2. 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
3. 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
5. 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
6. 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%
7. 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.
8. 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.
9. 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.
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 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
14. 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
15. Where can you find bite-sized learning, earning points and badges?
A. Trailhead Academy Workshops
B. Trailhead
C. Help
Knowledge Check
16. Which cloud allows you to manage donations and grants from
individuals and households?
A. Non-Profit
B. Education
C. Health
Knowledge Check
17. 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
18. 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
19. Your users have new requirements to develop in Salesforce. Which
approach should you consider first?
A. Declarative
B. Programmatic
C. Integration
Knowledge Check
20. Which person in your project team would typically create a validation
rule?
A. Developer
B. Admin
C. Architect
Knowledge Check
21. 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
22. 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
24. 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
25. 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
26. 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
27. 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
28. 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
29. 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
30. 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
31. 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
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 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
34. 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
35. 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
36. 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
37. 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
39. 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
40. 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
41. 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
42. 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
43. 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
44. 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
45. 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
46. 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
47. 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
48. 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
50. 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
51. 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
52. 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
53. 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
54. 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
55. 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
56. Which type of Dashboard shows the data of the person viewing the
Dashboard?
A. Dynamic
B. Static
C. User Specific
Knowledge Check
57. 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
58. What kind of Dashboard component shows a grand total of a report?
A. Metric
B. Bar
C. Line
Knowledge Check
59. 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
60. 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
