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 View Answer Answer:...
What should the account owner at Get Cloudy Consulting use to learn the sum of the amount for each opportunity?
What should the account owner at Get Cloudy Consulting use to learn the sum of the amount for each opportunity?A . The Opportunity related list B. A custom report type C. A Roll-Up Summary field View Answer Answer: C...
What will be the role of each new team member?
A Salesforce associate is creating new user accounts for a new project management team. What will be the role of each new team member?A . End User B. Developer C. Builder View Answer Answer: B...
What should the Salesforce associate do to grant them the access they 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 . Create a permission set that grants Edit access...
What is the first step in building this report?
A Salesforce associate at Get Cloudy Consulting needs a list of all active contacts grouped by Account. What is the first step in building this report?A . Create a new report using the Contacts & Accounts report type. B. Create a Contacts report with a filter on Account. C. Create a joined report with...
Where should GCC’s Salesforce associate go to draft these changes for review?
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 View Answer Answer: A...
What should the associate do to identify these contacts?
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 at the Active field. C. Look at the last related activity date. View Answer...
Which tool creates a visual representation of objects and their relationships?
Which tool creates a visual representation of objects and their relationships?A . App Launcher B. Object Manager C. Schema Builder View Answer Answer: C...
How should a Salesforce associate ensure a dashboard has the most current data?
How should a Salesforce associate ensure a dashboard has the most current data?A . By refreshing the browser B. By clicking refresh C. By opening the dashboard View Answer Answer: B...
What should the user do to simplify the page to see only what they want?
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?A . Collapse detail sections. B. Remove activities. C. Change page layout assignment....