Exam Preparation:
Answers Document
Course Roadmap
Introducing
Salesforce
Navigation &
Core Objects Data Model
Analytics
Foundation &
Associate
Exam Prep
Company
Settings &
Permissions
Security
Model
Customizing
Salesforce
Managing
Sandboxes &
Data
Automating
Salesforce
Creating Flows
Independent
Learning:
Catch Up &
Associate
Exam
Reporting &
Additional
Applications
Independent
Learning:
Catch Up
Week
Holidays Independent
Learning:
Admin Exam
Prep
Wrap Up &
Post-Program
Recess Week
Holidays
Lecture Objectives
What will you learn?
Copyright Salesforce, Inc. 2022 - For Educational Use Only
By the end of today, you will be able to:
● Describe the Salesforce Associate certification
● Explain where certification resources can be located
● Book your exam
The Salesforce
Associate Exam
About the Certification Exam
Useful Resources:
○ Associate Exam Guide
○ Scheduling a Certification Exam
○ Online Proctoring—Complete Your Exam Remotely
○ COVID-19 & the Salesforce Certification Program FAQ
Salesforce Certified Associate Exam Overview
Quick Facts
# of Questions 40
Passing Score 62%
Time allotted 70 minutes*
Languages
Available
English
Registration &
Retake
$75 registration
Free retake
Results Received
Immediately
Restrictions No hard-copy or
online materials may
be referenced during
the exam.
Objective Sections
*Accommodations can be requested by English Language Learners
(ELL) and persons with disabilities for additional time or services
needed to complete the exam.
Salesforce Ecosystem 32%
Navigation 28%
Data Model 25%
Reports and Dashboards 15%
1. Visit the Administrator
Certification page on Trailhead
2. Click Schedule Now
3. Sign up for an account or Login
Accessing Webassessor
In order to register for an exam, you first need a Webassessor account.
Registering for an Exam
There are two options when taking an exam, either Onsite Proctored or Online Proctored.
Access the Trailhead Help to learn more about both of these options.
Tips For Taking The Exam
● Pause before you start and try to relax.
● Completely read the question and all the
answers before selecting an answer.
○ If you know the answer, select it.
○ If you are not sure or almost sure, make
your best guess and click the Review
box.
○ Once you have gone through all
questions, go back to those that you
marked for review.
● Don't spend too much time on any one
question.
○ If you are not sure of the answer, click
Review and come back to it later.
● If in person, use the provided scratch
paper.
● Remember, there are no trick questions.
Exam Questions
Exam Questions
Salesforce Ecosystem
32%
As an associate, you are looking for a technical how-to for creating an
object and related fields. Where should you look?
A. Trailblazer Community
B. Help
C. Trailhead
Knowledge Check
Academia Plus are a new business looking to purchase Salesforce. They
need to track sales, and give offer customer support through channels
such as web forms, email and other apps. Which product offerings could
they choose?
A. Commerce Cloud and Service Cloud
B. Sales Cloud and Marketing Cloud
C. Sales Cloud and Service Cloud
Knowledge Check
You want to build up your local network with other Salesforce
evangelists in order to learn more and have professional meet ups,
where would you do this?
A. Trailblazer Community Groups
B. Trailhead
C. Trailblazer.me Profile
Knowledge Check
Where can you find bite-sized learning, earning points and badges?
A. Trailhead Academy Workshops
B. Trailhead
C. Help
Knowledge Check
Which cloud allows you to manage donations and grants from
individuals and households?
A. Non-Profit
B. Education
C. Health
Knowledge Check
You wish to allow your customers to self-serve through an online
knowledge base, what will help you do this?
A. Sales Cloud
B. Mulesoft
C. Experience Cloud
Knowledge Check
Allied Kicks have some new requirements for their Salesforce org. Which
environment would you use for testing them?
A. Playground
B. Developer Edition
C. Sandbox
Knowledge Check
Your users have new requirements to develop in Salesforce. Which
approach should you consider first?
