SALESFORCE-ASSOCIATE Practice Questions

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

Get Cloudy Consulting's growing marketing team is on a custom profile named Marketing Team.' The team currently has Read access to leads and opportunities- Two marketing managers n...

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?

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 contac...

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...

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?

Get Cloudy Consulting gets 90癪b 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 toT...

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

Where can a org's service status and performance degradation information be found?

How can you show on specific data for Dashboards given certain criteria?

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

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

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...

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

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?

Get Cloudy Consulting (GCC) wants to migrate to Salesforce as its business continues to grow. GCC's needs include: Communicating available products and services to its prospective...

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 or...

The salesforce account executive for Get Cloudy Consulting (GCC) advises the company to use United Clouds to assist with its transition to using Salesforce as its CRM. GCC also pla...

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 dep...

Get Cloud Consulting (GCC) has started to use Salesforce for its sales and service divisions. GCC would like to automate a process and understands this can be done through declarat...

An insurance call center is experiencing increased policy support calls which has led to long wait times and disappointed customers. Which cloud will decrease the number of incomin...

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...

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

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

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 shoul...

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...

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...

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...

Get Cloudy Consulting (GCC) wants to simplify its sales teams Account Record page with the following recommendations: - Adding tabs - Hiding components - Making fields conditionall...

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 use to search for the recor...

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...

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 brow...

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