salesforce associate Practice Questions & Answers (Set 3)

#1 Get Cloudy Consulting (GCC) wants to set up an environment to onboard new hires as well as develop, implement, and test new requirements. Which type of environment should GCC use? Select 1

A. Sandbox

B. Production

C. Trailhead Playground

✅ Answer: Sandbox

Explanation:
None

#2 A Salesforce associate has been tasked with creating new fields on the Contact object and determining what type of field should be used for each one. Where should the associate go to understand the differences between the data types? Select 1

A. Salesforce Help

B. Customer Support

C. App Launcher

✅ Answer: Salesforce Help

Explanation:
None

#3 A Salesforce associate is viewing information within a report and needs to export the data. Into which types of files can a report be exported? Select 1

A. Word (.doc or .docx) or comma-separated values (.csv)

B. Excel (.xlsx or .xls) or comma-separated values (.csv)

C. PDF (.pdf) or Excel (.xlsx or .xls)

✅ Answer: Excel (.xlsx or .xls) or comma-separated values (.csv)

Explanation:
None

#4 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? Select 1

A. Account

B. Opportunities

C. Contacts

✅ Answer: Contacts

Explanation:
None

#5 Get Cloudy Consulting (GCC) wants to ensure the Annual Revenue field is a positive amount and does not exceed $100 million. What should GCC ensure the opportunities meet these standards? Select 1

A. Validation Rules

B. Assignment Rules

C. Default Values

✅ Answer: Validation Rules

Explanation:
None

#6 Get Cloudy Consulting (GCC) is currently tracking forecasting and revenue data in a spreadsheet and wants to migrate this data to Salesforce. Which solution should GCC consider? Select 1

A. Marketing Cloud

B. CRM Analytics

C. Sales Cloud

✅ Answer: Sales Cloud

Explanation:
None

#7 Get Cloudy Consulting wants to confirm the data type of the Account Source field on Account object. When editing the Account, the Account Source field has several predefined values that can be selected. Which type of field is Account Source? Select 1

A. Picklist

B. Formula

C. Text Area

✅ Answer: Picklist

Explanation:
None

#8 A Salesforce associate is looking at a custom Contact list view and wants to show more information from the record. What should they do to add the missing key columns? Select 1

A. Edit list filters

B. Select Fields to Display

C. Edit sharing

✅ Answer: Select Fields to Display

Explanation:
None

#9 Where can an org's service status and performance degradation information be found? Select 1

A. AppExchange portal

B. Salesforce Help

C. Salesforce Trust

✅ Answer: Salesforce Trust

Explanation:
None

#10 Get Cloudy Consulting is rolling out Salesforce to its organization. What should be used to allow additional field-level access to individual employees based on their job duties? Select 1

A. Individual profile

B. Permission sets

C. Role Hierarchy

✅ Answer: Permission sets

Explanation:
None

#11 Get Cloudy Consulting (GCC) wants the ability to: * Send a predefined sequence of scheduled messages to prospective customers. * Track messages that get the best open and response rates. * Send customized messages to existing customers informing them of new products and discounts. Which Salesforce cloud solution allows GCC to meet these requirements? Select 1

A. Sales Cloud

B. Marketing Cloud

C. Service Cloud

✅ Answer: Marketing Cloud

Explanation:
None

#12 To which Team should a Salesforce associate be added to gain access to an Account and its related opportunities? Select 1

A. Opportunity Team

B. Lead Team

C. Account Team

✅ Answer: Account Team

Explanation:
None

#13 Which action(s) must be taken for Salesforce updates? Select 1

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.

✅ Answer: Updates are automatic; nothing needs to be downloaded or installed.

Explanation:
None

#14 A Salesforce associate wants to learn more about converting Leads to Contacts. They enjoy learning in an asynchronous, gamified way. Which resource should they use? Select 1

A. Salesforce Help

B. Trailblazer Community

C. Trailhead

✅ Answer: Trailhead

Explanation:
None

#15 A Salesforce associate wants to locate a record within the custom object called 'Shipment'. What is the most efficient way to find a record within this object? Select 1

A. Global Search

B. App Launcher

C. Object Manager

✅ Answer: Global Search

Explanation:

salesforce associate Practice Questions & Answers (Set 3) | CodeWme

#1 Get Cloudy Consulting (GCC) wants to set up an environment to onboard new hires as well as develop, implement, and test new requirements. Which type of environment should GCC use? Select 1

#2 A Salesforce associate has been tasked with creating new fields on the Contact object and determining what type of field should be used for each one. Where should the associate go to understand the differences between the data types? Select 1

#3 A Salesforce associate is viewing information within a report and needs to export the data. Into which types of files can a report be exported? Select 1

#4 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? Select 1

#5 Get Cloudy Consulting (GCC) wants to ensure the Annual Revenue field is a positive amount and does not exceed $100 million. What should GCC ensure the opportunities meet these standards? Select 1

#6 Get Cloudy Consulting (GCC) is currently tracking forecasting and revenue data in a spreadsheet and wants to migrate this data to Salesforce. Which solution should GCC consider? Select 1

#7 Get Cloudy Consulting wants to confirm the data type of the Account Source field on Account object. When editing the Account, the Account Source field has several predefined values that can be selected. Which type of field is Account Source? Select 1

#8 A Salesforce associate is looking at a custom Contact list view and wants to show more information from the record. What should they do to add the missing key columns? Select 1

#9 Where can an org's service status and performance degradation information be found? Select 1

#10 Get Cloudy Consulting is rolling out Salesforce to its organization. What should be used to allow additional field-level access to individual employees based on their job duties? Select 1

#12 To which Team should a Salesforce associate be added to gain access to an Account and its related opportunities? Select 1

#13 Which action(s) must be taken for Salesforce updates? Select 1

#14 A Salesforce associate wants to learn more about converting Leads to Contacts. They enjoy learning in an asynchronous, gamified way. Which resource should they use? Select 1

#15 A Salesforce associate wants to locate a record within the custom object called 'Shipment'. What is the most efficient way to find a record within this object? Select 1