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Salesforce Certified Associate Exam (WI24)

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Total Questions : 112

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Question # 1

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 allows the dashboard to show all the same KPls for each of the regions.

How should the associate add this functionality?

Options:

A.  

Create new dashboards for each region.

B.  

Add a Region filter to the dashboard.

C.  

Use an analytics package from the AppExchange.

Discussion 0
Question # 2

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 account records for the desired business?

Options:

A.  

The global Search box

B.  

A list view of all accounts

C.  

A report of all accounts

Discussion 0
Question # 3

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?

Options:

A.  

Refresh

B.  

Notifications

C.  

Subscriptions

Discussion 0
Question # 4

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 single location from the Report object?

Options:

A.  

Use the Global search bar

B.  

Click on All Reports and use the search bar

C.  

Click on All Folders and use the search bar

Discussion 0
Question # 5

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?

Options:

A.  

Edit sharing settings

B.  

Select Fields to Display

C.  

Edit list filters

Discussion 0
Question # 6

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 requirements7

Options:

A.  

Analytics

B.  

Experience

C.  

Nonprofit

Discussion 0
Question # 7

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?

Options:

A.  

Collapse detail sections.

B.  

Remove activities.

C.  

Change page layout assignment.

Discussion 0
Question # 8

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?

Options:

A.  

Make the field required in Object Manager.

B.  

Make the field required with a validation rule.

C.  

Make the field required in organization-wide defaults.

Discussion 0
Question # 9

What type of relationship do Account and Contact objects have?

Options:

A.  

Lookup

B.  

Self

C.  

Master-detail

Discussion 0
Question # 10

Which Salesforce role should help companies increase campaign effectiveness, reengage inactive customers, and grow their customer base?

Options:

A.  

Consultant

B.  

Marketer

C.  

Designer

Discussion 0
Question # 11

A Salesforce associate is asked to share records about a carpool program with users.

Which type of group should the associate create?

Options:

A.  

Private Group(s)

B.  

Public Group(s)

C.  

A Queue

Discussion 0
Question # 12

Refer to the image below:

Question # 12

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 Count.

Which switches should the associated toggle to only show the Record Count?

Options:

A.  

Row Counts and Grand Total

B.  

Subtotals and Detail Rows

C.  

Grand Total and Subtotals

Discussion 0
Question # 13

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 about the app?

Options:

A.  

AppExchange

B.  

Trailhead

C.  

Global Search

Discussion 0
Question # 14

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'

Options:

A.  

List view for each object

B.  

Object Manager

C.  

Wildcards and operators

Discussion 0
Question # 15

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 Salesforce.

How should the associate change the user's access?

Options:

A.  

Delete the user to free up the Salesforce license.

B.  

Do nothing; the user may need to access Salesforce in the future.

C.  

Deactivate the user to free up the Salesforce license.

Discussion 0
Question # 16

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?

Options:

A.  

Experience

B.  

Analytics

C.  

Nonprofit

Discussion 0
Question # 17

A Salesforce associate wants to update an opportunity record they just closed. Which relationship is standard as a Lookup field on an opportunity?

Options:

A.  

Stage

B.  

Account

C.  

Quote

Discussion 0
Question # 18

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

Options:

A.  

App Launcher

B.  

Object Manager

C.  

Schema Builder

Discussion 0
Question # 19

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 customers

Improving its sales pipeline forecast and management quarterly revenue goals

Offering support to customers through its website, consider for implementation?

Options:

A.  

Service, Experience, and Marketing

B.  

Commerce, Service, and Marketing

C.  

Sales, Service, and Marketing

Discussion 0
Question # 20

Get Cloudy Consulting encourages end users to update their own settings.

How can an end-user access their personal settings?

Options:

A.  

Click the gear, con in the header, then click Setup.

B.  

Click the profile icon in the header, then dick Settings.

C.  

Click the question mark icon in the header, then create a Case.

Discussion 0
Question # 21

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 requirement?

Options:

A.  

Make the field required on the page layout.

B.  

Create a validation rule on the Opportunity object.

C.  

Make the field universally required.

Discussion 0
Question # 22

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?

Options:

A.  

Global Search

B.  

App Launcher

C.  

Object Manager

Discussion 0
Question # 23

A college wants to incorporate Salesforce into its admissions program using Program Enrollment and Course Connections.

Which Salesforce cloud provides these features as standard offerings?

Options:

A.  

Experience Cloud

B.  

Education Cloud

C.  

Marketing Cloud

Discussion 0
Question # 24

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

Options:

A.  

Group by opportunity stage> Filter by product family > Sum the total number sold

B.  

Group by product family > Filter to show only Closed Won opportunities >Sum the total number sold

C.  

Croup by active products > Filter to show opportunities this year > Sum the quantity

Discussion 0
Question # 25

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 must have the same access to Campaigns.

What is the recommend approach to configuring their access?

Options:

A.  

Sharing Sets and Manual Sharing

B.  

Validation and Assignment Rules

C.  

Profiles and Permission Sets

Discussion 0
Question # 26

A Salesforce associate is creating new user accounts for a new project management team.

What will be the role of each new team member?

Options:

A.  

End User

B.  

Developer

C.  

Builder

Discussion 0
Question # 27

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

Options:

A.  

Projects

B.  

Trail mixes

C.  

Modules

Discussion 0
Question # 28

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?

Options:

A.  

Permission Sets

B.  

Profiles

C.  

Role Hierarchy

Discussion 0
Question # 29

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 users the correct access based on their department’s requirements?

Options:

A.  

Role Hierarchy

B.  

Individual profiles

C.  

Permission sets

Discussion 0
Question # 30

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?

Options:

A.  

Use Account for customers and create a custom object for partners.

B.  

Create record types on Account called Partner and Customer

C.  

Create custom object called Partner and Customer

Discussion 0
Question # 31

Salesforce is built on objects like Account, Contact, and Opportunity.

What is a representation of an object?

Options:

A.  

A spreadsheet where the records are rows and the fields are columns

B.  

Physical visualization of an Account, Contact, or Opportunity

C.  

A set of relationships that link an Account, Contact, or Opportunity

Discussion 0
Question # 32

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 plans to add an app in Salesforce from Connected Mail.

What is the role of each of these companies?

Options:

A.  

Get Cloudy Consulting - Customer Connected Mail -independent Software Vendor (ISV)United Clouds - Partner

B.  

Get Cloudy Consulting - CustomerConnected Mail - Consultant -United Clouds -Partner

C.  

Get Cloudy Consulting -CustomerConnected Mail - Product United Clouds -partner Independent Software Vendor (ISV)

Discussion 0
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