Questions for the SALESFORCE ASSOCIATE were updated on : Dec 01 ,2025
A Salesforce associate is asked to review all the objects within their company's instance. They also
need to identify which are custom objects.
Where should the associate go to see this information?
A
Explanation:
The Object Manager is where the associate should go to see the information about all the objects
within their company’s instance and identify which are custom objects. The Object Manager 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 can be accessed by
clicking the Setup icon in the header, then clicking Object Manager. The custom objects are indicated
by a blue icon with a white asterisk, while the standard objects are indicated by a gray icon with a
white letter. The App Launcher is where the user can access all the apps and objects in Salesforce,
such as Sales, Service, Marketing, and so on. The App Launcher does not show the information about
the objects, such as fields, page layouts, or record types. The Global Search is where the user can
search for records across multiple objects and fields using keywords or phrases. The Global Search
does not show the information about the objects, but only the records that match the search criteria.
A Salesforce user met with the new Director of IT for their customer, Northern Trail Outfitters (NTO).
Where should the user add the new Director's information into Salesforce?
B
Explanation:
In Salesforce, the Contacts object is used to store information about individuals associated with an
Account (e.g., the customer organization). Since the new Director of IT works for Northern Trail
Outfitters (NTO), the correct place to store their information is under Contacts, linked to the relevant
Account.
A . Accounts: Used for organizations or companies, not individuals.
C . Leads: Used for prospective customers or individuals before they are qualified as contacts.
Reference from Salesforce Documentation:
Contacts and Accounts Overview
Leads vs. Contacts
What is one aspect of multi-tenant architecture?
C
Explanation:
Salesforce operates on a multi-tenant architecture, where a single instance of the platform serves
multiple customers (tenants). Each tenant’s data is securely isolated, but they share common
resources, such as server space, database instances, and updates. This approach ensures cost
efficiency and scalability.
A . Costs more than single-tenant architecture: Multi-tenancy reduces costs due to shared resources.
B . Reserves resources per tenant: Resources are shared rather than reserved individually.
Reference from Salesforce Documentation:
Salesforce Multi-Tenant Architecture Overview
Multi-Tenant vs. Single-Tenant
A Salesforce associate is preparing for a sales call and needs to review a specific report.
What is the most efficient way to navigate there?
B
Explanation:
The Global search bar in Salesforce is the quickest way to find any report, record, or file across the
platform. It is accessible at the top of the interface and eliminates the need to navigate through
folders manually.
A . Use the search bar in All Reports: This option restricts the search to the Reports tab and is less
efficient for quick navigation.
C . Use the search bar in All Folders: This is specific to searching folders and does not provide a
comprehensive search for all reports.
Reference from Salesforce Documentation:
Global Search Overview
Efficient Navigation in Salesforce
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?
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.
Reference from Salesforce Documentation:
Declarative vs. Programmatic Development
Process Automation Overview
Where can a Salesforce associate find information that provides a view of interactions with a
contact?
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.
Reference from Salesforce Documentation:
Activity Timeline Overview
Working with Contacts
Get Cloudy Consulting wants to group its contacts by Region for reporting.
What data type should the Salesforce associate recommend for this new Region field?
B
Explanation:
When grouping contacts by a specific category like Region for reporting, the recommended data type
is a Picklist. Picklists ensure data consistency by restricting input to predefined values, making it
easier to categorize and analyze data in reports.
A . Multi-select picklist: While this allows multiple values for a single record, it complicates reporting
and grouping.
C . Text: A text field lacks standardized input, increasing the risk of inconsistent data and reporting
challenges.
Reference from Salesforce Documentation:
Custom Field Types
Picklists in Reports
Get Cloudy Consulting wants to implement an AI Agent with Agentforce.
What is a feature of Agents?
A
Explanation:
Agentforce, part of Salesforce's Einstein AI-powered tools, incorporates advanced AI models to
enhance customer interactions while maintaining data integrity. A key feature of AI Agents in
Salesforce is Hallucination prevention, which ensures AI-generated responses are accurate and
grounded in factual data from the system. This prevents the AI from fabricating irrelevant or
incorrect information.
B . Toxicity detection: While it is an important AI feature in some systems, Salesforce Agentforce does
not explicitly highlight toxicity detection as a feature.
C . Data retention: This refers to how data is stored and managed but is not a feature specific to AI
Agents.
