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- 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
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- 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.
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- 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
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- 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
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- 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. Exam Questions Reports &Dashboards 15%
- 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