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 Opportunity Kanban View

Create an Opportunities Summary Report

Create an Opportunity List View

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?

My Personal Information > Language & Time Zone

Submit a case with Salesforce support

Go to Setup > Company Information > Default Time Zone

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?

Click on All Folders and use the search bar

Click on All Reports and use the search bar

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?

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

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 contact’s Last Modified Date

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?

Set the default value of the Lead Source field to Trade Show’.

Create a validation rule requiring the Lead Source field to equal ‘Trade Show’.

Make an assignment rule named ‘Trade Show’ to only assign leads to sales reps.

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.

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.

A sales manager requests a report that shows total opportunity amounts grouped by: Small opportunities – Amount is less than $50,000. Medium opportunities – Amount is between $50,000 and $100,000. Large opportunities – Amount is more than $100,000. How should the Salesforce associate show the amount as described above?

Create a bucket field off of Amount.

Create a formula field off of Amount.

Create a custom field in Setup.

How should a Salesforce associate ensure a dashboard has the most current data?

By clicking refresh on the dashboard

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

Use the Accounts with Opportunities report type.

Use the Opportunities report type.

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?

Resources are shared and unlimited for each tenant.

Resources are limited to each tenant.

Resources are shared and tenants can use each other’s resources.

Associate Practice Test

Professional Development

•

39 Qs

Similar activities

Đề 3 0 20853 032021

Professional Development

•

40 Qs

AWS Cloud Practitioner

University - Professional Development

•

41 Qs

Aparato locomotor

Professional Development

•

44 Qs

BAC 1ère HCR Responsabilité et Insertion Entreprise

Professional Development

•

40 Qs

Agile Quiz - Full

Professional Development

•

40 Qs

Đề 2 - 21017 - 28/03/2021

Professional Development

•

40 Qs

TRẮC NGHIỆM-AN KHANG HẠNH PHÚC

Professional Development

•

40 Qs

ITIL 4-8

Professional Development

•

40 Qs

Associate Practice Test

Quiz

•

Professional Development

•

Professional Development

•

Practice Problem

•

Easy

Shaun Sorrells

Used 68+ times

FREE Resource

39 questions

Show all answers

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

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

Trailmixes

Modules

Projects

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

A Salesforce associate tries to create a new user in a sandbox using ‘Astro@getcloudy.org’ as the username and it fails.
What is the problem with creating the ‘Astro@getcloudy.org’ username?

Salesforce usernames must be unique across all Salesforce orgs and that one is already in use.

Salesforce usernames must include the user’s full name and be formatted like an email address.

Salesforce usernames must be formatted like an email address with .com at the end.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Which platform architecture shares a single, common infrastructure and code base?

Trust

Multitenant

Metadata

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

An online retail company uses Sales Cloud and Marketing Cloud. The company’s Salesforce associate needs help while working in Marketing Cloud and wants to hear other Salesforce professionals’ opinions. They would like to post a question that anyone around the globe who is familiar with Salesforce can answer.
Which resource should they use?

Salesforce Help

Trailblazer Community

Trailhead Academy

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

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?

Experience Cloud

Education Cloud

Marketing Cloud

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

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

Marketer

Designer

Consultant

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

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.

Access all questions and much more by creating a free account

Create resources

Host any resource

Get auto-graded reports

Continue with Google

Continue with Email

Continue with Classlink

Continue with Clever

or continue with

Microsoft

Apple

Others

Already have an account?

Similar Resources on Wayground

38 questions

auto tools

Quiz

•

Professional Development

40 questions

Đề 4 - 20853 032021

Quiz

•

Professional Development

35 questions

GCS AVENGER

Quiz

•

Professional Development

36 questions

Identify tools and safety checks

Quiz

•

Professional Development

40 questions

Profesional BK 5

Quiz

•

Professional Development

40 questions

Dasar - Dasar Kelistrikan

Quiz

•

Professional Development

40 questions

Đề MIT 20643.4 (7/3/21)

Quiz

•

Professional Development

Popular Resources on Wayground

15 questions

Fractions on a Number Line

Quiz

•

3rd Grade

20 questions

Equivalent Fractions

Quiz

•

3rd Grade

25 questions

Multiplication Facts

Quiz

•

5th Grade

$fractions$

22 questions

fractions

Quiz

•

3rd Grade

20 questions

Main Idea and Details

Quiz

•

5th Grade

20 questions

Context Clues

Quiz

•

6th Grade

15 questions

Equivalent Fractions

Quiz

•

4th Grade

20 questions

Figurative Language Review

Quiz

•

6th Grade

Discover more resources for Professional Development

10 questions

How to Email your Teacher

Quiz

•

Professional Development

Associate Practice Test

39 questions

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

A Salesforce associate tries to create a new user in a sandbox using ‘Astro@getcloudy.org’ as the username and it fails.What is the problem with creating the ‘Astro@getcloudy.org’ username?

Which platform architecture shares a single, common infrastructure and code base?

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?

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

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?

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?

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?

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?

Access all questions and much more by creating a free account

Similar Resources on Wayground

Popular Resources on Wayground

Discover more resources for Professional Development

A Salesforce associate tries to create a new user in a sandbox using ‘Astro@getcloudy.org’ as the username and it fails.
What is the problem with creating the ‘Astro@getcloudy.org’ username?

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 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?

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?

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?

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?