Salesforce Certified Associate Exam Dumps & Practice Test Questions
Question 1:
A Salesforce associate has been asked to set up user accounts for newly hired employees. Where can they find the number of licenses still available for these new users?
A. Organization Information
B. Salesforce Support
C. User Setup Options
Answer: A
Explanation:
In Salesforce, the number of licenses available for user accounts is an important metric for managing user access and ensuring that there are enough licenses for newly hired employees. The correct place to find this information is in the Organization Information section (A).
Organization Information is accessible in the Setup menu under Company Settings. This section provides key details about your Salesforce organization, including license usage, the number of active users, and how many licenses are available for different editions (such as Salesforce, Service Cloud, or Marketing Cloud).
When setting up user accounts, the Salesforce associate can use this section to check how many licenses are still available and whether additional licenses need to be purchased before assigning them to the new employees.
Here’s why the other options are not the correct answer:
Salesforce Support (B) is typically used for troubleshooting issues or raising support tickets but does not provide direct access to information about available user licenses. Salesforce Support is not the place for checking the remaining licenses, as it is focused on handling issues and inquiries.
User Setup Options (C) is where the associate would go to create or manage individual user accounts (e.g., setting permissions, roles, and profiles for users). However, it does not show how many licenses are available. The User Setup Options allow you to create users, but they do not provide a view of overall license availability across the organization.
In conclusion, the Organization Information (A) section is the correct place to find out how many licenses are still available for assigning to new users in Salesforce.
Question 2:
If a Salesforce associate deletes an Account of a company that has ceased operations, which related records will be deleted automatically?
A. Associated opportunities
B. Related cases
C. Linked leads
Answer: A
Explanation:
When a Salesforce Account is deleted, the related records are impacted based on the relationship between the Account and other objects. Specifically, associated opportunities (A) are deleted automatically when the Account is deleted.
Opportunities in Salesforce are typically linked to Accounts, and they represent potential sales or deals. Since Opportunities are directly tied to Accounts in Salesforce, when the Account is deleted, all associated Opportunities will also be deleted automatically to maintain data integrity and prevent orphaned records that no longer have a corresponding Account. This behavior ensures that the Opportunity is not left without a valid reference to an Account.
Let’s review why the other options are not deleted automatically:
Related cases (B) are not deleted when the Account is deleted by default. While the Case object is often associated with Accounts, deleting an Account does not automatically delete the related Cases. Instead, cases may be reassigned or their Account reference may be removed, depending on the organization’s settings and processes. Cases typically remain in Salesforce, even when the Account they are linked to is deleted.
Linked leads (C) are also not deleted automatically when an Account is deleted. Leads are not directly dependent on Accounts in Salesforce (they are typically associated with Contacts and can be created and converted into Accounts, Contacts, or Opportunities), but deleting an Account will not automatically delete any Leads. Leads are separate records and remain in Salesforce unless explicitly deleted or converted.
In conclusion, when an Account is deleted in Salesforce, only the associated opportunities (A) are automatically deleted because they are tightly linked to the Account. Other related records, such as cases and leads, are not automatically deleted.
Question 3:
The marketing team at Get Cloudy Consulting is assigned a custom profile called ‘Marketing Team,’ which only allows Read access to Leads and Opportunities. However, two managers need to be able to Edit Leads. What should the associate do to grant this access?
A. Assign a permission set that grants Edit access to Leads to the marketing team.
B. Create a new profile granting Edit access to Leads and assign it to the managers.
C. Assign a permission set that allows Edit access to Leads to the two managers.
Answer: C
Explanation:
In Salesforce, permission sets are a flexible way to grant additional access to users without changing their profile. Profiles determine the baseline permissions for a group of users, while permission sets allow you to extend specific permissions to individuals or small groups of users. This approach avoids the need to modify the profile for just a few users.
Since the marketing team profile only grants Read access to Leads and the managers need Edit access to Leads, the best approach is to assign a permission set that specifically grants Edit access to Leads to the two managers (C). This ensures that only the managers who need the extra permissions are given them, without affecting the rest of the marketing team or the overall permissions of the ‘Marketing Team’ profile.