Reference from Salesforce Documentation:
Salesforce AI Overview
Einstein AI Features
Get Cloudy Consulting plans to implement Agentforce to enhance their sales team's efficiency.
Which activity does Agentforce support?
B
Explanation:
Agentforce, part of Salesforce’s Sales Cloud, utilizes Einstein AI and predictive analytics to enhance
the efficiency of sales teams. Key capabilities of Agentforce include:
Lead Scoring: Using AI to assign scores based on the likelihood of conversion, allowing sales teams to
prioritize activities.
Opportunity Insights: Providing actionable recommendations based on historical and predictive data.
Next Best Action: Offering suggestions to engage leads effectively.
A . Scheduling meetings with leads: This functionality may involve Salesforce Calendar or integrated
scheduling tools, not directly Agentforce.
C . Automating emails to leads at pre-defined times: This is a feature of Salesforce Pardot or
Marketing Cloud, not Agentforce.
Reference from Salesforce Documentation:
Salesforce Sales Cloud Overview
Einstein Lead Scoring
Salesforce Associate Exam Guide
What format is available for a Salesforce report export?
C
Explanation:
Salesforce reports can be exported in several formats, primarily:
CSV (Comma Separated Values) for data manipulation in spreadsheet applications like Excel.
Excel Format (.xlsx) for detailed data analysis.
PDF (Portable Document Format) for easily shareable and printable reports.
However, Word format (.docx) is not supported for exporting reports. Similarly, Excel format is .xlsx,
not .xIxs (a typo). Thus, among the options provided, only PDF is accurate for export formats
supported natively by Salesforce.
Reference from Salesforce Documentation:
Export Salesforce Reports
Salesforce Report Export Formats
Get Cloudy Consulting wants to implement AI Agents to assist with customer service.
Where can Agents be deployed?
C
Explanation:
Salesforce offers AI-powered tools like Einstein Bots and AI-powered agents to assist with customer
service. These tools can integrate into communication platforms to enhance user interactions. Slack,
a Salesforce product, allows businesses to deploy AI Agents to streamline communication and
provide instant support within customer workflows. This integration leverages Slack’s powerful
collaboration features combined with Salesforce's AI capabilities to resolve issues more efficiently.
Here is how the other options are incorrect:
A . Queues: While Salesforce Queues manage workloads and assign cases, they are not a place
where AI Agents c an be deployed. Queues are primarily for task or case assignments.
B . Chatter: Salesforce Chatter is a collaboration tool within Salesforce for internal communication. It
does not support the deployment of AI Agents for customer service purposes.
Reference from Salesforce Documentation:
Slack and Salesforce Integration Overview
Einstein Bots Deployment Options
Salesforce Associate Exam Guide
A Salesforce associate wants to learn more about converting Leads to Contacts. They enjoy learning
in an asynchronous, gamified way.
Which resource should they use?
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 resource
that 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.
Which action(s) must be taken for Salesforce updates?
A
Explanation:
Updates are automatic; nothing needs to be downloaded or installed is the correct action for
Salesforce updates. Salesforce updates are a feature that allows the user to benefit from the latest
features and functionality of the Salesforce platform without any hassle or interruption. Salesforce
updates are delivered automatically to all orgs three times a year, in spring, summer, and winter. The
user does not need to download or install anything to receive the updates, and the user’s data and
customization are preserved and compatible with the updates. Updates do not require purchasing an
updated license, because the user’s existing license covers the updates. Updates do not need to be
downloaded with each release, because the updates are applied automatically to the user’s org.
To which Team should a Salesforce associate be added to gain access to an Account and its related
opportunities?
C
Explanation:
The account team is the team that a Salesforce associate should be added to gain access to an
account and its related opportunities. The account team is a feature that allows the user to share an
account and its related records, such as contacts, opportunities, and cases, with other users who play
a role in the account. The account team can include different team members with different roles and
access levels. For example, the account team could include a sales rep, a sales manager, a product
specialist, and a customer service agent. The opportunity team is a feature that allows the user to
share an opportunity and its related records, such as products, quotes, and activities, with other
users who work on the opportunity. The opportunity team does not grant access to the account or its
other related records, such as contacts or cases. The lead team is a feature that allows the user to
share a lead and its related records, such as tasks, events, and notes, with other users who work on
the lead. The lead team does not grant access to the account or its related records, such as contacts
or opportunities.
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?
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.