Salesforce Salesforce-Associate Question Answers

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Question # 1

A salesforce associate at get Cloudy Consulting has been asked to analyze Service Cloud data to determine how many individuals have called in to the support center. Which relationship on Case should the associate use?

A. Owner
B. Account
C. Contact

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Question # 2

A salesforce associate wants to retrieve a record for a business but only remembers a portion of the business name. Using the fewest clicks, how should the associate search the account records for the desired business?

A. The global Search box
B. A list view of all accounts
C. A report of all accounts

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Question # 3

Get Cloudy Consulting wants to implement AI Agents to assist with customer service. Where can Agents be deployed?

A. Queues
B. Chatter
C. Slack

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Question # 4

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

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Question # 5

Get Cloudy Consulting wants to group its contacts by Region for reporting. What data type should the Salesforce associate recommend for this new Region field? 

A. Multi-select picklist
B. Picklist
C. Text

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Question # 6

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 requirements7

A. Analytics
B. Experience
C. Nonprofit

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Question # 7

Get Cloudy Consulting (GCC) wants the ability to: * Send a predefined sequence of scheduled messages to prospective customers. * Track messages that get the best open and response rates. *Send customized messages to existing customers information them for new products and discounts. Which Salesforce cloud solution allows GCC to meet these requirements?

A. Sales Cloud
B. Marketing Cloud
C. Service Cloud

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Question # 8

Where can a Salesforce associate find information that provides a view of interactions with a contact?

A. Activity Timeline
B. Details Tab
C. Contact History

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Question # 9

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

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Question # 10

A sales rep at Get Cloudy Consulting asks the new Salesforce associate to give them a report showing all the active accounts for the sales rep's territory. Where should the associate go to create a new report for Accounts?

A. Setup
B. Accounts tab
C. Reports tab

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???? What It Means for You:

• No exam retake required – your credential remains valid, with the new name appearing automatically in your Trailblazer profile and certification badge.
• Exam content and objectives remain unchanged, so all current study materials and exam dumps remain relevant under the new title.
• The Platform Foundations exam now follows a standardized naming convention aligned with other credentials such as Platform Administrator II and Platform Developer I.

Few More Salesforce Associate Exact Exam Questions:

Question # 1. A Salesforce associate at Get Cloudy Consulting is given a list of opportunities to work through. The associate asks for an easier way to change the opportunity stage.
What should be recommended?
A. Switch to the Kanban View.
B. Create multiple list views.
C. Use a Dynamic Dashboard View.
Answer: A
Explanation: The recommendation for the associate to change the opportunity stage more easily is to switch to the Kanban View. The Kanban View is a visual representation of the records in a list view, organized by stages or other categories. The associate can drag and drop the records from one column to another to update the stage or other fields. The Kanban View also shows key metrics and alerts for each column, such as the total amount,
number of records, and overdue tasks. Creating multiple list views or using a Dynamic Dashboard View are not as convenient and efficient as using the Kanban View.

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Question # 2: A salesforce associate at get Cloudy Consulting has been asked to analyze Service Cloud data to determine how manyindividualshave called in to the support center.
Which relationship on Case should the associate use?
A. Owner
B. Account
C. Contact
Answer: C
Explanation: The contact relationship on case is used to indicate the individual who has called in to the support center. The contact field on case is a lookup field that allows the user to select a contact from the related account or any other account. The owner relationship on case is used to indicate the user who is responsible for working on the case. The account relationship on case is used to indicate the company or organization that the case is related to.

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Quesion # 3: A Salesforce Associate is asked to review multiple reports from the current month's folder and bring insight into a meeting.
How should the associate locate all the reports in a single location from the Report object?
A. Use the Global search bar
B. Click on All Reports and use the search bar
C. Click on All Folders and use the search bar
Answer: C
Explanation: The way that the associate can locate all the reports in a single location from the Report object is to click on All Folders and use the search bar. All Folders is a menu that shows all the report and dashboard folders that the associate has access to. The associate can search for the current month’s folder by entering its name or keyword in the search bar and then select it to view all the reports in that folder. Using the Global search bar or clicking on All Reports and using the search bar are not as efficient and accurate as using the All Folders menu, because they will return results from all the reports and folders, not just the current month’s folder.

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Question # 4: Get Cloudy Consulting (GCC) plans to migrate from a legacy CRM system to Salesforce.
GCC currently uses a dedicated single-tenant, on-premise system and wants to utilize amulti-tenant architecturelike Salesforce uses.
What is one feature of multi-tenant architecture?
A. Resources are shared but tenants cannot claim eachother'sresources.
B. Resources are shared and tenants can claim each other's resources.
C. Resources are limited to each tenant.
Answer: A
Explanation: One feature of multi-tenant architecture is that resources are shared but tenants cannot claim each other’s resources. Multi-tenant architecture means that multiple customers (tenants) share the same hardware, software, and infrastructure resources, but their data
and configurations are isolated and secure. This allows Salesforce to deliver high performance, scalability, and availability to its customers.

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Question # 5: Get Cloudy Consulting (GCC) wants to customize its Sales application’s Home tab with additional components.
Outside of the org, where should GCC' Salesforce associate go to collaborate with others on solutions that might resonate with GCC users?
A. Explore documents In Help and Training.
B. Ask a question In a Trailblazer Community Group.
C. Search for modules in Trailhead.
Answer: B
Explanation: The best place for GCC’s Salesforce associate to go to collaborate with others on solutions that might resonate with GCC users is to ask a question in a Trailblazer Community Group. A Trailblazer Community Group is a forum where Salesforce users, partners, customers, and employees can connect, share, and learn from each other. There are groups for different topics, regions, industries, and roles. The associate can join a
group that is relevant to their needs and interests, and post a question or a discussion to get feedback and ideas from other members. Exploring documents in Help and Training or searching for modules in Trailhead are also useful ways to learn more about Salesforce, but they are not as interactive and collaborative as asking a question in a Trailblazer Community Group.

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Question # 6:  Sales reps at Get Cloudy Consulting want to see a visual representation of their emails and
phone calls with a contact.
Which contact record component must be present so users can see this?
A. Activity Capture
B. Salesforce Inbox
C. Activities Timeline
Answer: C
Explanation: The contact record component that must be present so users can see a visual representation of their emails and phone calls with a contact is the Activities Timeline. The Activities Timeline shows a chronological list of past and upcoming activities related to a record, such as emails, calls, meetings, tasks, and events. Users can see the details, status, and attachments of each activity, and also create, edit, or delete activities
from the timeline. Activity Capture is a feature that automatically syncs emails and events between Salesforce and email and calendar applications, but it does not show a visual representation of them on the contact record. Salesforce Inbox is a product that enhances email and calendar productivity with Salesforce integration, but it also does not show a visual representation of activities on the contact record.

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Question # 7:  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
Answer: B

Salesforce Salesforce-Associate Frequently Asked Questions