SALESFORCE-ASSOCIATE Practice Questions
133 real SALESFORCE-ASSOCIATE exam questions with expert-verified answers and explanations. Page 2 of 3.
- Question #51Reports and Dashboards
How can a report of all Accounts with Opportunities be created?
Salesforce ReportsReport TypesAccount ObjectOpportunity Object - Question #52Reports and Dashboards
Get Cloudy Consulting (GCC) will show its data on a dashboard where the data is visualized within a range. Which dashboard component type should GCC use?
Salesforce DashboardsDashboard ComponentsGauge ChartData Visualization - Question #53Reports and Dashboards
A sales rep at Get Cloudy Consulting asks the new Salesforce associate to give them a report showing all the active accounts for the sales rep's territory. Where should the associa...
ReportingSalesforce NavigationReports TabAccount Reporting - Question #54Salesforce Navigation
Where should field dependencies for an object be reviewed?
Field DependenciesObject ManagerSalesforce AdministrationObject Configuration - Question #55Object and Record Management
A Salesforce associate wants to update an opportunity record they just closed. Which relationship is standard as a Lookup field on an opportunity?
Salesforce Standard ObjectsOpportunity ObjectAccount ObjectLookup Relationships - Question #56User Management
A Salesforce user at Get Cloudy Consulting informs the company's Salesforce associate they have moved to another department in the organization and no longer need access to Salesfo...
User ManagementUser DeactivationSalesforce Licenses - Question #57Data Model
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 fo...
Picklist FieldsData QualityData ConsistencyField Customization - Question #58Salesforce Cloud Capabilities
An organization wants to implement Salesforce into its business model. The requirements include: - Operations management - Program management - Grantmaking - Fundraising - Marketin...
Salesforce CloudsNonprofit CloudProduct CapabilitiesUse Cases - Question #59Data Model
Get Cloudy Consulting gets 90% of its leads from trade shows. Sales reps create many lead records during these events, but they often forget to change the Lead Source field to Trad...
Data IntegrityLead ManagementField ConfigurationDefault Field Values - Question #60Data Model
How should an associate display the sum of all closed won Opportunity amounts at the Account level?
Roll-Up Summary FieldsData AggregationDeclarative ConfigurationObject Relationships - Question #61Salesforce Ecosystem
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 pro...
Trailblazer CommunitySalesforce ResourcesSupport & CollaborationCommunity Forums - Question #62Salesforce Clouds and Products
A college wants to incorporate Salesforce into its admissions program using Program Enrollment and Course Connections. Which Salesforce cloud provides these features as standard of...
Salesforce CloudsExperience CloudEducation CloudAdmissions Program - Question #63Salesforce Ecosystem and Key Roles
Which Salesforce role should help companies increase campaign effectiveness, reengage inactive customers, and grow their customer base?
Salesforce rolesMarketing functionsCustomer engagementCampaign management - Question #64Data and Analytics
A VP of sales is requesting an easy-to-understand visual representation of accounts and opportunities that have been worked on by the sales agents in the current quarter in order t...
DashboardsReportsData VisualizationSales Analytics - Question #65Navigation
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 acc...
Global SearchRecord RetrievalNavigationAccounts - Question #66Manage Users
An employee at Get Consulting recently changed their name and received a new username. Where should these changes be updated?
User ManagementSalesforce AdministrationSetup MenuUser Records - Question #67Salesforce Data Model
What type of relationship do Account and Contact objects have?
Salesforce Data ModelObject RelationshipsStandard ObjectsLookup Relationships - Question #68Salesforce Platform Fundamentals
Get Cloudy Consulting (GCC) needs an environment to onboard new hires as well as develop, implement, and test new requirements. Which type of environment should OCC use?
Salesforce EnvironmentsSandboxDevelopmentTesting - Question #69Salesforce Navigation and Resources
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 unde...
Salesforce DocumentationData TypesObject CustomizationSalesforce Help - Question #70Reports & Dashboards
A Salesforce associate is viewing information within a report and needs to export the data. Into which types of files can the report be exported?
Salesforce ReportsData ExportFile FormatsReporting Features - Question #71Salesforce Core Objects and Data Model
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?
Salesforce Standard ObjectsContactsAccountsData Model - Question #72Data Management
Get Cloudy Consulting (GCC) wants to ensure the Annual Revenue field is a positive amount and does not exceed $100. What should GCC use to ensure to opportunities meet these standa...
Validation RulesData QualityField ValidationDeclarative Configuration - Question #73Salesforce Core Product Capabilities
Get Cloudy Consulting (GCC) is currently tracking forecasting and revenue data in a spreadsheet and wants migrate this data to Salesforce. Which solution should GCC consider?
Sales CloudForecastingRevenue TrackingCore Salesforce Products - Question #74Data Model and Object Management
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 val...
