SALESFORCE-ASSOCIATE Practice Questions

How can a user see only contacts from a specific city on the 'New This Week" list view without changing what other users see?

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

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

An organization wants to implement Salesforce into its business model. The requirements include: - Operations management - Program management - Grantmaking - Fundraising - Marketin...

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

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...

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 wo...

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-te...

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

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...

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...

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?

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

A Salesforce associate tries to create a new user in a sandbox using Astroゞetdoudy.org as the username and it fails. What is the problem with creating the Astro3getcloudy.org' user...

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

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?

Get Cloudy Consulting'^'s dashboard shows all of the company's key performance indicators (KPls) in one view. The company's Salesforce associate is asked to add functionality that...

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

Get Cloudy Consulting (GCC) wants to customize its Sales application's Home tab with additional components. Outside of the org, where should GCC' Salesforce associate go to collabo...

A Salesforce associate wants to quickly create an org where they can learn, practice, and develop Salesforce skills. Which type of org should they create from within Trailhead?

A Salesforce associate wants to filter a Lead report by a secondary industry field. Who would the associate typically work with to get a new field added in their Salesforce org?

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 complai...

Get Cloudy Consulting (GCC) wants to integrate its financial system with its Salesforce environment. After searching the AppExchange and reviewing documentation for its financial s...

What is the maximum number of rows will display?

Get Cloudy Consulting (GCC) wants to build one dashboard for Leads and Opportunities. GCC want the data to be displayed based on the logged-in user's security setting. Which type o...

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

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...

A Salesforce associate is creating a report that needs to show changes uin a value over a series of point in time. Which type of chart should the associate add to this report to he...

A Salesforce associate is asked to share records about a carpool program with users. Which type of group should the associate create?

Get Cloudy Consulting encourages end users to update their own settings. How can an end-user access their personal settings?

A deleted record needs to be recovered from the Recycle Bin. Where can the user find the Recycle Bin?

Refer to the screenshot that shows the top portion of the Salesforce Service app with areas labeled A, B, and C. Get Cloudy Consulting (GCC) offers sales and services consoles to m...

Sales reps at Get Cloudy Consulting want to see a visual representation of their emails and phone calls with a contact. Which contact record component must be present so users can...

A Salesforce associate wants to learn more about an app to see if it would be a good fir for a business need, but they are not a system administrator. Where can they learn more abo...

A Salesforce associate at Get Cloudy Consulting is given a list of opportunities to work through. The associate asks for an easier way to change the opportunity stage. What should...

Refer to the image below: A Salesforce associate reviews a report that shows more information than they need. The associated see individual records but only wants to see the Record...

A Salesforce Associate is asked to review multiple reports from the current month's folder and bring insight into a meeting. How should the associate locate all the reports in a si...

An employee at Get Cloudy Consulting recently changed their name. They received a new email address Where should these changes be updated?

Where can a new user set up an email signature in Salesforce?

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?

Cloud Kicks (CK) became a North American subsidiary of Get Cloudy Consulting (GCC). What should the Salesforce associate do to show that GCC is part of the CK portfolio when creati...

Get Cloudy Consulting is rolling out Salesforce to its organization. New users may have different access requirements base on department. What should be recommended to allow new us...

A salesforce associate at Get cloudy Consulting is configuring object access. The requirements are: Sales Manager must have the same access to Opportunities. Marketing managers mus...

What should be considered before changing the field type of a custom field?

Get Cloudy Consulting (GCC) has a Contact that works at two different Accounts. How should GCC related this Contact to two Accounts?

Which relationship type exists between Accounts and Contacts?

A salesforce associate at get Cloudy Consulting has been asked to analyze Service Cloud data to determine how many individuals have called in to the support center. Which relations...

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?

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...

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 cu...