Question # 1
| 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 # 2
An insurance call center is experiencing increased policy support callswhich hasled to long wait times and disappointed customers.
Which cloud will decrease the number of incoming calls, empower customers, and increase satisfaction?
| | A. CRM Analytics | | B. Experience | | C. Cloud Sales Cloud |
B. Experience
Explanation:
The cloud that will decrease the number of incoming calls, empower customers, and
increase satisfaction for the insurance call center is Experience Cloud. Experience Cloud is a product that allows companies to create digital experiences for their customers, partners, and employees, such as websites, portals, forums, and mobile apps. Experience Cloud helps the insurance call center to provide self-service options, such as FAQs, knowledge articles, chatbots, and case management, to its customers, so that they can find answers and solutions on their own, without having to call the agents. This reduces the call volume and improves the customer satisfaction and loyalty.
Question # 3
| 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?
| | A. Permission Sets | | B. Profiles | | C. Role Hierarchy |
C. Role Hierarchy
Explanation: 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 # 4
A salesforce associate at get Cloudy Consulting has been asked to analyze Service Cloud data to determine how manyindividualshave called in to the support center.
Which relationship on Case should the associate use?
| | A. Owner | | B. Account | | C. Contact |
C. Contact
Explanation: The contact relationship on case is used to indicate the individual who has called in to the support center. The contact field on case is a lookup field that allows the user to select a contact from the related account or any other account. The owner relationship on case is used to indicate the user who is responsible for working on the case. The account relationship on case is used to indicate the company or organization that the case is related to.
Question # 5
| A Salesforce associate wants to filter a Lead report by a secondary industry field.
Who would the associate typically work with to get a new field added in their Salesforce org? | | A. Salesforce Developer | | B. Salesforce Administrator | | C. Salesforce Technical Architect |
B. Salesforce Administrator
Explanation:
The person that the associate would typically work with to get a new field added in their Salesforce org is a Salesforce Administrator. A Salesforce Administrator is someone who configures and manages the Salesforce platform for their organization. They can create and customize objects, fields, layouts, reports, dashboards, and other features to meet the specific needs of their users
Question # 6
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?
| A. Use the Global search bar
| B. Click on All Reports and use the search bar
| C. Click on All Folders and use the search bar
|
C. Click on All Folders and use the search bar
Explanation:
The way that the associate can locate all the reports in a single location from the Report object is to click on All Folders and use the search bar. All Folders is a menu that shows all the report and dashboard folders that the associate has access to. The associate can search for the current month’s folder by entering its name or keyword in the search bar and then select it to view all the reports in that folder. Using the Global search bar or clicking on All Reports and using the search bar are not as efficient and accurate as using the All Folders menu, because they will return results from all the reports and folders, not just the current month’s folder.
Question # 7
Refer to the image below:
A Salesforce associate reviews a report that showsmore informationthan they need. The associated see individual records but only wants to see the Record Count.
Which switches should the associated toggle to only show the Record Count?
| | A. Row Counts and Grand Total | | B. Subtotals and Detail Rows | | C. GrandTotal andSubtotals |
A. Row Counts and Grand Total
Explanation:
The switches that the associate should toggle to only show the Record Count are Row
Counts and Grand Total. Row Counts is a switch that shows the number of rows in the report, which is the same as the number of records. Grand Total is a switch that shows the sum, average, minimum, maximum, or other aggregate functions of a numeric field in the report. By toggling these two switches on and the other two switches off, the associate can see the Record Count and the Grand Total of the report, without seeing the individual records or the subtotals. Subtotals and Detail Rows are switches that show the breakdown and the details of the records in the report, which are not needed for the Record Count.
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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%):
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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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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
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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
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Holding a Salesforce-Associate Exam can open
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Analyst. These roles involve managing Salesforce environments, developing
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Certified professionals must complete annual
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these modules before certification expires.
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Certification can enhance career opportunities,
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Where can I find the latest updates about the
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