should GCC use? A. Commerce Cloud B. Experience Cloud C. Service cloud
C
How can you show on specific data for Dashboards given certain criteria? A. Search Filters B. Report Filters C. Dashboard Filters
C
How do you add multiple contacts to your Salesforce account detail pages? A. Add multiple contacts to the account page layout. B. Salesforce defaults with multiple contacts available on an account page layout. C. Enable multiple contacts in Setup and add the related list to the account page layout.
C
In Setup, where should a Salesforce manager go to check a team member's login history? A. Administration | Users | Roles B. Administration | Users | Profiles C. Administration | Users | Users
C
What Salesforce Product would best reduce the workload of Customer Support reps? A. Commerce Cloud B. Marketing Cloud C. Experience Cloud
C
What is the data relationship between Accounts and Contacts? A. Self Relationship B. Master Detail C. Lookup
C
What is the greatest benefit of implementing multiple Salesforce products? A. Cost Savings B. Easier invoice payment C. Platform Consolidation
C
Which tool creates a visual representation of objects and their relationships? A. App Launcher B. Object Manager C. Schema Builder
C
*!APPEARED IN THE EXAM!* An organization wants to implement Salesforce into its business model. The requirements include: • Operations management • Program management • Grantmaking • Fundraising • Marketing • Engagement Which cloud is preconfigured to handle all of these requirements? A. Experience B. Analytics C. Nonprofit
C ? -> Not sure
