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NEW QUESTION # 14
A salesforce associate at get Cloudy Consulting has been asked to analyze Service Cloud data to determine how many individuals have called in to the support center.
Which relationship on Case should the associate use?
- A. Contact
- B. Account
- C. Owner
Answer: A
Explanation:
Explanation
The contact relationship on case is used to indicate the individual who has called in to the support center. The contact field on case is a lookup field that allows the user to select a contact from the related account or any other account. The owner relationship on case is used to indicate the user who is responsible for working on the case. The account relationship on case is used to indicate the company or organization that the case is related to.
NEW QUESTION # 15
Which Trailhead feature should Get Cloudy Consulting use to create a custom teaming path for its employees?
- A. Projects
- B. Modules
- C. Trailmixes
Answer: C
NEW QUESTION # 16
How can a user see only contacts from a specific city on the 'New This Week" list view without changing what other users see?
- A. Change the permissions so they can only see records from the specific city.
- B. Clone the list view with a new name, and filter by the specific c
- C. Build a private report for contacts that is filtered by the specific city.
Answer: B
NEW QUESTION # 17
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. Make the field universally required.
- C. Create a validation rule on the Opportunity object.
Answer: C
Explanation:
Explanation
A validation rule on the Opportunity object is the best way to enforce the requirement that the Reason Lost field is required when the stage is changed to Closed Lost. A validation rule can specify a condition and an error message to display when the condition is not met. For example, the condition could be AND(ISPICKVAL(StageName, "Closed Lost"), ISBLANK(Reason_Lost__c)) and the error message could be "Please enter a reason for losing the opportunity." Making the field required on the page layout or universally required would not work, because the field should only be required when the stage is changed to Closed Lost, not for other stages.
NEW QUESTION # 18
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?
- A. Refresh
- B. Notifications
- C. Subscriptions
Answer: C
Explanation:
Explanation
The functionality of Salesforce Reports that the associate should use to refresh a report and email it to an executive team each week is subscriptions. Subscriptions let you schedule reports to run at regular intervals and send notifications to you or other recipients by email or Chatter5. You can also set conditions for when the notifications are sent, such as when the report returns no results or the results change.
NEW QUESTION # 19
Where can a new user set up an email signature in Salesforce?
- A. Personal Settings
- B. User Profile
- C. Email Setup
Answer: A
Explanation:
Explanation
The place where the new user can set up an email signature in Salesforce is the Personal Settings. The Personal Settings are where the user can customize their preferences, such as language, locale, time zone, display, security, and email. The user can access the Personal Settings by clicking on their profile icon and then clicking Settings. Then, they can click on Email under My Personal Information and then click on My Email Settings. There, they can enter their email signature in the Email Signature field and click Save. The User Profile and the Email Setup are not the correct places to set up an email signature in Salesforce.
NEW QUESTION # 20
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
Answer: A
NEW QUESTION # 21
Which tool creates a visual representation of objects and their relationships?
- A. App Launcher
- B. Object Manager
- C. Schema Builder
Answer: C
Explanation:
Explanation
Schema Builder is a tool that creates a visual representation of objects and their relationships, and allows you to modify them.
NEW QUESTION # 22
Which Salesforce role should help companies increase campaign effectiveness, reengage inactive customers, and grow their customer base?
- A. Designer
- B. Marketer
- C. Consultant
Answer: B
Explanation:
Explanation
The marketer role is the role that should help companies increase campaign effectiveness, reengage inactive customers, and grow their customer base. A marketer is a person who plans, executes, and analyzes marketing strategies and campaigns to promote a product, service, or brand. A marketer uses tools such as Marketing Cloud, Pardot, and Social Studio to create and manage personalized marketing campaigns across multiple channels, such as email, social media, web, and mobile. A marketer also uses tools such as Audience Studio, Datorama, and Tableau to segment, target, and measure the impact of marketing campaigns. A consultant is a person who provides expert advice and guidance to clients on how to use Salesforce products and solutions to achieve their business goals. A consultant uses tools such as Service Cloud, Field Service, and MuleSoft to help clients improve their customer service, field operations, and data integration. A designer is a person who creates and develops the visual and interactive elements of digital experiences, such as websites, portals, and mobile apps. A designer uses tools such as Experience Cloud, Heroku, and Lightning Web Components to design and build engaging and responsive digital experiences for customers, partners, and employees.
