A Salesforce associate is working from a custom Contact list view and noticed key information is missing. What should they do to add the missing information?
A. Edit sharing settings
B. Select Fields to Display
C. Edit list filters
Explanation:
In Salesforce, list views allow users to see records that meet specific criteria. The "Select Fields to Display" option lets you choose which columns (fields) appear in your list view.
If a Contact list view is missing important fields (e.g., Phone, Email, Account Name), the user can modify the displayed columns without changing the actual record data or permissions.
Steps:
Open the list view.
Click the ⚙️ List View Controls menu (gear icon).
Select Select Fields to Display.
Move the required fields from Available Fields to Visible Fields.
Save the changes.
Why not the other options?
A. Edit sharing settings ❌
This controls who can see records, not which fields are visible in a list view. Missing columns are unrelated to sharing settings.
C. Edit list filters ❌
Filters change which records appear, not what information is displayed about each record.
Reference:
Salesforce Help: Create or Clone a List View – See the section on Select Fields to Display for customizing visible columns.
Get Cloudy Consulting requires a value in the Status field every time a record is created or edited. What should they do to enforce this?
A. Make the field required in Object Manager.
B. Make the field required with a validation rule.
C. Make the field required in organization-wide defaults.
Explanation:
Option A (Correct) – In Object Manager, you can set a field as required, which forces users to enter a value before saving a record (both on creation and edits). This is the simplest and most direct way to enforce a mandatory field.
Option B (Incorrect) – A validation rule could technically enforce this, but it’s unnecessary for basic field requirements. Validation rules are better for complex logic (e.g., "Status must be 'Closed' if the Opportunity Amount is > $10,000").
Option C (Incorrect) – Organization-Wide Defaults (OWD) control record-sharing visibility, not field requirements. This option is irrelevant to the question.
Reference:
Salesforce Help - Make a Field Required
Which Trailhead feature should Get Cloudy Consulting use to create a custom teaming path for its employees?
A. Projects
B. Trail mixes
C. Modules
Explanation:
To create a custom learning path for its employees, Get Cloudy Consulting should use Trail mixes on Trailhead. Trail mixes allow administrators or users to curate a personalized collection of Trailhead content, including modules, projects, trails, and even external resources, tailored to specific learning goals or roles. This feature is ideal for designing a structured, custom learning path for a team.
Option A: Projects
Projects on Trailhead are hands-on, practical exercises that guide users through building specific Salesforce solutions or features, often in a Trailhead Playground. While useful for learning specific skills, projects are individual components and not designed to create a comprehensive, curated learning path for a team.
Why this is incorrect: Projects are too granular and focused on specific tasks, not suitable for creating a broad, customized learning path for multiple employees.
Option B: Trail mixes
Trail mixes are customizable collections of Trailhead content (modules, projects, trails, or external links) that can be created and shared with others. They allow Get Cloudy Consulting to design a tailored learning path for employees, combining relevant content to meet specific training needs, such as onboarding, role-based skills, or certification preparation.
Why this is correct: Trail mixes provide the flexibility to bundle various learning resources into a single, shareable path, making it the best tool for creating a custom team learning experience.
Option C: Modules
Modules are individual learning units on Trailhead that cover specific topics through lessons and quizzes. While they are valuable for learning, they are standalone components and cannot be grouped or customized into a cohesive learning path without using a Trail mix.
Why this is incorrect: Modules are building blocks of learning content, not a feature for creating a custom, structured learning path for a team.
Reference:
Trailhead Documentation: Create a Trailmix – Explains how to create and share Trail mixes to curate custom learning paths.
Trailhead Module: Trailhead Basics – Describes Trailhead features, including Trail mixes, modules, and projects.
Salesforce Help Documentation: Trailhead for Admins – Covers how admins can leverage Trailhead features like Trail mixes for team training.
Get Cloudy Consulting (GCC) wants to customize its Sales application’s Home tab with additional components. Outside of the org, where should GCC' Salesforce associate go to collaborate with others on solutions that might resonate with GCC users?
A. Explore documents In Help and Training.
B. Ask a question In a Trailblazer Community Group.
C. Search for modules in Trailhead.
Explanation:
When Get Cloudy Consulting (GCC) wants to collaborate with others outside of their org to find solutions that resonate with users, the Trailblazer Community is the ideal place. It’s a vibrant forum where Salesforce professionals, admins, developers, and consultants share ideas, ask questions, and offer solutions based on real-world experience.
Trailblazer Community Groups are organized by role, product, region, and interest.
GCC’s associate can post questions, join discussions, and even attend virtual or in-person meetups.
This is especially useful for customization ideas, best practices, and peer feedback.
📚 Why Not the Other Options?
A. Help and Training
Good for official documentation, but not collaborative. It’s more of a reference than a discussion space.
C. Trailhead Modules
Excellent for learning, but not interactive. You can’t ask questions or get feedback from others.
