Certified AssociatePreview

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 can the user do to simplify the page?

What is the maximum number of rows a report will display?

Get Cloudy Consulting wants to group its contacts by Region. On most records, this text field is blank or misspelled.
Which action is recommended to ensure there is correct data for this field?

A Salesforce user at Get Cloudy Consulting informs the company’s Salesforce associate they have moved to another department in the organization and no longer need access to Salesforce.
How should the associate change the user’s access?

How should a Salesforce associate ensure a dashboard has the most current data?

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?

How can a report of all Accounts with Opportunities be created?

Which Salesforce role produces data-driven solutions by eliciting, documenting, and examining requirements around organizational challenges?

A nonprofit health 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?

Get Cloudy Consulting (GCC) has recently been onboarded as a Salesforce 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?

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 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?

Get Cloudy Consulting (GCC) currently supports its customers via calls and emails. GCC wants to meet the needs of digitally savvy customers by offering support via web chat as well as SMS, Facebook Messenger, and WhatsApp.
Which Salesforce product should be used to meet this need?

Get Cloudy Consulting’s growing marketing team is on a custom profile named ‘Marketing Team.’ The team currently has Read access to leads and opportunities. Two marketing managers need Edit access on leads.
What should the Salesforce associate do to grant them the access they need?

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 use to identify these contacts?

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 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?

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?

How should an associate display the sum of all closed won Opportunity amounts at the Account level?

A Salesforce associate wants to update an opportunity record they just closed.
Which relationship is standard as a Lookup field on an opportunity?

A sales manager requests a report that shows total opportunity amounts grouped by:
Small opportunities – Amount is less than $50,000.
Medium opportunities – Amount is between $50,000 and $100,000.
Large opportunities – Amount is more than $100,000.
How should the Salesforce associate show the amount as described above?

A Salesforce associate wants to add a new related list of cases to Account.
Where should the associate go to add the related list to Account?

A Salesforce associate tries to create a new user in a sandbox using ‘[email protected]’ as the username and it fails.
What is the problem with creating the ‘[email protected]’ username?

A Salesforce associate is asked to review multiple reports from the current month’s folder and bring insight into a meeting.
How should the associate locate all the reports in a single location from the Report object?