Here’s why the other options are less ideal:
Assign a permission set that grants Edit access to Leads to the marketing team (A) would grant the Edit access to all members of the marketing team, which is not required in this case. Only the two managers need this higher level of access, so granting this to the entire marketing team would not be an efficient solution.
Create a new profile granting Edit access to Leads and assign it to the managers (B) would be more complicated and unnecessary. Profiles are typically used to define the default permissions for a larger group of users, and creating a new profile just for two managers would add unnecessary complexity. It’s better to use permission sets for specific access changes that apply to a small subset of users.
In conclusion, the best option is to assign a permission set that allows Edit access to Leads specifically to the two managers (C). This approach gives the managers the required permissions while leaving the rest of the marketing team unaffected.
Question 4:
A Salesforce associate needs to identify contacts who have interacted with the company over the past year. Which field can they use to find these contacts?
A. Last Activity Date
B. Last Modified Date of the contact
C. Active Status
Answer: A
Explanation:
To identify contacts who have interacted with the company over the past year, the most relevant field to use is the Last Activity Date (A). This field records the date of the most recent interaction or activity associated with the contact, such as an email, meeting, call, or any other recorded activity. By filtering or querying contacts based on the Last Activity Date, the Salesforce associate can easily identify which contacts have interacted with the company within the past year.
Here’s why the other options are less suitable:
Last Modified Date of the contact (B) refers to the date the contact record was last updated in Salesforce, but it does not necessarily reflect an interaction with the company. A contact record could be modified for reasons unrelated to an actual interaction (e.g., changes to contact details or notes), so this field doesn’t provide an accurate measure of engagement or activity with the company.
Active Status (C) indicates whether a contact is considered active or inactive in the system, but it doesn’t directly reflect recent interactions. A contact may still be marked as active, but this doesn’t provide a direct connection to when the last interaction occurred. Therefore, it’s not the best field to identify those who have interacted with the company in the last year.
In conclusion, the Last Activity Date (A) is the best field to use to identify contacts who have interacted with the company over the past year, as it directly captures the most recent activity associated with the contact.
Question 5:
When a sales rep needs to apply an extra discount on an opportunity and a manager must approve the request, what feature can be used to lock the record until the decision is made?
A. Approval Process
B. Validation Rule
C. Page Layout
Answer: A
Explanation:
The correct feature to use in this situation is an Approval Process (A). An Approval Process in Salesforce is designed to automate the process of requesting and granting approval for specific actions, such as applying discounts on opportunities. When a sales rep applies an extra discount, the approval process can be set up to lock the record so that no changes can be made to the opportunity until a manager reviews and either approves or rejects the request. This helps ensure that the discount is properly authorized and prevents unauthorized modifications during the approval process.
An Approval Process typically includes steps like:
Entry criteria: Conditions that must be met for the record to enter the approval process (e.g., an extra discount being applied).
Approval actions: What happens after the record is approved (e.g., the opportunity is unlocked, and the discount is applied).
Rejection actions: What happens if the request is denied (e.g., the record remains locked, or the discount is reverted).
Here’s why the other options are less suitable:
Validation Rule (B) is used to enforce specific business rules or conditions when records are saved, such as ensuring required fields are filled out or that certain criteria are met. While validation rules can prevent records from being saved or updated under certain conditions, they don’t provide the capability to lock records during an approval process. A validation rule cannot automatically trigger the record to be locked for manager approval.
Page Layout (C) controls the arrangement and visibility of fields on a record’s page but does not control the ability to lock records for approval. While you could use page layouts to hide or display fields based on user profiles or record types, it cannot be used to lock the record or trigger an approval process.
In conclusion, the Approval Process (A) is the best feature to use to lock the record during the approval process. This ensures that the sales rep’s request for an extra discount is properly reviewed by a manager before any further actions are taken on the opportunity.
Question 6:
A manager can see all the records owned by their team, but not those owned by other teams. How is access to these records being controlled in this scenario?
