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WorksheetsCapacitación Certificación
Total questions: 39
Worksheet time: 20mins
What feature can be used to highlight diferrent summarized values in a report?
Bucket field
Subtotals
Conditional Formatting
You would like to get a report of leads grouped by status. What kind of report would meet this requirement?
Tabular
Metric
Summary
A consultant is working on a Salesforce implementation and has a question about the proposed configuration.
Which person should be recommended to answer the consultant’s question?
Solution architect
Developer
Business Analyst
The Salesforce associate receives a request to make the Priority field visible. It should only be visible when the status of the custom obtect record is set to negotiation.
Dynamic Forms
Page layouts
Apex code
GCC companies handles complaints via phone calls. To route cases to the correct department, support agents need to enter a category and subcategory on the case. Cases are often routed to the wrong team because agent select a subcategory that does not align with the category. What should GCC do to ensure agents choose a valid subcategory?
Provide a list of subcategories for each category in the Path.
Use a dependent pick list to limit the subcategories available
Create default values fo the category and subcategory fields.
Salesforce demostrate their commitment to "business as a platform for change" via:
Pledge 1%
Giving 1%
Take 1%
In Setup, where should a Salesforce manager go to check a team member’s login history?
Administration I Users I Roles
Administration I Users I Profiles
C Administration I Users I Users
An associate wants to limit their Global Search results to only the Account object. What should the associate do to accomplish this?
Navigate to Accounts in Object Manager and update the settings.
Utilize the filter on the global search to search only in Accounts.
Update search settings to Account only in User Settings.
the vp of sales would like to receive a dashboard daily. Her team should also receive the dashboard. A role hierarchy has been created so that the role of the VP of Sales is above her subordinate's role. How can this be achivied?
Create a dashboard subcription and share with the VP of Sales role and subordinates.
Create a dashboard subcription and share with a public group
Create a dashboard subcription and share with individual users
A Salesforce associate wants to display the number of days until an opportunity closes on the opportunity report.
Which field type should they use create the field?
Roll-up summary
Number
Formula
A Salesforce associate at Get Consulting receives a request to make changes to an existing field.
How should they make this change to the existing field?
Make the changes in a sandbox, test, deploy to production, and test
Make the changes in production and test
Make the changes in a sandbox, test, and then make the changes in production.
What is multitenancy?
Multiple cloud customers sharing the same Salesforce org.
A single instance of the software and supporting infraestructure serving multiple customers
A single instance of the software and supporting infraestructure serving a single customer.
How many questions are on this exam
31
40
41
50
60
Wich exam section of the exam is weighted the highest?
Navigation
Data Model
Salesforce Ecosystem
Reports and Dashboards
You need a field on Opportunities to be required only when the stage is equal to ''Closed Lost''. How can this be achieved?
Universally Required
Validation Rule
Required at Page Level
What happens when a lead is converted?
An account, contact, and, optionally, opportunity are created
An account, contact, and activity are created
An account, opportunity, and task are created
What dashboard property can be configured to ensure a user will only see data they have access to based on their security and sharing settings?
View Dashboard as ''Me''
View Dashboard as ''The dashboard viewer''
View Dashboard as ''Another person''
What is NOT a benefit of Customer 360?
Provides a complete, single, shared view of every customer.
Data is stored on-site at your office.
Unites all of your teams.
A Salesforce associate wants to find the latest release notes for Salesforce products. Where can Salesforce resources, such as documentation, definitions, and release notes, be found?
Salesforce Help
Trailhead Academy
Trailblazer Community
IBEROFORCE
A company sells solar panels through a network of partners. The company was to crate private website where they can publish helpful content on products and allow partners to collaborate on how to boost their sales. Which product would be the ideal solution?
Commerce Cloud
Marketing Cloud Account Engagement
Experience Cloud
Hom many custom summary formula fields can a report include?
3
5
10
When an employee leaves an organization and shoud no longer have access to Salesforce, what should be done to the user record?
No action is required
The user record should be deleted
The user record should be deactivated
the sales users would like to be able to quickly update record values during the sales meeting. What feature would yoy recommend?
Inline editing for reports
inline editing for dashboards
favorites
What function in Salesforce reports can help you identify how many distinct values are in a column?
Unique Count
Dictinct Count
Average
The Reports and Dashboards section of the exam covers wich key topics?
Formulas and filters
Groups and profiles
Profiles and formulas
Report filters and groups
The Salesforce Ecosystem section makes up what percentage of the Salesforce Platform Foundations certification exam?
32%
24%
18%
11%
CRM stands for what?
Cliente Relationship Management
Customer Relationship Management
Customer Resource Management
The Data Model section makes-up what percentage of the Salesforce platform foundations certificacion exam?
10%
17%
25%
33%
How many Salesforce releases are there per year?
3
2
4
How can you control a user's access to standard objects?
Use the object settings in the user's Role
Remove the object tabs from the user's App
Use the object settings in the user's Profile
The Navigation section makes up what percentage of the Salesforce platform foundations certification exam?
13%
24%
28%
32%
You have created a report that shows all Opportunities. You Would like to see Opportunities by Acount. What should you do?
Add a bucket column
Add grouping
Add a filter
Where would you go to customize and configure your Salesforce org - for example, create new users or check how many licenses you have?
Setup
App Launcher
Home
The Data Model section of the exam covers which key topic?
Schema Builder
Filter types
Global search
Sandbox
A user would like a more spacious view in Salesforce Lightning Experience, with more space between elements for easier viewing. Which display density setting would you recommend?
Dense
Compact
Comfy
Your company has recently purchased Salesforce Service Cloud and you would like to learn more about Case assignment rules. Where could you go for on demand, free learning content?
Trailhead
AppExchange
App Store
What is NOT a type of hands-on org to practice your Salesforce skills?
Developer Org
Production Org
Trailhead Playground
You would like to link individuals related to a specific business account in Salesforce. What object would support this?
Contact
Person
Lead
A Salesforce professional focused on the user interface and user experience of Salesforce is known as?
Salesforce Marketer
Salesforce Administrator
Saleesforce User Experience Designer
