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?
Answer : A
A Salesforce associate deletes an Account of a company that recently went out of business.
Which related records are automatically deleted?
Answer : A
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?
Answer : C
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?
Answer : A
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?
Answer : A
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?
Answer : B
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?
Answer : B
How should an associate display the sum of all closed won Opportunity amounts at the Account level?
Answer : B
A Salesforce associate wants to update an opportunity record they just closed.
Which relationship is standard as a Lookup field on an opportunity?
Answer : C
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 to Salesforce.
How should the associate change the user’s access?
Answer : A
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?
Answer : A
What is the maximum number of rows a report will display?
Answer : A
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?
Answer : A
How should a Salesforce associate ensure a dashboard has the most current data?
Answer : B
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?
Answer : B
Have any questions or issues ? Please dont hesitate to contact us