Salesforce Platform Basics (28%) / Data Modeling (25%) / Reports and Dashboards (15%)

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

An individual listing that contains the details about the account and the associated relationships is called a ____________. A. Account Record B. Contact Record C. Opportunity Record

A. Account Record

Where can a SF Associate learn more about an app the admin is wanting to install? A. App Exchange B. Trailhead C. Salesforce help

A. App Exchange

Where can a user navigate between the sales and service console? A. App Exchange B. Global Search C. Object Manager

A. App Exchange

End users are trying to access specific information on an Account page but are overwhelmed by the scrolling on the page. What should the users do to simplify the data displayed? A. Collapse Detail Sections B. Remove fields C. Create sections

A. Collapse Detail Sections

A Salesforce Associate is finding many misspellings on an Industry Vertical text field created on the account object. What action is recommended to ensure there is correct data in that field? A. Convert to a picklist B. Create a validation rule C. Email users a list of names with correct spellings

A. Convert to a picklist

A support manager would like the service dashboard to display data based on the user's data access that is viewing the dashboard. How can you meet this requirement? A. Create a dynamic dashboard B. Create a fixed user dashboard C. Create a dashboard for each user

A. Create a dynamic dashboard

The salesforce associate receives a request to make a priority field visible. It should only be visible when the status of the custom object record is set to "Negotiation". what approach should the associate use? A. Dynamic Forms B. Page layouts C. Apex code

A. Dynamic Forms

Which tool lets admins access object management settings for both standard and custom objects? A. Object manager B. App Manager C. Schema Builder

A. Object manager

The main difference between object-specific actions and global actions is: A. Object specific actions have automatic relationships to other records, and global actions don't B. Global actions perform actions outside of Salesforce, and object-specific actions only perform actions inside of Salesforce C. Object-specific actions preform actions only on specific objects D. You can use object-specific actions wherever actions are supported in Salesforce

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

Salesforce organizes your data into: A. Objects and records, like tabs and rows on a spreadsheet B. Objects and fields, like columns on a spreadsheet C. Fields and records, like different databases D. Objects and spreadsheets, like columns in a database

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

Opportunities are private for a company. What will a sales rep see when she clicks on an opportunity source report from a dashboard component? A. Only opportunities that the sales rep can access B. Only opportunities that the running user of the dashboard can access C. All opportunities in the org

A. Only opportunities that the sales rep can access

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. Restrict access to certain fields on object records

A user wanted to remove the total number of records when viewing a ran report. What switch should be toggled to not show this data? A. Row counts B. Detail rows C. Subtotal

A. Row counts

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 collection D. Simplified processes for unnecessary permission sets.

A. Simplified user assignments to permission set groups based on job functions.

A sales management team would like to receive opportunity pipeline in their email every Monday morning. What functionality should be used? A. Subscription B. Exporting C. Downloading

A. Subscription

What is determined by the running user of the dashboard? A. What data viewers of the dashboard will see B. Which users can access the dashboard C. Which users can access the source report

A. What data viewers of the dashboard will see

What does a report type determine? 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 the dashboard

A. Which fields and records are available for use when creating a report

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 set for Chatter group users. D. A set of permissions and profiles.

B. A group of permission sets bundled together based on job function.

What is a dashboard? 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 n your org D. A view of your computer's memory usage.

B. A visual display of key metrics and trends for records in your org

What does the navigation bar in Salesforce allow users to do? A. See all standard objects in their organization B. Access objects and items included in the app they're currently using C. Customize important pages in Salesforce D. See all custom objects in their organization

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

What must you do before adding new currencies to your company settings? A. Set the corporate currency B. Activate the multi-currency option for your org C. Add the currency drop down field to the opportunities object D. Purchase multi-currency licenses for all platform users

B. Activate the multi-currency option for your org

How do you set up account hierarchy? A. Ask an admin 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 on your desk

B. Add a parent account to the account's record

A sales user and a marketing us are looking at the same opportunity record but see different sections and fields. What is the reason for this difference? A. Assigned different profiles B. Assigned different profiles and page layouts C. Assigned the sam profile but different page layouts

B. Assigned different profiles and page layouts

An individual listing that contains the details about the contact and the associated relationships is called a __________. A. Account Record B. Contact Record C. Opportunity Record

B. Contact Record

A support manager wants to ensure the Expiration Date field on the account is required when the Support Plan checkbox is enabled. How should this requirement be enforced? A. Make the field required on the page layout B. Create a validation rule C. Make the field universally required

