Questions for the SALESFORCE CERTIFIED ASSOCIATE were updated on : Sep 01 ,2024
Two users in the same opportunity record are seeing different fields.
What is the reason for this?
B
A Salesforce associate deletes an Account of a company that recently went out of business.
Which other related records are automatically deleted?
C
Which tool creates a visual representation of objects and their relationships?
C
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
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?
A
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 do to identify these contacts?
C
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?
B
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?
C
Get Cloudy Consulting gets 90°^b 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'.
What should help the sales reps when they create these lead records?
B
What should the account owner at Get Cloudy Consulting use to learn the sum of the amount for
each opportunity?
C
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?
A
Refer to the screenshot that shows the Home page.
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?
A
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
employees7
B
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?
C
Get Cloudy Consulting (GCC) wants to simplify its sales teams Account Record page with the
following recommendations:
• Adding tabs
• Hiding components
• Making fields conditionally visible
Where should GCC's Salesforce associate go to draft these changes for review?
A