CertsOut Exam Salesforce-Associate

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Salesforce Certified
Associate Exam (WI25)
Version: Demo
[ Total Questions: 10]
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Salesforce-Associate
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Question #:1
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?
Refresh
Notifications
Subscriptions
Answer: C
Explanation
The functionality of Salesforce Reports that the associate should use to refresh a report and email it to an 
executive team each week is subscriptions. Subscriptions let you schedule reports to run at regular intervals 
and send notifications to you or other recipients by email or Chatter5. You can also set conditions for when 
the notifications are sent, such as when the report returns no results or the results change.
Question #:2
A manager is creating a dashboard for their team and wants each team member to receive a copy of the 
dashboard results by email each week.
What should the team members do to ensure they receive they weekly results?
Like the dashboard.
Subscribe to the dashboard
Follow the dashboard
Answer: B
Explanation
The action that the team members should do to ensure they receive the weekly results of the dashboard by 
email is to subscribe to the dashboard. Subscriptions let users schedule dashboards to run at regular intervals 
and send notifications to them or other recipients by email or Chatter. Users can also set conditions for when 
the notifications are sent, such as when the dashboard returns no results or the results change.
Question #:3
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?
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Global Search
App Launcher
Object Manager
Answer: A
Explanation
The global search box is the most efficient way to find a record within the custom object called Shipment. The 
global search box is a feature that allows the user to search for records across multiple objects and fields using 
keywords or phrases. The global search box also supports wildcards, operators, and filters to refine the search 
results. For example, the user could enter “Shipment*” in the global search box to find all records that start 
with “Shipment” in the Shipment object. The App Launcher is a feature that allows the user to access all the 
apps and objects in Salesforce, such as Sales, Service, Marketing, and so on. The App Launcher does not 
allow the user to search for records within an object, but only to navigate to the object’s home page. The 
Object Manager is a feature that allows the user to view and manage the metadata of standard and custom 
objects in Salesforce, such as fields, page layouts, record types, buttons, and actions. The Object Manager 
does not allow the user to search for records within an object, but only to configure the object’s settings and 
customization.
Question #:4
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?
Use the Global search bar
Click on All Reports and use the search bar
Click on All Folders and use the search bar
Answer: C
Explanation
The way that the associate can locate all the reports in a single location from the Report object is to click on 
All Folders and use the search bar. All Folders is a menu that shows all the report and dashboard folders that 
the associate has access to. The associate can search for the current month’s folder by entering its name or 
keyword in the search bar and then select it to view all the reports in that folder. Using the Global search bar 
or clicking on All Reports and using the search bar are not as efficient and accurate as using the All Folders 
menu, because they will return results from all the reports and folders, not just the current month’s folder.
Question #:5
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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?
The global Search box
A list view of all accounts
A report of all accounts
Answer: A
Explanation
Using the global search box is the best way to search the account records for the desired business using the 
fewest clicks. The global search box is a feature that allows the user to search for records across multiple 
objects and fields using keywords or phrases. The global search box also supports wildcards, operators, and 
filters to refine the search results. For example, the user could enter “Get*” in the global search box to find all 
account records that start with “Get”. Using a list view of all accounts would not work, because a list view is a 
filtered set of records that display data in a tabular format. A list view does not support wildcards or operators, 
and it requires more clicks to apply filters and sort the records. Using a report of all accounts would not work, 
because a report is a tool that displays data from one or more objects in a tabular or graphical format. A report 
does not support wildcards or operators, and it requires more clicks to create, run, and filter the report.
Question #:6
Get Cloudy Consulting requires a value in the Status field every time a record is created or edited.
What should they do to enforce this?
Make the field required in Object Manager.
Make the field required with a validation rule.
Make the field required in organization-wide defaults.
Answer: A
Explanation
Making the field required in Object Manager is the simplest way to enforce that a value is entered every time 
a record is created or edited.
Question #:7
A Salesforce associate wants to learn more about converting Leads to Contacts. They enjoy learning in an 
asynchronous, gamified way.
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Which resource should they use?
Salesforce Help
Trailblazer Community
Trailhead
Answer: C
Explanation
 Trailhead is the resource that the Salesforce associate should use to learn more about converting leads to 
contacts in an asynchronous, gamified way. Trailhead is a learning platform that provides interactive, online, 
and free courses for anyone who wants to learn Salesforce skills and earn credentials. Trailhead allows the 
user to learn at their own pace, in their own time, and in their own way. Trailhead also provides gamification 
features, such as badges, points, and ranks, to motivate and reward the user for their learning progress. 
Trailhead has a module called Lead Management that covers the topic of converting leads to contacts, among 
other topics. Salesforce Help is a resourcethat provides documentation, guides, videos, and support for 
Salesforce users who need assistance with using or troubleshooting Salesforce products and features. 
Salesforce Help is not a learning platform, and it does not provide gamification features. The Trailblazer 
Community is a resource that provides an online platform where Salesforce users, partners, employees, and 
experts can connect, collaborate, and learn from each other. The Trailblazer Community is not a learning 
platform, and it does not provide gamification features.
Question #:8
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?
Delete the user to free up the Salesforce license.
Do nothing; the user may need to access Salesforce in the future.
Deactivate the user to free up the Salesforce license.
Answer: C
Explanation
Deactivating the user is the best way to change the user’s access and free up the Salesforce license. 
Deactivating a user prevents the user from logging in to Salesforce and removes the user from any assigned 
permission sets, queues, and groups. However, the user’s record and related data are still preserved and can be 
reactivated if needed. Deleting the user would also free up the license, but it would also delete the user’s 
record and related data, which may not be desirable. Doing nothing would not change the user’s access or free 
up the license, and it would pose a security risk if the user still has the login credentials.
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Question #:9
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 should the user do to simplify the page to see only what they want?
Collapse detail sections.
Remove activities.
Change page layout assignment.
Answer: A
Explanation
 Collapsing detail sections is a way to simplify the page to see only what the user wants, as it will hide the 
fields in that section and reduce the scrolling.
Question #:10
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'
Create a validation rule requiring the Lead Source field to equal Trade Show'.
Make an assignment rule named Trade Show’ to only assign leads to sales reps.
Set the default value of the Lead Source field to Trade Show’.
Answer: C
Explanation
 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.
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