B. Create a validation rule

A Salesforce user has transferred to another part of the company and no longer will need access to Salesforce. What should you do with that user's record? A. Delete the user B. Deactivate the user C. Freeze the user

B. Deactivate the user

What does the running user of a dashboard do? A. Runs the dashboard each morning B. Determines the data shown in the dashboard C. Enters data into Salesforce D. Maintains backup copies of dashboard data

B. Determines the data shown in the dashboard

Salesforce customer success platform: A. Doesn't include mobile access B. Includes standard objects and a platform to deliver a personalized experience C. Requires software installation to use D. Is for CRM use cases only

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

What section of AppExchange contains APPI-owned, black owned, and woman owned businesses? A. Product Collections B. Latest Collections C. Solutions by Type D. Industry Collections

B. Latest Collections

What application do you use to edit a Record Page? A. Object Manager B. Lightning App Builder C. AppExchange D. None of the above

B. Lightning App Builder

An associate needs to show changes in a value of opportunities over a series of points in time. What report chart would best display this data? A. Column B. Line C. Funnel

B. Line

What is the single most important thing to do when using AppExchange? A. Ask your neighbor for advice B. Login and get personalized information C. Search and Filter D. View Appy's Picks

B. Login and get personalized information

What is the first step to take to create a list view? A. Ask an admin for help B. Open the List View Controls Menu C. Click the "New" Button D. Click the dropdown menu next to the list view name

B. Open the List View Controls Menu

A sales manager asked a Salesforce associate for a new list view with all the opportunities closing in the next month. Where should the associate go to create the new list? A. App Launcher B. Opportunities Tab C. Search

B. Opportunities Tab

An associate wants the tasks tab to appear right at the home button when they login. Where should they go to customize the navigation bar? A. Ask the admin B. Personalization button (pencil icon) C. Personal settings

B. Personalization button (pencil icon)

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 a sad trombone sound effect that plays for every error message D. Add every object in the org to navigation menu

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

An AMER sales manager has visibility into opportunity records owned by their team, but not records owned by EMEA sales manager. How is this access being controlled? A. Sharing rules B. Role Hierarchy C. Organization Wide Defaults

B. Role Hierarchy

To see custom, object-specific action on the palette of the page layout editor: A. Click Layout Properties on the page layout editor B. Select Mobile and 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. Select Mobile and Lightning Actions in the list of element types

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

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. Under the Details tab

As you find more apps for your production and sandbox orgs, how can you manage all of your solutions? A. Ask your SF Admin to manage for you B. Use your AppExchange avatar menu to manage your Installs and Subscriptions C. Browse AppExchange collections D. Click the Reviews tab

B. Use your AppExchange avatar menu to manage your Installs and Subscriptions

A Salesforce Associate is helping an admin configure object access. Support Managers need the same access to cases. Sales managers need the same access to opportunities. How best should access be assigned? A. Using sharing rules B. Using profiles and permission sets C. Using manual sharing

B. Using profiles and permission sets

An associate was asked to export a report. What formats can a report be exported to view outside Salesforce? A. .xlsx/.xls or .pdf B. xlsx/.xls or .csv C. .csv only

B. xlsx/.xls or .csv

What is the maximum number of blocks allowed in a joined report? A. 2 B. 3 C. 5 D. 8

C. 5

What does App Launcher allow users to do? A. Sync their apps, bookmarks, and other setting across devices B. Download and install Salesforce platform apps C. Access all standard, custom, and connected apps in Salesforce D. See only their most recently used apps

C. Access all standard, custom, and connected apps in Salesforce

Where can a sales manager find a summary of interactions with a contact for one of their reports main accounts to prepare for an upcoming meeting? A. Contacts List View B. Details Tab C. Activity Timeline

C. Activity Timeline

In setup, where should a manager go to check a team member's login history? A. Admin, Users, Roles B. Admin, Users, Profiles C. Admin, Users, Users

C. Admin, Users, Users

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 D. Always start with the last name first

C. Be in the format of an email

You have a dozen open opportunities from different companies, but when you check the Kanban view of your All Open Opportunities List, you only s 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 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

Where can you check the number of licenses available for an organization before adding new users? A. Object Manager B. Personal Settings C. Company Information

C. Company Information

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. Coworkers you usually work with on your accounts

A sals manager would like to see accounts categorized by small, medium and large based off a companies annual revenue. What kind of field should they create? A. Create a new formula field on the account object B. Create a summary formula off annual revenue C. Create a bucket field off annual revenue

C. Create a bucket field off annual revenue

Which of these actions can be completed from an opportunity record? A. Create a new opportunity B. Convert a lead to an opportunity C. Edit opportunity details D. Produce a new opportunity list view

