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Free Salesforce Plat-101 Exam Questions (page: 3)

Page 3 of 26
PDF with 123 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

Explanation:

The last related activity date is a field on the contact object that shows the date of the most recent task or event related to the contact. This can be used to identify contacts that have had interactions with the company in the last year.



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

Explanation:

An approval process is a workflow that defines the steps and criteria for approving a record. It can be used to lock the record before a decision is made, and send email alerts and tasks to the approvers.



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

Explanation:

The role hierarchy is a way of controlling access to records based on the user's position in the organization. A user can see all of the records owned by themselves and the users below them in the hierarchy, but not records owned by users above them or in a different branch.



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 toTrade 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): C

Explanation:

Changing the default value of the Lead Source field from `Web' to `Trade Show' is the best way to help the sales reps when they create these lead records, as it will automatically populate the field with the correct value, and save them time and effort.



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

Explanation:

A roll-up summary field is a field on the parent object that calculates the sum, average, min, or max of a field on the child records. It can be used to learn the sum of the amount for each opportunity related to an account.



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