automation Specialist
Practice Exam WITH
QUESTIONS AND CORRECT
VERIFIED Answers GRADED
A+
A Salesforce associate is asked to review all the objects within their company's
instance. They also need to identify which are custom objects. Where should the
associate go to see this information?
A. App Launcher
B. Object Manager
C. Global Search - ANSWERS-B
What type of relationship do Account and Contact objects have?
A. Lookup
,B. Self
C. Master-detail - ANSWERS-A
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'
A. Make an assignment rule named Trade Show' to only assign leads to sales reps.
B. Set the default value of the Lead Source field to Trade Show'.
C. Create a validation rule requiring the Lead Source field to equal Trade Show'. -
ANSWERS-C
Get Cloudy Consulting (GCC) wants to migrate to Salesforce as its business continues
to grow. GCC's needs include: Communicating available products and service to its
prospective customers Improving its sales pipeline forecast and management quarterly
revenue goals Offering support to customers through its website, consider for
implementation?
A. Service, Experience, and Marketing
B. Sales, Service, and Marketing
C. Commerce, Service, and Marketing - ANSWERS-B
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?
A. Page layout
B. Approval process
C. validation rule - ANSWERS-B
A Salesforce associate wants to connect with other Salesforce associates in their local
area. Which Salesforce resource allows them to network and collaborate with others
based on role and location?
A. Salesforce Interest Groups
B. Trailblazer Community Groups
C. Trailblazer Connect - ANSWERS-B
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 do to identify
these contacts?
A. Look at the Active field.
B. Look at the last related activity date.
C. Look at the contact's Last Modified Date. - ANSWERS-B
A Salesforce associate wants a visual summary of opportunities in a list view. The
associate would like to summarize, filter, and move opportunities along the pipeline.
What should they do to meet this requirement?
A. Create an Opportunities Kanban View.
B. Create an Opportunity Summary report.
, C. Create an Opportunity List View. - ANSWERS-A
A nonprofit organization wants to help ensure residents in their area receive health
checkups. The nonprofit also wants to ensure resident tracking history and all data are
stored in a way that complies with local privacy laws. Which Salesforce cloud solution
should help meet these needs?
A. Service Cloud
B. Nonprofit Cloud
C. Health Cloud - ANSWERS-C
Which Trailhead feature should Get Cloudy Consulting use to create a custom teaming
path for its employees?
A. Trailmixes
B. Modules
C. Projects - ANSWERS-A
How should a Salesforce associate ensure a dashboard has the most current data?
A. By opening the dashboard
B. By clicking refresh
C. By refreshing the browser - ANSWERS-B
A Salesforce associate deletes an Account of a company that recently went out of
business. Which other related records are automatically deleted?
A. Any related cases
B. Any related leads
C. Any related opportunities - ANSWERS-C
*!APPEARED IN THE EXAM!*
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?
A. Collapse detail sections.
B. Remove activities.
C. Change page layout assignment. - ANSWERS-A
*!APPEARED IN THE EXAM!*
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?
A. Permission Sets
B. Role Hierarchy
C. Profiles - ANSWERS-B
*!APPEARED IN THE EXAM!*
A Salesforce associate at Get Cloudy Consulting needs a list of all active contacts
grouped by Account. What is the first step in building this report?
A. Create a Contacts report with a filter on Account.