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Associate Certification part 1

Total questions: 108

Worksheet time: 2hrs 48mins

Name
Class
Date
1.


Where do you edit a Lighting Record Page for all users?*

a)

Under Personal Settings

b)

Under Setup

c)

Under a record page under edit page

2.

How would you add missing fields to a list view you are working with?

a)

Create a new field

b)

Choose "Select Fields to Display" to add the fields to the list view

c)

Create a new list view

3.

How does Salesforce configure customer's Salesforce instances.

a)

Multi - Tenant

b)

Single Tenant

c)

Single Server

4.

What is the greatest benefit of implementing multiple Salesforce products?

a)

Cost Savings

b)

Easier invoice payment

c)

Platform Consolidation

5.

Where is the default currency locale configured in a Salesforce org?

a)

Personal Settings

b)

Company Information

c)

Currency Manager

6.

A user who is not an admin wants to learn about an app in the AppExchange. How should they go about doing that? 

a)

Trailhead

b)

Setup

c)

AppExchange

7.

A company is looking to integrate their internal system with Salesforce. The App exchange didn't have any solutions. How should the company create the integration? 

a)

Mulesoft

b)

Experience

c)

Lightning Web Component

8.

What type of dashboard should be used so it shows the data that a usar has access to? 

a)

Static

b)

Dynamic

c)

Standard

9.

 

Where can you go to find pre-built solutions to extend the functionality of Salesforce?

a)

Marketplace

b)

AppExchange

c)

Google Play Store

10.


A Salesforce professional that customizes Salesforce using imperative programming is what?

a)

A Salesforce Business Analyst

b)

A Salesforce Developer

c)

A Salesforce Administrator

11.


What is a consideration of multitenancy?

a)

Lack of security

b)

No testing environments

c)

Governor limits

12.

 

What is Salesforce?

a)

Salesforce is an content management planning solution that brings companies and customers together.

b)

Salesforce is an enterprise resource planning solution that brings companies and customers together.

c)

Salesforce is a customer relationship management solution that brings companies and customers together.

13.

What is Salesforce Customer 360?

a)

Salesforce Sales Cloud

b)

The full breadth of the Salesforce portfolio, including core applications, platform, services, and connected ecosystem

c)

Salesforce Sales Cloud and Service Cloud

14.

 

Where can you maintain your Salesforce certifications?

a)

Salesforce Help

b)

Trailhead

c)

Test Center

15.


When MUST you use a Trailhead Playground?

a)

When you feel like it.

b)

When Trailhead specific data and/or pre-installed packages are required.

c)

When a free test environment is required.

16.


CRM stands for what?

a)

Customer Relationship Management

b)

Client Relationship Management

c)

Customer Resource Management

17.

 

A charitable organization is keen to find a solution to help them with fundraising, grantmaking, and program management. Which would be the most appropriate Salesforce Cloud?

a)

Nonprofit Cloud

b)

MuleSoft

c)

Charity Cloud

18.


A company would like to be able to manage their sales pipeline from prospect to deal, as well as be able to forecast future sales. What Salesforce Cloud would support this?

a)

Experience Cloud

b)

Sales Cloud

c)

Service Cloud

19.

 

TDX stands for?

a)

TechDX

b)

TrailblazerDX

c)

TrailheadDX

20.

 

Where can you post and vote on suggested enhancements to the Salesforce platform?

a)

Trailblazer Questions

b)

Salesforce Help

c)

IdeaExchange

21.

 

Where can you go to find real-time information on system performance and security for Salesforce orgs?

a)

Salesforce.com

b)

Trust.Salesforce.com

c)

Security.Salesforce.com

22.

 

What function in Salesforce reports can help you identify how many distinct values are in a column?

a)

Average

b)

Unique Count

c)

Distinct Count

23.

 

What feature can be used to highlight different summarized values in a report?

a)

Bucket Field

b)

Conditional Formatting

c)

Subtotals

24.


You have created a report that shows all Opportunities. You would like to see Opportunities by Account. What should you do?

a)

Add a filter

b)

Add a bucket column

c)

Add a grouping

25.


You would like to identify Accounts with open Opportunities and open cases, displaying the details side by side. How could this be achieved in a report?

a)

Dashboard

b)

Joined Report

c)

Matrix Report

26.


