A Salesforce associate deletes an Account of a company that recently went out of business.

Which other related records are automatically deleted?

Which tool creates a visual representation of objects and their relationships?

Get Cloudy Consulting's growing marketing team is on a custom 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?

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?

A Salesforce Associate has been asked to identify all contacts that have had interactions with their company last year.

What should the associate do to identify these contacts?

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 record before a decision is made?

A manager can see all of the records owned by their team, but not records owned by teams.

How is access to the records being controlled?

Get Cloudy Consulting gets 90% of its business 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 should help the sales reps when they create these lead records?

What should the account owner at Get Cloudy Consulting use to learn the sum of the amount for each opportunity?

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?

Refer to the screenshot that shows the Home page

A salesforce associate wants to reorder items in their instance so the Records tab appears immediately after Home

What should the associate do to customize the items on the navigation bar?

A salesforce associate has received a request to crate 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?

A salesforce associate wants a visual summary of opportunities in a list view. The associate would like to summarize, filter, and move opportunities along pipeline.

What should they do meet this requirement?

Get Cloudy Consulting GCC wants to simplify its sales team's Account Record page with the following recommendations:

Adding tabs

Hiding components

Making fields conditionally visible

Where should GCC's Salesforce associate go to draft these changes for review?

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 associate recently relocated from Get Cloudy Consulting's San Francisco office to its new London office. The associate wants change their work hours information in the Salesforce org to reflect their new time zone.

Which method is easiest to change these settings?

A salesforce associate at Get Cloudy Consulting is working with a user to view multiple records and their related records on the same screen. Currently, the user uses multiple browser tabs.

Which app should the associate recommend for the user to view multiple records and their related records on one screen?

A salesforce associate wants to add a new related list of cases to Account.

Where should the associate got to add the related list Account?

How can a user see only contacts from a specific city on the 'New This Week' list view without changing other users see?

Salesforce is built on objects like Account, Contact, and Opportunity.

What is a representation of an object?

A Salesforce associate is creating new user accounts for a new project management team.

What will be the role of each new team member?

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 these requirements?

Which Salesforce role produces data-driven solutions by eliciting, documenting, and examining requirements around organizational challenges?

A nonprofit organization wants to help ensure residents in their area receive health checkups. The nonprofit also wants to ensure resident tracking history and all data are stored in a way that complies with local privacy laws.

Which Salesforce cloud should help meet these needs?

Get Cloudy Consulting GCC has recently been onboarded as a Salesforce customer. GCC wants to enroll its in-house IT administration team in a Salesforce instructor-led training workshop.

Which resource provides virtual and in-person learning that should help the team accelerate their Salesforce knowledge?

Get Cloudy Consulting GCC plans to migrate from 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?

Get Cloudy Consulting wants to evaluate a new feature that requires a specific license before purchasing.

Which environment should be used?

A Salesforce associate wants to connect with other Salesforce associates in their local area.

Which Salesforce resource allows them to network and collaborate with others based on role and location?

Get Cloudy Consulting GCC currently supports its customers via calls and emails. GCC wants to meet the needs of digitally savvy customers by offering support via web chat as well as SMS, Facebook Messenger, and Whatsapp.

Which Salesforce product should meet this need?

The Health Department wants to gain more insight into its patient data than what Salesforce Dashboards can provide.

Which Salesforce product should the department use?

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' usrname?

Which sharing type shares a single, common infrastructure and code base?

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?

Get Cloudy Consulting's dashboard shows all of the company's key performance indicators KPIs in one view. The company's Salesforce associate is asked to add functionality that allows the dashboards to show all same KPIs for each of the regions.

How should the associate add this functionality?

Which is the maximum number of rows a report will display?

A sales manager request a report that shows total opportunity amounts grouped by:

- Small opportunities - Amount is less that $50000

- Medium opportunities - Amount is between $50000 and $100000

- Large opportunities - Amount is more than $100000

How should the Salesforce associate create a field to show the amount as described above?

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

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 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 customers base?

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

Get Cloudy Consulting GCC will show its data on a dashboard where is visualized within a range.

Which dashboard component type should GCC use?

A Salesforce associate wants to update an opportunity record they just closed.

Which relationship is standard as a Lookup field on an opportunity?

A salesforce user at Get Cloudy Consulting informs the company's Salesforce associate they have moved another department in the organization and no longer need access to Salesforce.

How should the associate change the user's access?

A sales rep at Get Cloudy Consulting ask the new Salesforce associate to give them a report showing all the active accounts for the sales rep's territory.

Where should the associate got to create a new report for Accounts?

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?

Where should field dependencies for an object be reviewed?

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 reports in a single location from the Report object?

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 managing quarterly revenue goals

- Offering support to customers through its website, email, and phone

Which Salesforce clouds should GCC consider for implementation?