A. Declarative
B. Programmatic
C. Integration
Knowledge Check
Which person in your project team would typically create a validation
rule?
A. Developer
B. Admin
C. Architect
Knowledge Check
Allied Kicks need some help with their implementation and would like to
hire a team of consultants. Who should they contact?
A. Salesforce Business Analyst
B. Salesforce ISV
C. Salesforce Partner
Knowledge Check
Your company needs to have more insight and predictions into their
sales data which lives in Salesforce and other business tools. Which tool
should you recommend?
A. Reports and Dashboards
B. CRM Analytics
C. Sales Cloud
Knowledge Check
Exam Questions
Navigation
28%
A new employee has started. Where can you see if there are any licenses
available?
A. Company Information
B. Salesforce Licenses
C. Company Settings
Knowledge Check
Where can you see a history of calls, emails and meetings that you or
your colleagues have had with a customer?
A. Kanban
B. Path
C. Activity Timeline
Knowledge Check
Michael, a Sales Rep, wants to personalise the order of the tabs in his
Sales app. How should this be done?
A. Edit his Profile
B. Use the Lightning App Builder
C. Customise the Navigation Bar
Knowledge Check
You’ve just had a conversation with someone who wants to find out
more about the products or services your company offers. What should
you do next?
A. Create an Opportunity record
B. Create a Lead record
C. Create an Account record
Knowledge Check
The Sales team want to see all of their Opportunities in a more graphical
way ordered by Stage. Which view format would allow this?
A. Kanban
B. List
C. Path
Knowledge Check
What is an App?
A. The first page you view when logging into Salesforce
B. A grouping of tabs
C. Where you build Lightning Pages
Knowledge Check
Your team work in a fast paced environment and work on multiple cases
simultaneously. How can you help them be more productive?
A. Create a Dashboard
B. Hire more people
C. Set up the Console view
Knowledge Check
When you delete an Account record, which other records will be
automatically deleted?
A. Contacts, Notes, Activities
B. Cases, Contacts, Opportunities
C. Opportunities, Cases, Activities
Knowledge Check
As an admin, you want to display a count of the number of open
Opportunities on the related Account record. How would you do this?
A. Roll-Up Summary Field
B. Formula Field
C. Apex Code
Knowledge Check
You are a Service Agent and you receive a complaint call from someone
you have never spoken to within the customer company before. Which
records would you create?
A. Account, Case
B. Opportunity, Case
C. Contact, Case
Knowledge Check
Your customer Allied Kicks is part of a corporate group called Global
Kicks. How would you show this in Salesforce?
A. Create a new field called Account Hierarchy
B. Add the value Global Kicks into the Parent Account Field
C. Add the value Allied Kicks into the Parent Account Field
Knowledge Check
You are looking for an Account record that you own, but cannot be
certain of the full name. You are confident you recall the first two words
of the company name. What is the quickest way to locate it?
A. Global Search
B. All Accounts report
C. Accounts Kanban
Knowledge Check
Users have requested some changes to the Opportunity records when
they view and update them. They would like the field order and related
list order to be changed. Where would you do this?
A. Record Type
B. Page Layout
C. Business Process
Knowledge Check
Where on a list view can you add a filter and change the fields available?
A. List View Controls
B. Display As
C. Edit List
Knowledge Check
Exam Questions
Data Model
25%
One of your colleagues is starting a new job. A new joiner will be starting
next week. How can you manage Salesforce licenses?
A. Deactivate the user so the license is available for the new joiner
B. Freeze the user so the license is available for the new joiner
C. Delete the user so the license is available for the new joiner
Knowledge Check
The Sales Team all use a custom Sales profile. The Sales Manager, John,
needs to be able to delete Opportunity records. How would you achieve
this?
A. Change the Field Level Security
B. Change the object permission on the profile
C. Create a permission set for the Delete Opportunity permission
Knowledge Check
The Opportunity for Allied Kicks is owned by Melissa. Melissa is a Sales
Rep in Marrakech. Her Sales Manager is Tom who is based in Madrid.