NEW QUESTION # 23
A Salesforce associate has received a request to create new users for a group of new employees.
Where can the associate check the number of licenses available to be assigned to the new employees7
- A. Company Information
- B. User Management Settings
- C. Salesforce Help
Answer: A
NEW QUESTION # 24
Get Cloudy Consulting (GCC) wants to simplify its sales teams Account Record page with the following recommendations:
* Adding tabs
* Hiding components
* Making fields conditionally visible
Where should GCC's Salesforce associate go to draft these changes for review?
- A. Lightning App Builder
- B. Record Types
- C. Page Layouts
Answer: A
NEW QUESTION # 25
Where can a new user set up an email signature in Salesforce?
- A. Personal Settings
- B. Email Setup
- C. User Profile
Answer: B
NEW QUESTION # 26
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
Answer: C
Explanation:
Explanation
The Contact object is where the associate should add the new employee record. The Contact object is used to store information about individuals who are associated with an account, such as name, phone, email, title, and role. The Contact object has a lookup relationship with the Account object, which allows the user to select an account that the contact is related to. The Accounts object is used to store information about companies or organizations that are customers, partners, or competitors. The Accounts object does not store information about individual employees. The Leads object is used to store information about potential customers who have shown interest in a product or service, but have not yet been qualified. The Leads object does not store information about existing employees.
NEW QUESTION # 27
Get Cloudy Consulting (GCC) plans to migrate from a legacy CRM system to Salesforce. GCC currently uses a dedicated single-tenant, on-premise system and wants to utilize a multi-tenant architecture like Salesforce uses.
What is one feature of multi-tenant architecture?
- A. Resources are limited to each tenant.
- B. Resources are shared but tenants cannot claim each others resources.
- C. Resources are shared and tenants can claim each other's resources.
Answer: B
NEW QUESTION # 28
How can a user see only contacts from a specific city on the 'New This Week" list view without changing what other users see?
- A. Change the permissions so they can only see records from the specific city.
- B. Clone the list view with a new name, and filter by the specific c
- C. Build a private report for contacts that is filtered by the specific city.
Answer: B
Explanation:
Explanation
The user can clone the list view with a new name, and filter by the specific city to see only contacts from that city on the list view. This will not affect what other users see on the original list view.
NEW QUESTION # 29
A Salesforce associate wants to add a new related list of cases to the Account.
Where should the associate go to add the related list to Account?
- A. Page Layout
- B. Case Record page
- C. Account Record page
Answer: A
Explanation:
Explanation
The related list of cases can be added to the account page layout, which determines the fields, buttons, and related lists that users see when they view an account record.
NEW QUESTION # 30
Get Cloudy Consulting (GCC) wants to simplify its sales teams Account Record page with the following recommendations:
* Adding tabs
* Hiding components
* Making fields conditionally visible
Where should GCC's Salesforce associate go to draft these changes for review?
- A. Lightning App Builder
- B. Record Types
- C. Page Layouts
Answer: A
Explanation:
Explanation
The Lightning App Builder is a tool that allows the associate to draft changes to the account record page, such as adding tabs, hiding components, and making fields conditionally visible, and preview them before publishing.
NEW QUESTION # 31
Get Cloudy Consulting (GCC) wants to build one dashboard for Leads and Opportunities. GCC want the data to be displayed based on the logged-in user's security setting.
Which type of dashboard should this be?