Get Cloudy Consulting GCC plans to migrate from 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?

An online retail company uses Sales Cloud. The company's Salesforce associate needs help while working in Marketing Cloud and wants to hear other Salesforce professionals' opinion. They would like to post a question that anyone the globe who is familiar with help Salesforce can answer.

Which resource should they use?

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

Get Cloudy Consulting gets 90% of its business 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?

How should an associate display the sum of all closed won Opportunity amounts at the Account level?

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?

Get Cloudy Consulting trains its new employees in a partial sandbox named 'New Employee'. An employee completes the training in the sandbox and is ready to sign in to the production org. However, an error message pops up indicating an invalid username or password. The employee is using their sandbox user name and password to sign in to production.

What is needed to solve this error?

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 if these companies?

Get Cloudy Consultant GCC currently uses separate platforms for marketing sales, commerce, service, and information technology. As GCC continues to grow, it decides to move all departments onto Salesforce.

What would provide GCC the most benefit by moving to the Salesforce Platform?

Get Cloudy Consulting GCC has started to used Salesforce for its sales and service divisions. GCC would like to automate a process and understands this can be done through declarative and programmatic solutions.

Which approach should GCC explore first?

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?

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 Salesforce associate is excited to find they can combine the challenge of learning new skills with the chance of winning prizes on Trailhead.

Which Trailhead feature combines learning and prizes?

Get Cloudy Consulting GCC wants to customize its Sales application's Home tab with additional components.

Outside of the org, where should GCC's Salesforce associate go to collaborate with others solutions that might resonate with GCC users?

A Salesforce associate wants to quickly create an org where they can learn, practice, and develop Salesforce skills.

Which type of org should they create from within Trailhead?

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?

Get Cloudy Consulting GCC provides consulting services to small and medium-sized businesses in the financial service space. GCC wants a solution for customer service where complaints can be logged through and web form and email.

Which Salesforce solution should GCC use?

Get Cloudy Consulting GCC wants to integrate its financial system with its Salesforce environment. After searching the AppExchange and reviewing documentation for its financial system, GCC did not find anything.

What should be used to build this integration?

Get Cloudy Consulting GCC wants build one dash board for Leads and Opportunities. GCC wants the data to be displayed based on the logged-in user's security and sharing settings.

Which type of dashboard should this be?

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

How should a Salesforce associate build this report?

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 the weekly results?

A salesforce associate is creating a report that needs to show changes in a value over series of points in time.

Which type of chart should the associate add to this report to help visualize these changes?

A Salesforce associate is asked to shared records about a carpool program with users.

Which type of group should the associate create?

Get Cloudy Consulting encourages end users to update their own settings.

How can an end user access their personal settings?

A deleted record needs to be recovered from the Recycle Bin.

Where can the user find the Recycle Bin?

Refer to the screenshot that shows the top portion of 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 en users.

Where should GCC's end users go to change to the Sales Console?

Sales reps at Get Cloudy Consulting want to see a visual representation of their email and phone calls with a contact.

Which contact record component must be present so users can see this?

A Salesforce associate wants to learn more about an app to see if it would be a good fit for a business need, but they are not a system administrator.

Where can they learn more about the app?

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 Salesforce associate reviews a report that shows more information than they need. The associate sees individual records but only wants to see the Record Count.

Which switches should the associate toggle to only show the Record Count?

An employee at Get Cloudy Consulting recently changed their name. They received a new email address.

Where should these changes be updated?

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

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?

Cloud Kicks (CK) just became a North American subsidiary of Get Gouty

Consulting (GCC).

What should the Salesforce associate do to show that GCC is part of the C portfolio when creating the CK Account record?

Get Cloudy Consulting is rolling out Salesforce to its organization. New users may have different access requirements based on department.

What should be recommended to allow new users the correct access based on their departments requirements?

A Salestorce associate at Get Cloudy Consulting is configuring object access. The requirements are:

- Sales managers must have the same access to Opportunities.

- Marketing managers must have the same access to Campaigns.

What is the recommended approach to configuring their access?

What should be considered before changing the field type of a custom field?

Get Cloudy Consulting (GCC) has a Contact that works at two different Accounts.

How should GCC relate this Contact to two Accounts?

Which relationship type exists between Accounts and Contacts?

A Salesforce associate at Get Cloudy Consulting has been asked to analyze Service Cloud data to determine how many individuals have called in to the support center.

Which relationship on Case should the associate use?

A Salesforce associate recently received a promotion and needs Edit access to fields on opportunity records across the organization.

Which User settings need updating to allow Edit access?

A marketing manager wants to make the Reason Lost field required on the opportunity when the stage is changed to Closed Lost.

What should the Salesforce associate do to enforce this requirement?

Get Cloudy Consulting currently stores information about its 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 applicable to each group?