In a private security model, how should you set Salesforce up so that
Tom can view his team’s Opportunities?
A. Tom would be above his team in the Role Hierarchy
B. Create a sharing rule
C. Add Tom to each Opportunity Team
Knowledge Check
When you set up access to an Account using Account Teams, what other
related records can you also grant access to?
A. Opportunities, Products
B. Opportunities, Cases
C. Opportunities, Contacts
Knowledge Check
When running a report, you notice Sales Reps are entering many
different variations of words in the Country of Origin field e.g. USA, US,
America.
How could you have ensured data was entered in a standard format?
A. Created the field as a dependent picklist
B. Created the field as a formula
C. Created the field as a picklist
Knowledge Check
Service Agents select the same value from a picklist in 90% of Cases.
How can you help them to save time and increase productivity?
A. Set a default field value
B. Create a validation rule
C. Make the field required
Knowledge Check
What can happen if you change the data type of a field?
A. You can’t change the field type if data exists already
B. You may lose data if you change the field type
C. You need to delete the field and create a new one
Knowledge Check
Sales Reps need to get their manager to sign off on any deals with over
10% discount. How can this be done?
A. Create an approval process
B. Create a big deal alert
C. Create a business process
Knowledge Check
Sales Managers at Allied Kicks don’t want their team to give more than
35% discount. How can they prevent this?
A. Create an escalation rule
B. Create a business rule
C. Create a validation rule
Knowledge Check
You work with not for profit and corporate leads, but you need to record
different information about them. How would you achieve this?
A. Create an approval process, record type and page layout for each
B. Create a business process, record type and page layout for each
C. Create a custom object, record type and page layout for each
Knowledge Check
Exam Questions
Reports & Dashboards
15%
You need to create a report which shows all Accounts, by Region. Which
format would be best?
A. Tabular
B. Summary
C. Joined
Knowledge Check
What is the first step when creating a report?
A. Select the report type
B. Select the report format
C. Select the report fields
Knowledge Check
Your manager doesn’t have access to Salesforce and needs to see your
report. How can you export it?
A. As a PDF file
B. As a XLS file
C. As a PPT file
Knowledge Check
You have created a report for all of the Leads in the EMEA region. You
want to group the Leads by the country they are located in, but this field
doesn’t exist in Salesforce. How can you achieve this?
A. Filter
B. Summary formula
C. Bucket field
Knowledge Check
You and your team want to receive an automatically emailed report each
week showing all of your own Opportunities. How would you do this?
A. Follow the report
B. Export the report
C. Subscribe to the report
Knowledge Check
You’d like to view your report data in a graphical format. What are some
of the charts available to you?
A. Bar, Line, Donut
B. Line, Scatter, Joined
C. Pie, Funnel, Summary
Knowledge Check
Which type of Dashboard shows the data of the person viewing the
Dashboard?
A. Dynamic
B. Static
C. User Specific
Knowledge Check
The team are looking at a Dashboard and click through into a report. The
data they are seeing in the Dashboard is different to the data in the
report. What could be the reason?
A. The Dashboard has not been subscribed to
B. The Dashboard has not been refreshed
C. The Report has not been refreshed
Knowledge Check
What kind of Dashboard component shows a grand total of a report?
A. Metric
B. Bar
C. Line
Knowledge Check
Each region would like to see their own regional data in the Pipeline
Dashboard. How should you achieve this?
A. Create a Dashboard per region
B. Set up a running user per region
C. Create a filter per region
Knowledge Check
Self Learning Essentials for Superbadges
Please be aware of next week's essential self paced
learning to complete superbadges:
- Data Security
- Reports & Dashboards for Lightning Experience
- Create Reports and Dashboards for Sales and Marketing Managers
Exam Preparation_Answer Document.pdf

Exam Preparation_Answer Document.pdf

  • 1.
