Salesforce Certified Platform Foundations Plat-101 Exam Practice Test

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Total 123 questions
Question 1

To which Team should a Salesforce associate be added to gain access to an Account and its related opportunities?



Answer : C

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.


Question 2

A Salesforce associate wants to quickly create an org where they can learn, practice, and develop Salesforce skills.

Which type of org should they create from within Trailhead?



Answer : A

The type of org that the associate should create from within Trailhead to quickly learn, practice, and develop Salesforce skills is a Playground. A Playground is a free, fully functional Salesforce org that you can use to test and explore the platform.You can create multiple Playgrounds from Trailhead and use them to complete hands-on challenges and projects1. A Developer Edition is a type of org that you can create from the Salesforce website, not from Trailhead.A Sandbox is a type of org that you can create from a production org as a copy of it for testing and development purposes


Question 3

A sales manager at Get Cloudy Consulting wants a report that shows their top-selling product families by quantity.



Answer : A

The steps that the sales manager should follow to create a report that shows their top-selling product families by quantity are:

Group by product family > Filter to show only Closed Won opportunities > Sum the total number sold

These steps will allow the sales manager to see how many products from each product family were sold in the closed opportunities, and compare the performance of different product families.


Question 4

Get Cloudy Consulting (GCC) wants to migrate to Salesforce as its business continues to grow. GCC's needs include:

Communicating available products and services to its prospective customers

Improving its sales pipeline forecast and management quarterly revenue goals

Offering support to customers through its website, consider for implementation?



Answer : C

The Salesforce products that best suit GCC's needs are Sales Cloud, Service Cloud, and Marketing Cloud.Sales Cloud helps GCC communicate its products and services to its prospective customers, improve its sales pipeline forecast and management, and achieve its quarterly revenue goals6.Service Cloud helps GCC offer support to customers through its website, phone, email, chat, and social media channels7.Marketing Cloud helps GCC create personalized customer journeys across email, mobile, social, web, and more


Question 5

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?



Answer : A

Making the field required in Object Manager is the simplest way to enforce that a value is entered every time a record is created or edited.


Question 6

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?



Answer : B

Creating record types on Account called Partner and Customer is the recommended way to display only the information applicable to each group. Record types allow different page layouts, picklist values, and business processes to be assigned to different users based on their profile. For example, the Partner record type could have a page layout that includes fields specific to partners, such as Partner Type, Partner Level, and Partner Status. The Customer record type could have a different page layout that excludes those fields. Using Account for customers and creating a custom object for partners would not be advisable, because it would create data silos and make reporting and sharing more difficult. Creating custom objects called Partner and Customer would not make sense, because they are both types of accounts and should use the standard Account object.


Question 7

A Salesforce associate is asked to add a new employee record to their client. Get Cloudy Consulting.

To which object should they add this record?



Answer : C

The Contact object is where the associate should add the new employee record. The Contact object is used to store information about individuals who are associated with an account, such as name, phone, email, title, and role. The Contact object has a lookup relationship with the Account object, which allows the user to select an account that the contact is related to. The Accounts object is used to store information about companies or organizations that are customers, partners, or competitors. The Accounts object does not store information about individual employees. The Leads object is used to store information about potential customers who have shown interest in a product or service, but have not yet been qualified. The Leads object does not store information about existing employees.


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Total 123 questions