Salesforce Associate Salesforce Certified Associate Exam Practice Test

Answer : B

In Salesforce, the Contacts object is used to store information about individuals associated with an Account (e.g., the customer organization). Since the new Director of IT works for Northern Trail Outfitters (NTO), the correct place to store their information is under Contacts, linked to the relevant Account.

A . Accounts: Used for organizations or companies, not individuals.

C . Leads: Used for prospective customers or individuals before they are qualified as contacts.

Reference from Salesforce Documentation:

Contacts and Accounts Overview

Leads vs. Contacts

Answer : B

The Global search bar in Salesforce is the quickest way to find any report, record, or file across the platform. It is accessible at the top of the interface and eliminates the need to navigate through folders manually.

A . Use the search bar in All Reports: This option restricts the search to the Reports tab and is less efficient for quick navigation.

C . Use the search bar in All Folders: This is specific to searching folders and does not provide a comprehensive search for all reports.

Reference from Salesforce Documentation:

Global Search Overview

Efficient Navigation in Salesforce

Answer : A

Declarative tools in Salesforce allow for process automation without the need for code. These tools, such as Process Builder, Flow Builder, and Approval Processes, enable users to configure automation that spans multiple divisions like sales and service. This approach is user-friendly, cost-effective, and faster to implement compared to programmatic solutions.

B . Programmatic: Programmatic approaches (e.g., Apex code) should be used when declarative tools cannot meet specific complex requirements.

C . Third-party consulting services: While consulting services may assist with implementation, exploring Salesforce's native tools should be the first approach.

Reference from Salesforce Documentation:

Declarative vs. Programmatic Development

Process Automation Overview

Answer : A

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.

Reference from Salesforce Documentation:

Activity Timeline Overview

Working with Contacts

Answer : B

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.

Reference from Salesforce Documentation:

Custom Field Types

Picklists in Reports

Answer : C

A roll-up summary field is the best way to display the sum of all closed won opportunity amounts at the account level. A roll-up summary field is a type of field that calculates a value from a set of related records, such as the sum, average, min, or max. A roll-up summary field can only be created on the master object of a master-detail relationship, and it can only calculate values from the detail object. For example, a roll-up summary field called Total Revenue could be created on the Account object, and it could calculate the sum of the Amount field from the Opportunity object, where the Stage field equals Closed Won. A custom report type is a tool that allows the user to create a report based on the relationships between a primary object and its related objects. A custom report type does not display a value at the account level, but at the report level. The opportunity related list is a component that shows the related opportunities for a specific account record. The opportunity related list does not display the sum of all closed won opportunity amounts, but only the individual amounts for each opportunity.

Answer : C

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.