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Free Salesforce Plat-101 Exam Questions (page: 4)

Page 4 of 26
PDF with 123 Questions

A Salesforce standard profile end user is looking for specific information on an Opportunity record page. They are overwhelmed by the required scrolling to see the page.

What should the user do to simplify the page to see only what they want?

  1. Collapse detail sections.
  2. Remove activities.
  3. Change page layout assignment.

Answer(s): A

Explanation:

Collapsing detail sections is a way to simplify the page to see only what the user wants, as it will hide the fields in that section and reduce the scrolling.



Refer to the screenshot that shows the Home page.



A Salesforce associate wants to reorder items in their instance so the Reports tab appears immediately after Home.

What should the associate do to customize the items on the navigation bar?

  1. Select the personalization button (pencil icon), then click and drag the item name up or down to adjust its location.
  2. Use the downward arrow next to each item name, then select Move to move the item left or right.
  3. Click the Setup gear icon at the top right of the page, then select User Interface and then Tabs.

Answer(s): A

Explanation:

Selecting the personalization button (pencil icon), then clicking and dragging the item name up or down to adjust its location is the correct way to customize the items on the navigation bar, as shown in the screenshot.



A Salesforce associate has received a request to create new users for a group of new employees.

Where can the associate check the number of licenses available to be assigned to the new employees

  1. Salesforce Help
  2. Company Information
  3. User Management Settings

Answer(s): B

Explanation:

The company information page shows the number of licenses available to be assigned to the new employees, as well as other details about the organization.



A Salesforce associate wants a visual summary of opportunities in a list view. The associate would like to summarize, filter, and move opportunities along the pipeline.

What should they do to meet this requirement?

  1. Create an Opportunity Summary report.
  2. Create an Opportunity List View.
  3. Create an Opportunities Kanban View.

Answer(s): C

Explanation:

The opportunities Kanban view is a visual summary of opportunities in a list view, where the associate can summarize, filter, and move opportunities along the pipeline by dragging and dropping them.



Get Cloudy Consulting (GCC) wants to simplify its sales teams Account Record page with the following recommendations:

· Adding tabs

· Hiding components

· Making fields conditionally visible

Where should GCC's Salesforce associate go to draft these changes for review?

  1. Lightning App Builder
  2. Record Types
  3. Page Layouts

Answer(s): A

Explanation:

The Lightning App Builder is a tool that allows the associate to draft changes to the account record page, such as adding tabs, hiding components, and making fields conditionally visible, and preview them before publishing.



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