Free Practice Questions for Salesforce Salesforce-Associate Exam

Permission sets are what should be used to allow additional field-level access to individual employees based on their job duties. Permission sets are a type of metadata that grant additional access and permissions to users based on their functional or departmental needs. Permission sets can include field-level security settings that allow read or edit access to specific fields on an object. Permission sets can be assigned to multiple users, regardless of their profile. Individual profiles are a type of metadata that define the baseline access and permissions for users based on their license type and job function. Profiles include field-level security settings that allow read or edit access to fields on an object. Profiles cannot be assigned to individual users, but to a group of users who share the same license and job function. Role hierarchy is a type of metadata that define the level of access and visibility of records for users based on their position in the organization. Role hierarchy allows users to access records owned by or shared with users below them in the hierarchy. Role hierarchy does not affect field-level access, but record-level access.

 The type of group that the associate should create to share records about a carpool program with users is a public group. A public group is a set of users that can be used to define sharing rules, queues, and other features that require a group of users. A public group can include individual users, other groups, roles, or territories. A public group can be used to share records with a specific group of users who are interested in the carpool program. A private group is a type of Chatter group that is not related to record sharing. A queue is a feature that allows users to manage leads, cases, and other objects as a team, but it is not suitable for sharing records about a carpool program.

The Activity Timeline in Salesforce provides a chronological view of all past and upcoming interactions with a contact. This includes logged calls, emails, meetings, and tasks. It is a central feature to track engagement and manage customer relationships effectively.

B. Details Tab: Displays static information about the contact, such as name, email, and address, but not interaction history.

C. Contact History: Refers to changes made to a contact's field values over time, not interaction logs.

References from Salesforce Documentation:

Activity Timeline Overview

Working with Contacts

The maximum number of rows that a report will display is 3,000. If a report returns more than 3,000 rows, only the first 2,000 rows are displayed and the rest are truncated. To see all the rows, you can export the report to a CSV file

Using the global search box is the best way to search the account records for the desired business using the fewest clicks. 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 “Get*” in the global search box to find all account records that start with “Get”. Using a list view of all accounts would not work, because a list view is a filtered set of records that display data in a tabular format. A list view does not support wildcards or operators, and it requires more clicks to apply filters and sort the records. Using a report of all accounts would not work, because a report is a tool that displays data from one or more objects in a tabular or graphical format. A report does not support wildcards or operators, and it requires more clicks to create, run, and filter the report.

Agentforce, part of Salesforce’s Sales Cloud, utilizes Einstein AI and predictive analytics to enhance the efficiency of sales teams. Key capabilities of Agentforce include:

Lead Scoring: Using AI to assign scores based on the likelihood of conversion, allowing sales teams to prioritize activities.

Opportunity Insights: Providing actionable recommendations based on historical and predictive data.

Next Best Action: Offering suggestions to engage leads effectively.

A. Scheduling meetings with leads: This functionality may involve Salesforce Calendar or integrated scheduling tools, not directly Agentforce.

C. Automating emails to leads at pre-defined times: This is a feature of Salesforce Pardot or Marketing Cloud, not Agentforce.

References from Salesforce Documentation:

Salesforce Sales Cloud Overview

Einstein Lead Scoring

Salesforce Associate Exam Guide

The maximum number of rows a report will display is 3,000. If a report returns more than 3,000 rows, only the first 2,000 rows are displayed and the rest are truncated. To see all the rows, you can export the report to a CSV file

 When an account is deleted, any related opportunities are also deleted, unless they are closed or have a contract associated with them.

Service Cloud is the Salesforce product that should meet the need of Get Cloudy Consulting to offer support via web chat and other digital channels. Service Cloud is a cloud-based customer service platform that allows agents to deliver fast and personalized service across multiple channels, such as phone, email, web, social media, and messaging apps. Service Cloud also provides tools for case management, knowledge base, self-service, and analytics.

When grouping contacts by a specific category like Region for reporting, the recommended data type is a Picklist. Picklists ensure data consistency by restricting input to predefined values, making it easier to categorize and analyze data in reports.

A. Multi-select picklist: While this allows multiple values for a single record, it complicates reporting and grouping.

C. Text: A text field lacks standardized input, increasing the risk of inconsistent data and reporting challenges.

References from Salesforce Documentation:

Custom Field Types

Picklists in Reports