A Salesforce associate wants to find the latest release notes for Salesforce products. Where can Salesforce resources, such as documentation, definitions,
... [Show More] and release notes, be found?
- Trailhead Academy
- Salesforce Help
- Trailblazer Community
Salesforce Help
A company sells solar panels through a network of partners. The company wants to create a private website where they can publish helpful content on products and allow partners to collaborate on how to boost their sales.
Which product would be the ideal solution?
- Marketing Cloud Account Engagement
- Commerce Cloud
- Experience Cloud
Experience Cloud
Brainpower
Read More
Previous
Play
Next
Rewind 10 seconds
Move forward 10 seconds
Unmute
0:13
/
0:15
Full screen
A Salesforce associate at Get Cloudy Consulting receives a request to make changes to an existing field.
How should they make this change to the existing field?
- Make the changes in a sandbox, test, deploy to production, and test.
- Make the changes in production and test.
- Make the changes in a sandbox, test, and then make the changes in production.
Make the changes in a sandbox, test, deploy to production, and test
A consultant is working on a Salesforce implementation and has a question about the proposed configuration.
Which person should be recommended to answer the consultant's question?
- Developer
- Solution architect
- Administrator
Solution architect
Multitenant
A single application that serves multiple organizations
AppExchange
Cloud computing marketplace through which end users can access, download, and install software apps
Declarative
Point-and-click customizations
Trailhead Academy
Expert-led learning and credentials
A Salesforce associate frequently views multiple reports located in different folders. What is an efficient way to navigate to reports quickly?
- Add each report to the browser's bookmarks
- Add the reports to their personal home page
- Add the reports to My Favorites
Add the reports to My Favorites
A Salesforce associate wants to see a graphical view of where all open cases are in the support process.
What view should the associate use?
- Table
- Kanban
- Split
Kanban
In Setup, where should a Salesforce manager go to check a team member's login history?
- Administration / Users / Roles
- Administration / Users / Profiles
- Administration / Users / Users
Administration / Users / Users
An associate wants to limit their Global Search results to only the Account object.
What should the associate do to accomplish this?
- Utilize the filter on the global search to search only in Accounts
- Navigate to Accounts in Object Manager and update the settings.
- Update search settings to Account only in User Settings.
Utilize the filter on the global search to search only in Accounts
Tab
The starting point for viewing, editing, and entering information for a particular object.
Recycle Bin
View and restore records
Object Manager
A tool that lets admins access object management settings for both standard and custom objects.
Related List
Includes details and links to other records
What happens when a lead is converted?
- An account, contact, and, optionally, opportunity are created.
- An account, contact, and activity are created.
- An account, opportunity, and task are created.
An account, contact, and, optionally, opportunity are created.
A Salesforce associate wants to display the number of days until an opportunity closes on the Opportunity report.
Which field type should they use to create the field?
- Roll-up summary
- Number
- Formula
Formula
The Salesforce associate receives a request to make the Priority field visible. It should only be visible when the Status of the custom Object record is set to Negotiation.
Which approach should the associate use to fulfill this request?
- Dynamic Forms
- Page layouts
- Apex code
Dynamic Forms
Get Cloudy Consulting (GCC) handles complaints via phone calls. To route cases to the correct department, support agents need to enter a category and subcategory on the case. Cases are often routed to the wrong team because agents select a subcategory that does not align with the category.
What should GCC do to ensure agents chose a valid subcategory?
- Provide a list of subcategories for each category in the Path
- Use a dependent picklist to limit the subcategories available
- Create default values for the category and subcategory fields
Use a dependent picklist to limit the subcategories available
Schema Builder
A tool that allows visualization and edits to the data model
Object Relationships
- Master-detail
- Many-to-many
- Lookup
Record Types
Used for different business processes, picklist values, and page layouts for different users based on profile
Field Types
- Formula
- Checkbox
- Date
How many custom summary formula fields can a report include?
- 3
- 5
- 10
5
A sales manager at Get Cloudy Consulting requests access to a report they need to modify.
How should a Salesforce associate give the sales manager access to the report?
- Share the report
- Export the report
- Share the report folder
Share the report folder
A Salesforce associate currently uses a number of reports to help prioritize their work.
What feature should the associate use to graphically display the information from multiple reports on a single screen?
- Lightning dashboards
- Reporting snapshots
- Joined reports
Lightning dashboards
A Salesforce associate is using Report Builder to generate a list of open leads. The report has no filters. When previewing the data, not all of the expected results are showing up in Report Builder.
What is the reason all of the data is not visible when previewing the report?
- The Show Me filter is set to "All Leads" in the Report Builder data preview
- The user profile does not have the "View All" permission on the Lead object
- Only a limited number of records show in the Report Builder data preview
Only a limited number of records show in the Report Builder data preview
Subscribe and Schedule Reports
Receive refreshed report results by email on a schedule
Report filters
Opportunities worth more than $50,000.00, cases that mention the word "widgets" in the subject, or accounts located in California
Dashboard Refresh
Load the latest data into a dashboard
Dashboard filters
Apply different data perspectives to a single dashboard
What is Salesforce Customer 360?
A - A solution that creates a universal customer ID across different systems
B - One integrated CRM Platform
C - The breadth of Salesforce technology that helps companies get closer to their customers
D - A & B
E - B & C
E [Show Less]