Exam Practice questions Flashcards
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
A company sells solar panels through a network of partners. The company wants to create a private website where they can publish helpful content on products and allow partners to collaborate on how to boost their sales. Which products would be the ideal solution?
Experience Cloud
S Salesforce associate at Get Cloudy 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.
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
A single application that serves multiple organizations
Multitenant
Cloud computing marketplace through which end users can access, download, and install software apps
AppExchange
Point-and-click customizations
Declarative
Expert-led learning and credentials
Trailhead academy
A Salesforce associate frequently views multiple reports located in different folders.
What is and efficient way to navigate to reports quickly?
Add the reports to My favorites
A Salesforce associate wants to see a graphical view of where all open cases are in the support process.
Which view should the associate use?
Kanban
In Setup, where should a Salesforce manager go to check a team member’s login history?
Administration | Users | Users
View login history or locked status on the users record.
An associate wants to limit their Global Search results to only the Account object. What should the associate do to accomplish this?
Utilize the filter on the global search to search only in Accounts.
The starting point for viewing, editing, and entering information for a particular object.
Tab
View and restore records
Recycle bin
A tool that lets admins access object management settings for both standard and custom objects.
Object Manager
Includes details and links to other records
Related List
What happens when a lead is converted?
An account, contact, and, optionally, opportunity are created.
A Salesforce associate wants to display the number of days until an opportunity closes on the Opportunity report.
Which field type should they use to create the field?
Formula
The Salesforce associate receives a request to make the Priority field visible. It should only be visible when the Status of the custom Object record is set to Negotiation.
Which approach should the associate use to fulfill this request?
Dynamic Forms
Get Cloudy Consulting (GCC) 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 agents select a subcategory that does not align with the category. What should GCC do to ensure agents choose a valid subcategory.
Use a dependent picklist to limit the subcategories available.
A tool that allows visualization and edits to the data model.
Schema builder
Master-detail
Many-to-many
Lookup
Object Relationships
Used for different business processes, picklist values, and page layouts for different users based on profile
Record Types
Formula
Checkbox
Date
Field Types
How many custom summary formula fields can a report include?
5
A sales manager at Get Cloudy Consulting requests access to a report they need to modify.
How should a Salesforce associate give the sales manager access to the report?
Share the report folder
A Salesforce associate is using Report Builder to generate a list of open leads. The report has no filters. When previewing the data, not all of the expected results are showing up in Report Builder.
What is the reason all of the data is not visible when previewing the report?
Only a limited number of records show in the Report Builder data preview.
A Salesforce associate currently uses a number of reports to help prioritize their work.
What feature should the associate use to graphically display the information from multiple reports on a single screen?
Lightning dashboards
Receive refreshed report results by email on a schedule.
Subscribe and Schedule Reports
Opportunities worth more than $50,000.00 cases that mention the word “Widgets” in the subject, or accounts located in California.
Report Filters
Load the latest data into a dashboard
Dashboard refresh
