Overview | Description |
---|---|
Certification | Salesforce Certified Associate |
Exam Content | Assesses fundamental knowledge and understanding of the Salesforce platform, its core functionalities, and how it can be used to manage customer relationships. |
Delivery Platform | Online proctored exam or testing center |
Prerequisites | No formal prerequisites |
Exam Duration | 70 minutes |
Number of Questions | 40 Multiple Choice/Multiple Select |
Passing Score | 62% |
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112 questions with answers | Updation Date : 10 Oct, 2024 |
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Where should field dependencies for an object be reviewed?
A. Object Manager
B. Profiles
C. App Builder
A Salesforce associate is looking at a custom Contact list view and wants to show more information from the record. What shouldthey do to add the missing key columns?
A. Edit list filters
B. Select Fields to Display
C. Edit sharing settings
Get Cloudy Consulting (GCC) wants to integrate its financial system with its Salesforce environment. After searching the AppExchange and reviewing documentation for its financial system. GCC did not find anything. Whatshould be used to build this integration?
A. Commerce Cloud
B. MuleSoft
C. Financial Services
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. Create a validation rule requiring the Lead Source field to equal Trade Show'.
B. Make an assignment rule named Trade Show’ to only assign leads to sales reps.
C. Set the default value of the Lead Source field to Trade Show’.
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 eachof 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.
An employee at Get Consulting recently changed their name and received a new username. Where should these changesbe updated?
A. Contact Record page
B. User Record page from Setup
C. User profile page
Get CloudyConsulting (GCC) needs an environment to onboard new hires as well as develop, implement, and test new requirements. Which type of environment should OCC use?
A. Sandbox
B. Production
C. Trailhead Playgroun
An insurance call center is experiencing increased policy support calls whichhas led to long wait times and disappointed customers. Which cloud will decrease the number of incoming calls, empower customers, and increase satisfaction?
A. CRM Analytics
B. Experience
C. Cloud Sales Cloud
Which Salesforce role should help companies increase campaign effectiveness, reengage inactive customers, and grow their customer base?
A. Consultant
B. Marketer
C. Designer
A sales manager requests a report that shows total opportunity amounts grouped by: • Small opportunities — Amount is less than $50,000. • Medium opportunities — Amount isbetween $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.
Get Cloudy Consulting gets 90°^b of its business from trade shows. Sales reps create many lead records during these events, but they often forget to change the Lead Source field toTrade Show'. What should help the sales reps when they create these lead records?
A. Make an assignment rule named Trade Show' to only assign leads to sales reps.
B. Format a validation rule requiring the Lead Source field to equal Trade Show'.
C. Changethe default value of the Lead Source field from 'Web' to Trade Show'.
Adeleted record needs to be recovered from the Recycle Bin. Where can the user find the Recycle Bin?
A. Setup
B. App Launcher
C. Global Search
Get Cloudy Consulting wants to group its contacts by Region. On most records, this text field is blank or misspelled. Which action is recommended to ensure there is correct data for this field?
A. Convert the Region field to a picklist field.
B. Create a validation rule to enforce correct spelling.
C. Email users a list of region names with correct spelling.
What type of relationship do Account and Contact objects have?
A. Lookup
B. Self
C. Master-detail
Get Cloudy Consulting trains its new employee in apartial sandbox named New Employee;. An employee competes the training in the sandbox and is ready to sign in to the production org. However, an error message pops ip indicating an invalid username or password. The employee is using their sandbox usernameand password to sign in to production. What is needed to solve this error?
A. Creating a new username for the production org
B. Removing .NewEmployee appendix from the sandbox username
C. Creating a different password for the production org
A salesforce associate at Get cloudy Consulting is configuring object access. The requirements are: Sales Manager must have the same access to Opportunities. Marketing managers must have the same access to Campaigns. What is the recommend approach to configuringtheir access?
A. Sharing Sets and Manual Sharing
B. Validation and Assignment Rules
C. Profiles and Permission Sets
A Salesforceassociate 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 employees7
A. Salesforce Help
B. Company Information
C. User Management Settings
Two users in the same opportunity record are seeing different fields. What is thereason 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.
Get Cloudy Consulting (GCC) will show its data on a dashboard where the data is visualized within a range. Which dashboard component type should GCC use?
A Gauge
B.Metric
C. Chart
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
Get Cloudy Consulting (GCC) provides consulting services tosmall and medium-sized business in the financial services space. GCC wants a solution for customer service where complaints can be logged through a web from and email. Which Salesforce solution should GCC use?
A. Commerce Cloud
B. Experience Cloud
C. Service cloud
To which Team shoulda Salesforce associate be added to gain access to an Account and its related opportunities?
A. Opportunity Team
B. Lead Team
C. Account Team
ASalesforce 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
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
Get Cloudy Consulting (GCC) has recently been onboarded as a Salesforcecustomer. 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 Salesforce associate is viewing information within a report and needs to export the data. Into which types of files can the report be exported?
A. Word (,doc or .docx) or comma-separated values(.csv)
B. Excel (,xlsx or ,xls) file or comma- separated values (,csv)
C. PDF (,pdf) or Excel (,xlsx or ,xls)
The Health Department wants to gain more insight into its patient data than what Salesforce Dashboardscan provide. Which Salesforce product should the department use?
A. Experience Cloud
B. CRM Analytics
C. Health Cloud
Which action(s) must be taken for Salesforce updates?
A. Updates are automatic; nothing needs to be downloaded or installed.
B. Updates require purchasing an updated license.
C. Updates need to be downloaded with each release
A VP of sales is requesting an easy to understand visual representation ofaccounts and opportunities that have been worked on by the sales agents in the current quarter in order to identify trends, sort data, and measure the impact of their activities. What is recommended to meet these requirements?
A. Create a list views.
B. Create a dashboard.
C. Create a custom tab.
Salesforce is built on objectslike Account, Contact, and Opportunity. What is a representation of an object?
A. A spreadsheet where the records are rows and the fields are columns
B. Physical visualization of an Account, Contact, or Opportunity
C. A set of relationships that link an Account, Contact, or Opportunity
How can a report of all Accounts with Opportunities be created?
A. Use the Accounts report type.
B. Use the Accounts withOpportunities report type.
C. Use the Opportunities report type.
A Salesforce associate deletesan Account of a company that recently went out of business. Which other related records are automatically deleted?
A. Any related leads
B. Any related cases
C. Any related opportunities
A Salesforce user at Get Cloudy Consulting informs the company's Salesforce associate they havemoved to another department in the organization and no longer need access to Salesforce. How should the associate change the user's access?
A. Delete the user to free up the Salesforce license.
B. Do nothing; the user may need to access Salesforce in thefuture.
C. Deactivate the user to free up the Salesforce license.
A Salesforce associate wants to update anopportunity record they just closed. Which relationship is standard as a Lookup field on an opportunity?
A. Stage
B. Account
C. Quote
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
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