A Salesforce associate at Get Cloudy Consulting is working with a user to view multiple records and their related records on the same screen. Currently, the user uses multiple browser tabs. Which app should the associate recommend for the user to view multiple records and their related records on one screen?
A. Salesforce Lightning Page
B. Salesforce Lightning Console
C. Salesforce Dashboard
Explanation:
The Salesforce Lightning Console is an app that allows the user to view multiple records and their related records on one screen, using tabs and subtabs. This can improve the user’s productivity and efficiency.
A Salesforce associate wants to updatean opportunityrecord they just closed. Which relationship is standard as a Lookup field on an opportunity?
A. Stage
B. Account
C. Quote
Explanation:
The account relationship is a standard lookup field on an opportunity. A lookup field allows the user to select a record from another object and link it to the current record. The account field on an opportunity allows the user to select an account that the opportunity is related to. The stage relationship is not a lookup field, but a picklist field that indicates the sales stage of the opportunity, such as Prospecting, Negotiation, or Closed Won. The quote relationship is not a standard lookup field, but a custom lookup field that can be created to link an opportunity to a quote. A quote is a record that shows proposed prices for products and services.
Get Cloudy Consulting is rolling out Salesforce to its organization. New users may have different access requirements base on department. What should be recommended to allow new users the correct access based on their department’s requirements?
A. Role Hierarchy
B. Individual profiles
C. Permission sets
Explanation:
Permission sets are used to grant additional access to users based on their functional or departmental needs. Role hierarchy is used to grant access to records based on the user’s position in the organization. Individual profiles are used to define the baseline access for users based on their license type and job function.
An organization wants to implement Salesforce into its business model. The requirements include:
• Operations management
• Program management
• Grantmaking
• Fundraising
• Marketing
• Engagement
Which cloud is preconfigured to handle allof theserequirements?
A. Experience
B. Analytics
C. Nonprofit
Explanation:
The Nonprofit Cloud is preconfigured to handle all of the requirements listed, such as operations management, program management, grantmaking, fundraising, marketing, and engagement. The Nonprofit Cloud is a set of solutions that helps nonprofits drive greater impact through connected experiences.
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 contact's Last Modified Date.
B. Look atthe activefield.
C. Look at the last related activity date.
Explanation:
The last related activity date is a field on the contact object that shows the date of the most recent task or event related to the contact. This can be used to identify contacts that have had interactions with the company in the last year.
Get Cloudy Consulting (GCC) wants to migrate to Salesforce as its business continues to grow. GCC's needs include: Communicating available products andservicesto 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. Commerce, Service, and Marketing
C. Sales, Service, and Marketing
Explanation:
The Salesforce products that best suit GCC’s needs are Sales Cloud, Service Cloud, and Marketing Cloud. Sales Cloud helps GCC communicate its products and services to its prospective customers, improve its sales pipeline forecast and management, and achieve its quarterly revenue goals6. Service Cloud helps GCC offer support to customers through its website, phone, email, chat, and social media channels7. Marketing Cloud helps GCC create personalized customer journeys across email, mobile, social, web, and more
A Salesforce associate at Get Cloudy Consulting needs a list of allactive contactsgrouped by Account. What is the first step in building this report?
A. Create a new report using the Contacts & Accounts report type.
B. Create a Contacts report with a filter on Account.
C. Create a joined report with accounts and contacts.
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
A Salesforce associate wants to learn more about an app to see if it would be a good fir for a business need, but they are not a system administrator. Where can they learn more about the app?
A. AppExchange
B. Trailhead
C. Global Search
Explanation:
The place where the associate can learn more about an app to see if it would be a good fit for a business need is the AppExchange. The AppExchange is a marketplace where users can find, install, and review apps, components, and solutions that are built on the Salesforce platform and are available for various purposes and industries. The associate can browse the AppExchange by category, rating, price, or keyword, and see the details, features, screenshots, and reviews of each app. Trailhead is a learning platform where users can learn new skills and earn badges and certifications, but it does not provide information about specific apps. Global Search is a feature that allows users to find records and other items in their Salesforce org, but it does not search for apps outside their org.
What should the account owner at Get Cloudy Consulting use to learn the sum of the amount for each opportunity?
A. The Opportunity related list
B. Acustom reporttype
C. A Roll-Up Summary field
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.
How should a Salesforce associate ensure a dashboard has the most current data?
A. By refreshing the browser
B. By clicking refresh
C. By opening the dashboard
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
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