Associate Set 4

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?. Analytics. Nonprofit. Experience.

Which Salesforce role produces data-driven challenges?. Sales Associate. Business Analyst. Platform Developer.

A nonprofit health 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?. Nonprofit Cloud. Health Cloud. Service Cloud.

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?. Salesforce Help. Trailhead Community. Trailhead Academy.

Get Cloudy Consulting (GCC) plans to migrate from a legacy CRM system to Salesforce. GCC currently uses a dedicated single-tenant, on-premise system and wants to utilize a multi-tenant architecture like Salesforce uses. What is one feature of multi-tenant architecture?. Resources are shared and tenants can use each other's resources. Resources are shared and unlimited for each tenant. Resources are limited to each tenant.

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?. Salesforce Interest Groups. Trailblazer Connect. Trailblazer Community Groups.

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 be used to meet this need?. Service Cloud. MuleSoft. Experience Cloud.

Which Trailhead feature should Get Cloudy Consulting use to create a custom learning path for its employees?. Trailmixes. Modules. Projects.

A Salesforce associate tries to create a new user in a sandbox using "Astro@getcloudy.org’ as the username and it fails. What is the problem with creating the ‘Astro@getcloudy.org” username?. 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. Salesforce usernames must include the user's full name and be formatted like an email address.

Which platform architecture shares a single, common infrastructure and code base?. Trust. Multitenant. Metadata.

An online retail company uses Sales Cloud and Marketing Cloud. The company’s Salesforce associate needs help while working in Marketing Cloud and wants to hear other Salesforce professionals’ opinions. They would like to post a question that anyone around the globe who is familiar with Salesforce can answer. Which resource should they use?. Trailblazer Community. Trailhead Academy. Salesforce Help.

A college wants to incorporate Salesforce into its admissions program using Program Enrollment and Course Connections. Which Salesforce cloud provides these features as standard offerings?. Education Cloud. Experience Cloud. Marketing Cloud.

Which Salesforce role should help companies increase campaign effectiveness, reengage inactive customers, and grow their customer base?. Marketer. Consultant. Designer.

What is the maximum number of rows a report will display?. 5,000. 3,000. 2,000.

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 show the amount as described above?. Create a formula field off of Amount. Create a bucket field off of Amount. Create a custom field in Setup.

How should a Salesforce associate ensure a dashboard has the most current data?. By refreshing the browser. By opening the dashboard. By clicking refresh on 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.

How can a report of all Accounts with Opportunities be created?. Use the Accounts report type. Use the Opportunities report type. Use the Accounts with Opportunities report type.

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?. Gauge. Chart. Metric.

A Salesforce associate deletes an Account of a company that recently went out of business. Which related records are automatically deleted?. Any related cases. Any related leads. Any related opportunities.

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 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. Create a permission set that grants Edit access to leads and assign it to the marketing team.

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 use to identify these contacts?. The Active field. The contact’s Last Modified Date. The last related activity date.

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?. Approval process. Page layout. Validation rule.

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?. Role Hierarchy. Permission Sets. Profiles.

Get Cloudy Consulting gets 90% of its leads 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 approach would improve data integrity for the Lead Source field?. Make an assignment rule named "Trade Show’ to only assign leads to sales reps. Set the default value of the Lead Source field to ‘Trade Show". Create a validation rule requiring the Lead Source field to equal Trade Show’.

How should an associate display the sum of all closed won Opportunity amounts at the Account level?. A Roll-Up Summary field. The Opportunity related list. A custom report type.

A Salesforce associate wants to update an opportunity record they just closed. Which relationship is standard as a Lookup field on an opportunity?. Quote. Stage. Account.

A Salesforce user at Get Cloudy Consulting informs the company's Salesforce associate they have moved to another department in the organization and no longer need access ta Salesforce. How should the associate change the user's access?. Do nothing; the user may need to access Salesforce In the future. Deactivate the user to free up the Salesforce license. Delete the user to free up the Salesforce license.

Get Cloudy Consulting wants to group its contacts by Region. On most records, this text field is blank or misspelled. Which action is recommended to ensure there is correct data for this field?. Convert the Region field to a picklist field. Email users a list of region names with correct spelling. Create a validation rule to enforce correct spelling.

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 can the user do to simplify the page?. Remove activities. Collapse detail sections. Change page layout assignment.

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?. Use the downward arrow next to each item name, then select Move to move the item left or right. Select the personalization button (pencil icon), then dick and drag the item name up or down to adjust its location. Click the Setup gear icon at the top right of the page, then select User Interface and then Tabs.

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?. User Management Settings. Salesforce Help. Company Information.

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 Opportunities Kanban View. Create an Opportunity List View. Create an Opportunity Summary report.

A Salesforce associate is using Global Search to find a record but does not remember the exact name of the record they want to find. What should the associate use to search for the record?. Wildcards and operators. Object Manager. List View for each object.

A Salesforce associate recently relocated from Get Cloudy Consulting's San Francisco office to its new London office. The associate wants to change their personal work hours information in the Salesforce org to reflect their new time zone. Which method is easiest to change these settings?. Go to Setup > Company Information > Default Time Zone. Submit a case with Salesforce support. My Personal Information > Language & Time Zone.

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?. Page Layout. Case Layout. Account Record.

A sales rep at Get Cloudy Consulting asks the new Salesforce associate to give them a report showing all the active accounts for the sales rep’s territory. Where should the associate go to create a new report for Accounts?. Reports tab. Accounts tab. Setup.

A Salesforce associate is asked to review all the objects within their company’s instance. They also need to identify which are custom objects. Where should the associate go to se this information?. App Launcher. Global Search. Object Manager.

Where should field dependencies for an object be reviewed?. App Builder. Profiles. Object Manager.

A Salesforce associate is asked to review multiple reports from the current month's folder and bring insight into a meeting. How should the associate locate all the reports in a single location from the Report object?. Click on All Folders and use the search bar. Click on All Reports and use the search bar. Use the Global search bar.