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The document contains a series of questions and answers related to Salesforce functionalities, focusing on user management, data integrity, report generation, and access control. Each question is followed by the correct answer, indicating best practices for managing Salesforce records and settings. Key topics include user licensing, record deletion, permission sets, and report customization.

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sofiaggarcia92
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18 views5 pages

It Exams

The document contains a series of questions and answers related to Salesforce functionalities, focusing on user management, data integrity, report generation, and access control. Each question is followed by the correct answer, indicating best practices for managing Salesforce records and settings. Key topics include user licensing, record deletion, permission sets, and report customization.

Uploaded by

sofiaggarcia92
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Question 1

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. Company Information
B. Salesforce Help
C. User Management Settings

Company Information - Correct

Question 2
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 X
C. Any related leads

Any related opportunities - Correct

Question 3
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
team.
• B. Create a new profile that grants Edit access to leads and assign it to the marketing
managers.
• C. Create a permission set that grants Edit access to leads and assign it to the marketing
managers.

Create a permission set that grants Edit access to leads and assign it to the marketing managers -
Correct

Question 4

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 last related activity date X

B. The contact’s Last Modified Date

C. The Active field

The last related activity date – Correct

Question 5

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

Approval process - Correct

Question 6

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

Role Hierarchy - Correct

Question 7
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. Set the default value of the Lead Source field to Trade Show’.

C. Make an assignment rule named ‘Trade Show’ to only assign leads to sales reps.

Set the default value of the Lead Source field to Trade Show’ – Correct

Question 8

How should an associate display the sum of all closed won Opportunity amounts at the Account
level?

A. The Opportunity related list

B. A Roll-Up Summary field X

C. A custom report type

A Roll-Up Summary field X – Correct

Question 9

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

Which relationship is standard as a Lookup field on an opportunity?

A. Quote

B. Stage

C. Account

Account – Correct
Question 10

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. Delete the user to free up the Salesforce license.

C. Do nothing; the user may need to access Salesforce in the future.

Deactivate the user to free up the Salesforce license – Correct

Question 11

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.

Convert the Region field to a picklist field – Correct

Question 12

What is the maximum number of rows a report will display?

A. 2,000

B. 5,000

C. 3,000

2,000 - Correct

Question 13
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 bucket field off of Amount. X

B. Create a formula field off of Amount.

C. Create a custom field in Setup.

Create a bucket field off of Amount. – Correct

Question 14

How should a Salesforce associate ensure a dashboard has the most current data?

A. By refreshing the browser

B. By clicking refresh on the dashboard

C. By opening the dashboard

By clicking refresh on the dashboard - Correct

Question 15

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. Notifications

B. Subscriptions X

C. Refresh

Subscriptions - Correct

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