Salesforce Certified Associate Exam (WI24)
Last Update 1 day ago
Total Questions : 112
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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?
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?
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 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?
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?
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
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?
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?
Which Salesforce role should help companies increase campaign effectiveness, reengage inactive customers, and grow their customer base?
A Salesforce associate is asked to share records about a carpool program with users.
Which type of group should the associate create?
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 Count.
Which switches should the associated toggle to only show the Record Count?
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?
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 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?
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?
A Salesforce associate wants to update an opportunity record they just closed. Which relationship is standard as a Lookup field on an opportunity?
Which tool creates a visual representation of objects and their relationships?
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?
Get Cloudy Consulting encourages end users to update their own settings.
How can an end-user access their personal settings?
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?
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?
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?
A sales manager at Get Cloudy Consulting wants a report that shows their top-selling product families by quantity.
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?
A Salesforce associate is creating new user accounts for a new project management team.
What will be the role of each new team member?
Which Trailhead feature should Get Cloudy Consulting use to create a custom teaming path for its employees?
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 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?
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?
Salesforce is built on objects like Account, Contact, and Opportunity.
What is a representation of an object?
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?
TESTED 29 Mar 2024
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