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Associate Practice Test

Total questions: 39

Worksheet time: 20mins

Name
Class
Date
1.

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

a)

Trailmixes

b)

Modules

c)

Projects

2.

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)

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.

3.

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

a)

Trust

b)

Multitenant

c)

Metadata

4.

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?

a)

Salesforce Help

b)

Trailblazer Community

c)
  • Trailhead Academy

5.

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)

Experience Cloud

b)

Education Cloud

c)

Marketing Cloud

6.

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

a)

Marketer

b)

Designer

c)

Consultant

7.

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)

Collapse detail sections.

b)
  • Remove activities.

c)

Change page layout assignment.

8.

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)

Create an Opportunities Summary Report

b)

Create an Opportunity List View

c)

Create an Opportunity Kanban View

9.

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)
  • Wildcards and operators

b)
  • List View for each object

c)
  • Object Manager

10.

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?

a)
  • Submit a case with Salesforce support

b)
  • My Personal Information > Language & Time Zone

c)
  • Go to Setup > Company Information > Default Time Zone

11.

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)

Case Layout

b)
  • Account Record

c)
  • Page Layout

12.

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?

a)
  • Accounts tab

b)
  • Reports tab

c)
  • Setup

13.

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)
  • Global Search

b)
  • Object Manager

c)
  • App Launcher

14.

Where should field dependencies for an object be reviewed?

a)
  • Profiles

b)
  • Object Manager

c)
  • App Builder

15.

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 Reports and use the search bar

b)
  • Click on All Folders and use the search bar

c)
  • Use the Global search bar

16.

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)
  • Company Information

b)
  • Salesforce Help

c)
  • User Management Settings

17.

A Salesforce associate deletes an Account of a company that recently went out of business.
Which related records are automatically deleted?

a)
  • Any related opportunities

b)
  • Any related cases

c)
  • Any related leads

18.

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 team.

b)

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

c)

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

19.

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?

a)
  • The last related activity date

b)
  • The contact’s Last Modified Date

c)
  • The Active field

20.

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)
  • A. Approval process

b)
  • B. Validation rule

c)
  • Page layout

21.
  • 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)
  • Permission Sets

b)
  • Role Hierarchy

c)
  • Profiles

22.

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?

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

b)

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

c)

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

23.

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

a)
  • The Opportunity related list

b)
  • A Roll-Up Summary field

c)
  • A custom report type

24.

A Salesforce associate wants to update an opportunity record they just closed.
Which relationship is standard as a Lookup field on an opportunity?

a)

Quote

b)

Stage

c)

Account

25.

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?

a)

Deactivate the user to free up the Salesforce license.

b)

Delete the user to free up the Salesforce license.

c)

Do nothing; the user may need to access Salesforce in the future.

26.

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)

Convert the Region field to a picklist field.

b)

Create a validation rule to enforce correct spelling.

c)

Email users a list of region names with correct spelling.

27.

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

a)

2,000

b)

5,000

c)

3,000

28.

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?

a)

Create a bucket field off of Amount.

b)

Create a formula field off of Amount.

c)

Create a custom field in Setup.

29.

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

a)

By refreshing the browser

b)

By clicking refresh on the dashboard

c)

By opening the dashboard

30.

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)

Notifications

b)

Subscriptions

c)

Refresh

31.

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

a)

Use the Accounts with Opportunities report type.

b)

Use the Accounts report type.

c)

Use the Opportunities report type.

32.

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)

Metric

c)

Gauge

33.

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)

Experience

b)

Nonprofit

c)

Analytics

34.

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

a)

Business Analyst

b)

Platform Developer

c)

Sales Associate

35.

A nonprofit health 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)

Nonprofit Cloud

b)

Health Cloud

c)

Service Cloud

36.

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

37.

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 limited to each tenant.

b)

Resources are shared and unlimited for each tenant.

c)

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

38.

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

39.

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 be used to meet this need?

a)

Experience Cloud

b)

MuleSoft

c)

Service Cloud