salesforce associate Practice Questions & Answers (Set 2)

#1 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? Select 1

A. Approval process

B. Validation rule

C. Page layout

✅ Answer: Approval process

Explanation:
None

#2 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? Select 1

A. Permission Sets

B. Profiles

C. Role Hierarchy

✅ Answer: Role Hierarchy

Explanation:
None

#3 Get Cloudy Consulting gets 90% 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 to 'Trade Show'. What should help the sales reps when they create these lead records? Select 1

A. Format 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. Change the default value of the Lead Source field from 'Web' to 'Trade Show'.

✅ Answer: Change the default value of the Lead Source field from 'Web' to 'Trade Show'.

Explanation:
None

#4 What should the account owner at Get Cloudy Consulting use to learn the sum of the amount for each opportunity? Select 1

A. A custom report type

B. The Opportunity related list

C. A Roll-Up Summary field

✅ Answer: A Roll-Up Summary field

Explanation:
None

#5 A Salesforce associate wants to update an opportunity record they just closed. Which relationship is standard as a Lookup field on an opportunity? Select 1

A. Stage

B. Account

C. Quote

✅ Answer: Account

Explanation:
None

#6 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? Select 1

A. Delete the user to free up the Salesforce license.

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

C. Deactivate the user to free up the Salesforce license.

✅ Answer: Deactivate the user to free up the Salesforce license.

Explanation:
None

#7 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? Select 1

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.

✅ Answer: Convert the Region field to a picklist field.

Explanation:
None

#8 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? Select 1

A. Analytics

B. Experience

C. Nonprofit

✅ Answer: Nonprofit

Explanation:
None

#9 Which Salesforce role produces data-driven solutions by eliciting, documenting, and examining requirements around organizational challenges? Select 1

A. Platform Developer

B. Business Analyst

C. User Experience Designer

✅ Answer: Business Analyst

Explanation:
None

#10 A nonprofit 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? Select 1

A. Nonprofit Cloud

B. Service Cloud

C. Health Cloud

✅ Answer: Health Cloud

Explanation:
None

#11 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 learning that should help the team accelerate their Salesforce knowledge? Select 1

A. Salesforce Help

B. Trailhead Community

C. Trailhead Academy

✅ Answer: Trailhead Academy

Explanation:
None

#12 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 a multi-tenant architecture like Salesforce uses. What is one feature of multi-tenant architecture? Select 1

A. Resources are shared and tenants can claim each other's resources.

B. Resources are shared but tenants cannot claim each other's resources.

C. Resources are limited to each tenant.

✅ Answer: Resources are shared but tenants cannot claim each other's resources.

Explanation:
None

#13 A Salesforce associate wants to connect with other Salesforce associates in their local area. Which Salesforce resource allows them to network and collaborate with others based on role and location? Select 1

A. Salesforce Interest Groups

B. Trailblazer Community Groups

C. Trailblazer Connect

✅ Answer: Trailblazer Community Groups

Explanation:
None

#14 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 meet this need? Select 1

A. Experience Cloud

B. Service Cloud

C. Sales Cloud

✅ Answer: Service Cloud

Explanation:
None

#15 Which Trailhead feature should Get Cloudy Consulting use to create a custom learning path for its employees? Select 1

A. Projects

B. Modules

C. Trailmixes

✅ Answer: Trailmixes

Explanation:
None

#16 A Salesforce associate tries to create a new user in a sandbox using 'Astro@getcloudy.org' as the username and it fails. What is the problem with creating the 'Astro@getcloudy.org' username? Select 1

A. Salesforce usernames must include the user's full name and be formatted like an email address.

B. Salesforce usernames must be formatted like an email address with .com at the end.

C. Salesforce usernames must be unique across all Salesforce orgs and that one is already in use.

✅ Answer: Salesforce usernames must be unique across all Salesforce orgs and that one is already in use.

Explanation:
None

#17 A VP of sales is requesting an easy to understand visual representation of accounts and opportunities that have been worked on by the sales agent 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? Select 1

A. Create a list view.

B. Create a dashboard.

C. Create a custom tab.

✅ Answer: Create a dashboard.

Explanation:
None

#18 An employee at Get Cloudy Consulting recently changed their name and received a new username. Where should these changes be updated? Select 1

A. Contact Record

B. User Record from Setup

C. User Profile page

✅ Answer: User Record from Setup

Explanation:
None

#19 Where can a Salesforce associate find information that provides a summary of interactions with a contact? Select 1

A. Details Tab

B. Contact History

C. Activity Timeline

✅ Answer: Activity Timeline

Explanation:
None

#20 What type of relationship do Account and Contact objects have? Select 1

A. Lookup

B. Self

C. Master-Detail

✅ Answer: Lookup

Explanation:
None

salesforce associate Practice Questions & Answers (Set 2) | CodeWme

#1 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? Select 1

#2 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? Select 1

#3 Get Cloudy Consulting gets 90% 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 to 'Trade Show'. What should help the sales reps when they create these lead records? Select 1

#4 What should the account owner at Get Cloudy Consulting use to learn the sum of the amount for each opportunity? Select 1

#5 A Salesforce associate wants to update an opportunity record they just closed. Which relationship is standard as a Lookup field on an opportunity? Select 1

#6 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? Select 1

#7 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? Select 1

#8 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? Select 1

#9 Which Salesforce role produces data-driven solutions by eliciting, documenting, and examining requirements around organizational challenges? Select 1

#12 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 a multi-tenant architecture like Salesforce uses. What is one feature of multi-tenant architecture? Select 1

#13 A Salesforce associate wants to connect with other Salesforce associates in their local area. Which Salesforce resource allows them to network and collaborate with others based on role and location? Select 1

#14 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 meet this need? Select 1

#15 Which Trailhead feature should Get Cloudy Consulting use to create a custom learning path for its employees? Select 1

#16 A Salesforce associate tries to create a new user in a sandbox using 'Astro@getcloudy.org' as the username and it fails. What is the problem with creating the 'Astro@getcloudy.org' username? Select 1

#18 An employee at Get Cloudy Consulting recently changed their name and received a new username. Where should these changes be updated? Select 1

#19 Where can a Salesforce associate find information that provides a summary of interactions with a contact? Select 1

#20 What type of relationship do Account and Contact objects have? Select 1