C. Edit opportunity details

A SF associate wants to display the number of days until an opportunity closes on the opportunity record. What field type should they use? A. Roll-Up B. Number C. Formula

C. Formula

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. Generate a new password and notify the user immediately

A user is trying to locate a record within an object not found on their navigation bar. What is an efficient way to find this record? A. App Launcher B. List View C. Global Search

C. Global Search

Solutions on AppExchange: A. Are part of a collection of listings that don't change or grow B. Cover most SalesForce Clouds, Products, but not all C. Include many listings that are free to install and use D. A and B E. A and C

C. Include many listings that are free to install and use

The sales team has asked for a simplified Opportunity record page to remove tabs, add more relevant components including a report chart. Where could an associate go to start reviewing the changes needed? A. App Launcher B. App Manager C. Lightning Apps Builder

C. Lightning Apps Builder

What relationship exists between accounts and opportunities? A. No Relationship B. Master-Detail C. Lookup

C. Lookup

Enabling Advanced Currency Management enables your org to: A. Choose more than one currency for a single account B. Add currencies to personal profiles C. Manage dated exchange rates D. Have all currency conversions use the static exchange rates

C. Manage dated exchange rates

What report format allows for up to four levels of grouping in a grid? A. Tabular B. Summary C. Matrix

C. Matrix

A manager wants to show on a dashboard the total amount of all closed opportunities. What dash component should be used? A. Line B. Gauge C. Metric

C. Metric

In a salesforce org, a deal in progress has an individual listing that contains the details about the opportunity, how it's progressing, supporting documentation, and the associated relationships. This is called a ___________. A. Account Record B. Contact Record C. Opportunity Record

C. Opportunity Record

A sales manager needs access to specific fields on the opportunity object. What user setting needs to be updated to allow Edit access? A. Queue B. Public Groups C. Permission Set

C. Permission Set

When a call has been logged, who can see the entry in the contact record's timeline? A. Only you B. All Salesforce users C. Salesforce users with permission to see this contact record D. Managers only

C. Salesforce users with permission to see this contact record

Which tool provides a visualization of objects and their relationship to each other? A. Object manager B. App Manager C. Schema Builder

C. Schema Builder

Why is it important to define a data type when you create a custom field? A. Data types determine the dashboard view of your accounts B. You need to distinguish between different currencies C. The data type determines how the field is formatted, such as by menu items, text, numbers or currency D. You can't repeat data types in a record

C. The data type determines how the field is formatted, such as by menu items, text, numbers or currency

Which of the following can you find using the Quick Find in Setup? A. Salesforce Apps available in your org B. A specific user in your org C. The users in setup page D. Setting for the Account object

C. The users in setup page

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. Web Tabs, standard and custom objects, and utility features like Lightning Voice

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. Which fields, lists, links and buttons a user sees on related, details, and edit pages

AppExchange collections are: A. Are curated by experts on the AppExchange team B. Are perfect for browsing C. Contain only app listings D. A and B E. A and C

D. A and B

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. 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? A. None B. A revenue split C. A support split D. An overlay split

D. An overlay split

What type of account-contact relationship can you see in Contact 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

Which of these actions can be done from an account record? A. Produce a new account list view B. Convert a lead to an opportunity C. Create a new account record D. Edit account details

D. Edit account details

With multicurrency. setup and currencies added to your company settings, users can: A. Access current conversion rates B. Become more effective international spies C. Deactivate the corporate currency D. Select a personal currency

D. Select a personal currency

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. 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

E. A and C

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 a logical section E. All of the above

E. 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

E. All of the above

AppExchange is: A. A vibrant community powered by admin, developers, and Salesforce partners B. An 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. B and C

E. B and C

Custom actions help your users by: A. Allowing them to create custom objects B. Giving them more ways to view and edit records C. Making it fast and easy to interact with information in your org D. Both A and B E. Both B and C

E. Both B and C

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 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

True or False: The stage of an opportunity can only be moved to the next listed stage, never backward

FALSE

True or False: You can create custom fields only on standard Salesforce objects.

False

True or False: Blocks in a joined report must be based on related Salesforce objects.

TRUE

True or False: In it's simplest form, a report is a group of data that meets a set of criteria, such as a list of accouts.

TRUE

True or False: Multiple fields on a contact record can be edited before saving

TRUE

True or False: To take bulk actions on all of the available records in a list, you click the bulk action button without selecting any record.

TRUE

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

TRUE

True or False: a new contact created directly from an account record is automatically associated with the account.

TRUE