Salesforce Associate Reviewer 1
Salesforce Associate Knowledge Quiz
Test your knowledge and skills with our engaging Salesforce Associate Quiz! This quiz is designed to challenge your understanding of Salesforce concepts and best practices.
Whether you're looking to refine your expertise or prepare for your next career move, this quiz covers essential topics such as:
- Salesforce Reports
- User Permissions
- Data Management
- Salesforce Products
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?
Create a new report using the Contacts & Accounts report type.
Create a Contacts report with a filter on Account.
Create a joined report with accounts and contacts.
Which sharing type shares a single, common infrastructure and code base?
Metadata
Multitenant
Trust
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?
Salesforce usernames must include the user s full name and be formatted like an email address.
Salesforce usernames must be unique across all Salesforce orgs and that one is already in use.
Salesforce usernames must be formatted like an email address with .com at the end.
Which Trailhead feature should Get Cloudy Consulting use to create a custom teaming path for its employees?
Projects
Trailmixes
Modules
The Health Department wants to gain more insight into its patient data than what Salesforce Dashboards can provide. Which Salesforce product should the department use?
Experience Cloud
CRM Analytics
Health Cloud
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?
Service Cloud
Experience Cloud
Sales Cloud
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?
Trailblazer Connect
Salesforce Interest Groups
Trailblazer Community Groups
Salesforce associate received a promotion and needs Edit access to fields on opportunity records across the organization. Which user setting need updating to allow Edit access?
Queue
Permission Set
Public Group
A salesforce associate at get Cloudy Consulting has been asked to analyze Service Cloud data to determine how many individual have called in to the support center. Which relationship on Case should the associate use?
Owner
Account
Contact
Which relationship type exists between Accounts and Contacts?
Master-detail
Self
Lookup
Get Cloudy Consulting gets 90% of its business 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'.
Make an assignment rule named Trade Show' to only assign leads to sales reps.
Format a validation rule requiring the Lead Source field to equal Trade Show'.
Change the default value of the Lead Source field from 'Web' to Trade Show'.
Get Cloudy Consulting wants to evaluate a new feature that requires a specific license before purchasing. Which environment should be used?
Scratch org
Developer sandbox
Developer org
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?
Create a permission set that grants Edit access to leads and assign it to the marketing team.
Create a new profile that grants Edit access to leads and assign it to the marketing managers.
Create a permission set that grants Edit access to leads and assign it to the marketing managers.
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?
Salesforce Technical Architect
Salesforce Administrator
Salesforce Developer
Which Salesforce role produces data-driven solutions by eliciting, documenting, and examining requirements around organizational challenges?
Platform Developer
Business Analyst
User Experience Designer
What is the maximum number of rows a report will display?
3000
2000
5000
What should the account owner at Get Cloudy Consulting use to learn the sum of the amount for each opportunity?
A Roll-Up Summary field
The Opportunity related list
A custom report type
Get Cloudy Consulting encourages end users to update their own settings. How can an end user access their personal settings?
Click the question mark icon in the header, then create a Case.
Click the gear icon in the header, then click Setup.
Click the profile icon in the header, then click Settings.
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?
Make the field required in Object Manager.
Make the field required with a validation rule.
Make the field required in organization-wide defaults.
Get Cloudy Consulting' dashboard shows all of the company's key performance indicators (KPls) in one view. The company's Salesforce associate is asked to add functionality that allows the dashboard to show all the same KPls for each of the regions. How should the associate add this functionality?
Create new dashboards for each region.
Add a Region filter to the dashboard.
Use an analytics package from the AppExchange.
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 create a field to show the amount as described above?
Create a bucket field off of Amount
Create a custom field in Setup.
Create a formula field off of Amount.
How should a Salesforce associate ensure a dashboard has the most current data?
By refreshing the browser
By clicking refresh on the dashboard
By opening the dashboard
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?
