SALESFORCE ASSOCIATE SP25

By Hayatullah/Ravi 2025
1) A Salesforce associate deletes an Account of a company that recently went out of business.
Which related records are automatically deleted?
A.Any related opportunities
B.Any related cases
C.Any related leads

2) Get Cloudy Consulting's growing marketing team is on a custom profile named 'Marketing
Team.' The team currently has Read access to leads and opportunities. Two marketing
managers need Edit access on leads.
What should the Salesforce associate do to grant them the access they need?
A.Create a new profile that grants Edit access to leads and assign it to the marketing managers.
B.Create a permission set that grants Edit access to leads and assign it to the marketing team.
C.Create a permission set that grants Edit access to leads and assign it to the marketing
managers.

3) A Salesforce associate has been asked to identify all contacts that have had interactions with
their company in the last year.
What should the associate use to identify these contacts?
A.The last related activity date
B.The contact's Last Modified Date
C.The Active field

4) When a sales rep needs to give an additional discount for an opportunity, a manager needs to
review and authorize the discount request.
What should be used to lock the record before a decision is made?
A.Approval process
B.Page layout
C.Validation rule

5) A manager can see all of the records owned by their team, but not records owned by other
teams.
How is access to the records being controlled?
A.Profiles
B.Role Hierarchy
C.Permission Sets

6) 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.Set the default value of the Lead Source field to 'Trade Show'.
C.Create a validation rule requiring the Lead Source field to equal 'Trade Show'.

7) How should an associate display the sum of all closed won Opportunity amounts at the Account
level?
A.A Roll-Up Summary field
B.The Opportunity related list
C.A custom report type

8) A Salesforce associate wants to update an opportunity record they just closed.

Which relationship is standard as a Lookup field on an opportunity?
A.Quote
B.Account
C.Stage

9) A Salesforce user at Get Cloudy Consulting informs the company's Salesforce associate they
have moved to another department in the organization and no longer need access to Salesforce.
How should the associate change the user's access?
A.Delete the user to free up the Salesforce license.
B.Deactivate the user to free up the Salesforce license.
C.Do nothing; the user may need to access Salesforce in the future.

10) Get Cloudy Consulting wants to group its contacts by Region. On most records, this text field
is
blank or misspelled.
Which action is recommended to ensure there is correct data for this field?
A.Create a validation rule to enforce correct spelling.
B.Email users a list of region names with correct spelling.
C.Convert the Region field to a picklist field.

11) A Salesforce standard profile end user is looking for specific information on an Opportunity
record page. They are overwhelmed by the required scrolling to see the page.
What can the user do to simplify the page?
A.Change page layout assignment.
B.Remove activities.
C.Collapse detail sections.

12) Refer to the screenshot that shows the Home page.

The page shows the default view that includes the answer options: Search, App Launcher, and
Setup.
A Salesforce associate wants to reorder items in their instance so the Reports tab appears
immediately after Home.
What should the associate do to customize the items on the navigation bar?
A.Click the Setup gear icon at the top right of the page, then select User Interface and then Tabs.
B.Select the personalization button (pencil icon), then click and drag the item name up or
down to adjust its location.
C.Use the downward arrow next to each item name, then select Move to move the item left or
right.
13) 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
employees?
A.User Management Settings
B.Salesforce Help
C.Company Information

14) A Salesforce associate wants a visual summary of opportunities in a list view. The associate
would like to summarize, filter, and move opportunities along the pipeline.
What should they do to meet this requirement?
A.Create an Opportunity List View.
B.Create an Opportunity Summary report.
C.Create an Opportunities Kanban View.

15) A Salesforce associate is using Global Search to find a record but does not remember the
exact
name of the record they want to find.
What should the associate use to search for the record?
A.List View for each object
B.Object Manager
C.Wildcards and operators

16) A Salesforce associate recently relocated from Get Cloudy Consulting's San Francisco office to
its new London office. The associate wants to change their personal work hours information in
the Salesforce org to reflect their new time zone.
Which method is easiest to change these settings?
A.My Personal Information > Language & Time Zone
B.Go to Setup > Company Information > Default Time Zone
C.Submit a case with Salesforce support

17) A Salesforce associate wants to add a new related list of cases to Account.
Where should the associate go to add the related list to Account?
A.Page Layout
B.Account Record
C.Case Layout

18) A sales rep at Get Cloudy Consulting asks the new Salesforce associate to give them a report
showing all the active accounts for the sales rep's territory.
Where should the associate go to create a new report for Accounts?
A.Accounts tab
B.Reports tab
C.Setup
19) 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.Object Manager
B.App Launcher
C.Global Search

20) Where should field dependencies for an object be reviewed?

A.Object Manager
B.Profiles
C.App Builder

21) Where should field dependencies for an object be reviewed?

