Get Cloudy Consulting currently stores information about is customers and partners in the Account object. There are a few details specific to partners that are not applicable to customers. What is the recommended way to display only the information application to each group?
A. Use Account for customers and create a custom object for partners.
B. Create record types on Account called Partner and Customer
C. Create custom object called Partner and Customer
Explanation:
Creating record types on Account called Partner and Customer is the recommended way to display only the information applicable to each group. Record types allow different page layouts, picklist values, and business processes to be assigned to different users based on their profile. For example, the Partner record type could have a page layout that includes fields specific to partners, such as Partner Type, Partner Level, and Partner Status. The Customer record type could have a different page layout that excludes those fields. Using Account for customers and creating a custom object for partners would not be advisable, because it would create data silos and make reporting and sharing more difficult. Creating custom objects called Partner and Customer would not make sense, because they are both types of accounts and should use the standard Account object.
Get Cloudy Consulting (GCC) has recently been onboarded as aSalesforce customer. GCC wants to enroll its in-house IT administration team in a Salesforce instructor-led training workshop. Which resource provides virtual and in-person learning that should help the team accelerate their Salesforce knowledge?
A. Trailhead Community
B. Salesforce Help
C. Trailhead Academy
Explanation:
Trailhead Academy is the resource that provides virtual and in-person learning that should help the in-house IT administration team of Get Cloudy Consulting accelerate their Salesforce knowledge. Trailhead Academy offers instructor-led training workshops, certification preparation courses, and custom learning programs for various Salesforce roles and products
Two users in the same opportunity record are seeing different fields. What isthe reasonfor this?
A. The missing fields are marked as hidden in Object Manager.
B. The users are assigned different profiles and page layouts.
C. The users have been configured with different Locales.
Explanation:
The users are assigned different profiles and page layouts, which determine the fields they can see and edit on the opportunity record.
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
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