Picklist FieldsField TypesSalesforce Data ModelStandard Objects - Question #75Navigation
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?
List ViewsUI CustomizationField Display - Question #76Salesforce Ecosystem
Where can a org's service status and performance degradation information be found?
Service StatusTrust StatusSystem HealthPlatform Monitoring - Question #77Security and Access
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 the their job dutie...
Salesforce SecurityPermission SetsField-Level SecurityAccess Management - Question #78Marketing Cloud Concepts
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...
Marketing AutomationEmail MarketingCustomer EngagementSalesforce Marketing Cloud - Question #79Navigating Salesforce
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?
Global SearchRecord SearchSalesforce NavigationUser Interface - Question #80Data Security and Access
To which Team should a Salesforce associate be added to gain access to an Account and its related opportunities?
Salesforce SharingAccount TeamsRecord AccessData Security - Question #81Salesforce Platform Fundamentals
Which action(s) must be taken for Salesforce updates?
Salesforce UpdatesSaaS ModelCloud PlatformPlatform Fundamentals - Question #82Identify appropriate Salesforce resources for learning and support.
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?
Salesforce ResourcesTrailheadLead ConversionLearning & Development - Question #83Salesforce AI Capabilities and Deployment
Get Cloudy Consulting wants to implement AI Agents to assist with customer service. Where can Agents be deployed?
AI AgentsSlack IntegrationService CloudSalesforce AI - Question #84Reports and Dashboards
What format is available for a Salesforce report export?
Salesforce ReportsReport Export FormatsPDF Export - Question #85Productivity & Collaboration
Get Cloudy Consulting plans to implement Agentforce to enhance their sales team's efficiency. Which activity does Agentforce support?
Salesforce EinsteinLead PrioritizationSales ProductivitySales Cloud - Question #86Understand Salesforce AI capabilities and key features
Get Cloudy Consulting wants to implement an AI Agent with Agentforce. What is a feature of Agents?
AI AgentsAgentforceHallucination PreventionSalesforce AI - Question #87Data Model
Get Cloudy Consulting wants to group its contacts by Region for reporting. What data type should the Salesforce associate recommend for this new Region field?
Data TypesPicklist FieldsField CreationReporting Best Practices - Question #88Navigation and User Interface
Where can a Salesforce associate find information that provides a view of interactions with a contact?
Salesforce UIActivity ManagementContact ManagementNavigation - Question #89Salesforce Fundamentals
Get Cloudy Consulting wants to implement Salesforce within its sales and service divisions, and automate several processes that involve both. Which approach should they explore fir...
Salesforce AutomationDeclarative ConfigurationBest PracticesImplementation Strategy - Question #90Salesforce Navigation and User Interface
A Salesforce associate is preparing for a sales call and needs to review a specific report. What is the most efficient way to navigate there?
Salesforce NavigationGlobal SearchReportsUser Interface Efficiency - Question #91Salesforce Platform Fundamentals
What is one aspect of multi-tenant architecture?
Multi-tenant architectureSalesforce PlatformCloud architectureShared resources - Question #92Data Model
A Salesforce user met with the new Director of IT for their customer, Northern Trail Outfitters (NTO). Where should the user add the new Director's information into Salesforce?
Salesforce Standard ObjectsContactsAccountsLeads - Question #93Navigation
A Salesforce associate is asked to review all the objects within their company's instance. They also need to identify which are custom objects. Where should the associate go to see...
App LauncherCustom ObjectsSalesforce UINavigation - Question #94Salesforce Platform Basics
Get Cloudy Consulting (GCC) needs an environment to onboard new hires as well as develop, implement, and test new requirements. Which type of environment should OCC use?
Salesforce EnvironmentsSandboxDevelopment LifecycleTesting Environments - Question #95Process Automation and Workflow
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 befor...
Approval ProcessRecord LockingBusiness Process AutomationSales Operations - Question #96Reports & Dashboards
What action do you take on a dashboard to set up automated emails?
DashboardsSubscriptionsEmail NotificationsReporting - Question #97Declarative Process Automation
A certain field should only be required when a lead is in a particular stage. How should this be implemented?
Validation RulesData QualityDeclarative AutomationConditional Logic - Question #98Object Customization
Your Salesforce has multiple types of Cases that require different fields. How should your company support this business need?
Record TypesPage LayoutsObject CustomizationData Model - Question #99Security and Access
Two users in the same opportunity record are seeing different fields. What is the reason for this?
ProfilesPage LayoutsField VisibilityUser Interface - Question #100Salesforce Data Management
A Salesforce associate deletes an Account of a company that recently went out of business. Which other related records are automatically deleted?
Account ManagementRecord DeletionObject RelationshipsSalesforce Data Model