The Marketing Manager has asked you to generate a list of contacts for a mailing list. What type of report would be the most appropriate to use?

a)

Matrix

b)

Summary

c)

Tabular

27.

 

Data about an individual Company, Contact, or Opportunity is stored in what?

a)

Field

b)

Record

c)

Object

28.


When an employee leaves an organization and should no longer have access to Salesforce, what should be done to the user record?

a)

No action is required.

b)

The user record should be deactivated.

c)

The user record should be deleted.

29.


A US-based company has recently opened a small European office in France. The European team is complaining that the time zone and date/time format is confusing. To ensure all users have the correct time zone and formatting, what should you suggest?

a)

Change the default locale and time zone via the Company Information page in Setup.

b)

Have each European user change their locale and time zone via Personal Settings.

c)

Change the default locale and time zone via the Object Manager in Setup.

30.

 

A user would like to create an email signature. How could this be achieved?

a)

Create an email signature in My Email Settings.

b)

Create an email signature in the User Record.

c)

Create an email signature in Personal Information.

31.

 

A user would like to be able to share a list view with several users that do not share a role or profile. What could an administrator or delegated administrator set up to enable this?

a)

Sharing Rule

b)

Public Group

c)

Private Group

32.

What is the easiest way to locate a setup page within Setup?

a)

Einstein Search

b)

Global Search Bar

c)

Quick Find

33.


Where would you go to customize and configure your Salesforce org – for example, create new users or check how many licenses you have?

a)

Home

b)

Setup

c)

App Launcher

34.

A user has mistakenly deleted an Opportunity record. Where can you find the recycle bin?

a)

Setup

b)

App Launcher

c)

Opportunity Tab

35.


You would like to search for “Acme Corporation” in Salesforce, but when using the global search bar, you are being presented with too many records. What could you do to reduce the number of results?

a)

Change the default Search parameters in your Profile.

b)

Change the Search layout in Setup.

c)

Add an Object search filter.

36.

 

The VP of Marketing, Kimberley, has created a new list view called “Marketing Qualified Leads” and shared it with the public group “Marketing Users”. Ash, the Marketing Administrator, has told her he cannot see the list view. What could be the problem?

a)

Ash is not in the "Marketing Users" public group.

b)

The list view sharing needs to be set to "All users can see this list view".

c)

Ash does not have access to some or all of the fields displayed in the list view.

37.


How can you restrict certain users’ ability to view a dashboard?

a)

Restrict the access to the folder where the source report is located.

b)

Restrict the access to the folder where the dashboard is located.

c)

Disable access to the dashboard on the user profile.

38.

 

You need a field on Opportunities to be required only when the stage is equal to “Closed Lost”. How can this be achieved?

a)

Validation Rule

b)

Required at Page Level

c)

Universally Required

39.

What feature of Salesforce would prevent users from logging in outside of specific hours?

a)

Holidays

b)

Login Hours

c)

Login IP Ranges

40.


The recruitment team should not be able to log in to Salesforce from home. How can this be prevented?

a)

Create Login IP Ranges for the Recruitment profile

b)

Create Trusted IP Ranges

c)

Create Login IP Ranges for the Recruitment role

41.

What feature of Salesforce would allow you to create relationships between Accounts?

a)

Account Teams

b)

Account Hierarchies

c)

Account Relationships

42.

What type of relationship exists between an Account and a Contact?

a)

Lookup

b)

Master-Detail

c)

Junction

43.


What is NOT an example of a standard Object?

a)

Lead

b)

Case

c)

Invoice

44.

 

What feature enables you to bundle permission sets together?

a)

Permission Set Groups

b)

Permission Sets

c)

Permission Set Bundles

45.


Sales users must enter a Closed Lost Reason when the Opportunity stage is changed to “Closed Lost”. How could you enforce this?

a)

Validation Rule

b)

Field Dependency

c)

Required Field

46.

What can optionally be created when converting a Lead?

a)

Contact

b)

Account

c)

Opportunity

47.


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?

a)

Trailblazer Connect

b)

Salesforce Interest Groups

c)

Trailblazer Community Groups

48.

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.

49.

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 of these requirements?

a)

Nonprofit

b)

Analytics

c)

Experience

50.

A Salesforce associate tries to create a new user in a sandbox using Astrogetdoudy.org as the username and it fails.
What is the problem with creating the Astro3getcloudy.org' username?

a)

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

b)

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

c)

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

51.

