salesforce associate Practice Questions & Answers (Set 4)

#1 Two users in the same opportunity record are seeing different fields. What is the reason for this? Select 1

A. A. The missing fields are marked as hidden in Object Manager.

B. B. The users are assigned different profiles and page layouts.

C. C. The users have been configured with different Locales.

✅ Answer: The users are assigned different profiles and page layouts.

Explanation:
None

#2 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. A. Collapse detail sections.

B. B. Remove activities.

C. C. Change page layout assignment.

✅ Answer: Collapse detail sections.

Explanation:
None

#3 A salesforce associate wants to retrieve a record for a business but only remembers a portion of the business name. Using the fewest clicks, how should the associate search the account records for the desired business? Select 1

A. A. The global Search box

B. B. A list view of all accounts

C. C. A report of all accounts

✅ Answer: The global Search box

Explanation:
None

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

A. A. By refreshing the browser

B. B. By clicking refresh

C. C. By opening the dashboard

✅ Answer: By clicking refresh

Explanation:
None

#5 Get Cloudy Consulting trains its new employee in a partial sandbox named New Employee; An employee competes the training in the sandbox and is ready to sign in to the production org. However, an error message pops ip indicating an invalid username or password. The employee is using their sandbox username and password to sign in to production. What is needed to solve this error? Select 1

A. A. Creating a new username for the production org

B. B. Removing. New Employee appendix from the sandbox username

C. C. Creating a different password for the production org

✅ Answer: Removing. New Employee appendix from the sandbox username

Explanation:
None

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

A. A. Business Analyst

B. B. User Experience Designer

C. C. Platform Developer

✅ Answer: Business Analyst

Explanation:
None

#7 A sales manager at Get Cloudy Consulting wants a report that shows their top-selling product families by quantity. Select 1

A. A. Group by opportunity stage> Filter by product family > Sum the total number sold

B. B. Group by product family > Filter to show only Closed Won opportunities >Sum the total number sold

C. C. Croup by active products > Filter to show opportunities this year > Sum the quantity

✅ Answer: Group by product family > Filter to show only Closed Won opportunities >Sum the total number sold

Explanation:
None

#8 A marketing manager wants to make the Reason Lost field required on the opportunity when he stage is changed to Closed Lost. What should the salesforce associate do to enforce this requirement? Select 1

A. A. Make the field required on the page layout.

B. B. Create a validation rule on the Opportunity object.

C. C. Make the field universally required.

✅ Answer: Create a validation rule on the Opportunity object.

Explanation:
None

#9 A college wants to incorporate Salesforce into its admissions program using Program Enrollment and Course Connections. Which Salesforce cloud provides these features as standard offerings? Select 1

A. A. Experience Cloud

B. B. Education Cloud

C. C. Marketing Cloud

✅ Answer: Education Cloud

Explanation:
None

#10 Get Cloudy Consulting (GCC) is experiencing significant performance degradation. What should GCC do to quickly verify if a performance incident has been reported on its instance of Salesforce? Select 1

A. A. Ask a question on the Trailblazer Community.

B. B. Check System Status on the Trust site.

C. C. Open a case with Salesforce Support.

✅ Answer: Check System Status on the Trust site.

Explanation:
None

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

A. A. Projects

B. B. Trail mixes

C. C. Modules

✅ Answer: Trail mixes

Explanation:
None

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

A. A. The Opportunity related list

B. B. A custom report type

C. C. A Roll-Up Summary field

✅ Answer: A Roll-Up Summary field

Explanation:
None

#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 5100,000. * 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. A. Create a bucket field off of Amount,

B. B. Create a custom field in Setup.

C. C. Create a formula field off of Amount.

✅ Answer: Create a bucket field off of Amount,

Explanation:
None

#14 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. A. Go to Settings -> Personal Information -> My Work Information

B. B. Submit a case with Salesforce support

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

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

Explanation:
None

#15 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? Select 1

A. A. Trailblazer Community

B. B. Trailhead Academy

C. C. Salesforce Help

✅ Answer: Trailblazer Community

Explanation:
None

#16 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. A. Experience

B. B. Analytics

C. C. Nonprofit

✅ Answer: Nonprofit

Explanation:
None

#17 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. A. Service Cloud

B. B. Experience Cloud

C. C. Sales Cloud

✅ Answer: Service Cloud

Explanation:
None

#18 Which tool creates a visual representation of objects and their relationships? Select 1

A. A. App Launcher

B. B. Object Manager

C. C. Schema Builder

✅ Answer: Schema Builder

Explanation:
None

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

A. A. Object Manager

B. B. Profiles

C. C. App Builder

✅ Answer: Object Manager

Explanation:
None

#20 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. A. Refresh

B. B. Notifications

C. C. Subscriptions

✅ Answer: Subscriptions

Explanation:
None

salesforce associate Practice Questions & Answers (Set 4) | CodeWme

#1 Two users in the same opportunity record are seeing different fields. What is the reason for this? Select 1

#2 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

#3 A salesforce associate wants to retrieve a record for a business but only remembers a portion of the business name. Using the fewest clicks, how should the associate search the account records for the desired business? Select 1

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

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

#7 A sales manager at Get Cloudy Consulting wants a report that shows their top-selling product families by quantity. Select 1

#8 A marketing manager wants to make the Reason Lost field required on the opportunity when he stage is changed to Closed Lost. What should the salesforce associate do to enforce this requirement? Select 1

#9 A college wants to incorporate Salesforce into its admissions program using Program Enrollment and Course Connections. Which Salesforce cloud provides these features as standard offerings? Select 1

#10 Get Cloudy Consulting (GCC) is experiencing significant performance degradation. What should GCC do to quickly verify if a performance incident has been reported on its instance of Salesforce? Select 1

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

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

#14 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

#16 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

#17 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

#18 Which tool creates a visual representation of objects and their relationships? Select 1

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

#20 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