More Question sets for Salesforce Certified Associate: Salesforce Certified Associate Question Sets
Number of Questions in this Set: 20
Q.1 A Salesforce associate deletes an account of a company that recently went out of business. Which related records are automatically deleted?
- Any related opportunities.
- Any related cases.
- Any related leads.
Answer
A. Any related opportunities.
Q.2 Get cloudy consulting’s growing marketing team is on a custom profile ‘Marketing Team’. The team currently has read access to leads and opportunities. To marketing manager need Edit access on leads.
What should the sales force associate do to grant them the access they need?
- Create a new profile that grants edit access to leads and assign it to the marketing managers.
- Create a permission Set that grants edit access to leads and assign it to the marketing team.
- Create a permission set that grants edit access to leads and assign it to the marketing managers.
Answer
C. Create a permission set that grants edit access to leads and assign it to the marketing managers.
Q.3 A Salesforce associate has been asked to identify all contacts that have had interactions with their company in the last year.
What should the associate use to identify these contacts?
- The last related activity date
- The contact’s Last Modified Date
- The Active field
Answer
A. The last related activity date
Q.4 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?
- Approval process
- Validation rule
- Page layout
Answer
A. Approval process
Q.5 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?
- Permission Sets
- Role Hierarchy
- Profiles
Answer
B. Role Hierarchy
Q.6 Get Cloudy Consulting gets 90% of its leads from trade shows. Sales reps create many lead records during these events, but they often forget to change the Lead Source field to ‘Trade Show’.
What approach would improve data integrity for the Lead Source field?
- Create a validation rule requiring the Lead Source field to equal ‘Trade Show’.
- Set the default value of the Lead Source field to ‘Trade Show’.
- Make an assignment rule named ‘Trade Show’ to only assign leads to sales reps.
Answer
B. Set the default value of the Lead Source field to ‘Trade Show’.
Q.7 How should an associate display the sum of all closed won Opportunity amounts at the Account level?
- A custom report type
- The Opportunity related list
- A Roll-Up Summary field
Answer
C. A Roll-Up Summary field
Q.8 A Salesforce associate wants to update an opportunity record they just closed.
Which relationship is standard as a Lookup field on an opportunity?
- Quote
- Stage
- Account
Answer
C. Account
Q.9 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?
- Deactivate the user to free up the Salesforce license.
- Delete the user to free up the Salesforce license.
- Do nothing; the user may need to access Salesforce in the future
Answer
A. Deactivate the user to free up the Salesforce license.
Q.10 Get Cloudy Consulting wants to group its contacts by Region. On most records, this text field is blank or misspelled.
Which action is recommended to ensure there is correct data for this field?
- Convert the Region field to a picklist field.
- Create a validation rule to enforce correct spelling.
- Email users a list of region names with correct spelling
Answer
A. Convert the Region field to a picklist field.
Q.11 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 can the user do to simplify the page?
- Collapse detail sections.
- Remove activities.
- Change page layout assignment.
Answer
A. Collapse detail sections.
Q.12 A Salesforce associate wants to reorder items in their instance so the Reports tab appears immediately after Home.
What should the associate do to customize the items on the navigation bar?
- Select the personalization button (pencil icon), then click and drag the item name up or down to adjust its location.
- Use the downward arrow next to each item name, then select Move to move the item left or right.
- Click the Setup gear icon at the top right of the page, then select User Interface and then Tabs.
Answer
A. Select the personalization button (pencil icon), then click and drag the item name up or down to adjust its location.
Q.13 A Salesforce associate has received a request to create new users for a group of new employees.
Where can the associate check the number of licenses available to be assigned to the new employees?
- Company Information
- Salesforce Help
- User Management Settings
Answer
A. Company Information
Q.14 A Salesforce associate wants a visual summary of opportunities in a list view. The associate would like to summarize, filter, and move opportunities along the pipeline.
What should they do to meet this requirement?
- Create an Opportunities Kanban View.
- Create an Opportunity List View.
- Create an Opportunity Summary report
Answer
A. Create an Opportunities Kanban View.
Q.15 A Salesforce associate is using Global Search to find a record but does not remember the exact name of the record they want to find.
What should the associate use to search for the record?
- Wildcards and operators
- List View for each object
- Object Manager
Answer
A. Wildcards and operators
Q.16 A Salesforce associate recently relocated from Get Cloudy Consulting’s San Francisco office to its new London office. The associate wants to change their personal work hours information in the Salesforce org to reflect their new time zone.
Which method is easiest to change these settings?
- Submit a case with Salesforce support
- My Personal Information > Language & Time Zone
- Go to Setup > Company Information > Default Time Zone
Answer
B. My Personal Information > Language & Time Zone
Q.17 A Salesforce associate wants to add a new related list of cases to Account.
Where should the associate go to add the related list to Account?
- Case Layout
- Account Record
- Page Layout
Answer
C. Page Layout
Q.18 A sales rep at Get Cloudy Consulting asks the new Salesforce associate to give them a report showing all the active accounts for the sales rep’s territory.
Where should the associate go to create a new report for Accounts?
- Accounts tab
- Reports tab
- Setup
Answer
B. Reports tab
Q.19 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?
- Global Search
- Object Manager
- App Launcher
Answer
B. Object Manager
Q.20 Where should field dependencies for an object be reviewed?
- Profiles
- Object Manager
- App Builder
Answer
B. Object Manager