A VP of sales is requesting an easy to understand visual representation of accounts and opportunities that have been worked on by the sales agents in the current quarter in order to identify trends, sort data, and measure the impact of their activities.
What is recommended to meet these requirements?
A. Create a list views.
B. Create a dashboard.
C. Create a custom tab.
Get Cloudy Consulting currently stores information about is customers and partners in the Account object. There are a few details specific to partners that are not applicable to customers. What is the recommended way to display only the information application to each group?
A. Use Account for customers and create a custom object for partners.
B. Create record types on Account called Partner and Customer
C. Create custom object called Partner and Customer
A Salesforce associate is asked to add a new employee record to their client. Get Cloudy Consulting.
To which object should they add this record?
A. Accounts
B. Leads
C. Contacts
An online retail company uses Sales Cloud and Marketing Cloud. The company's Salesforce associate needs help while working in Marketing Cloud and wants to hear other Salesforce professionals' opinions. They would like to post a question that anyone around the globe who is familiar with Salesforce can answer.
Which resource should they use?
A. Trailblazer Community
B. Trailhead Academy
C. Salesforce Help
What type of relationship do Account and Contact objects have?
A. Lookup
B. Self
C. Master-detail
Get Cloudy Consulting is rolling out Salesforce to its organization.
What should be used to allow additional field-level access to individual employees based on the their job duties?
A. Individual profiles
B. Permission sets
C. Role Hierarchy
Refer to the image below:
A Salesforce associate reviews a report that shows more information than they need. The associated see individual records but only wants to see the Record Count. Which switches should the associated toggle to only show the Record Count?
A. Row Counts and Grand Total
B. Subtotals and Detail Rows
C. Grand Total and Subtotals
Salesforce associate received a promotion and needs Edit access to fields on opportunity records across the organization. Which user setting need updating to allow Edit access?
A. Queue
B. Permission Set
C. Public Group
A marketing manager wants to make the Reason Lost field required on the opportunity when he stage is changed to Closed Lost. What should the salesforce associate do to enforce this requirement?
A. Make the field required on the page layout.
B. Create a validation rule on the Opportunity object.
C. Make the field universally required.
Which Salesforce role should help companies increase campaign effectiveness, reengage inactive customers, and grow their customer base?
A. Consultant
B. Marketer
C. Designer
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