Free Certified Associate Sample Questions — Certified Associate

Free Certified Associate sample questions for the Certified Associate exam. No account required: study at your own pace.

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Question 1

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?

  • A. Permission Sets
  • B. Role Hierarchy
  • C. Profiles
Show Answer
Correct Answer:
B. Role Hierarchy
Question 2

A Salesforce associate wants to add a new related list of cases to Account. Where should the associate go to add the related list to Account?

  • A. Case Layout
  • B. Account Record
  • C. Page Layout
Show Answer
Correct Answer:
C. Page Layout
Question 3

A Salesforce associate wants to update an opportunity record they just closed. Which relationship is standard as a Lookup field on an opportunity?

  • A. Quote
  • B. Stage
  • C. Account
Show Answer
Correct Answer:
C. Account
Question 4

A Salesforce associate wants to refresh a report and email it to an executive team each week. Which functionality of Salesforce Reports should the associate use?

  • A. Notifications
  • B. Subscriptions
  • C. Refresh
Show Answer
Correct Answer:
B. Subscriptions
Question 5

A Salesforce associate recently relocated from Get Cloudy Consulting’s San Francisco office to its new London office. The associate wants to change their personal work hours information in the Salesforce org to reflect their new time zone. Which method is easiest to change these settings?

  • A. Submit a case with Salesforce support
  • B. My Personal Information > Language & Time Zone
  • C. Go to Setup > Company Information > Default Time Zone
Show Answer
Correct Answer:
B. My Personal Information > Language & Time Zone
Question 6

A Salesforce associate wants to connect with other Salesforce associates in their local area. Which Salesforce resource allows them to network and collaborate with others based on role and location?

  • A. Trailblazer Connect
  • B. Salesforce Interest Groups
  • C. Trailblazer Community Groups
Show Answer
Correct Answer:
C. Trailblazer Community Groups
Question 7

Which platform architecture shares a single, common infrastructure and code base?

  • A. Trust
  • B. Multitenant
  • C. Metadata
Show Answer
Correct Answer:
B. Multitenant
Question 8

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. Click on All Reports and use the search bar
  • B. Click on All Folders and use the search bar
  • C. Use the Global search bar
Show Answer
Correct Answer:
B. Click on All Folders and use the search bar
Question 9

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 can the user do to simplify the page?

  • A. Collapse detail sections
  • B. Remove activities
  • C. Change page layout assignment
Show Answer
Correct Answer:
A. Collapse detail sections
Question 10

How should an associate display the sum of all closed won Opportunity amounts at the Account level?

  • A. The Opportunity related list
  • B. Roll-Up Summary field
  • C. custom report type
Show Answer
Correct Answer:
B. Roll-Up Summary field

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