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?

a)

Service Cloud

b)

Sales Cloud

c)

Experience Cloud

52.


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

a)

The Opportunity related list

b)

A custom report type

c)

A Roll-Up Summary field

53.

 

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

a)

By opening the dashboard

b)

By refreshing the browser

c)

By clicking refresh

54.


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 solution should help meet these needs?

a)

Health Cloud

b)

Nonprofit Cloud

c)

Service Cloud

55.

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?

a)

Profiles

b)

Permission Sets

c)

Role Hierarchy

56.

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?

a)

Salesforce Help

b)

Trailhead Academy

c)

Trailhead Community

57.

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

a)

User Management Settings

b)

Company Information

c)

Salesforce Help

58.


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 5100,000.
* Large opportunities - Amount is more than $100,000.
How should the Salesforce associate create a field to show the amount as described above?

a)

Create a bucket field off of Amount,

b)

Create a custom field in Setup.

c)

Create a formula field off of Amount.

59.

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?

a)

Remove activities.

b)

Change page layout assignment.

c)

Collapse detail sections.

60.


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?   

a)

Page Layout

b)

Case Record page

c)

Account Record page

61.

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?  

a)

Email users a list of region names with correct spelling.

b)

Convert the Region field to a picklist field.

c)

Create a validation rule to enforce correct spelling.

62.


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)

Select Fields to Display

b)

Edit list filters

c)

Edit sharing settings

63.


A salesforce associate wants to retrieve a record for a business but only remembers a portion of the business name. Using the fewest clicks, how should the associate search the account records for the desired business?  

a)

A report of all accounts

b)

The global Search box

c)

A list view of all accounts

64.

Get Cloudy Consulting (GCC) wants to migrate to Salesforce as its business continues to grow. GCC's needs include: 

Communicating available products and service tio its prospective customers 

Improving its sales pipeline forecast and management quarterly revenue goals 

Offering support to customers through its website, consider for implementation?  

a)

Sales, Service, and Marketing

b)

Service, Experience, and Marketing

c)

Commerce, Service, and Marketing

65.

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)

Click on All Folders and use the search bar

b)

Click on All Reports and use the search bar

c)

Use the Global search bar

66.

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)

Create custom object called Partner and Customer

b)

Create record types on Account called Partner and Customer

c)

Use Account for customers and create a custom object for partners.

67.

An employee at Get Cloudy Consulting recently changed their name. They received a new email address Where should these changes be updated?   

a)

Contact Record page

b)

User Record page from Setup

c)

User Profile page

68.

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

a)

Sandbox

b)

Developer Edition

c)

Playground

69.

Which action(s) must be taken for Salesforce updates?  

a)

Updates are automatic; nothing needs to be downloaded or installed.

b)

Updates need to be downloaded with each release

c)

Updates require purchasing an updated license.

70.

What is the data relationship between Accounts and Contacts

a)

Lookup

b)

Master Detail

c)

Self Relationship

71.

Where do you find information about the number of licenses available for use? 

a)

Personal Settings

b)

User Seats

c)

Company Information

72.

What wildcard is used to match only one character at the middle or end of your query when searching in the global search?

a)

*

b)

_

c)

?

73.

What is true when creating a user in Salesforce? 

a)

A user's email must be unique across all sandboxes and production environments

b)

A user must exist in a sandbox if they exist in production.

c)

A user's username must be unique across all sandboxes and production environments.

74.

Report and Dashboard folders serve what purposes?

a)

Application access and Security

b)

Organizing and Application Access

c)

Security and Grouping

75.

A user as a requirement to gai additional access to edit opportunities and is currently not able. How should this access be assigned?

a)

Sharing Set

b)

Permission Set

c)

Profile

76.

How do you add multiple contacts to your Salesforce account detail pages?

a)

Enable multiple contacts in Setup and add the related list to the account page layout

b)

Add multiple contacts to the account page layout.

c)

Salesforce defaults with multiple contacts available on an account page layout

77.

What is a Trailhead Quest?

a)

Module

b)

Learning with a chance for a prize

c)

Project

78.

Your are interested in a net new field for reporting purposes. What Salesforce resource would you most likely work with to get that added?

a)

Administrator

b)

Developer

c)

Business Analyst

79.

