ASSOCIATE practice questions 21–30

1. Question 21 · 38 in bank

   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?

   • APermission Sets
   • BRole Hierarchy
   • CProfiles

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   Answer: B

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2. Question 22 · 38 in bank

   Get Cloudy Consulting gets 90% of its leads from trade shows. Sales reps create many lead records during these events, but they often forget to change the Lead Source field to ‘Trade Show’. What approach would improve data integrity for the Lead Source field?

   • ACreate a validation rule requiring the Lead Source field to equal ‘Trade Show’.
   • BSet the default value of the Lead Source field to Trade Show’.
   • CMake an assignment rule named ‘Trade Show’ to only assign leads to sales reps.

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   Answer: B

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3. Question 23 · 38 in bank

   How should an associate display the sum of all closed won Opportunity amounts at the Account level?

   • AThe Opportunity related list
   • BA Roll-Up Summary field
   • CA custom report type

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   Answer: B

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4. Question 24 · 38 in bank

   A Salesforce associate wants to update an opportunity record they just closed. Which relationship is standard as a Lookup field on an opportunity?

   • AQuote
   • BStage
   • CAccount

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   Answer: C

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5. Question 25 · 38 in bank

   A Salesforce user at Get Cloudy Consulting informs the company’s Salesforce associate they have moved to another department in the organization and no longer need access to Salesforce. How should the associate change the user’s access?

   • ADeactivate the user to free up the Salesforce license.
   • BDelete the user to free up the Salesforce license.
   • CDo nothing; the user may need to access Salesforce in the future.

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   Answer: A

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6. Question 26 · 38 in bank

   Get Cloudy Consulting wants to group its contacts by Region. On most records, this text field is blank or misspelled. Which action is recommended to ensure there is correct data for this field?

   • AConvert the Region field to a picklist field.
   • BCreate a validation rule to enforce correct spelling.
   • CEmail users a list of region names with correct spelling.

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   Answer: A

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7. Question 27 · 38 in bank

   What is the maximum number of rows a report will display?

   • A2,000
   • B5,000
   • C3,000

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   Answer: A

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8. Question 28 · 38 in bank

   A sales manager requests a report that shows total opportunity amounts grouped by: Small opportunities – Amount is less than $50,000. Medium opportunities – Amount is between $50,000 and $100,000. Large opportunities – Amount is more than $100,000. How should the Salesforce associate show the amount as described above?

   • ACreate a bucket field off of Amount.
   • BCreate a formula field off of Amount.
   • CCreate a custom field in Setup.

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   Answer: A

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9. Question 29 · 38 in bank

   How should a Salesforce associate ensure a dashboard has the most current data?

   • ABy refreshing the browser
   • BBy clicking refresh on the dashboard
   • CBy opening the dashboard

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   Answer: B

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10. Question 30 · 38 in bank

    A Salesforce associate wants to refresh a report and email it to an executive team each week. Which functionality of Salesforce Reports should the associate use?

    • ANotifications
    • BSubscriptions
    • CRefresh

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    Answer: B

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ASSOCIATE practice, question 21. 38 questions available.