Salesforce-Associate

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?. Use the Global search bar. Click on All Reports and use the search bar. Click on All Folders and use the search bar.

What should the account owner at Get Cloudy Consulting use to learn the sum of the amount for each opportunity?. The Opportunity related list. A custom report type. A Roll-Up Summary field.

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 assignment.

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.

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.

Get Cloudy Consulting (GCC) has a Contact that works at two different Accounts. How should GCC related this Contact to two Accounts?. Use Contacts to multiple Accounts. Create two contact records. Merge the two Account records.

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?. Line. Scatter. Donut.

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

Get Cloud Consulting (GCC) has started to use Salesforce for its sales and service divisions. GCC would like to automate a process and understands this can be done through declarative and programmatic solutions. Which approach should GCC explore first?. A programmatic approach, unless there is a lack of resources. A declarative approach, as it allows for quicker and simpler problem resolution. A programmatic approach, as it is more customizable.

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 salesforce associate is excited to find they can combine the challenge of learning new skills with the chance of winning prizes?. Superbadges. Quests. Ranks.

Where can a new user set up an email signature in Salesforce?. Personal Settings. User Profile. Email Setup.

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?. Look at the contact's Last Modified Date. Look at the Active field. Look at the last related activity date.

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?. Sharing Sets and Manual Sharing. Validation and Assignment Rules. Profiles and Permission Sets.

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?. 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.

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 is working from a custom Contact list view and noticed key information is missing. What should they do to add the missing information?. Edit sharing settings. Select Fields to Display. Edit list filters.

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?. List view for each object. Object Manager. Wildcards and operators.

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 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 5100,000. * 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.

Refer to the screenshot that shows the top portion of the Salesforce Service app with areas labeled A, B, and C. A - Icon of 9 points B - Select All C - Dashborard Get Cloudy Consulting (GCC) offers sales and services consoles to meet the various needs of its end users? Where should GCC' end users go to change to the Sales Console?. App Launcher icon (Label A). Search bar (Label b). A dropdown in the navigation bar (Label C).

Cloud Kicks (CK) became a North American subsidiary of Get Cloudy Consulting (GCC). What should the Salesforce associate do to show that GCC is part of the CK portfolio when creating the CK Account record?. View account hierarchy and select Add Child Account. Select New on the child accounts related list. Add Get Cloudy Consulting to the Parent Account field.

A Salesforce associate wants to quickly create an org where they can learn, practice, and develop Salesforce skills. Which type of org should they create from within Trailhead?. Developer Edition. Sandbox. Playground.

A Salesforce associate at Get Cloudy Consulting is given a list of opportunities to work through. The associate asks for an easier way to change the opportunity stage. What should be recommended?. Switch to the Kanban View. Create multiple list views. Use a Dynamic Dashboard View.

An employee at Get Cloudy Consulting recently changed their name. They received a new email address Where should these changes be updated?. User Record page from Setup. User Profile page. Contact Record page.

Get Cloudy Consulting is rolling out Salesforce to its organization. New users may have different access requirements base 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.

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

Salesforce is built on objects like Account, Contact, and Opportunity. What is a representation of an object?. A spreadsheet where the records are rows and the fields are columns. Physical visualization of an Account, Contact, or Opportunity. A set of relationships that link an Account, Contact, or Opportunity.

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 they weekly results?. Like the dashboard. Subscribe to the dashboard. Follow the dashboard.

A deleted record needs to be recovered from the Recycle Bin. Where can the user find the Recycle Bin?. Setup. App Launcher. Global Search.

Get Cloudy Consulting (GCC) wants to customize its Sales application's Home tab with additional components. Outside of the org, where should GCC' Salesforce associate go to collaborate with others on solutions that might resonate with GCC users?. Explore documents In Help and Training. Ask a question In a Trailblazer Community Group. Search for modules in Trailhead.

An insurance call center is experiencing increased policy support calls which has led to long wait times and disappointed customers. Which cloud will decrease the number of incoming calls, empower customers, and increase satisfaction?. CRM Analytics. Experience. Cloud Sales Cloud.

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 Developer. Salesforce Administrator. Salesforce Technical Architect.

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

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.

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.

The salesforce account executive for Get Cloudy Consulting's (GCC) advises the company to use United Clouds to assist with its transition to using Salesforce as its CRM. GCC also plans to add an app in salesforce from Connected Mail. What is the role of each of these companies?. Get Cloudy Consulting – Customer Connected Mail -independent Software Vendor (ISV) United Clouds – Partner. Get Cloudy Consulting - Customer Connected Mail - Consultant - United Clouds -Partner. Get Cloudy Consulting -Customer Connected Mail - Product United Clouds -partner Independent Software Vendor (ISV).

Get Cloudy Consulting (GCC) wants to build one dashboard for Leads and Opportunities. GCC want the data to be displayed based on the logged-in user's security setting. Which type of dashboard should this be?. Static. Dynamic. Standard.

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.

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.

Refer to the image below: Row Counts - Detail Rows - Subtotals - Grand Total A Salesforce associate reviews a report that shows more information than they need. The associated see individual records but only wants to see the Record Count. Which switches should the associated toggle to only show the Record Count?. Row Counts and Grand Total. Subtotals and Detail Rows. Grand Total and Subtotals.

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'. What should help the sales reps when they create these lead records?. 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'.