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Salesforce Plat-101 Exam Overview:
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| Topic | Details |
|---|
| Topic 1 | - Reports & Dashboards: This section of the exam measures skills of Marketing Specialists and covers reporting and visualization in Salesforce. It includes describing how reports are built, how dashboards present insights, and how these tools help organizations monitor performance and make informed marketing decisions.
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| Topic 2 | - Data Model: This section of the exam measures skills of Marketing Cloud Administrators and covers Salesforce’s data model. It involves understanding the relationship between core standard objects such as Accounts, Contacts, Leads, Opportunities, and Cases. The section also evaluates knowledge of ensuring data visibility through features and maintaining data integrity using the right tools in different business scenarios.
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| Topic 3 | - Navigation: This section of the exam measures the skills of Marketing Specialists and covers how users navigate Salesforce. It tests the ability to locate and access necessary information in given scenarios and to identify where different types of Salesforce customizations take place. The emphasis is on practical system navigation that supports marketing operations.
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| Topic 4 | - Salesforce Ecosystem: This section of the exam measures skills of Marketing Cloud Administrators and covers the overall Salesforce ecosystem. It focuses on understanding the different resources available for learning and skill development, recognizing how Salesforce Customer 360 products can be applied in real business use cases, and explaining how organizations make use of Salesforce in daily operations. It also highlights awareness of job roles and career opportunities within the Salesforce ecosystem.
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Salesforce Certified Platform Foundations Sample Questions (Q108-Q113):
NEW QUESTION # 108
What should the account owner at Get Cloudy Consulting use to learn the sum of the amount for each opportunity?
- A. The Opportunity related list
- B. A custom report type
- C. A Roll-Up Summary field
Answer: C
Explanation:
A roll-up summary field is a field on the parent object that calculates the sum, average, min, or max of a field on the child records. It can be used to learn the sum of the amount for each opportunity related to an account.
NEW QUESTION # 109
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. Notifications
- B. Subscriptions
- C. Refresh
Answer: B
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.
NEW QUESTION # 110
An employee at Get Cloudy Consulting recently changed their name. They received a new email address Where should these changes be updated?
- A. Contact Record page
- B. User Profile page
- C. User Record page from Setup
Answer: C
Explanation:
The place where the employee should update their name and email address changes is the User Record page from Setup. The User Record page is where the employee can view and edit their personal information, such as name, email, username, alias, and profile. The employee can access the User Record page by clicking on their profile icon and then clicking Settings. Then, they can click on Personal Information under My Personal Information and edit their name and email address. The User Profile page is where the employee can view and edit their profile picture, about me, title, and contact information, but not their name and email address. The Contact Record page is where the employee can view and edit their contact details, such as phone, address, and social media accounts, but not their name and email address.
NEW QUESTION # 111
A Salesforce associate at Get Cloudy Consulting needs a list of all active contacts grouped by Account. What is the first step in building this report?
- A. Create a Contacts report with a filter on Account.
- B. Create a new report using the Contacts & Accounts report type.
- C. Create a joined report with accounts and contacts.
Answer: B
Explanation:
The first step in building a report that shows all active contacts grouped by account is to create a new report using the Contacts & Accounts report type. The report type determines the objects and fields that are available for the report. The Contacts & Accounts report type allows users to report on contacts and their related accounts, as well as account fields such as industry, annual revenue, and number of employees
NEW QUESTION # 112
Get Cloudy Consulting (GCC) wants to build one dashboard for Leads and Opportunities. GCC want the data to be displayed based on the logged-in user's security setting.
Which type of dashboard should this be?
- A. Dynamic
- B. Static
- C. Standard
Answer: A
Explanation:
The type of dashboard that GCC should use to display data based on the logged-in user's security setting is a Dynamic dashboard. A Dynamic dashboard allows each user to see the dashboard data according to their own access level and permissions. For example, a sales manager can see the data for their entire team, while a sales rep can only see their own data4. A Static dashboard is a type of dashboard that shows the same data to all users, regardless of their access level and permissions. A Standard dashboard is a type of dashboard that shows the data based on the security setting of the dashboard running user, which is a single user that is specified when the dashboard is created or edited
NEW QUESTION # 113
......
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