  • 2.
    Course Roadmap Introducing Salesforce Navigation & CoreObjects Data Model Analytics Foundation & Associate Exam Prep Company Settings & Permissions Security Model Customizing Salesforce Managing Sandboxes & Data Automating Salesforce Creating Flows Independent Learning: Catch Up & Associate Exam Reporting & Additional Applications Independent Learning: Catch Up Week Holidays Independent Learning: Admin Exam Prep Wrap Up & Post-Program Recess Week Holidays
  • 3.
    Lecture Objectives What willyou learn? Copyright Salesforce, Inc. 2022 - For Educational Use Only By the end of today, you will be able to: ● Describe the Salesforce Associate certification ● Explain where certification resources can be located ● Book your exam
  • 4.
  • 5.
    About the CertificationExam Useful Resources: ○ Associate Exam Guide ○ Scheduling a Certification Exam ○ Online Proctoring—Complete Your Exam Remotely ○ COVID-19 & the Salesforce Certification Program FAQ
  • 6.
    Salesforce Certified AssociateExam Overview Quick Facts # of Questions 40 Passing Score 62% Time allotted 70 minutes* Languages Available English Registration & Retake $75 registration Free retake Results Received Immediately Restrictions No hard-copy or online materials may be referenced during the exam. Objective Sections *Accommodations can be requested by English Language Learners (ELL) and persons with disabilities for additional time or services needed to complete the exam. Salesforce Ecosystem 32% Navigation 28% Data Model 25% Reports and Dashboards 15%
  • 7.
    1. Visit theAdministrator Certification page on Trailhead 2. Click Schedule Now 3. Sign up for an account or Login Accessing Webassessor In order to register for an exam, you first need a Webassessor account.
  • 8.
    Registering for anExam There are two options when taking an exam, either Onsite Proctored or Online Proctored. Access the Trailhead Help to learn more about both of these options.
  • 9.
    Tips For TakingThe Exam ● Pause before you start and try to relax. ● Completely read the question and all the answers before selecting an answer. ○ If you know the answer, select it. ○ If you are not sure or almost sure, make your best guess and click the Review box. ○ Once you have gone through all questions, go back to those that you marked for review. ● Don't spend too much time on any one question. ○ If you are not sure of the answer, click Review and come back to it later. ● If in person, use the provided scratch paper. ● Remember, there are no trick questions.
  • 10.
  • 11.
  • 12.
    As an associate,you are looking for a technical how-to for creating an object and related fields. Where should you look? A. Trailblazer Community B. Help C. Trailhead Knowledge Check
  • 13.
    Academia Plus area new business looking to purchase Salesforce. They need to track sales, and give offer customer support through channels such as web forms, email and other apps. Which product offerings could they choose? A. Commerce Cloud and Service Cloud B. Sales Cloud and Marketing Cloud C. Sales Cloud and Service Cloud Knowledge Check
  • 14.
    You want tobuild up your local network with other Salesforce evangelists in order to learn more and have professional meet ups, where would you do this? A. Trailblazer Community Groups B. Trailhead C. Trailblazer.me Profile Knowledge Check
  • 15.
    Where can youfind bite-sized learning, earning points and badges? A. Trailhead Academy Workshops B. Trailhead C. Help Knowledge Check
  • 16.
    Which cloud allowsyou to manage donations and grants from individuals and households? A. Non-Profit B. Education C. Health Knowledge Check
  • 17.
    You wish toallow your customers to self-serve through an online knowledge base, what will help you do this? A. Sales Cloud B. Mulesoft C. Experience Cloud Knowledge Check
  • 18.
    Allied Kicks havesome new requirements for their Salesforce org. Which environment would you use for testing them? A. Playground B. Developer Edition C. Sandbox Knowledge Check
  • 19.
    Your users havenew requirements to develop in Salesforce. Which approach should you consider first? A. Declarative B. Programmatic C. Integration Knowledge Check
  • 20.
