salesforce associate Practice Questions & Answers (Set 5)

#1 Which sharing type shares a single, common infrastructure and code base? Select 1

A. A. Metadata

B. B. Multitenant

C. C. Trust

✅ Answer: Multitenant

Explanation:
None

#2 Get Cloudy Consulting (GCC) provides consulting services to small and medium-sized business in the financial services space. GCC wants a solution for customer service where complaints can be logged through a web from and email. Which Salesforce solution should GCC use? Select 1

A. A. Commerce Cloud

B. B. Experience Cloud

C. C. Service cloud

✅ Answer: Service cloud

Explanation:
None

#3 A salesforce associate is excited to find they can combine the challenge of learning new skills with the chance of winning prizes? Select 1

A. A. Super badges

B. B. Quests

C. C. Ranks

✅ Answer: Ranks

Explanation:
None

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

A. A. Lookup

B. B. Self

C. C. Master-detail

✅ Answer: Lookup

Explanation:
None

#5 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. A. Resources are shared but tenants cannot claim each other's resources.

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

C. C. Resources are limited to each tenant.

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

Explanation:
None

#6 Which Salesforce role should help companies increase campaign effectiveness, reengage inactive customers, and grow their customer base? Select 1

A. A. Consultant

B. B. Marketer

C. C. Designer

✅ Answer: Marketer

Explanation:
None

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

A. A. Contact Record page

B. B. User Record page from Setup

C. C. User profile page

✅ Answer: User Record page from Setup

Explanation:
None

#8 Salesforce is built on objects like Account, Contact, and Opportunity. What is a representation of an object? Select 1

A. A. A spreadsheet where the records are rows and the fields are columns

B. B. Physical visualization of an Account, Contact, or Opportunity

C. C. A set of relationships that link an Account, Contact, or Opportunity

✅ Answer: A spreadsheet where the records are rows and the fields are columns

Explanation:
None

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

A. A. Picklist

B. B. Formula

C. C. Text.Area

✅ Answer: Picklist

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. A. Create an Opportunity Summary report.

B. B. Create an Opportunity List View.

C. C. Create an Opportunities Kanban View.

✅ Answer: Create an Opportunities Kanban View.

Explanation:
None

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

A. A. Updates are automatic; nothing needs to be downloaded or installed.

B. B. Updates require purchasing an updated license.

C. C. Updates need to be downloaded with each release

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

Explanation:
None

#12 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. A. Global Search

B. B. App Launcher

C. C. Object Manager

✅ Answer: Global Search

Explanation:
None

#13 A Salesforce associate at Get Cloudy Consulting needs a list of all active contacts grouped by Account. What is the first step in building this report? Select 1

A. A. Create a new report using the Contacts & Accounts report type.

B. B. Create a Contacts report with a filter on Account.

C. C. Create a joined report with accounts and contacts.

✅ Answer: Create a new report using the Contacts & Accounts report type.

Explanation:
None

#14 Salesforce associate received a promotion and needs Edit access to fields on opportunity records across the organization. Which user setting need updating to allow Edit access? Select 1

A. A. Queue

B. B. Permission Set

C. C. Public Group

✅ Answer: Permission Set

Explanation:
None

#15 Get Cloud Consulting (GCC) currently uses separate platform for marketing sales, commerce, service, and information technology. As GCC continues to grow, it decides to move all departments onto Salesforce. What would provide GCC the most benefit by mobbing to the Salesforce Platform? Select 1

A. A. Salesforce increases security by only requiring employees to remember one password.

B. B. Salesforce saves companies money by eliminating the need to purchase licenses for multiple systems.

C. C. Salesforce provides a complete view of a company's customers on one unified platform.

✅ Answer: Salesforce provides a complete view of a company's customers on one unified platform.

Explanation:
None

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

A. A. Opportunity Team

B. B. Lead Team

✅ Answer:

Explanation:
None

#17 Where can a new user set up an email signature in Salesforce? Select 1

A. Personal Settings

B. User Profile

C. Email Setup

✅ Answer: Personal Settings

Explanation:
None

#18 A manager is creating a dashboard for their team and wants each team member to receive a copy of the dashboard results by email each week. What should the team members do to ensure they receive they weekly results? Select 1

A. Like the dashboard.

B. Subscribe to the dashboard

C. Follow the dashboard

✅ Answer: Subscribe to the dashboard

Explanation:
None

#19 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

#20 A Salesforce associate is working from a custom Contact list view and noticed key information is missing. What should they do to add the missing information? Select 1

A. A. Edit sharing settings

B. B. Select Fields to Display

C. C. Edit list filters

✅ Answer: B. Select Fields to Display

Explanation:

salesforce associate Practice Questions & Answers (Set 5) | CodeWme

#1 Which sharing type shares a single, common infrastructure and code base? Select 1

#2 Get Cloudy Consulting (GCC) provides consulting services to small and medium-sized business in the financial services space. GCC wants a solution for customer service where complaints can be logged through a web from and email. Which Salesforce solution should GCC use? Select 1

#3 A salesforce associate is excited to find they can combine the challenge of learning new skills with the chance of winning prizes? Select 1

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

#5 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

#6 Which Salesforce role should help companies increase campaign effectiveness, reengage inactive customers, and grow their customer base? Select 1

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

#8 Salesforce is built on objects like Account, Contact, and Opportunity. What is a representation of an object? Select 1

#9 Get Cloudy Consulting wants to confirm the data type of the Account Sources field on Account object. Which editing the Account, the Account Sources field has several predefined values that can be selected. Which type of field is Account Source? 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 Which action(s) must be taken for Salesforce updates? Select 1

#12 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

#13 A Salesforce associate at Get Cloudy Consulting needs a list of all active contacts grouped by Account. What is the first step in building this report? Select 1

#14 Salesforce associate received a promotion and needs Edit access to fields on opportunity records across the organization. Which user setting need updating to allow Edit access? Select 1

#15 Get Cloud Consulting (GCC) currently uses separate platform for marketing sales, commerce, service, and information technology. As GCC continues to grow, it decides to move all departments onto Salesforce. What would provide GCC the most benefit by mobbing to the Salesforce Platform? Select 1

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

#17 Where can a new user set up an email signature in Salesforce? Select 1

#18 A manager is creating a dashboard for their team and wants each team member to receive a copy of the dashboard results by email each week. What should the team members do to ensure they receive they weekly results? Select 1

#19 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

#20 A Salesforce associate is working from a custom Contact list view and noticed key information is missing. What should they do to add the missing information? Select 1