A.Object Manager
B.Profiles
C.App Builder

22) A Salesforce associate is asked to review multiple reports from the current month's folder
and
bring insight into a meeting.
How should the associate locate all the reports in a single location from the Report object?
A.Use the Global search bar
B.Click on All Folders and use the search bar
C.Click on All Reports and use the search bar

23) An organization wants to implement Salesforce into its business model. The requirements
include:
Operations management
Program management
Grantmaking
Fundraising
Marketing
Engagement
Which cloud is preconfigured to handle all of these requirements?
A.Nonprofit
B.Experience
C.Analytics

24) Which Salesforce role produces data-driven solutions by eliciting, documenting, and
examining
requirements around organizational challenges?
A.Business Analyst
B.Sales Associate
C.Platform Developer

25) A nonprofit health organization wants to help ensure residents in their area receive health
checkups. The nonprofit also wants to ensure resident tracking history and all data are stored in
a way that complies with local privacy laws.
Which Salesforce cloud solution should help meet these needs?
A.Health Cloud
B.Nonprofit Cloud
C.Service Cloud

26) Get Cloudy Consulting (GCC) has recently been onboarded as a Salesforce customer. GCC
wants to enroll its in-house IT administration team in a Salesforce instructor-led training
workshop.
Which resource provides virtual and in-person learning that should help the team accelerate
their Salesforce knowledge?
A.Trailhead Community
B.Salesforce Help
C.Trailhead Academy

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 shared and unlimited for each tenant.
B.Resources are shared and tenants can use each other's resources.
C.Resources are limited to each tenant.

28) A Salesforce associate wants to connect with other Salesforce associates in their local area.
Which Salesforce resource allows them to network and collaborate with others based on role
and location?
A.Trailblazer Community Groups
B.Trailblazer Connect
C.Salesforce Interest Groups

29) Get Cloudy Consulting (GCC) currently supports its customers via calls and emails. GCC wants
to meet the needs of digitally savvy customers by offering support via web chat as well as SMS,
Facebook Messenger, and WhatsApp.
Which Salesforce product should be used to meet this need?
A.MuleSoft
B.Service Cloud
C.Experience Cloud

30) Which Trailhead feature should Get Cloudy Consulting use to create a custom learning path
for
its employees?
A.Projects
B.Modules
C.Trailmixes

31) A Salesforce associate tries to create a new user in a sandbox using 'Astro@getcloudy.org' as
the username and it fails.
What is the problem with creating the 'Astro@getcloudy.org' username?
A.Salesforce usernames must be unique across all Salesforce orgs and that one is already
in use.
B.Salesforce usernames must include the user's full name and be formatted like an email
address.
C.Salesforce usernames must be formatted like an email address with .com at the end.

32) Which platform architecture shares a single, common infrastructure and code base?
A.Multitenant
B.Metadata
C.Trust

33) An online retail company uses Sales Cloud and Marketing Cloud. The company's Salesforce
associate needs help while working in Marketing Cloud and wants to hear other Salesforce
professionals' opinions. They would like to post a question that anyone around the globe who is
familiar with Salesforce can answer.
Which resource should they use?
A.Trailblazer Community
B.Trailhead Academy
C.Salesforce Help

34) A college wants to incorporate Salesforce into its admissions program using Program
Enrollment and Course Connections.
Which Salesforce cloud provides these features as standard offerings?
A.Education Cloud
B.Marketing Cloud
C.Experience Cloud

35) Which Salesforce role should help companies increase campaign effectiveness, reengage
inactive customers, and grow their customer base?
A.Consultant
B.Designer
C.Marketer

36) What is the maximum number of rows a report will display?

A.2,000
B.5,000
C.3,000
37) A sales manager requests a report that shows total opportunity amounts grouped by:
Small opportunities — Amount is less than $50,000.
Medium opportunities — Amount is between $50,000 and $100,000.
Large opportunities — Amount is more than $100,000.
How should the Salesforce associate show the amount as described above?
A.Create a custom field in Setup.
B.Create a formula field off of Amount.
C.Create a bucket field off of Amount.

38) How should a Salesforce associate ensure a dashboard has the most current data?
A.By clicking refresh on the dashboard
B.By opening the dashboard
C.By refreshing the browser

39) 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.Subscriptions
B.Refresh
C.Notifications

40) How can a report of all Accounts with Opportunities be created?

A.Use the Accounts report type.
B.Use the Opportunities report type.
C.Use the Accounts with Opportunities report type.

41) Get Cloudy Consulting (GCC) will show its data on a dashboard where the data is visualized
within a range.
Which dashboard component type should GCC use?
A.Gauge
B.Chart
C.Metric
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42) Get Cloudy Consulting currently stores information about its 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 applicable to each group?
A.Create custom objects called Partner and Customer.
B.Create record types on Account called Partner and Customer.
C.Use Account for customers and create a custom object for partners.