    Which person inyour project team would typically create a validation rule? A. Developer B. Admin C. Architect Knowledge Check
  • 21.
    Allied Kicks needsome help with their implementation and would like to hire a team of consultants. Who should they contact? A. Salesforce Business Analyst B. Salesforce ISV C. Salesforce Partner Knowledge Check
  • 22.
    Your company needsto have more insight and predictions into their sales data which lives in Salesforce and other business tools. Which tool should you recommend? A. Reports and Dashboards B. CRM Analytics C. Sales Cloud Knowledge Check
  • 23.
  • 24.
    A new employeehas started. Where can you see if there are any licenses available? A. Company Information B. Salesforce Licenses C. Company Settings Knowledge Check
  • 25.
    Where can yousee a history of calls, emails and meetings that you or your colleagues have had with a customer? A. Kanban B. Path C. Activity Timeline Knowledge Check
  • 26.
    Michael, a SalesRep, wants to personalise the order of the tabs in his Sales app. How should this be done? A. Edit his Profile B. Use the Lightning App Builder C. Customise the Navigation Bar Knowledge Check
  • 27.
    You’ve just hada conversation with someone who wants to find out more about the products or services your company offers. What should you do next? A. Create an Opportunity record B. Create a Lead record C. Create an Account record Knowledge Check
  • 28.
    The Sales teamwant to see all of their Opportunities in a more graphical way ordered by Stage. Which view format would allow this? A. Kanban B. List C. Path Knowledge Check
  • 29.
    What is anApp? A. The first page you view when logging into Salesforce B. A grouping of tabs C. Where you build Lightning Pages Knowledge Check
  • 30.
    Your team workin a fast paced environment and work on multiple cases simultaneously. How can you help them be more productive? A. Create a Dashboard B. Hire more people C. Set up the Console view Knowledge Check
  • 31.
    When you deletean Account record, which other records will be automatically deleted? A. Contacts, Notes, Activities B. Cases, Contacts, Opportunities C. Opportunities, Cases, Activities Knowledge Check
  • 32.
    As an admin,you want to display a count of the number of open Opportunities on the related Account record. How would you do this? A. Roll-Up Summary Field B. Formula Field C. Apex Code Knowledge Check
  • 33.
    You are aService Agent and you receive a complaint call from someone you have never spoken to within the customer company before. Which records would you create? A. Account, Case B. Opportunity, Case C. Contact, Case Knowledge Check
  • 34.
    Your customer AlliedKicks is part of a corporate group called Global Kicks. How would you show this in Salesforce? A. Create a new field called Account Hierarchy B. Add the value Global Kicks into the Parent Account Field C. Add the value Allied Kicks into the Parent Account Field Knowledge Check
  • 35.
    You are lookingfor an Account record that you own, but cannot be certain of the full name. You are confident you recall the first two words of the company name. What is the quickest way to locate it? A. Global Search B. All Accounts report C. Accounts Kanban Knowledge Check
  • 36.
    Users have requestedsome changes to the Opportunity records when they view and update them. They would like the field order and related list order to be changed. Where would you do this? A. Record Type B. Page Layout C. Business Process Knowledge Check
  • 37.
    Where on alist view can you add a filter and change the fields available? A. List View Controls B. Display As C. Edit List Knowledge Check
  • 38.
  • 39.
    One of yourcolleagues is starting a new job. A new joiner will be starting next week. How can you manage Salesforce licenses? A. Deactivate the user so the license is available for the new joiner B. Freeze the user so the license is available for the new joiner C. Delete the user so the license is available for the new joiner Knowledge Check
  • 40.
    The Sales Teamall use a custom Sales profile. The Sales Manager, John, needs to be able to delete Opportunity records. How would you achieve this? A. Change the Field Level Security B. Change the object permission on the profile C. Create a permission set for the Delete Opportunity permission Knowledge Check
  • 41.
