40 Salesforce Associate Certification Question and Answers Practice Set 1

Are you looking for study material for the Salesforce Associate Certification Question and Answers?

Do you want to assess your knowledge and get a feel for the exam format? you’ve come to the right place.

These Salesforce Associate Certification question and answers are designed to cover the exam’s critical topics, including Salesforce basics, data modeling, security, reports, and dashboards.

Let’s dive into the Salesforce Associate Certification question and answers set-1:

Salesforce Ecosystem

Question 1. At Salesforcegeek user wants to open a charitable trust and wants to implement it using Salesforce. Which Salesforce cloud can the Salesforcegeek team utilize to meet their requirements?

Answer. Nonprofit Cloud.

To learn more about Salesforce Nonprofit Cloud, click Here

Question 2. Which Salesforce Cloud would enable a company to oversee its sales pipeline starting from prospects and extending to completed deals, while also being able to predict future sales?

Answer. Sales Cloud.

To learn more about Salesforce Sales cloud, click Here

Question 3. Which Salesforce job role is responsible for driving business improvements, and collaborating with stakeholders to understand business needs?

Answer. Business Analyst.

Question 4. Using which Salesforce resource you can network and collaborate with other Salesforce professionals?

Answer: Trailblazer community groups.

You can join the trailblazer community groups near your location to meet and collaborate with trailblazers based on your role and interests.

Question 5. Where should you develop and evaluate new functionality for your Salesforce org?

Answer: Sandbox.

Sandbox is a replica of production Org. It allows you to configure, customize and test your functionalities without impacting your live data and processes.

There are four types of Sandboxes in Salesforce namely Developer Sandbox, Developer Pro Sandbox, Partial Copy Sandbox, and Full Sandbox.

Question 6. How can Salesforcegeek create a custom learning path for its employee using Trailhead?

Answer: By creating custom Trailmixes.

Question 7. Salesforce is based on which platform architecture?

Answer: Multitenant Architecture.

Multi-tenant architecture refers to a design approach where multiple users have access to the same instance of the system.

Question 8. Which type of org user should create to develop and practice Salesforce skills within Trailhead?

Answer: Trailhead playground.

A Trailhead Playground is a Salesforce org that you can utilize to fulfill practical challenges and experiment with new Salesforce functionalities and customizations.

Question 9. Which event is recognized as the biggest yearly conference for Salesforce?

Answer: Dreamforce

Dreamforce is a yearly occasion that began in 2003 with the primary goal of uniting the global Salesforce community to share ideas, have fun, build communities, and contribute to charitable causes.

Question 10. Salesforce Geek provides services to small businesses in the financial domain. They want to develop a solution where customers can log complaints via email.

Which Salesforce cloud can they use?

Answer: Service Cloud

Service Cloud is a complete system for helping customers whenever they need assistance.

It offers various ways to communicate such as phone, email, social media, chat, and self-help pages or communities.

Navigation

Question 11. Where can you check the number of licenses available in your Salesforce org?

Answer. Setup ➡ Company Information ➡ User Licenses

Question 12. Which Salesforce feature can be utilized to restrict user login access outside of designated hours?

Answer: Using Login hours.

Setup ➡ Select a Profile ➡ Login Hours

Question 13. Where can the associate find the information to review all the objects within their company’s instance?

Answer: Object Manager.

Question 14. How can access to Salesforce be prevented for the Salesforcegeek Sales team from outside the office?

Answer: Using Login IP Ranges.

Setup ➡ Select a Profile ➡ Login IP Ranges

Question 15. What is the process for the associate to update their personal work hours information in the Salesforce org to reflect their new time zone?

Answer: User settings ➡ My Personal information ➡ Language and Time Zone

Question 16. How can display an additional field in a custom list view you created?

Answer: By selecting “Select Fields to Display” under the gear icon.

Question 17. What is the process for a user to configure an email signature in Salesforce?

Answer: Click on your Avatar icon ➡ Settings ➡ Email (My Email settings) ➡ Signature

Question 18. Where should an associate go to make a new opportunity field visible to the team?

Answer: Object Manager ➡ Opportunity ➡ Page layouts

Question 19. How can we access the Recycle Bin for recovering the deleted record?

Answer: Using App Launcher

Question 20. What action should be taken on a user record in Salesforce, when an employee resigns from the organization and is no longer authorized to access it?

Answer: Deactivate the user record.

It is important to know that there is no option to delete user records. We can either deactivate it or freeze it.

Want to Learn Salesforce Flows? Learn with our Salesforce Flow Course

Data Model

Question 21. At Salesforcegeek, the user needs to ensure that a field on the contact object is mandatory. What is the most suitable method for making this field mandatory?

Answer: Mark it as universally required on the field level

Question 22. A manager has visibility into all records that are owned by their team, but not by other teams. What method is being employed to control access to these records?

Answer: Role Hierarchy

• Role hierarchy is a method of controlling the data accessibility on a Salesforce object based on the role of a user.

Question 23. How should a sales rep display the count of all the closed won opportunities at the Account level?

Answer: Using the Roll-up Summary field

• Roll-Up Summary Fields summarize data from a group of related child records and present the output on the master record. You can choose from a variety of functions, including SUM, COUNT, MIN, MAX, and AVG.
• It can only be created in a Master-detail relationship.

Question 24. Which type of object is required to create a Many-to-Many relationship in Salesforce?

Answer: Junction object

Question 25. What type of relationship exists between an Account and a Contact object?

Answer: Lookup relationship

Account and Contact Relationship

Question 26. How many Master-Detail relationships we can create per object?

Answer: 2

Question 27. What happens when the parent record in a Master-Detail relationship is deleted?

Answer: The child record also gets deleted

Salesforce object relationships overview

Question 28. What should you consider before changing the field type of a custom object?

Answer: There can be a possibility of data loss when changing the field type

Question 29. Which Salesforce features you can use to provide more privileges to a user to have edit access on a field?

Answer: Permission set

A permission set is a collection of settings and permissions that has been assigned to the user to extend its access in the Salesforce org.

Question 30. The sales lead at Salesforcegeek wants the Reason lost field on the opportunity object to not be blank when the opportunity stage is Closed lost.

How can we achieve this?

Answer: Using Validation rules

Validation rules are like a set of rules that check if the information entered by you into the record meets certain standards.

Reports and Dashboards

Question 31. If you have generated a report displaying all Contacts and you want to view Contacts by specific Account name, what action should you take?

Answer: Add a grouping

Question 32. What steps can you take to make sure that you are viewing the most recent data on the dashboard?

Answer: Click on the refresh button on the dashboard and check for the dashboard time stamp.

Question 33. What Salesforce reports feature lets you highlight cells with colors to show important metrics?

Answer: Conditional formatting

Question 34. What is the maximum number of rows visible in the Salesforce report?

Answer: 2,000

Question 35. Using which dashboard component type can data be visualized in the form of a range?

Answer: Gauge

Question 36. If a Salesforce associate needs to send a weekly report to senior management, which Salesforce report feature should they utilize?

Answer: Subscriptions

Question 37. How many filters can a Lightning dashboard have in an unlimited Edition org?

Answer: 5

Question 38. Which Salesforce report function can assist you in determining the number of unique values present in a column?

Answer: Unique Count

Question 39. Which dashboard component should the user use to display the sum of the amount of closed won opportunities from a report?

Answer: Metrics Component

Question 40. Which functionality would you suggest to enable the users to promptly modify record values while conducting the sales meeting?

Answer:  Inline reports editing

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Salesforce Associate Certification Question and Answers Practice Set 2 

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