Question 1

A Salesforce associate at Get Cloudy Consulting is working with a user to view multiple records and their related records on the same screen. Currently, the user uses multiple browser tabs.
Which app should the associate recommend for the user to view multiple records and their related records on one screen?
  • Question 2

    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?
  • Question 3

    An organization wants to implement Salesforce into its business model. The requirements include:
    * Operations management
    * Program management
    * Grantmaking
    * Fundraising
    * Marketing
    * Engagement
    Which cloud is preconfigured to handle all of these requirements?
  • Question 4

    A sales manager requests a report that shows total opportunity amounts grouped by:
    * Small opportunities - Amount is less than $50,000.
    * Medium opportunities - Amount is between $50,000 and 5100,000.
    * Large opportunities - Amount is more than $100,000.
    How should the Salesforce associate create a field to show the amount as described above?
  • Question 5

    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?