Salesforce-Associate Practice Exam Questions and Answers

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 functionality?

A salesforce associate wants to retrieve a record for a business but only remembers a portion of the business name.

Using the fewest clicks, how should the associate search the account records for the desired business?

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?

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?

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?

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 requirements7

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?

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?

What type of relationship do Account and Contact objects have?

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