SALESFORCE ASSOCIATE EXAM QUESTIONS
AND ANSWERS 100% CORRECT!!
,Percents of topics on the exam - ANSWER Salesforce Ecosystem: 32%
Navigation: 28%
Data Model: 25%
Reports and Dashboards: 15%
Logistics of Exam - ANSWER - 40 questions
- 62% to pass
- receive results immediately
- $75
Topics in the Salesforce Ecosystem - ANSWER Trailhead
Trailblazer Community
Salesforce Customer 360
Types of instances
Multitenant environment
Multitenant - ANSWER A single application that serves multiple organizations
AppExchange - ANSWER Cloud computing marketplace through which end users can
access, download, and install software apps
Declaritive - ANSWER Point-and-click customizations
Trailhead Acadamy - ANSWER Expert-led learning and credentials
Topics in Navigation - ANSWER Global search
Related lists
User settings
Setup
App Launcher
A Salesforce associate frequently views multiple reports located in different folders.
What is an efficient way to navigate to reports quickly? - ANSWER 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. Which view should the associate use? - ANSWER Kanban - this view
organizes a set of records into columns to track work at a glance
,In Setup, where should a Salesforce manager go to check a team member's login
history? - ANSWER 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? - ANSWER Utilize the filter on the global
search to search only in Accounts
Tab - ANSWER The starting point for viewing, editing, and entering information for a
particular object.
Recycle Bin - ANSWER View and restore records
Object Manager - ANSWER A tool that lets admins access object management settings
for both standards and custom objects
Related List - ANSWER Includes details and links to other records
Topics on Reports and Dashboards - ANSWER Report tab
Report folders
Report preview
Report types
Report fields
Report filters and groups
Report export
Dashboard refresh button
Dashboard components
Report Filters - ANSWER Example: Opportunities worth more than $50,000, cases that
mention the word "widgets" in the subject, or accounts located in California
Dashboard Refresh - ANSWER Load the latest data into a dashboard
Dashboard filters - ANSWER Apply different data perspectives to a single dashboard
Topics on the Data Model - ANSWER Objects
Lead conversion
Field types
Schema builder
Record types
Page layouts
Security
, Default values
Data validation rules
What happens when a lead is converted? - ANSWER An account, contacted, 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? -
ANSWER Formula - an algorithm that derives its value from other fields, expressions, or
values.
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? - ANSWER Dynamic forms -
they allow you to display fields and sections on a page layout individually like a
component so that users only get what they need
A company handles complaints via phone calls. To route cases to the correct
department, support agents need to enter a category and subcategory that does not
align with the category. What should the company do to ensure agents choose a valid
subcategory? - ANSWER Use a dependent picklist to limit the subcategories available
Schema Builder - ANSWER A tool that allows visualization and edits to the data model
Object Relationships - ANSWER - Master-detail
- Many-to-many
- Lookup
Record Types - ANSWER Used for different business processes, picklist values, and
page layouts for different users based on profile
Field Types - ANSWER Formula
Checkbox
Date
Salesforce Customer 360 - ANSWER An integrated customer relationship management
(CRM) platform that helps companies transform their businesses by uniting their
marketing, sales, commerce, service, and IT teams with a single, shared customer view
AND ANSWERS 100% CORRECT!!
,Percents of topics on the exam - ANSWER Salesforce Ecosystem: 32%
Navigation: 28%
Data Model: 25%
Reports and Dashboards: 15%
Logistics of Exam - ANSWER - 40 questions
- 62% to pass
- receive results immediately
- $75
Topics in the Salesforce Ecosystem - ANSWER Trailhead
Trailblazer Community
Salesforce Customer 360
Types of instances
Multitenant environment
Multitenant - ANSWER A single application that serves multiple organizations
AppExchange - ANSWER Cloud computing marketplace through which end users can
access, download, and install software apps
Declaritive - ANSWER Point-and-click customizations
Trailhead Acadamy - ANSWER Expert-led learning and credentials
Topics in Navigation - ANSWER Global search
Related lists
User settings
Setup
App Launcher
A Salesforce associate frequently views multiple reports located in different folders.
What is an efficient way to navigate to reports quickly? - ANSWER 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. Which view should the associate use? - ANSWER Kanban - this view
organizes a set of records into columns to track work at a glance
,In Setup, where should a Salesforce manager go to check a team member's login
history? - ANSWER 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? - ANSWER Utilize the filter on the global
search to search only in Accounts
Tab - ANSWER The starting point for viewing, editing, and entering information for a
particular object.
Recycle Bin - ANSWER View and restore records
Object Manager - ANSWER A tool that lets admins access object management settings
for both standards and custom objects
Related List - ANSWER Includes details and links to other records
Topics on Reports and Dashboards - ANSWER Report tab
Report folders
Report preview
Report types
Report fields
Report filters and groups
Report export
Dashboard refresh button
Dashboard components
Report Filters - ANSWER Example: Opportunities worth more than $50,000, cases that
mention the word "widgets" in the subject, or accounts located in California
Dashboard Refresh - ANSWER Load the latest data into a dashboard
Dashboard filters - ANSWER Apply different data perspectives to a single dashboard
Topics on the Data Model - ANSWER Objects
Lead conversion
Field types
Schema builder
Record types
Page layouts
Security
, Default values
Data validation rules
What happens when a lead is converted? - ANSWER An account, contacted, 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? -
ANSWER Formula - an algorithm that derives its value from other fields, expressions, or
values.
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? - ANSWER Dynamic forms -
they allow you to display fields and sections on a page layout individually like a
component so that users only get what they need
A company handles complaints via phone calls. To route cases to the correct
department, support agents need to enter a category and subcategory that does not
align with the category. What should the company do to ensure agents choose a valid
subcategory? - ANSWER Use a dependent picklist to limit the subcategories available
Schema Builder - ANSWER A tool that allows visualization and edits to the data model
Object Relationships - ANSWER - Master-detail
- Many-to-many
- Lookup
Record Types - ANSWER Used for different business processes, picklist values, and
page layouts for different users based on profile
Field Types - ANSWER Formula
Checkbox
Date
Salesforce Customer 360 - ANSWER An integrated customer relationship management
(CRM) platform that helps companies transform their businesses by uniting their
marketing, sales, commerce, service, and IT teams with a single, shared customer view
