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NEW QUESTION # 15
How should a Salesforce associate ensure a dashboard has the most current data?
- A. By opening the dashboard
- B. By refreshing the browser
- C. By clicking refresh
Answer: C
Explanation:
Explanation
To ensure a dashboard has the most current data, you need to click refresh on the dashboard page. Refreshing the browser or opening the dashboard will not update the data in the dashboard components3. You can also schedule a dashboard to refresh automatically at regular intervals
NEW QUESTION # 16
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.
- B. Create a new report using the Contacts & Accounts report type.
- C. Create a joined report with accounts and contacts.
Answer: B
Explanation:
Explanation
The first step in building a report that shows all active contacts grouped by account is to create a new report using the Contacts & Accounts report type. The report type determines the objects and fields that are available for the report. The Contacts & Accounts report type allows users to report on contacts and their related accounts, as well as account fields such as industry, annual revenue, and number of employees
NEW QUESTION # 17
A Salesforce associate wants to filter a Lead report by a secondary industry field.
Who would the associate typically work with to get a new field added in their Salesforce org?
- A. Salesforce Developer
- B. Salesforce Technical Architect
- C. Salesforce Administrator
Answer: C
NEW QUESTION # 18
How should a Salesforce associate ensure a dashboard has the most current data?
- A. By opening the dashboard
- B. By refreshing the browser
- C. By clicking refresh
Answer: C
NEW QUESTION # 19
What should the account owner at Get Cloudy Consulting use to learn the sum of the amount for each opportunity?
- A. A custom report type
- B. The Opportunity related list
- C. A Roll-Up Summary field
Answer: C
Explanation:
Explanation
A roll-up summary field is a field on the parent object that calculates the sum, average, min, or max of a field on the child records. It can be used to learn the sum of the amount for each opportunity related to an account.
NEW QUESTION # 20
Get Cloudy Consulting (GCC) is currently tracking forecasting and revenue data in a spreadsheet and wants migrate this data to Salesforce.
Which solution should GCC consider?
- A. Marketing Cloud
- B. Sales Cloud
- C. CRM Analytics
Answer: B
NEW QUESTION # 21
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. Subscriptions
- B. Notifications
- C. Refresh
Answer: A
Explanation:
Explanation
The functionality of Salesforce Reports that the associate should use to refresh a report and email it to an executive team each week is subscriptions. Subscriptions let you schedule reports to run at regular intervals and send notifications to you or other recipients by email or Chatter5. You can also set conditions for when the notifications are sent, such as when the report returns no results or the results change.
NEW QUESTION # 22
How should an associate display the sum of all closed won Opportunity amounts at the Account level?
- A. A custom report type
- B. The Opportunity related list
- C. A Roll-Up Summary field
Answer: C
Explanation:
Explanation
A roll-up summary field is the best way to display the sum of all closed won opportunity amounts at the account level. A roll-up summary field is a type of field that calculates a value from a set of related records, such as the sum, average, min, or max. A roll-up summary field can only be created on the master object of a master-detail relationship, and it can only calculate values from the detail object. For example, a roll-up summary field called Total Revenue could be created on the Account object, and it could calculate the sum of the Amount field from the Opportunity object, where the Stage field equals Closed Won. A custom report type is a tool that allows the user to create a report based on the relationships between a primary object and its related objects. A custom report type does not display a value at the account level, but at the report level. The opportunity related list is a component that shows the related opportunities for a specific account record. The opportunity related list does not display the sum of all closed won opportunity amounts, but only the individual amounts for each opportunity.
NEW QUESTION # 23
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. validation rule
- C. Approval process
Answer: C
Explanation:
Explanation
An approval process is a workflow that defines the steps and criteria for approving a record. It can be used to lock the record before a decision is made, and send email alerts and tasks to the approvers.
NEW QUESTION # 24
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'.
Answer: B
Explanation:
Explanation
Setting the default value of the Lead Source field to Trade Show' is the best approach to improve data integrity for the Lead Source field. A default value is a value that is automatically populated in a field when a new record is created, unless the user enters a different value. Setting the default value to Trade Show' would save the sales reps time and ensure that most of the leads have the correct value for the Lead Source field.
Creating a validation rule requiring the Lead Source field to equal Trade Show' would not work, because it would prevent the user from entering any other value, such as Web, Phone, or Referral, which may not be accurate for all leads. Making an assignment rule named Trade Show' to only assign leads to sales reps would not work, because it would not affect the Lead Source field, and it would not allow the user to assign leads based on other criteria, such as territory, industry, or product.
NEW QUESTION # 25
Get Cloudy Consulting (GCC) plans to migrate from a legacy CRM system to Salesforce. GCC currently uses a dedicated single-tenant, on-premise system and wants to utilize a multi-tenant architecture like Salesforce uses.
What is one feature of multi-tenant architecture?
- A. Resources are shared but tenants cannot claim each other's resources.
- B. Resources are limited to each tenant.
- C. Resources are shared and tenants can claim each other's resources.
Answer: A
Explanation:
Explanation
One feature of multi-tenant architecture is that resources are shared but tenants cannot claim each other's resources. Multi-tenant architecture means that multiple customers (tenants) share the same hardware, software, and infrastructure resources, but their data and configurations are isolated and secure. This allows Salesforce to deliver high performance, scalability, and availability to its customers
NEW QUESTION # 26
Get Cloudy Consulting is rolling out Salesforce to its organization.
What should be used to allow additional field-level access to individual employees based on the their job duties?
- A. Role Hierarchy
- B. Permission sets
- C. Individual profiles
Answer: B
Explanation:
Explanation
Permission sets are what should be used to allow additional field-level access to individual employees based on their job duties. Permission sets are a type of metadata that grant additional access and permissions to users based on their functional or departmental needs. Permission sets can include field-level security settings that allow read or edit access to specific fields on an object. Permission sets can be assigned to multiple users, regardless of their profile. Individual profiles are a type of metadata that define the baseline access and permissions for users based on their license type and job function. Profiles include field-level security settings that allow read or edit access to fields on an object. Profiles cannot be assigned to individual users, but to a group of users who share the same license and job function. Role hierarchy is a type of metadata that define the level of access and visibility of records for users based on their position in the organization. Role hierarchy allows users to access records owned by or shared with users below them in the hierarchy. Role hierarchy does not affect field-level access, but record-level access.
NEW QUESTION # 27
Refer to the screenshot that shows the top portion of the Salesforce Service app with areas labeled A, B, and C.
Get Cloudy Consulting (GCC) offers sales and services consoles to meet the various needs of its end users?
Where should GCC' end users go to change to the Sales Console.
- A. App Launcher icon (Label A)
- B. Search bar (Label b)
- C. A dropdown in the navigation bar (Label C)
Answer: A
NEW QUESTION # 28
To which Team should a Salesforce associate be added to gain access to an Account and its related opportunities?
- A. Lead Team
- B. Opportunity Team
- C. Account Team
Answer: C
NEW QUESTION # 29
A deleted record needs to be recovered from the Recycle Bin.
Where can the user find the Recycle Bin?
- A. Setup
- B. Global Search
- C. App Launcher
Answer: C
Explanation:
Explanation
The place where the user can find the Recycle Bin is the App Launcher. The App Launcher is a menu that allows users to access all the apps and items in their Salesforce org. The Recycle Bin is one of the items that can be found in the App Launcher. The user can search for "Recycle Bin" in the App Launcher and select it to view and restore their deleted records. The Recycle Bin is not located in Setup or Global Search.
NEW QUESTION # 30
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