A. Permission Sets
B. Role Hierarchy
C. Profiles
Answer: B
Explanation:
In this scenario, access to records is being controlled through the Role Hierarchy (B). In Salesforce, the Role Hierarchy defines how users in different roles can access records based on their position in the organization. The role hierarchy allows managers to view the records owned by their team, even if they are not the owner of the record, while restricting access to records owned by other teams.
The role hierarchy follows a tree-like structure where each role is positioned within a hierarchy, and users higher up in the hierarchy (e.g., managers) can view and access the records owned by users in roles lower down the hierarchy (e.g., team members). This system enables managers to have visibility over their direct reports' records but prevents them from accessing records owned by users in other teams who are outside of their hierarchy.
Here’s why the other options are less relevant:
Permission Sets (A) are used to grant additional permissions to users, typically for specific tasks or access to certain features. While permission sets can control access to specific objects or fields, they are not responsible for controlling access to records based on ownership or hierarchical relationships. Permission sets would not give the manager the ability to see only the records owned by their team.
Profiles (C) define the general permissions for a user, such as access to objects, fields, and other Salesforce features. While profiles play a role in what a user can do within Salesforce, they do not directly control access to records based on ownership or organizational hierarchy. Profiles determine the type of access a user has but don’t control who can see records owned by others.
In conclusion, access to records in this scenario is controlled by the Role Hierarchy (B), allowing managers to see all the records owned by their team while restricting access to those owned by other teams. This feature enables a clear and organized method for controlling record visibility based on the user’s role within the company.
Question 7:
At Get Cloudy Consulting, 90% of the leads are generated from trade shows. Sales reps often forget to update the Lead Source field to “Trade Show.” Which approach would help improve the accuracy of this data?
A. Create a validation rule that ensures the Lead Source is set to ‘Trade Show.’
B. Set ‘Trade Show’ as the default value for the Lead Source field.
C. Set up an assignment rule that only assigns leads to sales reps if they are for trade shows.
Answer: B
Explanation:
The best approach to ensure the Lead Source is correctly set to “Trade Show” is to set ‘Trade Show’ as the default value for the Lead Source field (B). This ensures that every time a new lead is created, the field is automatically populated with “Trade Show” unless manually changed by the sales rep. By setting the default value, you reduce the chances of sales reps forgetting to update the field, which helps improve the accuracy of the data.
Here’s why the other options are less ideal:
Create a validation rule that ensures the Lead Source is set to ‘Trade Show.’ (A) is not an ideal solution because validation rules are typically used to enforce conditions that prevent records from being saved unless certain criteria are met. While a validation rule could be used to ensure the Lead Source is set to “Trade Show”, it would require users to correct the record every time they forget to update the field, which could lead to frustration and delays in processing leads. Additionally, it could result in erroneous errors for legitimate use cases where the lead source may genuinely need to be something else.
Set up an assignment rule that only assigns leads to sales reps if they are for trade shows. (C) is not the best solution because assignment rules are used to assign leads to specific users or queues based on criteria, but they don’t help with ensuring the Lead Source is set correctly. Assignment rules only handle lead assignment, not field population. This approach wouldn’t directly address the problem of sales reps forgetting to set the Lead Source field.
In conclusion, setting ‘Trade Show’ as the default value (B) is the most effective way to ensure that the Lead Source is consistently updated for leads generated from trade shows. It simplifies the process for the sales reps and significantly improves data accuracy without adding additional complexity or manual steps.
Question 8:
A Salesforce associate is working to improve user productivity and needs to streamline the process of sending notifications to specific users based on record updates. Which feature can be used to notify users automatically when certain criteria are met?
A. Workflow Rule
B. Email Template
C. Process Builder
Answer: C
Explanation:
The most suitable feature for automatically notifying users when certain criteria are met is Process Builder (C). Process Builder is a powerful tool in Salesforce that allows you to automate complex business processes and workflows. It is used to create automated actions based on changes to records, such as sending notifications, updating records, or even creating new records. Process Builder provides a more flexible and user-friendly interface than Workflow Rules, and it can trigger actions not just for updates, but also for record creation or deletion, based on detailed criteria.
In this case, the associate can use Process Builder to set up processes that automatically send notifications to specific users when certain conditions are met, such as a field value changing, a record being created, or an opportunity reaching a certain stage. This solution can also handle multiple actions in a single process, such as sending emails, creating tasks, or updating records, all triggered by the same condition.
