Salesforce Certified Associate Exam questions and answers 2024

A Salesforce associate wants to find the latest release notes for Salesforce products. Where can Salesforce resources, such as documentation, definitions, and release notes, be found? A Trailhead Academy B Salesforce Help C Trailblazer Community B Salesforce Help Product documentation, a glossary, and release notes are posted in 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? A Marketing Cloud Account Engagement B Commerce Cloud C Experience Cloud C Experience Cloud Use Experience Cloud to empower customers and collaborate with partners. Brainpower Read More Previous Play Next Rewind 10 seconds Move forward 10 seconds Unmute 0:04 / 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? A Make the changes in a sandbox, test, deploy to production, and test. B Make the changes in production and test. C Make the changes in a sandbox, test, and then make the changes in production. A Make the changes in a sandbox, test, deploy to production, and test. Use a sandbox for development, testing, and training to avoid compromising the data and applications in a production org. 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? A Developer B Solution architect C Business Analyst B • Solution architect Solution architects design domain-specific, multi-cloud solutions on the Salesforce Platform that power personalized, frictionless customer experiences that maximize business value. Multitenant A single application that services 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? A Add each report to the browser's bookmarks. B Add the reports to their personal home page. C Add the reports to My Favorites. C Add the reports to My Favorites. Use My Favorites to quickly access important records, lists, groups, and other frequently used pages. 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? A Table B Kanban C Split B Kanban The Kanban 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? A Administration | Users | Roles B Administration | Users | Profiles C Administration | Users | Users C Administration I Users | Users View login history or locked status on the user record. An associate wants to limit their Global Search results to only the Account object. What should the associate do to accomplish this? A Utilize the filter on the global search to search only in Accounts. B Navigate to Accounts in Object Manager and update the settings. C Update search settings to Account only in User Settings. A Utilize the filter on the global search to search only in Accounts. Global search can produce lots of search results. Filter and sort results to find results quickly. 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 Lists Includes details and links to other records What happens when a lead is converted? A An account, contact, and, optionally, opportunity are created. B An account, contact, and activity are created. C An account, opportunity, and task are created. A An account, contact, and, optionally, opportunity are created. Salesforce uses the information stored in the lead record to create a business account, a contact, and an opportunity. 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? A Roll-up summary B Number C Formula C Formula A formula is an algorithm that derives its value from other fields, expressions, or values. Formulas can automatically calculate the value of a field based on other fields. 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? A Dynamic Forms B Page layouts C Apex code A Dynamic Forms Dynamic Forms allow you to display fields and sections on a page layout individually like a component so that users only get what they need. 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 choose a valid subcategory? A Provide a list of subcategories for each category in the Path. B Use a dependent picklist to limit the subcategories available. C Create default values for the category and subcategory fields. B • Use a dependent picklist to limit the subcategories available. A dependent picklist filters values for one picklist based on a selection from another picklist or a checkbox (the controlling value) on the same record. Scheme 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? A 3 B 5 C 10 B 5 A report can include up to 5 custom summary formula fields. This limit is hard-coded and cannot be increased. 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? A Share the report. B Export the report. C Share the report folder. C Share the report folder. The associate can share report folders with users, groups, roles, or territories.