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
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.
An organization wants to implement Salesforce into its business model. The requirements include:
• Operations management
• Program management
• Grantmaking
• Fundraising
• Marketing
• Engagement
Which cloud is preconfigured to handle allof theserequirements?
A. Experience
B. Analytics
C. Nonprofit
Explanation:
The Nonprofit Cloud is preconfigured to handle all of the requirements listed, such as operations management, program management, grantmaking, fundraising, marketing, and engagement. The Nonprofit Cloud is a set of solutions that helps nonprofits drive greater impact through connected experiences.
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.
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.
Get Cloudy Consulting (GCC) wants to migrate to Salesforce as its business continues to grow. GCC's needs include: Communicating available products andservicesto its prospective customers Improving its sales pipeline forecast and management quarterly revenue goals Offering support to customers through its website, consider for implementation?
A. Service, Experience, and Marketing
B. Commerce, Service, and Marketing
C. Sales, Service, and Marketing
Explanation:
The Salesforce products that best suit GCC’s needs are Sales Cloud, Service Cloud, and Marketing Cloud. Sales Cloud helps GCC communicate its products and services to its prospective customers, improve its sales pipeline forecast and management, and achieve its quarterly revenue goals6. Service Cloud helps GCC offer support to customers through its website, phone, email, chat, and social media channels7. Marketing Cloud helps GCC create personalized customer journeys across email, mobile, social, web, and more
A Salesforce associate at Get Cloudy Consulting needs a list of allactive contactsgrouped 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 accounts and contacts.
Explanation:
The first step in building a report that shows all active contacts grouped by account is to create a new report using the Contacts & Accounts report type. The report type determines the objects and fields that are available for the report. The Contacts & Accounts report type allows users to report on contacts and their related accounts, as well as account fields such as industry, annual revenue, and number of employees
A Salesforce associate wants to learn more about an app to see if it would be a good fir for a business need, but they are not a system administrator. Where can they learn more about the app?
A. AppExchange
B. Trailhead
C. Global Search
Explanation:
The place where the associate can learn more about an app to see if it would be a good fit for a business need is the AppExchange. The AppExchange is a marketplace where users can find, install, and review apps, components, and solutions that are built on the Salesforce platform and are available for various purposes and industries. The associate can browse the AppExchange by category, rating, price, or keyword, and see the details, features, screenshots, and reviews of each app. Trailhead is a learning platform where users can learn new skills and earn badges and certifications, but it does not provide information about specific apps. Global Search is a feature that allows users to find records and other items in their Salesforce org, but it does not search for apps outside their org.
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. Acustom reporttype
C. A Roll-Up Summary field
Explanation:
A roll-up summary field is a field on the parent object that calculates the sum, average, min, or max of a field on the child records. It can be used to learn the sum of the amount for each opportunity related to an account.
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
Explanation:
To ensure a dashboard has the most current data, you need to click refresh on the dashboard page. Refreshing the browser or opening the dashboard will not update the data in the dashboard components3. You can also schedule a dashboard to refresh automatically at regular intervals
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
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.
A Salesforce associate wants to quickly create an org where they can learn, practice, and develop Salesforce skills. Which type of org should they create from within Trailhead?
A. Developer Edition
B. Sandbox
C. Playground
Explanation:
The type of org that the associate should create from within Trailhead to quickly learn, practice, and develop Salesforce skills is a Playground. A Playground is a free, fully functional Salesforce org that you can use to test and explore the platform. You can create multiple Playgrounds from Trailhead and use them to complete hands-on challenges and projects1. A Developer Edition is a type of org that you can create from the Salesforce website, not from Trailhead. A Sandbox is a type of org that you can create from a production org as a copy of it for testing and development purposes
A Salesforce associatewantstolearn more about converting Leads to Contacts.They enjoylearning in an asynchronous, gamified way. Which resource should they use?
A. Salesforce Help
B. Trailblazer Community
C. Trailhead
Explanation:
Trailhead is the resource that the Salesforce associate should use to learn more about converting leads to contacts in an asynchronous, gamified way. Trailhead is a learning platform that provides interactive, online, and free courses for anyone who wants to learn Salesforce skills and earn credentials. Trailhead allows the user to learn at their own pace, in their own time, and in their own way. Trailhead also provides gamification features, such as badges, points, and ranks, to motivate and reward the user for their learning progress. Trailhead has a module called Lead Management that covers the topic of converting leads to contacts, among other topics. Salesforce Help is a resource that provides documentation, guides, videos, and support for Salesforce users who need assistance with using or troubleshooting Salesforce products and features. Salesforce Help is not a learning platform, and it does not provide gamification features. The Trailblazer Community is a resource that provides an online platform where Salesforce users, partners, employees, and experts can connect, collaborate, and learn from each other. The Trailblazer Community is not a learning platform, and it does not provide gamification features.
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 to leads and assign it to the marketing managers.
B. Create a permission set that grants Edit access to leads and assign it to the marketing team.
C. Create a new profile that grants Edit access to leads and assign it to the marketing managers.
Explanation:
Creating a permission set that grants Edit access to leads and assigning it to the marketing managers is the best way to grant them the access they need, without affecting the other users on the marketing team profile.
| Page 2 out of 10 Pages |
| Previous |