43) A marketing manager wants to make the Reason Lost field required on the opportunity when
the
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.

44) What type of relationship do Account and Contact objects have?

A.Self
B.Lookup
C.Master-Detail

45) 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 object related to Case should the associate use?
A.Account
B.Owner
C.Contact

46) Get Cloudy Consulting is rolling out Salesforce to its organization.

What should be used to allow additional field-level access to individual employees based on
their job duties?
A.Role Hierarchy
B.Permission sets
C.Individual profiles

47) Cloud Kicks (CK) just became a North American subsidiary of Get Cloudy Consulting (GCC).
What should the Salesforce associate do to show that CK is part of the GCC portfolio when
creating the CK Account record?
A.Select New on the child accounts related list.
B.Add Get Cloudy Consulting to the Parent Account field.
C.View account hierarchy and select Add Child Account.

48) Where can a Salesforce associate find information that provides a summary of interactions
with
a contact?
A.Activity Timeline
B.Contact History
C.Details Tab

49) To which Team should a Salesforce associate be added to gain access to an Account and its
related opportunities?
A.Opportunity Team
B.Account Team
C.Lead Team

50) Where can an org's service status and performance degradation information be found?
A.Salesforce Help
B.AppExchange portal
C.Salesforce Trust
51) Get Cloudy Consulting (GCC) wants to ensure the Annual Revenue field is a positive amount
and does not exceed $100 million.
What should GCC use to ensure the opportunities meet these standards?
A.Assignment Rules
B.Validation Rules
C.Default Values

52) A Salesforce associate at Get Cloudy Consulting is given a list of opportunities to work
through.
The associate asks for an easier way to change the opportunity stage.
What should be recommended?
A.Switch to the Kanban View.
B.Use a Dynamic Dashboard View.
C.Create multiple list views.

53) Refer to the screenshot that shows the top portion of the Salesforce Service app with areas
labeled A, B, and C.
The image shows the top section of Salesforce instance. The App Launcher icon is labeled A,
Search bar is labeled B, and Object dropdown is labeled C.
Get Cloudy Consulting (GCC) offers sales and services consoles to meet the various needs of
its end users.
Where should GCC's end users go to change the Sales Console?
A.App Launcher icon (Label A)
B.Search bar (Label B)
C.A dropdown in the navigation bar (Label C)

54)A Salesforce associate wants to learn more about a third-party app to see if it would be a
good
fit for a business need, but they are not a system administrator.
Where can they learn more about the app?
A.Global Search
B.AppExchange
C.Trailhead

55) Sales reps at Get Cloudy Consulting want to see a visual representation of their emails and
phone calls with a contact.
Which contact record component must be present so users can see this?
A.Activities Timeline
B.Einstein Activity Capture
C.Salesforce Inbox

56) An employee at Get Cloudy Consulting recently changed their name and received a new
username.
Where should these changes be updated?
A.User Record page from Setup
B.User Profile page
C.Contact Record page

57) Where can a new user set up an email signature in Salesforce?

A.Email Setup
B.User Profile
C.Personal Settings

58) A Salesforce associate is looking at a custom Contact list view and wants to show more
information from the record.
What should they do to add the missing key columns?
A.Edit sharing settings
B.Select Fields to Display
C.Edit list filters

59) Refer to the screenshot that shows the Lightning Home page.
The Home tab is selected and other tabs, including Accounts and Contacts, are visible. The
Setup gear and other icons are at the top right of the page.
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.Contacts
C.Leads

60) A Salesforce associate wants to retrieve a record for a business but only remembers a
portion
of the business name.
Using the fewest clicks, how should the associate search the account records for the desired
business?
A.The Global Search box
B.A list view of all accounts
C.A report of all accounts

61) A Salesforce associate wants to locate a record within the custom object called 'Shipment'.
What is the most efficient way to find a record within this object?
A.Object Manager
B.App Launcher
C.Global Search

62) Get Cloudy Consulting wants to confirm the data type of the Account Source field on
Account
object. When editing the Account, the Account Source field has several predefined values that
can be selected.
Which type of field is Account Source?
A.Text Area
B.Picklist
C.Formula

63) Get Cloudy Consulting (GCC) wants to migrate to Salesforce as its business continues to
grow.
GCC's needs include:
Communicating available products and services to its prospective customers
Improving its sales pipeline forecast and managing quarterly revenue goals
Offering support to customers through its website, email, and phone
Which Salesforce clouds should GCC consider for implementation?
A.Commerce, Service, and Marketing
B.Service, Experience, and Commerce
C.Sales, Service, and Marketing

64) Get Cloudy Consulting (GCC) has started to use Salesforce for its sales and service divisions.
GCC would like to automate a process and understands this can be done through declarative
and programmatic solutions.
Which approach should GCC explore first?
A. A programmatic approach, as it is more customizable
B. A programmatic approach, unless there is a lack of resources
C. A declarative approach, as it allows for quicker and simpler problem resolution