📎 Reference:
Trailblazer Community Overview – Salesforce Help
Join a Trailblazer Group – Trailblazer Community
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?
A. Use the Global search bar
B. Click on All Reports and use the search bar
C. Click on All Folders and use the search bar
Explanation:
Option C (Correct)
– Since the reports are stored in a specific folder (the "current month's folder"), the best way to locate them is by navigating to All Folders, selecting the relevant folder, and then using the search bar if needed. This ensures all reports in that folder are grouped together.
Option A (Incorrect)
– The Global Search bar can find reports, but it searches across all records in Salesforce, not just the reports in the desired folder. This makes it inefficient for locating reports in a specific folder.
Option B (Incorrect)
– All Reports shows every report in the org, not just those in a particular folder. While you could filter manually, it’s less efficient than going directly to the folder.
Reference:
Salesforce Help - Find and View Reports
A salesforce associate is excited to find they can combine the challenge of learning new skills with the chance of winning prizes?
A. Super badges
B. Quests
C. Ranks
Explanation:
Salesforce Trailhead is the gamified learning platform where users can acquire new skills. Quests are a feature within Trailhead that combine learning with the chance to win prizes. By completing specific modules, trails, or superbadges within a defined time frame, users are entered into a drawing to win a prize. This aligns directly with the user's excitement about combining learning new skills with the chance of winning prizes.
A. Superbadges are hands-on, practical assignments that test a user's skills in a real-world scenario. While they are part of the learning process, they don't inherently offer a chance to win prizes on their own.
C. Ranks are a way to measure a user's progress on Trailhead, such as "Ranger" or "Expedition." They are a recognition of achievement but are not directly linked to a contest or a chance to win prizes.
Salesforce associate received a promotion and needs Edit access to fields on opportunity records across the organization. Which user setting need updating to allow Edit access?
A. Queue
B. Permission Set
C. Public Group
Explanation:
In Salesforce, field-level permissions and record-level access are controlled through a combination of profiles and permission sets.
If a Salesforce associate needs Edit access to specific fields (or entire records) across the organization, an administrator can:
Update the user’s profile, or
Assign a permission set that grants the needed “Edit” permissions for the Opportunity object or its fields.
Permission sets are preferred when you want to grant additional permissions without changing the user’s base profile.
Key point:
This is about user settings for access rights, not record ownership or grouping.
Why not the other options?
A. Queue ❌
Queues are for managing ownership of records (e.g., unassigned leads or cases), not for granting editing permissions.
C. Public Group ❌
Public Groups are used for sharing rules and collaboration (e.g., in Chatter or folder access), but they don’t inherently give field-level “Edit” permissions.
Reference:
Salesforce Help: Permission Sets Overview– See how to extend user access without modifying profiles.
Get Cloudy Consulting currently stores information about is customers and partners in the Account object. There are a few details specific to partners that are not applicable to customers. What is the recommended way to display only the information application to each group?
A. Use Account for customers and create a custom object for partners.
B. Create record types on Account called Partner and Customer
C. Create custom object called Partner and Customer
Explanation:
Option B (Correct) – Record types allow you to segment data within the same object while displaying different fields, page layouts, and picklist values based on the record type. Since both customers and partners are logically stored in the Account object, using record types is the most efficient and scalable solution.
Benefits:
Avoids data duplication (unlike creating a custom object).
Maintains reporting consistency (all accounts remain in one object).
Allows for different page layouts and business processes for each type.
Option A (Incorrect) – Creating a custom object for partners would unnecessarily complicate data management. Since partners are still accounts (just with different attributes), splitting them into a separate object would:
Break standard Salesforce relationships (Contacts, Opportunities).
Require extra reporting and integration work.
Option C (Incorrect) – Similar to Option A, this suggests creating two separate custom objects, which is redundant and inefficient. The Account object already supports this use case via record types.
Reference:
Salesforce Help - Record Types
Get Cloudy Consulting (GCC) has recently been onboarded as aSalesforce 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?
A. Trailhead Community
B. Salesforce Help
C. Trailhead Academy
Explanation:
Get Cloudy Consulting (GCC) is looking to enroll its in-house IT administration team in a Salesforce instructor-led training workshop that offers both virtual and in-person learning to accelerate their Salesforce knowledge. Among the provided options, Trailhead Academy is the resource that best fits this requirement, as it provides expert-led, instructor-driven training sessions in both virtual and in-person formats, tailored to build and validate Salesforce skills.
Option A: Trailhead Community
The Trailhead Community is a collaborative platform where Salesforce users, including admins, developers, and other professionals, can connect, ask questions, share knowledge, and collaborate with peers. While it’s valuable for peer-to-peer learning and networking, it does not offer structured, instructor-led training workshops, either virtually or in-person.
Why this is incorrect: The Trailhead Community focuses on community-driven support and discussions, not formal instructor-led training, which doesn’t meet GCC’s need for a structured workshop.
