Question # 1
A Salesforce associate at Get Cloudy Consulting is given a list of opportunities to work through. The associate asks for an easier way to change the opportunity stage.
What should be recommended?
| | A. Switch to the Kanban View. | | B. Create multiple list views. | | C. Use a Dynamic Dashboard View. |
A. Switch to the Kanban View.
Explanation: The recommendation for the associate to change the opportunity stage more easily is to switch to the Kanban View. The Kanban View is a visual representation of the records in a list view, organized by stages or other categories. The associate can drag and drop the records from one column to another to update the stage or other fields. The Kanban View also shows key metrics and alerts for each column, such as the total amount, number of records, and overdue tasks. Creating multiple list views or using a Dynamic Dashboard View are not as convenient and efficient as using the Kanban View.
Question # 2
A Salesforce associate is asked to review all the objects within their company's instance.
They also need to identify which are custom objects.
Where should the associate go to see this information? | | A. App Launcher | | B. Object Manager | | C. Global Search |
B. Object Manager
The Object Manager is where the associate should go to see the information about all the
objects within their company’s instance and identify which are custom objects. The Object
Manager 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 can be accessed by clicking the Setup icon in the header, then clicking Object
Manager. The custom objects are indicated by a blue icon with a white asterisk, while the
standard objects are indicated by a gray icon with a white letter. The App Launcher is
where the user can access all the apps and objects in Salesforce, such as Sales, Service,
Marketing, and so on. The App Launcher does not show the information about the objects,
such as fields, page layouts, or record types. The Global Search is where the user can
search for records across multiple objects and fields using keywords or phrases. The
Global Search does not show the information about the objects, but only the records that
match the search criteria.
Question # 3
| Salesforce is built on objects like Account, Contact, and Opportunity.
What is a representation of an object? | | A. A spreadsheet where the records are rows and the fields are columns | | B. Physical visualization of an Account, Contact, or Opportunity | | C. A set of relationships that link an Account, Contact, or Opportunity |
A. A spreadsheet where the records are rows and the fields are columns
Explanation:
A spreadsheet is a representation of an object, where the records are rows and the fields are columns. An object is a collection of records that have the same fields, such as account, contact, or opportunity.
Question # 4
| Get Cloudy Consulting (GCC) will show its data on a dashboard where the data is visualized within a range.
Which dashboard component type should GCC use? | | A. Gauge | | B. Metric | | C. Chart |
A. Gauge
Explanation:
A gauge is a dashboard component type that shows a single value within a range of custom values. A gauge is useful for showing whether a metric, such as revenue or customer satisfaction, is within a desired range. For example, a gauge could show the current revenue as a needle pointing to a green, yellow, or red zone, indicating whether the revenue is above, below, or on target. A metric is a dashboard component type that shows a single value, such as the total number of accounts or the average deal size. A metric does not show a range of values. A chart is a dashboard component type that shows data in a graphical format, such as a pie chart, a bar chart, or a line chart. A chart is useful for showing the distribution or trend of data, but not a single value within a range.
Question # 5
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 # 6
| Get Cloudy Consulting encourages end users to update their own settings. How can anend-useraccess their personal settings? | | A. Click the gear, con in the header, then click Setup. | | B. Click the profile icon in the header, then dick Settings. | | C. Click the question mark icon in the header, then create a Case. |
B. Click the profile icon in the header, then dick Settings.
Explanation: The way that an end-user can access their personal settings is to click the profile icon in the header, then click Settings. This will open the Settings page, where the user can update their personal information, language and locale, email, display, security, and other settings. Clicking the gear icon in the header, then clicking Setup will open the Setup page, where the user can access the org-wide settings and features, but not their personal settings. Clicking the question mark icon in the header, then creating a Case will open the Help Center, where the user can get help and support, but not access their personal settings.
Question # 7
| 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 |
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.
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