What type of report should be used to show grouping and summarizing by row and column? 

a)

Matrix

b)

Joined

c)

Summary

80.

What is the first thing you should do if the performance of your Salesforce instance is really slow?

a)

Submit a case to Salesforce

b)

Call Customer Support

c)

Check your system status on Trust.Salesforce

81.

A user need to change their first name in Salesforce. Where do they do that?

a)

Personal Settings

b)

App Launcher

c)

Setup

82.

A hospital is looking into using Salesforce. What Salesforce cloud would best suit their needs?

a)

Hospital Cloud

b)

Health Cloud

c)

Service Cloud

83.

When using Trailhead and following along the projects in the environment that Salesforce provides, what is the name of that environment? 

a)

Developer Sandbox

b)

Playground

c)

Sandbox

84.

A certain field should only be required when a lead is in a particular stage. How should this be implemented?

a)

Required on Field

b)

Validation Rule

c)

Required on Page Layout

85.

You company wants to know how many times each customer has reported an issue. What Case relationship should be reported on to find the answer?

a)

Case Account

b)

Case Contact

c)

Case Opportunity

86.

What action do you take on a dashboard to set up automated emails?

a)

Suscribe

b)

Like

c)

Follow

87.

How would you bring up a Salesforce or Service Console?

a)

Setup

b)

Service Cloud

c)

App Launcher

88.

A company uses an online form and emails customers. What Salesforce cloud should it implement?

a)

Service Cloud

b)

Sales Cloud

c)

Sustainability Clod

89.

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

Which dashboard component type should GCC use?

a)

Chart

b)

Gauge

c)

Pie Chart

90.

Where can you access the recycle bin in Lightning Experience? 

a)

Setup

b)

App Launcher

c)

Personal Settings

91.

How can you show on specific ata for Dashboards given certain criteria?

a)

Search Filters

b)

Dashboard Filters

c)

Report Filters

92.

In a list view of leads, what can a user do to more easily update the stage of the leads?

a)

Use an Agile view

b)

Inline Editing

c)

Use a Kanban view

93.

A company wants to spread awareness about their products, have an online customer portal, and support customers with the issues they bring up. What Salesforce Clouds should they use?

a)

Nonprofit, Experience, Service

b)

Experience, Sales, Service

c)

Marketing, Service, Experience

94.

What is the max number of records a report can have?

a)

3000

b)

2000

c)

1000

95.

Where should a user set up their personal email signature?

a)

Personal Settings

b)

Email Settings

c)

Setup

96.

What Salesforce Product would best reduce the workload of Customer Support reps?

a)

Commerce Cloud

b)

Experience

c)

Marketing Cloud

97.

The company ABC LLC is implementing Salesforce with the help of  XYZ LLC to add an application from 123 LLC. Wich roles are each company doing?

a)

ABC LLC is client, XYZ LLC is consultant, 123 LLC is ISV

b)

ABC LLC is consultant, XYZ LLC is client, 123 LLC is ISV

c)

ABC LLC is ISV, XYZ LLC is consultant, 123 LLC is client

98.

 

Different departments need to make sure their users have the same base access for their respective departments. How should this be implemented?

a)

Profile

b)

Sharing Set

c)

Permission Set

99.

Where should a user change their locale?

a)

Company Information

b)

Personal Settings

c)

Setup

100.

Your Salesforce has multiple types of Cases that require different fields. How should your company support this business need?

a)

Page Layout

b)

Record Type and Page Layout

c)

Create another object

101.

Where does Salesforce encourage professionals to connect with a community of other Salesforce professionals?

a)

Success Community

b)

Salesforce Help

c)

Trailblazer Community

102.

Two users in the same opportunity record are seeing different fields.

What is the reason for this?

a)

The missing fields are marked as hidden in Object Manager.

b)

The users are assigned different profiles and page layouts.

c)

The users have been configured with different Locales.

103.

A Salesforce associate deletes an 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

104.

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

a)

App Launcher

b)

Object Manager

c)

Schema Builder

105.

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

106.

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)

A. Make the field required in Object Manager.

b)

B. Make the field required with a validation rule

c)

C. Make the field required in organization-wide defaults.

107.

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 do to identify these contacts?

a)

Look at the contact's Last Modified Date.

b)

Look at the Active field.

c)

Look at the last related activity date.

108.

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?

a)

validation rule

b)

Approval process

c)

Page layout