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Salesforce Salesforce Associate Practice Test - Questions Answers, Page 2
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Question 11
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?
Permission Sets
Profiles
Role Hierarchy
The role hierarchy is a way of controlling access to records based on the user's position in the organization. A user can see all of the records owned by themselves and the users below them in the hierarchy, but not records owned by users above them or in a different branch.
Question 12
Get Cloudy Consulting gets 90^b of its business from trade shows. Sales reps create many lead records during these events, but they often forget to change the Lead Source field toTrade Show'.
What should help the sales reps when they create these lead records?
Make an assignment rule named Trade Show' to only assign leads to sales reps.
Format a validation rule requiring the Lead Source field to equal Trade Show'.
Change the default value of the Lead Source field from 'Web' to Trade Show'.
Changing the default value of the Lead Source field from 'Web' to 'Trade Show' is the best way to help the sales reps when they create these lead records, as it will automatically populate the field with the correct value, and save them time and effort.
Question 13
What should the account owner at Get Cloudy Consulting use to learn the sum of the amount for each opportunity?
The Opportunity related list
A custom report type
A Roll-Up Summary field
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.
Question 14
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?
Collapse detail sections.
Remove activities.
Change page layout assignment.
Collapsing detail sections is a way to simplify the page to see only what the user wants, as it will hide the fields in that section and reduce the scrolling.
Question 15
Refer to the screenshot that shows the Home page.
A Salesforce associate wants to reorder items in their instance so the Reports tab appears immediately after Home.
What should the associate do to customize the items on the navigation bar?
Select the personalization button (pencil icon), then click and drag the item name up or down to adjust its location.
Use the downward arrow next to each item name, then select Move to move the item left or right.
Click the Setup gear icon at the top right of the page, then select User Interface and then Tabs.
Selecting the personalization button (pencil icon), then clicking and dragging the item name up or down to adjust its location is the correct way to customize the items on the navigation bar, as shown in the screenshot.
Question 16
A Salesforce associate has received a request to create new users for a group of new employees.
Where can the associate check the number of licenses available to be assigned to the new employees?
Salesforce Help
Company Information
User Management Settings
The company information page shows the number of licenses available to be assigned to the new employees, as well as other details about the organization.
Question 17
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?
Create an Opportunity Summary report.
Create an Opportunity List View.
Create an Opportunities Kanban View.
The opportunities Kanban view is a visual summary of opportunities in a list view, where the associate can summarize, filter, and move opportunities along the pipeline by dragging and dropping them.
Question 18
Get Cloudy Consulting (GCC) wants to simplify its sales teams Account Record page with the following recommendations:
* Adding tabs
* Hiding components
* Making fields conditionally visible
Where should GCC's Salesforce associate go to draft these changes for review?
Lightning App Builder
Record Types
Page Layouts
The Lightning App Builder is a tool that allows the associate to draft changes to the account record page, such as adding tabs, hiding components, and making fields conditionally visible, and preview them before publishing.
Question 19
A Salesforce associate is using Global Search to find a record but does not remember the name of the record they want to find.
What should the associate use to search for the record?
List view for each object
Object Manager
Wildcards and operators
Wildcards and operators are symbols that can be used to search for records when the name of the record is not known. For example, the asterisk (*) can be used to match any string of characters, and the AND operator can be used to combine multiple terms.
Question 20
A Salesforce associate recently relocated from Get Cloudy Consulting s San Francisco office to its new London office. The associate wants to change their work hours information in the Salesforce org to reflect their new time zone.
Which method is easiest to change these settings?
Go to Settings -> Personal Information -> My Work Information
Submit a case with Salesforce support
Go to Setup -> Company Information -> Default Time Zone
The easiest method to change the work hours information in the Salesforce org to reflect the new time zone is to go to Settings -> Personal Information -> My Work Information, and select the appropriate time zone from the drop-down menu.
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