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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Analytics | 10% | - Create and customize reports - Understand report types - Build dashboards |
| Topic 2: Data Management | 10% | - Understand duplicate rules and matching - Import and export data using Data Loader - Use Data Import Wizard |
| Topic 3: Salesforce Platform Fundamentals | 10% | - Navigate the Salesforce UI - Describe the Salesforce architecture - Understand Salesforce object model - Explain the multi-tenant Salesforce platform |
| Topic 4: Business Logic | 20% | - Create formula fields - Create roll-up summary fields - Understand validation rules - Configure approval processes - Understand workflow rules and Flow |
| Topic 5: Profile and Permission Sets | 12% | - Understand roles and role hierarchy - Configure field-level security - Create and assign permission sets - Manage user profiles |
| Topic 6: User Interface | 16% | - Create and customize list views - Create and customize reports and dashboards - Customize page layouts - Understand Lightning Experience UI |
| Topic 7: Salesforce Mobile | 8% | - Understand Salesforce Mobile app features - Configure compact layouts for mobile |
| Topic 8: Data Modeling | 14% | - Create relationship fields (Lookup, Master-Detail) - Create custom fields (data types) - Create custom objects - Understand Schema Builder - Set field-level security |
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NEW QUESTION # 24
How should a Salesforce associate ensure a dashboard has the most current data?
Answer: B
Explanation:
To ensure a dashboard has the most current data, you need to click refresh on the dashboard page. Refreshing the browser or opening the dashboard will not update the data in the dashboard components3. You can also schedule a dashboard to refresh automatically at regular intervals
NEW QUESTION # 25
Where can a Salesforce associate find information that provides a view of interactions with a contact?
Answer: A
Explanation:
The Activity Timeline in Salesforce provides a chronological view of all past and upcoming interactions with a contact. This includes logged calls, emails, meetings, and tasks. It is a central feature to track engagement and manage customer relationships effectively.
* B. Details Tab: Displays static information about the contact, such as name, email, and address, but not interaction history.
* C. Contact History: Refers to changes made to a contact's field values over time, not interaction logs.
References from Salesforce Documentation:
* Activity Timeline Overview
* Working with Contacts
NEW QUESTION # 26
Refer to the screenshot that shows the Home page.
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?
Answer: C
Explanation:
Selecting the personalization button (pencil icon), then clicking and dragging the item name up or down to adjust its location is the correct way to customize the items on the navigation bar, as shown in the screenshot.
NEW QUESTION # 27
Refer to the screenshot that shows the top portion of the Salesforce Service app with areas labeled A, B, and C.
Get Cloudy Consulting (GCC) offers sales and services consoles to meet the various needs of its end users?
Where should GCC' end users go to change to the Sales Console.
Answer: C
Explanation:
The place where GCC's end users should go to change to the Sales Console is the App Launcher icon (Label A). The App Launcher is a menu that allows users to access all the apps and items in their Salesforce org. The Sales Console is one of the apps that can be found in the App Launcher. The user can search for "Sales Console" in the App Launcher and select it to switch to the Sales Console app. The Sales Console is a standard Salesforce Lightning console app that meets all the sales needs. The Search bar (Label B) is a feature that allows users to find records and other items in their Salesforce org, but it does not search for apps outside their org. The dropdown in the navigation bar (Label C) is a menu that allows users to switch between different tabs and items within the current app, but it does not show other apps.
NEW QUESTION # 28
Get Cloudy Consulting wants to implement Salesforce within its sales and service divisions, and automate several processes that involve both.
Which approach should they explore first?
Answer: A
Explanation:
Declarative tools in Salesforce allow for process automation without the need for code. These tools, such as Process Builder, Flow Builder, and Approval Processes, enable users to configure automation that spans multiple divisions like sales and service. This approach is user-friendly, cost-effective, and faster to implement compared to programmatic solutions.
* B. Programmatic: Programmatic approaches (e.g., Apex code) should be used when declarative tools cannot meet specific complex requirements.
* C. Third-party consulting services: While consulting services may assist with implementation, exploring Salesforce's native tools should be the first approach.
References from Salesforce Documentation:
* Declarative vs. Programmatic Development
* Process Automation Overview
NEW QUESTION # 29
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