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Salesforce Associate Practice Questions

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0% found this document useful (0 votes)
602 views7 pages

Salesforce Associate Practice Questions

Uploaded by

kokskmovie2
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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1.

A Salesforce associate wants to connect with other Salesforce associates in


their local area. Which official Salesforce resource allows them to network and
collaborate with others based on role and location?
A. Trailblazer Connect
B. Salesforce Meetup Groups
C.Trailblazer Community Groups
2. 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.Setup
B. App Launcher
C. Global Search
3. Which Salesforce role produces data-driven solutions by eliciting,
documenting, and examining requirements around organizational challenges?
A. Platform Developer
B. Business Analyst
C. Sales Associate
4. 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 $100,000. Large opportunities
Amount is more than $100,000. How should the Salesforce associate show the
amount as described above?
A. Create a formule field off of Amount.
B. Create a bucket field off of Amount.
C. Create a custom field in Setup.
5. 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. Case Layout
B. Page Layout
C. Account Record

6. A Salesforce associate wants to update an opportunity record they just closed.


Which standard object is related to the opportunity?
A. Knowledge
B. Case
C.Account
7. How should an associate display the sum of all closed won Opportunity
amounts at the Account level?
A.A Roll-Up Summary field
B. The Opportunity related list
C. A custom report type

8. A Salesforce associate receives a request to create users for a group of new


employees. Where can the associate check the number of available licenses?
A. User Management Settings
B.Company Information
C.Users

9. 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. Create a validation rule requiring the Lead Source field to equal
trade Show'.
C. Set the default value of the Lead Source field to "Trade Show'.
10. 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

11. 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 Opportunity Summary report.
C. Create an Opportunity Iist View.
12. A nonprofit health 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. Health Cloud
B. Service Cloud
C. Nonprofit Cloud
13. A Salesforce associate deletes an Account of a company that recently went
out of business. Which related records are automatically deleted?
A. Any related opportunities
B. Any related cases
C. Any related leads
14. Which Salesforce role helps companies increase campaign effectiveness,
reengage inactive customers, and grow their customer base?
A. Marketer
B. Developer
C. Administrator
15. Where can the field data types for an object be reviewed?
A. A Record Page
B. Object Manager
C. A Report
16. A Salesforce associate is preparing for a sales call and needs to review
specific reports stored together in a single location. What is the most efficient
way to navigate there?
A. Use the search bar in All Reports
B. Use the search bar in All Folders
C. Use the Global search bar
17. 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 thet grants Edit access to leads and assign
it to the marketing managers.
B. Create a new profile that grants Edit access to leads and assign it to the
marketing managers.
C. Create a permission set het grants Edit access to leads and assign it to the
marketing

18. 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. Subscriptions
B. Refresh
C. Notifications
19. 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 be used to meet this need?
A. Experience Cloud
B. MuleSolt
C. Service Cloud
20. A Salesforce user at Get Cloudy Consulting informs the company's Salesforce
associate they have moved to another department in the organization and no
longer need access to Salesforce. How should the associate change the user's
access?
A. Deactivate the user to free up the Salesforce license.
B. Update the user to the Minimum Access Profile.
C. Delete the user to free up the Salesforce license.
21. 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
B. . Accounts tab
C. Reports tab
22. 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 use to
identify these contacts?
A. The Active field
B. The last related activity date
C. the contact's Last Modified Date
23. A Salesforce end user is looking for specific information on an Opportunity
record. They are overwhelmed by the volume of information on the page. What
can the user do to simplify the page?
A. Remove unnecessary sections.
B. Collapse detail sections.
C. Change page layout assignment.

24. A Salesforce associate tries to create a new user in a sandbox using


'[email protected]' as the username and it fails. What is the problem with
creating the '[email protected]' username?
A. Salesforce usernames must be unique across all Salesforce orgs and
that one is already in use.
B. Salesforce usernames must be formatted like an email address with.com at
the end.
C. Salesforce usernames must include the user's full name and be formatted like
an email address.
25. 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 .Approval process
B. Validation rule
C. Page layout
26. An online retail company uses Sales Cloud and Marketing Cloud. The
company's Salesforce associate needs help while working in Marketing Cloud and
wants to hear other Salesforce professionals' opinions. They would like to post a
question that anyone around the globe who is familiar with Salesforce can
answer. Which resource should they use?
A. Trailblazer Community
B. Salesforce Help
C. trailhead Academy
27. A Salesforce associate is using Global Search to find a record but does not
remember the exact name of the record they want to find. What should the
associate use to search for the record?
A. Object Manager
B. Wildcards and operators
C. List View for each object
28. A Salesforce associate recently relocated from Get Cloudy Consulting's San
Francisco office to its new London office. The associate wants to change their
own work hours information in the Salesforce org to reflect a different time zone.
Which method is easiest to change these settings?
A. Salesforce Help Submit a case with Salesforce support
B. Setup> Company Information >Default Time Zone
C. My Personal Information Language & Time Zone
29. 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
classes that should help the team accelerate their Salesforce knowledge?
A. Salesforce Help
B. Trailhead Academy
C. Trailhead Community

30. 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
31. How should a Salesforce associate ensure a dashboard has the most current
data?
A. By updating the running user
B. By refreshing the browser
C. By clicking refresh on the dashboard
32. 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. Chart
B. Metric
C. Gauge
33. Which platform architecture shares a single, common infrastructure and code
base?
A. Trust
B. Metadata
C. Multitenant
34. A college wants to incorporate Salesforce into its admissions program. Which
Salesforce cloud provides relevant features as standard offerings?
A. Experience Cloud
B. Education Cloud
C. Marketing Cloud
35. Which Trailhead feature should Get Cloudy Consulting use to create a custom
learning path for its employees?
A Trailmixes
B. Modules
C. Projects
36. A sales manager asks for a list of all Accounts with Opportunities. How would
the Salesforce associate approach this request?
A. Use a standard report type.
B. Create custom report type.
C. Download a reports package from AppExchange.
37. What is the maximum number of rows a report will display?
A. 2,000
B. 3,000
C. 5,000

38. Get Cloudy Consulting (GCC) needs an environment to onboard new hires as
well as develop, implement, and test new requirements. Which type of
environment should GCC use? A .Sandbox
B. Production
C. Trailhead Playground

39. 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

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