Phoenix Person Test

Refer to the screenshot that shows the home page. A Salesforce associate wants too 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?. Click the Setup gear icon at the top right of the page, then select User Interface and then Tabs. Select the personalization button (pencil icon), them click and drag the item name up or down to adjust its location. Use the downward arrow next to each item name, then select Move to move the item left or right .

A Salesforce associate wants to update an opportunity record they just closed. Which relationship is standard as a Lookup field on an Opportunity?. Quote. Account. Stage.

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?. User Management Settings. Salesforce Help. Company Information.

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

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

What is the maximum number of rows a report will display?. 2000. 5000. 3000.

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 Folders and use the search bar. Click on All Reports and use the search bar.

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?. Subscriptions. Refresh. Notifications.

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

A sales rep at Get Cloudy Consulting asks the new Salesforce associate to give them a report showing all the activate accounts for the sales rep´s territory. Where should the associate go to create report for Accounts?. Accounts tab. Reports tab. Setup.

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

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?. Trailhead Community. Salesforce Help. Trailhead Academy.

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

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?. List View for each Object. Object Manager. Wildcards and operators.

A nonprofit health organization wants to help ensure residents in their area received 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?. Health Cloud. Nonprofit Cloud. Service Cloud.

Where should field dependencies for an object be reviewed?. Object Manager. Profiles. App Builder.

Which platform architecture shares a single, common infrastructure and code base?. Multi-tenant. Metadata. Trust.

A Salesforce associate deletes an Account of a company that recently went out of business. Which related records are automatically deleted?. Any related opportunities. Any related cases. Any related leads.

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

Get Cloudy Consulting (GCC) plans to migrate from legacy CRM system to Salesforce. GCC currently uses 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?. Resources are share and unlimited for each tenant. Resources are share and tenants can use each other´s resources. Resources are limited to each tenant.

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".

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

Get Cloudy Consulting´s growing marketing team is on 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 gran them the access they need?. Create a new profile that grants Edit access to leads and assign it to the marketing managers. Create a permission set that grants Edit access to leads and assign in to the marketing team. Create a permission set that grants Edit access to leads and assign it to the marketing managers.

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?. The last related activity date. The contact´s Last Modified Date. The Active field.

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?. Approval process. Page layout. Validation rule.

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?. Gauge. Chart. Metric.

How can a report of all Accounts with Opportunities be created?. Use the Accounts report type. Use the Opportunities report type. Use the Accounts with Opportunities report type.

A sales manager request 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?. Create a custom field in Setup. Create a formula field off of Amount. Create a bucket field off of Amount.

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?. Change page layout assignment. Remove activities. Collapse detail sections.

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?. Education Cloud. Marketing Cloud. Experience Cloud.

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. Deactivate the user to free up the Salesforce license. Do nothing; the user may need to access Salesforce in the future.

Which Salesforce role should help companies increase effectiveness, reengage inactive customers, and grow their customer base?. Consultant. Designer. Marketer.

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?. Create an Opportunity List View. Create an Opportunity Summary report. Create an Opportunity Kanban View.

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 these requirements?. Nonprofit. Experience. Analytics.

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?. Trailblazer Community Groups. Trailblazer Connect. Salesforce Interest Groups.

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?. My Personal Information > Language & Time Zone. Submit a case with Salesforce support. Go to Setup > Company Information > Default Time Zone.

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?. Trailhead Community. Salesforce Help. Trailhead Academy.

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?. List View for each Object. Wildcards and operators. Object Manager.

A nonprofit health organization wants to help ensure residents in their area received 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?. Health Cloud. Nonprofit Cloud. Service Cloud.

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