Associate Exam Quiz

1. 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?

2. Get Cloudy Consulting requires a value in the Status field every time a record is created or edited.
What should they do to enforce this ?

3. Get Cloudy Consulting (GCC) plans to migrate from a legacy CRM system to Salesforce. GCC currently uses a dedicated single-tenant, on-premise sysfem and wants to utilize a multi-tenant architecture like Salesforce uses.

What is one feature of multi-tenant architecture?

4. 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?

5. 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?

6. A Salesforce associate is creating new user accounts for a new project management team.
What will be the role of each new team member?

7. Which sharing type shares a single, common infrastructure and code base?

8. In a list view of leads, what can a user do to update the stage of leads easily?

9. A Salesforce associate wants to add a new related list of cases to Account.
Where should the associate go to odd the related list to Account?

10. Salesforce is built on objects like Account, Contact, and Opportunity.
What is a representation of an object?

11. Which Salesforce role provides data-driven solutions by eliciting, documenting, and examining requirements around organizational challenges?

12. A Salesforce associate at Get Cloudy Consulting is working with a user to view multiple records and their related records on the same screen. Currently, the user uses multiple browser tabs.
Which app should the associate recommend for the user to view multiple records and their related records on one screen?

13. Which tool creates a visual representation of objects and their relationships?

14. Get Cloudy Consulting (GCC) has recently been on-boarded 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?

15. What is a Trailhead Quest?

16. 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 used search for the record?

17. 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?

18. 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?

19. A sales manager requests a report that shows the opportunity amounts grouped by:

• Small opportunities – Amount is less $50,000.
• Medium opportunities – Amount is between $50,000 and $100,000.
• Large opportunities – Amount is than $100,000.

How should the Salesforce associate create field to show the amount as described above?

20. Get Cloudy Consulting wants to evaluate a new feature that requires a specific license before purchasing.
Which environment should be used

21. A Salesforce associate deletes an Account of a company that recently went out of business.
Which other related resources are automatically deleted?

22. A Salesforce associate at Get Cloudy Consulting is working with a user to view multiple records and their related records on the same screen. Currently, the user uses multiple browser tabs.

Which app should the associate recommend for the user to view multiple records and their related records on one screen?

23. What action do you take on a dashboard to set up automated emails?

24. A Salesforce associate at Get Sloudy Consulting needs a list of all active contacts grouped by Account.
What is the first step in building his report?

25. Get Cloudy Consulting currently stores information about is customers and partners in the Account object. There are a few details specific to partners that are not applicable to customers.

What is the recommended way to display only the information application to each group?

26. 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?

27. 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?

28. Get Cloudy Consulting currently stores information about its customers and partners in the Account object. There are a few details specific to partners that are not applicable to customers.

What is the recommended way to display only the information applicable to each group?

29. Which Trailhead feature should Get Cloudy Consulting use to create a custom learning path for its employees?

30. How should A Salesforce associate ensure a dashboard has the most current data?

31. Get Cloudy Consulting (GCC) has redently 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?

32. Which action(s) must be taken for Salesforce updates?

33. The Health Department wants to gain more insight into its patient data than what Salesforce Dashboards can provide.
Which Salesforce product should the department use?

34. 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?

35. Get Cloudy Consulting’s growing marketing team is on a custom profile named “Marketing Team.’ The team currently has Read access to leads an
Opportunities. Two marketing managers need Edit access on leads.
What should the Salesforce associate do to grant them the access they need?

36. What is the maximum number of rows a report will display?

37. A specific field should only be required when a lead is in a particular stage. How should this be implemented?

38. 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?

39. Get Cloudy Consulting’s dashboard shows all of the company’s key performance indicators (KPIs) in one view. The company’s Salesforce associate is asked to add functionality that allows the dashboard to show all the same KPIs for each of the regions.
How should the associate add this functionality?

40. Get Cloudy Consulting (GCC) wants to simplify its sales team’s Account Record page with the following recommendations:

•Adding tabs
•Hiding components
•Making fields conditionally visible
Where should GCC’s Salesforce associate get to draft these changes for review?

41. What should the account owner at Get Cloudy Consulting use to learn the sum of the amount for each opportunity?

42. A nonprofit organization wants to help ensure residents in their area receive health checkups. The nonprofit also wants to ensure resident tra king history and all data are stored in a way that complies with local privacy laws.
Which Salesforce cloud solution should help meet these needs?

43. 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?

44. A company wants to spread awareness about its products, have an online customer portal, and support customers with the issues they bring up. What Salesforce Clouds should they use?

45. What Salesforce Product would best reduce the workload of Customer Support reps?

46. What is true when creating a user in Salesforce?

47. 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?

48. 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?

49. A Salesforce associate at Get Cloudy Consulting is working with a user to view multiple records and their related records on the same screen. Currently, the user uses multiple browser tabs.

Which app should the associate recommend for the user to view multiple records and their related records on one screen?

50. What should the account owner at Get Cloudy Consulting use to learn the sum of the amount for each opportunity?

51. 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?

52. Two users in the same opportunity record are seeing different fields.

What is the reason for this?

53. A Salesforce associate has been tasked with creating new fields on the Contact object and determining what type of field be used for each one.

Where should the associate go to understand the differences between the data types?

54. Which Salesforce role produces data-driven solutions by eliciting, documenting, and examining requirements around organizational challenges?

55. A user has a requirement to gain additional access to edit opportunities and is currently not able. How should this access be assigned?

56. How can a user see only contacts from a specific city on the ‘New This Week’ list view without changing other users see?

57. Different departments need to make sure their users have the same base access for their respective departments. How should this be implemented?

58. 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?

59. 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?

60. 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?