65) The Salesforce account executive for Get Cloudy Consulting's (GCC) advises the company to
hire United Clouds to assist with its transition to using Salesforce as its CRM. GCC also plans to
purchase a Salesforce App from Connected Mail.
What is the role of each of these companies?
A.Get Cloudy Consulting - Customer
United Clouds - Partner
Connected Mail - Independent Software Vendor (ISV)
B.Get Cloudy Consulting - Customer
United Clouds - Partner
Connected Mail - Consultant
C.Get Cloudy Consulting - Customer
United Clouds - Independent Software Vendor (ISV)
Connected Mail - Product

66) A Salesforce associate wants to filter a Lead report by a secondary industry field.
Who would the associate primarily work with to get a new field added in their Salesforce org?
A.Salesforce Technical Architect
B.Salesforce Developer
C.Salesforce Administrator

67) A Salesforce associate wants to quickly create an org where they can learn, practice, and
develop Salesforce skills.
Which type of org should they create from within Trailhead?
A.Playground
B.Developer Edition
C.Sandbox

68) Get Cloudy Consulting (GCC) wants to customize its Sales application's Home tab with
additional components.
Outside of the org, where should GCC's Salesforce associate go to collaborate with others on
solutions that might resonate with GCC users?
A.Explore documents in Help and Training.
B.Search for modules in Trailhead.
C.Ask a question in a Trailblazer Community Group.

69) Get Cloudy Consulting (GCC) provides consulting services to small and medium-sized
businesses in the financial services space. GCC wants a solution for customer service where
complaints can be logged through a web form and email.
Which Salesforce solution should GCC use?
A.Experience Cloud
B.Service Cloud
C.Commerce Cloud

70) A Salesforce associate has been tasked with creating new fields on the Contact object and
determining what type of field should be used for each one.
Where should the associate go to understand the differences between the data types?
A.Customer Support
B.Salesforce Help
C.App Launcher

71) A Salesforce associate wants to learn more about converting Leads to Contacts. They enjoy
learning in an asynchronous, gamified way.
Which resource should they use?
A.Salesforce Help
B.Trailblazer Community
C.Trailhead

72) Get Cloudy Consulting (GCC) wants the ability to:

Send a predefined sequence of scheduled messages to prospective customers.
Track messages that get the best open and response rates.
Send customized messages to existing customers informing them of new products and
discounts.
Which Salesforce cloud solution allows GCC to meet these requirements?
A.Marketing Cloud
B.Sales Cloud
C.Service Cloud
73) Get Cloudy Consulting (GCC) is currently tracking forecasting and revenue data in a
spreadsheet and wants to migrate this data to Salesforce.
Which solution should GCC consider?
A.Marketing Cloud
B.Sales Cloud
C.CRM Analytics

74) Get Cloudy Consulting (GCC) needs an environment to onboard new hires as well as develop,
implement, and test new requirements.
Which type of environment should GCC use?
A.Sandbox
B.Production
C.Trailhead Playground

75) Which action(s) must be taken for Salesforce updates?

A.Updates need to be downloaded with each release.
B.Updates are automatic; nothing needs to be downloaded or installed.
C.Updates require purchasing an updated license.

76) A sales manager at Get Cloudy Consulting wants a report that shows their top-selling
product
families by quantity.
How should a Salesforce associate build this report?
A.Group by active products > Filter to show opportunities this year > Sum the quantity
B.Group by opportunity stage > Filter by product family > Sum the total number sold
C.Group by product family > Filter to show only Closed Won opportunities > Sum the total
number
sold

77) Get Cloudy Consulting (GCC) wants to build one dashboard for Leads and Opportunities.
GCC
wants the data to be displayed based on the logged-in user's security and sharing settings.
Which type of dashboard should this be?
A.Dynamic
B.Standard
C.Static

78) What is the maximum number of rows a report will display?

A.5,000
B.2,000
C.3,000

79) A Salesforce associate is creating a report that needs to show changes in a value over a series
of points in time.
Which type of chart should the associate add to this report to help visualize these changes?
A.Scatter
B.Donut
C.Line

80) A Salesforce associate is viewing information within a report and needs to export the data.
Into which types of files can the report be exported?
A.Word (.doc or .docx) or comma-separated values (.csv)
B.Excel (.xlsx or .xls) file or comma-separated values (.csv)
C.PDF (.pdf) or Excel (.xlsx or .xls)

81) A VP of sales is requesting an easy to understand visual representation of accounts and

opportunities that have been worked on by the sales agents in the current quarter in order to
identify trends, sort data, and measure the impact of their activities.
What is recommended to meet these requirements?
A.Create a dashboard.
B.Create a custom tab.
C.Create a list view.