Question # 1
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? |
A. Salesforce Developer | B. Salesforce Administrator | C. Salesforce Technical Architect |
B. Salesforce Administrator
Explanation:
The person that the associate would typically work with to get a new field added in their Salesforce org is a Salesforce Administrator. A Salesforce Administrator is someone who configures and manages the Salesforce platform for their organization. They can create and customize objects, fields, layouts, reports, dashboards, and other features to meet the specific needs of their users
Question # 2
A Salesforce associate is looking at a custom Contact list view and wants to show more information from the record.
What should they do to add the missing key columns? |
A. Edit list filters | B. Select Fields to Display | C. Edit sharing settings |
B. Select Fields to Display
Explanation:
Selecting Fields to Display is what the associate should do to add the missing key columns to the custom Contact list view. Selecting Fields to Display is a feature that allows the user to choose which fields to show as columns in the list view, and in what order. The user can select up to 15 fields to display, and drag and drop the fields to rearrange the column order. Editing list filters is a feature that allows the user to apply one or more criteria to filter the records that are displayed in the list view. The user can select a field, an operator, and a value for each filter, and combine multiple filters with AND or OR logic. Editing sharing settings is a feature that allows the user to control the access and visibility of records for different users and groups. The user can define the organization-wide default, role hierarchy, sharing rules, and manual sharing for each object.
Question # 3
Get Cloudy Consulting (GCC) needs an environment to onboard new hires as well as develop, implement, and test new requirements.
Which type of environment should OCC use? |
A. Sandbox | B. Production | C. Trailhead Playground |
A. Sandbox
Explanation:
A sandbox is the type of environment that GCC should use to onboard new hires as well as develop, implement, and test new requirements. A sandbox is a copy of the production environment that allows the user to create and test changes without affecting the live data and users. A sandbox can have different types and sizes, depending on the purpose and scope of the changes. For example, a developer sandbox can be used to create and test code, a partial copy sandbox can be used to test large data sets, and a full sandbox can be used to perform performance testing and user acceptance testing. A production environment is the live environment that contains the real data and users. A production environment should not be used to onboard new hires or develop, implement, and test new requirements, because it could compromise the data quality and security, and disrupt the user experience. A Trailhead Playground is a type of environment that allows the user to learn and practice Salesforce skills using Trailhead. A Trailhead Playground is not connected to the production environment, and it does not have the same features and functionality as a sandbox.
Question # 4
How should an associate display the sum of all closed won Opportunity amounts at the Account level? |
A. A custom report type | B. The Opportunity related list | C. A Roll-Up Summary field |
C. A Roll-Up Summary field
Explanation:
A roll-up summary field is the best way to display the sum of all closed won opportunity amounts at the account level. A roll-up summary field is a type of field that calculates a value from a set of related records, such as the sum, average, min, or max. A roll-up summary field can only be created on the master object of a master-detail relationship, and it can only calculate values from the detail object. For example, a roll-up summary field called Total Revenue could be created on the Account object, and it could calculate the sum of the Amount field from the Opportunity object, where the Stage field equals Closed Won. A custom report type is a tool that allows the user to create a report based on the relationships between a primary object and its related objects. A custom report type does not display a value at the account level, but at the report level. The opportunity related list is a component that shows the related opportunities for a specific account record. The opportunity related list does not display the sum of all closed won opportunity amounts, but only the individual amounts for each opportunity.
Question # 5
A Salesforce associate is creating a report that needs to show changes uin a value over a series of point in time.
Which type of chart should the associate add to this report to help visualize these changes? |
A. Line | B. Scatter | C. Donut |
A. Line
Explanation:
The type of chart that the associate should add to the report to help visualize the changes in a value over a series of points in time is a line chart. A line chart shows how a numeric value changes over time or across categories, using a continuous line that connects the data points. A line chart is useful for showing trends, patterns, or fluctuations in the data.
Question # 6
A Salesforce associate wants to add a new related list of cases to the Account.
Where should the associate go to add the related list to Account? |
A. Account Record page | B. Page Layout | C. Case Record page |
B. Page Layout
Explanation:
The related list of cases can be added to the account page layout, which determines the fields, buttons, and related lists that users see when they view an account record.
Question # 7
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? |
A. Create a new report using the Contacts & Accounts report type. | B. Create a Contacts report with a filter on Account. | C. Create a joined report with accounts and contacts. |
A. Create a new report using the Contacts & Accounts report type.
Explanation:
The first step in building a report that shows all active contacts grouped by account is to create a new report using the Contacts & Accounts report type. The report type determines the objects and fields that are available for the report. The Contacts & Accounts report type allows users to report on contacts and their related accounts, as well as account fields such as industry, annual revenue, and number of employees
Question # 8
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. List view for each object | B. Object Manager | C. Wildcards and operators |
C. Wildcards and operators
Explanation:
Wildcards and operators are symbols that can be used to search for records when the name of the record is not known. For example, the asterisk (*) can be used to match any string of characters, and the AND operator can be used to combine multiple terms.
Question # 9
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. Gauge | B. Metric | C. Chart |
A. Gauge
Explanation:
A gauge is a dashboard component type that shows a single value within a range of custom values. A gauge is useful for showing whether a metric, such as revenue or customer satisfaction, is within a desired range. For example, a gauge could show the current revenue as a needle pointing to a green, yellow, or red zone, indicating whether the revenue is above, below, or on target. A metric is a dashboard component type that shows a single value, such as the total number of accounts or the average deal size. A metric does not show a range of values. A chart is a dashboard component type that shows data in a graphical format, such as a pie chart, a bar chart, or a line chart. A chart is useful for showing the distribution or trend of data, but not a single value within a range.
Question # 10
A salesforce associate at Get cloudy Consulting is configuring object access. The requirements are:
Sales Manager must have the same access to Opportunities.
Marketing managers must have the same access to Campaigns.
What is the recommend approach to configuring their access?
|
A. Sharing Sets and Manual Sharing | B. Validation and Assignment Rules | C. Profiles and Permission Sets |
C. Profiles and Permission Sets
Explanation:
Profiles and permission sets are used to configure object access for users. Profiles define the baseline access for users based on their license type and job function. Permission sets grant additional access to users based on their functional or departmental needs. Sharing sets and manual sharing are used to configure record access for users. Validation and assignment rules are used to enforce data quality and automate business processes.
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