SALESFORCE-ASSOCIATE Online Practice Questions and Answers

A Salesforce associate is asked to review all the objects within their company's instance. They also need to identify which are custom objects. Where should the associate go to see this information?

A. App Launcher

B. Object Manager

C. Global Search

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 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

A Salesforce associate is asked to add a new employee record to their client. Get Cloudy Consulting.

To which object should they add this record?

A. Accounts

B. Leads

C. Contacts

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

A Salesforce associate at Get Cloudy Consulting needs a list of all active contacts grouped by Account. What is the first step in building this report?

A. Create a new report using the Contacts and Accounts report type.

B. Create a Contacts report with a filter on Account.

C. Create a joined report with accounts and contacts.

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

A. Projects

B. Trailmixes

C. Modules

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 need Edit access on leads. What should the Salesforce associate do to grant them the access they need?

A. Create a permission set that grants Edit access to leads and assign it to the marketing managers.

B. Create a permission set that grants Edit access to leads and assign it to the marketing team.

C. Create a new profile that grants Edit access to leads and assign it to the marketing managers.

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.

A salesforce associate is excited to find they can combine the challenge of learning new skills with the chance of winning prizes?

A. Superbadges

B. Quests

C. Ranks