Question # 1
| A marketing manager wants to make the Reason Lost field required on the opportunity when he stage is changed to Closed Lost.
What should the salesforce associate do to enforce this requirement? | | A. Make the field required on the page layout. | | B. Create a validation rule on the Opportunity object. | | C. Make the field universally required. |
B. Create a validation rule on the Opportunity object.
Explanation:
A validation rule on the Opportunity object is the best way to enforce the requirement that the Reason Lost field is required when the stage is changed to Closed Lost. A validation rule can specify a condition and an error message to display when the condition is not met. For example, the condition could be AND(ISPICKVAL(StageName, "Closed Lost"), ISBLANK(Reason_Lost__c)) and the error message could be “Please enter a reason for losing the opportunity.” Making the field required on the page layout or universally required would not work, because the field should only be required when the stage is changed to Closed Lost, not for other stages.
Question # 2
| 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. |
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.
Question # 3
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?
| | A. Lightning App Builder | | B. Record Types | | C. Page Layouts |
A. Lightning App Builder
Explanation:
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 # 4
| A Salesforce associate wants to locate a record within the custom object called Shipment’.
What is the most efficient way to find a record within this object? | | A. Global Search | | B. App Launcher | | C. Object Manager |
A. Global Search
Explanation:
The global search box is the most efficient way to find a record within the custom object called Shipment. The global search box is a feature that allows the user to search for records across multiple objects and fields using keywords or phrases. The global search box also supports wildcards, operators, and filters to refine the search results. For example, the user could enter “Shipment*” in the global search box to find all records that start with “Shipment” in the Shipment object. The App Launcher is a feature that allows the user to access all the apps and objects in Salesforce, such as Sales, Service, Marketing, and so on. The App Launcher does not allow the user to search for records within an object, but only to navigate to the object’s home page. The Object Manager is a feature that allows the user to view and manage the metadata of standard and custom objects in Salesforce, such as fields, page layouts, record types, buttons, and actions. The Object Manager does not allow the user to search for records within an object, but only to configure the object’s settings and customization.
Question # 5
| A Salesforce associate wants to add a new related list of cases to the Account.
Where should the associate go to add the related list to Account? | | A. Account Record page | | B. Page Layout | | C. Case Record page |
B. Page Layout
Explanation:
The related list of cases can be added to the account page layout, which determines the fields, buttons, and related lists that users see when they view an account record.
Question # 6
| 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' | | A. List view for each object | | B. Object Manager | | C. Wildcards and operators |
C. Wildcards and operators
Explanation:
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 # 7
A salesforce associate is excited to find they can combine the challenge of learning new skills with the chance of winning prizes?
| A. Super badges
| B. Quests
| C. Ranks
|
C. Ranks
Explanation:
The Salesforce feature that allows an associate to combine the challenge of learning new skills with the chance of winning prizes is Ranks. Ranks are a way to measure your progress and compare it with other learners on Trailhead. You can earn ranks by completing modules, projects, superbadges, and trails. Each rank has a minimum number of points and badges required to achieve it. You can also win prizes by participating in quests, which are time-limited challenges that reward you with swag, certifications, or other goodies1. Superbadges are not a feature that offers prizes, but they are a way to showcase your advanced skills and earn real-world scenario credentials2
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Exam Structure and Content
The exam comprises approximately 40 multiple-choice and
multiple-select questions to be completed in 70 minutes. A passing score is
typically around 62%. The questions cover four main areas:
- Salesforce Ecosystem (32%):
This section tests your understanding of Salesforce
products, the Customer 360 concept, and CRM fundamentals. You will need to
know the different clouds, such as Sales Cloud, Service Cloud, and Marketing
Cloud, and their use cases.
- Navigation (28%): You
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customizing the platform. This includes knowledge about list views, search
functionalities, and user management features.
- Data Model (25%): This part
focuses on Salesforce architecture, standard objects like Accounts, Contacts,
Leads, Opportunities, and their relationships. Understanding data visibility
controls and data integrity measures is crucial.
- Reports and Dashboards (15%):
You must demonstrate the ability to create and manage reports and dashboards
and understand their formats, components, and limitations.
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- Trailhead: Salesforces free
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FAQs of Salesforce-Associate Exam
What is the Salesforce-Associate Exam?
The Salesforce Associate Exam is intended for
newcomers to the Salesforce
ecosystem. It confirms a fundamental understanding of how
Salesforce's integrated CRM platform connects departments and customer data.
Candidates should have basic reporting, user administration, sharing,
customization, and data management knowledge.
What does the Salesforce Associate exam cover?
The exam consists of 40 questions and evaluates
knowledge across four main areas: Salesforce Ecosystem (32%), Navigation (28%),
Data Model (25%), and Reports and Dashboards (15%). It tests the ability to
connect different departments and customer data and to solve business
challenges with Salesforce solutions.
How much does the exam cost, and what is the
passing score?
The exam costs $75, and the passing score is
62%. Results are available immediately after the exam is completed.
What experience is recommended before taking the
exam?
Candidates should have 0-6 months of experience
on the Salesforce Platform, an understanding of Salesforce
product offerings, and basic knowledge of how CRM platforms work.
How can one prepare for the Salesforce-Associate
Exam?
Preparation resources include study guides,
practice exams, and community forums like the Trailblazer Community, where
candidates can collaborate and share study tips.
What are the career opportunities after
obtaining this certification?
Holding a Salesforce-Associate Exam can open
doors to roles such as Salesforce Administrator, Developer, or Business
Analyst. These roles involve managing Salesforce environments, developing
solutions, and analyzing business requirements to leverage Salesforce capabilities.
How do I maintain my certification?
Certified professionals must complete annual
release maintenance modules to keep their credentials current. Please complete
these modules before certification expires.
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What are the benefits of becoming Salesforce
certified?
Certification can enhance career opportunities,
increase the potential for higher earnings, and demonstrate a foundational
knowledge of Salesforce, making certified individuals valuable assets in
business environments that utilize Salesforce.
Where can I find the latest updates about the
Salesforce Associate exam?
Updates and any changes to the exam or related
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