Here’s why the other options are less ideal:
Workflow Rule (A) is another tool that can send notifications based on record updates, but it is more limited than Process Builder. Workflow Rules can trigger actions like sending email alerts or updating fields, but they are more rigid in their structure and only support a subset of automation options. Workflow Rules are great for simpler tasks, but Process Builder offers more versatility and functionality.
Email Template (B) is used for creating predefined email content that can be used in emails, but it is not responsible for automatically sending notifications or triggering actions based on record updates. Email Templates are often used in conjunction with Workflow Rules or Process Builder to structure the content of emails, but they do not have the functionality to automatically send notifications or initiate processes on their own.
In conclusion, Process Builder (C) is the most powerful and flexible tool for automating notifications and other actions based on record updates in Salesforce. It can streamline the notification process, making it easier to notify specific users automatically when certain criteria are met.
Question 9:
A company wants to ensure that only users with specific profiles can access a particular custom object in Salesforce. Which setting should the administrator adjust to control access to the custom object?
A. Object Permissions
B. Field-Level Security
C. Sharing Rules
Answer: A
Explanation:
To control access to a particular custom object in Salesforce based on user profiles, the administrator should adjust Object Permissions (A). Object Permissions define the level of access users have to specific objects, such as whether they can read, create, edit, or delete records for that object. These permissions are set at the profile level, allowing the administrator to ensure that only users with specific profiles have access to the custom object.
For example, if you want to restrict access to a custom object to only users in certain profiles, you can modify the profile settings to either grant or revoke Object Permissions for that custom object. This allows for precise control over who can see and interact with the object in Salesforce.
Here’s why the other options are less relevant:
Field-Level Security (B) controls visibility and access to individual fields within an object, not the object itself. It allows administrators to specify which fields are visible or read-only for users based on their profile, but it does not control access to the object as a whole. If the goal is to restrict access to the entire object, Object Permissions is the appropiate setting.
Sharing Rules (C) are used to share records within an object based on certain criteria, typically when the organization’s default sharing model is set to private or public read-only. Sharing rules control access to individual records rather than the object itself. They are not used for controlling access to the object at the profile level, which is what the question specifically asks about.
In conclusion, Object Permissions (A) is the correct setting to adjust when controlling access to a custom object based on user profiles. This ensures that only users with the appropriate profiles can access and interact with the object in Salesforce.
Question 10:
A sales rep is trying to convert a lead into an opportunity, but they are unable to do so because the opportunity creation option is not available. What might be the reason for this?
A. The Lead Status is not set to "Qualified."
B. The sales rep’s profile does not have permissions to create opportunities.
C. The lead has already been converted to an opportunity.
Answer: C
Explanation:
The most likely reason the sales rep is unable to convert the lead into an opportunity is that the lead has already been converted to an opportunity (C). Once a lead is converted in Salesforce, it is turned into an Account, Contact, and Opportunity (if the rep chooses to create one during conversion). After this conversion process, the lead is no longer available for conversion again. This prevents multiple opportunities from being created for the same lead. If the opportunity creation option is not available, it indicates that the system recognizes the lead as already converted.
Here’s why the other options are less likely:
The Lead Status is not set to "Qualified." (A) is incorrect because the Lead Status is used for tracking the progress of a lead but does not directly prevent the conversion process. Salesforce typically allows for leads to be converted once they have reached a certain status, but it does not require the Lead Status to be "Qualified" to proceed with the conversion. The lack of opportunity creation is more likely related to the lead already being converted.
The sales rep’s profile does not have permissions to create opportunities (B) could prevent a sales rep from creating an opportunity, but it would not cause the opportunity creation option to be unavailable during lead conversion. If the sales rep lacked the required permissions, they would likely see an error message explaining the lack of permission, rather than simply not having the option to create an opportunity.
In conclusion, the lead has already been converted (C), which is the most common reason why the sales rep cannot create an opportunity. Once a lead is converted, it can no longer be converted again, and the opportunity is typically created during that process.