- A. Dynamic
- B. Static
- C. Standard
Answer: A
Explanation:
Explanation
The type of dashboard that GCC should use to display data based on the logged-in user's security setting is a Dynamic dashboard. A Dynamic dashboard allows each user to see the dashboard data according to their own access level and permissions. For example, a sales manager can see the data for their entire team, while a sales rep can only see their own data4. A Static dashboard is a type of dashboard that shows the same data to all users, regardless of their access level and permissions. A Standard dashboard is a type of dashboard that shows the data based on the security setting of the dashboard running user, which is a single user that is specified when the dashboard is created or edited
NEW QUESTION # 32
A Salesforce associate is asked to review all the objects within their company's instance. They also need to identify which are custom objects.
Where should the associate go to see this information?
- A. App Launcher
- B. Object Manager
- C. Global Search
Answer: B
Explanation:
The Object Manager is where the associate should go to see the information about all the objects within their company's instance and identify which are custom objects. The Object Manager 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 can be accessed by clicking the Setup icon in the header, then clicking Object Manager. The custom objects are indicated by a blue icon with a white asterisk, while the standard objects are indicated by a gray icon with a white letter. The App Launcher is where the user can access all the apps and objects in Salesforce, such as Sales, Service, Marketing, and so on. The App Launcher does not show the information about the objects, such as fields, page layouts, or record types. The Global Search is where the user can search for records across multiple objects and fields using keywords or phrases.
The Global Search does not show the information about the objects, but only the records that match the search criteria.
NEW QUESTION # 33
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. Create record types on Account called Partner and Customer
- B. Create custom object called Partner and Customer
- C. Use Account for customers and create a custom object for partners.
Answer: A
Explanation:
Explanation
Creating record types on Account called Partner and Customer is the recommended way to display only the information applicable to each group. Record types allow different page layouts, picklist values, and business processes to be assigned to different users based on their profile. For example, the Partner record type could have a page layout that includes fields specific to partners, such as Partner Type, Partner Level, and Partner Status. The Customer record type could have a different page layout that excludes those fields. Using Account for customers and creating a custom object for partners would not be advisable, because it would create data silos and make reporting and sharing more difficult. Creating custom objects called Partner and Customer would not make sense, because they are both types of accounts and should use the standard Account object.
NEW QUESTION # 34
An insurance call center is experiencing increased policy support calls which has led to long wait times and disappointed customers.
Which cloud will decrease the number of incoming calls, empower customers, and increase satisfaction?
- A. CRM Analytics
- B. Cloud Sales Cloud
- C. Experience
Answer: C
Explanation:
Explanation
The cloud that will decrease the number of incoming calls, empower customers, and increase satisfaction for the insurance call center is Experience Cloud. Experience Cloud is a product that allows companies to create digital experiences for their customers, partners, and employees, such as websites, portals, forums, and mobile apps. Experience Cloud helps the insurance call center to provide self-service options, such as FAQs, knowledge articles, chatbots, and case management, to its customers, so that they can find answers and solutions on their own, without having to call the agents. This reduces the call volume and improves the customer satisfaction and loyalty.
NEW QUESTION # 35
Get Cloudy Consulting requires a value in the Status field every time a record is created or edited.
What should they do to enforce this?
- A. Make the field required in Object Manager.
- B. Make the field required in organization-wide defaults.
- C. Make the field required with a validation rule.
Answer: A
NEW QUESTION # 36
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'
- A. Make an assignment rule named Trade Show' to only assign leads to sales reps.
- B. Create a validation rule requiring the Lead Source field to equal Trade Show'.
- C. Set the default value of the Lead Source field to Trade Show'.
Answer: C
Explanation:
Explanation
Setting the default value of the Lead Source field to Trade Show' is the best approach to improve data integrity for the Lead Source field. A default value is a value that is automatically populated in a field when a new record is created, unless the user enters a different value. Setting the default value to Trade Show' would save the sales reps time and ensure that most of the leads have the correct value for the Lead Source field.
Creating a validation rule requiring the Lead Source field to equal Trade Show' would not work, because it would prevent the user from entering any other value, such as Web, Phone, or Referral, which may not be accurate for all leads. Making an assignment rule named Trade Show' to only assign leads to sales reps would not work, because it would not affect the Lead Source field, and it would not allow the user to assign leads based on other criteria, such as territory, industry, or product.
NEW QUESTION # 37
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