    The Opportunity forAllied Kicks is owned by Melissa. Melissa is a Sales Rep in Marrakech. Her Sales Manager is Tom who is based in Madrid. In a private security model, how should you set Salesforce up so that Tom can view his team’s Opportunities? A. Tom would be above his team in the Role Hierarchy B. Create a sharing rule C. Add Tom to each Opportunity Team Knowledge Check
  • 42.
    When you setup access to an Account using Account Teams, what other related records can you also grant access to? A. Opportunities, Products B. Opportunities, Cases C. Opportunities, Contacts Knowledge Check
  • 43.
    When running areport, you notice Sales Reps are entering many different variations of words in the Country of Origin field e.g. USA, US, America. How could you have ensured data was entered in a standard format? A. Created the field as a dependent picklist B. Created the field as a formula C. Created the field as a picklist Knowledge Check
  • 44.
    Service Agents selectthe same value from a picklist in 90% of Cases. How can you help them to save time and increase productivity? A. Set a default field value B. Create a validation rule C. Make the field required Knowledge Check
  • 45.
    What can happenif you change the data type of a field? A. You can’t change the field type if data exists already B. You may lose data if you change the field type C. You need to delete the field and create a new one Knowledge Check
  • 46.
    Sales Reps needto get their manager to sign off on any deals with over 10% discount. How can this be done? A. Create an approval process B. Create a big deal alert C. Create a business process Knowledge Check
  • 47.
    Sales Managers atAllied Kicks don’t want their team to give more than 35% discount. How can they prevent this? A. Create an escalation rule B. Create a business rule C. Create a validation rule Knowledge Check
  • 48.
    You work withnot for profit and corporate leads, but you need to record different information about them. How would you achieve this? A. Create an approval process, record type and page layout for each B. Create a business process, record type and page layout for each C. Create a custom object, record type and page layout for each Knowledge Check
  • 49.
  • 50.
    You need tocreate a report which shows all Accounts, by Region. Which format would be best? A. Tabular B. Summary C. Joined Knowledge Check
  • 51.
    What is thefirst step when creating a report? A. Select the report type B. Select the report format C. Select the report fields Knowledge Check
  • 52.
    Your manager doesn’thave access to Salesforce and needs to see your report. How can you export it? A. As a PDF file B. As a XLS file C. As a PPT file Knowledge Check
  • 53.
    You have createda report for all of the Leads in the EMEA region. You want to group the Leads by the country they are located in, but this field doesn’t exist in Salesforce. How can you achieve this? A. Filter B. Summary formula C. Bucket field Knowledge Check
  • 54.
    You and yourteam want to receive an automatically emailed report each week showing all of your own Opportunities. How would you do this? A. Follow the report B. Export the report C. Subscribe to the report Knowledge Check
  • 55.
    You’d like toview your report data in a graphical format. What are some of the charts available to you? A. Bar, Line, Donut B. Line, Scatter, Joined C. Pie, Funnel, Summary Knowledge Check
  • 56.
    Which type ofDashboard shows the data of the person viewing the Dashboard? A. Dynamic B. Static C. User Specific Knowledge Check
  • 57.
    The team arelooking at a Dashboard and click through into a report. The data they are seeing in the Dashboard is different to the data in the report. What could be the reason? A. The Dashboard has not been subscribed to B. The Dashboard has not been refreshed C. The Report has not been refreshed Knowledge Check
  • 58.
    What kind ofDashboard component shows a grand total of a report? A. Metric B. Bar C. Line Knowledge Check
  • 59.
    Each region wouldlike to see their own regional data in the Pipeline Dashboard. How should you achieve this? A. Create a Dashboard per region B. Set up a running user per region C. Create a filter per region Knowledge Check
  • 60.
    Self Learning Essentialsfor Superbadges Please be aware of next week's essential self paced learning to complete superbadges: - Data Security - Reports & Dashboards for Lightning Experience - Create Reports and Dashboards for Sales and Marketing Managers