Refresh
Notifications
Subscriptions
Two users in the same opportunity record are seeing different fields. What is the reason for this?
The missing fields are marked as hidden in Object Manager.
The users are assigned different profiles and page layouts.
The users have been configured with different Locales.
A Salesforce associate deletes an Account of a company that recently went out of business. Which other related records are automatically deleted?
Any related leads
Any related cases
Any related opportunities
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?
Trailhead Community
Salesforce Help
Trailhead Academy
Which tool creates a visual representation of objects and their relationships?
App Launcher
Object Manager
Schema Builder
How can a user see only contacts from a specific city on the 'New This Week' list view without changing what other users see?
Change the permissions so they can only see records from the specific city.
Clone the list view with a new name, and filter by the specific city.
Build a private report for contacts that is filtered by the specific city.
A Salesforce Associate wants to reorder items in their instance so the Reports tab appears immediately after Home. What should the associate do to customize the items on the navigation bar?
Select the personalization button (pencil icon), then click and drag the item name up or down to adjust its location.
Use the downward arrow next to each item name, then select Move to move the item left or right.
Click the Setup gear icon at the top right of the page, then select User Interface and then Tabs.
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?
Validation Rule
Approval Process
Page Layout
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?
Health Cloud
Service Cloud
Nonprofit Cloud
Get Cloudy Consulting is rolling out Salesforce to its organization. New users may have different access requirements based on department. What should be recommended to allow new users the correct access based on their department's requirements?
Role Hierarchy
Individual Profiles
Permission Sets
Get Cloudy Consulting (GCC) is experiencing significant performance degradation. What should GCC do to quickly verify if a performance incident has been reported on its instance of Salesforce?
Ask a question on the Trailblazer Community.
Check System Status on the Trust site.
Open a case with Salesforce Support.
A Salesforce Associate at Get Cloudy Consulting is working with a user to view multiple records and their related records on the same screen. Currently, the user uses multiple browser tabs. Which app should the Associate recommend for the user to view multiple records and their related records on one screen?
Salesforce Lightning Page
Salesforce Lightning Console
Salesforce Dashboard
A Manager is creating a dashboard for their team and wants each team member to receive a copy of the dashboard results by email each week. What should the team members do to ensure they receive their weekly results?
Like the dashboard
Subscribe to the dashboard
Follow the dashboard
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?
Create an Opportunity Summary Report.
Create an Opportunity List View.
Create an Opportunities Kanban View.
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?
Account Record page
Page Layout
Case Record page
Get Cloudy Consulting currently stores information about its Customers and Partners in the Account object. There are 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?
Use Account for Customers and create a custom object for Partners.
Create record types on Account called Partner and Customer.
Create custom object called Partner and Customer.
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?
Salesforce Help
Company Information
User Management Settings
A Salesforce Associate reviews a report that shows more information than they need. The Associate see individual records but only wants to see the Record Count. Which switches should the Associate toggle to only show the Record Count?
Row Counts and Grand Total
Subtotal and Detail Rows
Grand Total and Subtotals
A Salesforce Associate is asked to share records about a carpool program with users. Which type of group should the Associate create?
Private Group(s)
Public Group(s)
Queue
A Marketing Manager wants to make the Reason Lost field required on the Opportunity when the stage is changed to 'Closed Lost'. What should the Salesforce Associate do to enforce this requirement?
Make the field required on the page layout.
Create a Validation Rule on the Opportunity object.
Make the field universally required.
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?
Experience
Analytics
Nonprofit
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?
Collapse detail sections
Remove activities
Change page-layout assignments
Get Cloudy Consulting's dashboard shows all of the company's key performance indicators (KPls) in one view. The company's Salesforce associate is asked to add functionality that allows the dashboard to show all the same KPls for each of the regions. How should the associate add this fun
Create new dashboards for each region.
Add a Region filter to the dashboard.
Use an analytics package from the AppExchange.
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