Option B: Salesforce Help
Salesforce Help is the official documentation portal that provides detailed guides, articles, and resources on Salesforce features, configurations, and troubleshooting. It’s an excellent self-service resource for learning, but it does not offer instructor-led training workshops, whether virtual or in-person.
Why this is incorrect: Salesforce Help is a self-paced resource and does not provide the interactive, expert-led training experience GCC is seeking.
Option C: Trailhead Academy
Trailhead Academy is Salesforce’s official training program that offers instructor-led classes, both virtual and in-person, delivered by certified Salesforce experts. These workshops cover a wide range of topics, including Salesforce administration, and are designed to accelerate learning for teams and individuals. Courses like ADX201 (Essentials for New Lightning Experience Administrators) are specifically tailored for IT administration teams to build foundational and advanced Salesforce skills.
Why this is correct: Trailhead Academy directly addresses GCC’s need for instructor-led training workshops available in both virtual and in-person formats, making it the ideal resource to help the IT administration team accelerate their Salesforce knowledge.
Reference:
Salesforce Trailhead Academy: Trailhead Academy Overview – Describes Trailhead Academy as offering virtual and in-person instructor-led classes to build Salesforce expertise.
Salesforce Help Documentation: Trailhead Academy for Admins – Highlights how Trailhead Academy provides structured training for Salesforce administrators.
Trailhead Module: Salesforce Fundamentals – Introduces learning paths, including Trailhead Academy for expert-led training.
Two users in the same opportunity record are seeing different fields. What isthe reasonfor this?
A. The missing fields are marked as hidden in Object Manager.
B. The users are assigned different profiles and page layouts.
C. The users have been configured with different Locales.
Explanation:
Salesforce uses profiles and page layouts to control what users see on a record page. Profiles determine a user's permissions, including which objects and fields they can access. Page layouts, which are assigned to users through their profiles, dictate the arrangement of fields, related lists, and buttons on a record's detail page. If two users are viewing the same opportunity record but seeing different fields, it's most likely because they have different profiles, which are then linked to different page layouts. One page layout might include a particular field, while the other does not.
A. The missing fields are marked as hidden in Object Manager: If a field is marked as hidden in Object Manager, it would be hidden for all users, not just one. This option doesn't explain why two different users see different things.
C. The users have been configured with different Locales: The locale setting affects the formatting of dates, times, numbers, and currencies. It does not control the visibility of fields on a record page.
References:
This information is a fundamental concept in Salesforce administration and can be found in the official Salesforce documentation.
Salesforce Help: "Profiles": This section explains how profiles control object and field permissions.
Salesforce Help: "Page Layouts": This section details how page layouts control the layout and visibility of fields on a record page.
A Salesforce associate at Get Cloudy Consulting is working with a user to view multiple records and their related records on the same screen. Currently, the user uses multiple browser tabs. Which app should the associate recommend for the user to view multiple records and their related records on one screen?
A. Salesforce Lightning Page
B. Salesforce Lightning Console
C. Salesforce Dashboard
Explanation:
Option B (Correct) – The Salesforce Lightning Console App is specifically designed for users who need to work with multiple records and their related records on a single screen. It provides a tabbed interface, allowing users to:
Open multiple records in sub-tabs within the same window.
View related lists and details side-by-side.
Improve productivity by reducing the need for multiple browser tabs.
This is ideal for support agents, sales reps, or consultants who need to cross-reference data efficiently.
Option A (Incorrect) – A Salesforce Lightning Page (like a Home Page or Record Page) displays a single record’s details but does not support multiple records in a tabbed layout like the Console App.
Option C (Incorrect) – A Dashboard provides visual summaries of data (charts, metrics) but does not allow direct interaction with multiple records and their related details in one view.
Reference:
Salesforce Help - Lightning Console App
A Salesforce associate wants to updatean opportunityrecord they just closed. Which relationship is standard as a Lookup field on an opportunity?
A. Stage
B. Account
C. Quote
Explanation:
In Salesforce, Opportunities have several standard lookup relationships, and one of the core ones is the link to an Account.
The Account field on an Opportunity connects the deal to the customer or organization it’s associated with.
This is a Lookup relationship (not master-detail) because both objects can exist independently, but Opportunities almost always reference an Account.
Key point: Stage is a picklist field on the Opportunity, not a relationship. Quote is related, but it’s not a standard lookup — Quotes are tied to Opportunities via a different relationship type and are optional.
Why not the other options?
A. Stage ❌
Stage is a standard picklist field within the Opportunity object that tracks sales process progress, not a relationship to another object.
C. Quote ❌
While Quotes can be related to Opportunities, they aren’t a standard lookup field on the Opportunity by default — Quotes are created from Opportunities, and the relationship is in the other direction (Quote → Opportunity).
Reference:
Salesforce Help: Opportunity Fields – “Account Name” is listed as a standard lookup field.
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