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Salesforce Salesforce-Associate Sample Questions


Question # 1

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 org. However, an error message pops ip indicating an invalid username or password. The employee is using their sandbox username and password to sign in to production. What is needed to solve this error?

A. Creating a new username for the production org 
B. Removing .NewEmployee appendix from the sandbox username 
C. Creating a different password for the production org 


Question # 2

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 


Question # 3

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. 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 


Question # 4

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? 

A. Edit sharing settings 
B. Select Fields to Display 
C. Edit list filters 


Question # 5

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? 

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 


Question # 6

Sales reps at Get Cloudy Consulting want to see a visual representation of their emails and phone calls with a contact. Which contact record component must be present so users can see this? 

A. Activity Capture 
B. Salesforce Inbox 
C. Activities Timeline 


Question # 7

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 incoming calls, empower customers, and increase satisfaction? 

A. CRM Analytics 
B. Experience 
C. Cloud Sales Cloud 


Question # 8

Get Cloudy Consulting (GCC) wants to build one dashboard for Leads and Opportunities. GCC want the data to be displayed based on the logged-in user’s security setting. Which type of dashboard should this be? 

A. Static
 B. Dynamic 
C. Standard 


Question # 9

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. Make the field required on the page layout. 
B. Create a validation rule on the Opportunity object. 
C. Make the field universally required. 


Question # 10

A manager is creating a dashboard for their team and wants each team member to receive a copy of the dashboard results by email each week. What should the team members do to ensure they receive they weekly results? 

A. Like the dashboard. 
B. Subscribe to the dashboard 
C. Follow the dashboard 


Question # 11

Where can a new user set up an email signature in Salesforce? 

A. Personal Settings 
B. User Profile 
C. Email Setup 


Question # 12

A salesforce associate at get Cloudy Consulting has been asked to analyze Service Cloud data to determine how many individual have called in to the support center. Which relationship on Case should the associate use? 

A. Owner 
B. Account 
C. Contact 


Question # 13

A Salesforce associate is asked to share records about a carpool program with users. Which type of group should the associate create? 

A. Private Group(s) 
B. Public Group(s) 
C. A Queue 


Question # 14

The salesforce account executive for Get Cloudy Consulting’s (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? 

A. Get Cloudy Consulting - Customer Connected Mail -independent Software Vendor (ISV) United Clouds - Partner 
B. Get Cloudy Consulting - Customer Connected Mail - Consultant - United Clouds -Partner 
C. Get Cloudy Consulting -Customer Connected Mail - Product United Clouds -partner Independent Software Vendor (ISV) 


Question # 15

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 Salesforce?

A. Ask a question on the Trailblazer Community. 
B. Check System Status on the Trust site.
 C. Open a case with Salesforce Support. 


Question # 16

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

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 


Question # 17

Get Cloudy Consulting (GCC) wants to customize its Sales application’s Home tab with additional components. Outside of the org, where should GCC' Salesforce associate go to collaborate with others on solutions that might resonate with GCC users?

 A. Explore documents In Help and Training. 
B. Ask a question In a Trailblazer Community Group. 
C. Search for modules in Trailhead. 


Question # 18

A Salesforce associate at Get Cloudy Consulting is given a list of opportunities to work through. The associate asks for an easier way to change the opportunity stage. What should be recommended? 

A. Switch to the Kanban View. 
B. Create multiple list views. 
C. Use a Dynamic Dashboard View. 


Question # 19

Get Cloudy Consulting (GCC) plans to migrate from a legacy CRM system to Salesforce. GCC currently uses a dedicated single-tenant, on-premise system and wants to utilize a multi-tenant architecture like Salesforce uses. What is one feature of multi-tenant architecture? 

A. Resources are shared but tenants cannot claim each others resources. 
B. Resources are shared and tenants can claim each other's resources. 
C. Resources are limited to each tenant.


Question # 20

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

A. Stage
B. Account
C. Quote


Question # 21

A Salesforce user at Get Cloudy Consulting informs the company's Salesforce associate they havemoved to another department in the organization and no longer need access to Salesforce. How should the associate change the user's access?

A. Delete the user to free up the Salesforce license.
B. Do nothing; the user may need to access Salesforce in thefuture.
C. Deactivate the user to free up the Salesforce license.


Question # 22

A Salesforce associate deletesan Account of a company that recently went out of business.Which other related records are automatically deleted?

A. Any related leads
B. Any related cases
C. Any related opportunities


Question # 23

How can a report of all Accounts with Opportunities be created?

A. Use the Accounts report type.
B. Use the Accounts withOpportunities report type.
C. Use the Opportunities report type.


Question # 24

Salesforce is built on objectslike Account, Contact, and Opportunity. What is a representation of an object?

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


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