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Salesforce Certified Associate Exam (page: 2)
Salesforce Certified Associate
Updated on: 28-Jul-2025

Viewing Page 2 of 24
Certified Associate PDF 77 Questions

A Salesforce associate has been asked to identify all contacts that have had interactions with their company in the last year.
What should the associate do to identify these contacts?

  1. Look at the contact's Last Modified Date.
  2. Look at the Active field.
  3. Look at the last related activity date.

Answer(s): C



When a sales rep needs to give an additional discount for an opportunity, a manager needs to review and authorize the discount request.
What should be used to lock the record before a decision is made?

  1. validation rule
  2. Approval process
  3. Page layout

Answer(s): B



A manager can see all of the records owned by their team, but not records owned by other teams.
How is access to the records being controlled?

  1. Permission Sets
  2. Profiles
  3. Role Hierarchy

Answer(s): C



Get Cloudy Consulting gets 90°^b of its business from trade shows. Sales reps create many lead records during these events, but they often forget to change the Lead Source field to Trade Show'.
What should help the sales reps when they create these lead records?

  1. Make an assignment rule named Trade Show' to only assign leads to sales reps.
  2. Format a validation rule requiring the Lead Source field to equal Trade Show'.
  3. Change the default value of the Lead Source field from 'Web' to Trade Show'.

Answer(s): B



What should the account owner at Get Cloudy Consulting use to learn the sum of the amount for each opportunity?

  1. The Opportunity related list
  2. A custom report type
  3. A Roll-Up Summary field

Answer(s): C



Viewing Page 2 of 24



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