salesforce associate Practice Questions & Answers (Set 1)

#1 What is the maximum number of rows a report will display? Select 1

A. 2,000

B. 3,000

C. 5,000

✅ Answer: 2,000

Explanation:
None

#2 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 create a field to show the amount as described above? Select 1

A. Create a formula field off of Amount.

B. Create a bucket field off of Amount.

C. Create a custom field in Setup.

✅ Answer: Create a bucket field off of Amount.

Explanation:
None

#3 How should a Salesforce associate ensure a dashboard has the most current data? Select 1

A. By clicking refresh

B. By opening the dashboard

C. By refreshing the browser

✅ Answer: By clicking refresh

Explanation:
None

#4 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? Select 1

A. Subscriptions

B. Refresh

C. Notifications

✅ Answer: Subscriptions

Explanation:
None

#5 How can a report of all Accounts with Opportunities be created? Select 1

A. Use the Accounts report type.

B. Use the Accounts with Opportunities report type.

C. Use the Opportunities report type.

✅ Answer: Use the Accounts with Opportunities report type.

Explanation:
None

#6 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? Select 1

A. Gauge

B. Metric

C. Chart

✅ Answer: Gauge

Explanation:
None

#7 A Salesforce standard profile end user is looking for specific information on an Opportunity record page. They are overwhelmed by the required scrolling to see the page. What should the user do to simplify the page to see only what they want? Select 1

A. Collapse detail sections.

B. Change page layout assignment.

C. Remove activities.

✅ Answer: Collapse detail sections.

Explanation:
None

#8 Refer to the screenshot that shows the Home page. A Salesforce associate wants to reorder items in their instance so the Reports tab appears immediately after Home. What should the associate do to customize the items on the navigation bar? Select 1

A. Use the downward arrow next to each item name, then select Move to move the item left or right.

B. Click the Setup gear icon at the top right of the page, then select User Interface and then Tabs.

C. Select the personalization button (pencil icon), then click and drag the item name up or down to adjust its location.

✅ Answer: Select the personalization button (pencil icon), then click and drag the item name up or down to adjust its location.

Explanation:
None

#9 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? Select 1

A. User Management Settings

B. Company Information

C. Salesforce Help

✅ Answer: Company Information

Explanation:
None

#10 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? Select 1

A. Create an Opportunity Summary report

B. Create an Opportunities Kanban View.

C. Create an Opportunity List View.

✅ Answer: Create an Opportunities Kanban View.

Explanation:
None

#11 A Salesforce associate is using Global Search to find a record but does not remember the name of the record they want to find. What should the associate use to search for the record? Select 1

A. List View for each object

B. Object Manager

C. Wildcards and operators

✅ Answer: Wildcards and operators

Explanation:
None

#12 A Salesforce associate recently relocated from Get Cloudy Consulting's San Francisco office to its new London office. The associate wants to change their work hours information in the Salesforce org to reflect their new time zone. Which method is easiest to change these settings? Select 1

A. Submit a case with Salesforce support

B. Go to Setup -> Company Information -> Default Time Zone

C. Go to Settings -> Personal Information -> My Work Information

✅ Answer: Go to Settings -> Personal Information -> My Work Information

Explanation:
None

#13 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? Select 1

A. Account Record page

B. Page Layout

C. Case Record page

✅ Answer: Page Layout

Explanation:
None

#14 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? Select 1

A. Setup

B. Accounts tab

C. Reports tab

✅ Answer: Reports tab

Explanation:
None

#15 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? Select 1

A. Global Search

B. App Launcher

C. Object Manager

✅ Answer: Object Manager

Explanation:
None

#16 Where should field dependencies for an object be reviewed? Select 1

A. Object Manager

B. Profiles

C. App Builder

✅ Answer: Object Manager

Explanation:
None

#17 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? Select 1

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: Click on All Reports and use the search bar

Explanation:
None

#18 A Salesforce associate deletes an Account of a company that recently went out of business. Which other related records are automatically deleted? Select 1

A. Any related cases

B. Any related opportunities

C. Any related leads

✅ Answer: Any related cases

Explanation:
None

#19 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? Select 1

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.

✅ Answer: Create a permission set that grants Edit access to leads and assign it to the marketing managers.

Explanation:
None

#20 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 do to identify these contacts? Select 1

A. Look at the last related activity date.

B. Look at the contact's Last Modified Date.

C. Look at the Active field.

✅ Answer: Look at the last related activity date.

Explanation:
None

salesforce associate Practice Questions & Answers (Set 1) | CodeWme

#1 What is the maximum number of rows a report will display? Select 1

#3 How should a Salesforce associate ensure a dashboard has the most current data? Select 1

#4 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? Select 1

#5 How can a report of all Accounts with Opportunities be created? Select 1

#6 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? Select 1

#7 A Salesforce standard profile end user is looking for specific information on an Opportunity record page. They are overwhelmed by the required scrolling to see the page. What should the user do to simplify the page to see only what they want? Select 1

#8 Refer to the screenshot that shows the Home page. A Salesforce associate wants to reorder items in their instance so the Reports tab appears immediately after Home. What should the associate do to customize the items on the navigation bar? Select 1

#9 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? Select 1

#10 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? Select 1

#11 A Salesforce associate is using Global Search to find a record but does not remember the name of the record they want to find. What should the associate use to search for the record? Select 1

#12 A Salesforce associate recently relocated from Get Cloudy Consulting's San Francisco office to its new London office. The associate wants to change their work hours information in the Salesforce org to reflect their new time zone. Which method is easiest to change these settings? Select 1

#13 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? Select 1

#14 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? Select 1

#15 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? Select 1

#16 Where should field dependencies for an object be reviewed? Select 1

#17 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? Select 1

#18 A Salesforce associate deletes an Account of a company that recently went out of business. Which other related records are automatically deleted? Select 1

#19 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? Select 1

#20 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 do to identify these contacts? Select 1