SALESFORCE-ASSOCIATE Online Practice Questions and Answers

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 meet the various needs of its end users?

Where should GCC' end users go to change to the Sales Console.

A. App Launcher icon (Label A)

B. Search bar (Label b)

C. A dropdown in the navigation bar (Label C)

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

A. Setup

B. App Launcher

C. Global Search

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?

A. validation rule

B. Approval process

C. Page layout

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 should the user do to simplify the page to see only what they want?

A. Collapse detail sections.

B. Remove activities.

C. Change page layout assignment.

Get Cloudy Consulting (GCC) wants to simplify its sales teams Account Record page with the following recommendations:

Adding tabs Hiding components Making fields conditionally visible

Where should GCC's Salesforce associate go to draft these changes for review?

A. Lightning App Builder

B. Record Types

C. Page Layouts

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

A. End User

B. Developer

C. Builder

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 creating the CK Account record?

A. View account hierarchy and select Add Child Account.

B. Select New on the child accounts related list.

C. Add Get Cloudy Consulting to the Parent Account field

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?

A. Word (,doc or .docx) or comma-separated values(.csv)

B. Excel (,xlsx or ,xls) file or comma- separated values (,csv)

C. PDF (,pdf) or Excel (,xlsx or ,xls)

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 record'

A. List view for each object

B. Object Manager

C. Wildcards and operators

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?

A. Salesforce Lightning Page

B. Salesforce Lightning Console

C. Salesforce Dashboard

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

A. The Opportunity related list

B. A custom report type

C. A Roll-Up Summary field

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?

A. Refresh

B. Notifications

C. Subscriptions

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 standards?

A. Validation Rules

B. Assignment Rules

C. Default Values

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?

A. Salesforce Developer

B. Salesforce Administrator

C. Salesforce Technical Architect

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?

A. Experience Cloud

B. CRM Analytics

C. Health Cloud