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Salesforce Certified Associate Certification Exam Guide

Salesforce Certified Associate Certification Exam Guide.

1. About the Salesforce Certified Associate Exam

Salesforce Certified Associate BadgeThe Salesforce Certified Associate Certification exam is for candidates who may be new to the Salesforce ecosystem and have an interest in understanding and using the Salesforce Customer 360 Platform. Salesforce Certified Associate candidates desire to learn the Salesforce platform and common business use cases. They are interested in gaining experience in Salesforce and may want to explore a Salesforce career or may be on the path to becoming a Salesforce Certified Professional.
  • Content: 40 multiple-choice/multiple-select questions
  • Time allotted to complete the exam: 70 minutes
  • Passing score: 62%
  • Registration fee: USD 75 plus applicable taxes as required per local law
  • Retake fee: Free
  • Prerequisite: None

2. Salesforce Certified Associate Exam Outline

Salesforce Certified Associate Certification Exam Outline

Salesforce Ecosystem: 32%

  • Given a scenario, describe various resources available to learn and apply in-demand Salesforce skills.
  • Given a use case, identify which Salesforce Customer 360 product offerings could be used.
  • Describe how companies use Salesforce.
  • Differentiate between various job roles and career paths in the Salesforce ecosystem.

Navigation: 28%

  • Given a scenario, identify how a user can locate and access necessary information.
  • Given a scenario, identify where Salesforce customization takes place.

Data Model: 25%

  • Explain the relationship between the core standard objects (account, contact, lead, opportunity, case).
  • Given a scenario, determine which feature to use to ensure data visibility.
  • Given a scenario, determine which tool to use to ensure data integrity.

Reports & Dashboards: 15%

  • Describe reports on Salesforce.
  • Describe dashboards on Salesforce.

3. Salesforce Certified Associate Exam Guide

4. Salesforce Certified Associate Exam Trailmix

5. Salesforce Certified Associate Exam Practice Questions

6. Important Topics for Salesforce Certified Associate Exam

6.1 Salesforce Ecosystem 32% (13 Questions)

  • Salesforce is a customer relationship management solution that gives every business team⁠—from sales and marketing to commerce, service, and beyond—a single, shared view of every customer.
  • Salesforce Values
    • Trust
    • Customer Success
    • Innovation
    • Equality
    • Sustainability
  • Trailhead is the online learning platform.
    • Learning topics are organized into modules, which are broken up into units.
    • To finish a unit, you earn points by completing a quiz or a challenge.
    • Trails are groups of modules that provide guided learning paths suited to specific roles or need.
  • Trailblazer Community is where you connect with other Trailblazers
  • Trailhead Playground is an org that you can use for hands-on challenges, learning new features, and testing customizations.
  • Create a Trailhead Playground
  • Salesforce Help: Search Salesforce documentation and help resources.
  • Salesforce Customer 360 is an integrated customer relationship management (CRM) platform that helps companies transform their businesses by uniting their marketing, sales, commerce, service, and IT teams with a single, shared customer view. It encompasses the full breadth of the Salesforce portfolio—including our core applications, platform, services, and connected ecosystem.
Sales CloudSales automation software available as part of Salesforce CRM. Sales Cloud is used for Lead, Account & Contact, Opportunity and Forecast Management.
Service CloudCustomer service and support application from Salesforce.
Marketing CloudMarketing automation and customer engagement application.
Commerce CloudEcommerce solution to create seamless experiences that inspire and convert today’s connected shoppers.
Experience CloudAn online social platform that enables companies to connect customers, partners, and employees.
Health CloudSalesforce’s industry specific solution for Healthcare Industry.
Financial Services CloudSalesforce’s industry specific solution for Financial Services Industry.
Consumer Goods CloudSalesforce’s industry specific solution for Consumer Goods Industry.
Manufacturing CloudSalesforce’s industry specific solution for Manufacturing Industry.
Communications Cloud Salesforce’s industry specific solution for Communications Industry.
Education CloudSalesforce’s industry specific solution for Education Institutions.
Nonprofit CloudSalesforce’s industry specific solution for Nonprofits.
MuleSoftIntegration platform to help businesses connect data, applications and devices across on-premises and cloud. 
CRM AnalyticsAnalytics and business intelligence solution on Salesforce platform.
SlackEnterprise collaboration and messaging software
  • The Salesforce ecosystem is made up of:
    • Salesforce: The World’s No 1 CRM company.
    • Customers: Companies that use Salesforce products.
    • Partners: Salesforce-certified experts who work with customers across products and industries.
Career PathResponsibilities
Salesforce AdministratorAutomating complex business processes using click not code, creating reports and dashboards, and training users on Salesforce.
Salesforce DeveloperAutomating complex business processes via customization using Apex, JavaScript, Lightning Web Components.
Salesforce ArchitectDesign, build, and deliver solutions that businesses need to succeed in a demanding economy. Provide technical leadership to the team.
Salesforce Business AnalystGuide businesses to improve business processes and efficiency in Salesforce. They elicit, document, and analyze requirements around business challenges, and then produce data-driven solutions.
Salesforce MarketerDrive greater campaign click-through rates, reengage inactive subscribers, and grow your subscriber base with an enterprise email solution.
Salesforce ConsultantLead and support the customer throughout the entire Salesforce implementation lifecycle, including analysis, design, and development.
Salesforce DesignerOptimize flows, interactions, and visual interfaces for intuitive, human-centered experiences built on the Salesforce Platform.
Salesforce Career Paths
  • is the Salesforce community’s home for real-time information on system performance and security.

6.2 Navigation 28% (11 Questions)

  • Accounts are companies that you’re doing business with, and contacts are the people who work for them.
  • AppExchange is the marketplace for Salesforce Apps
  • Scrum and Kanban at Salesforce
  • Search Solution Basics
  • Salesforce CRM
  • Activities
    • Activities include tasks, events, and calendars
    • Task – Represents a to do list in Salesforce
    • Events  and Calendars – Represents an event in the calendar
    • You can track your activities in the activity timeline
    • The activity timeline shows activities associated via the name field (such as contact) and the related to field (such as account)
    • You can use filters on the activity timeline to narrow down what’s visible such as
      • Date range
      • Activities to show
      • Activity type
      • Sort Order
  • Lightning Experience Customization
  • Company-Wide Org Settings
  • User Management
  • Every user in Salesforce has a user account. The user account identifies the user, and the user account settings determine what features and records the user can access.
  • User account contains at least the following
    • Username: Each user has both a username and an email address. The username must be formatted like an email address and must be unique across all Salesforce organizations.
    • Email Address
    • User’s First and Last Name
    • License: A user license determines which features the user can access in Salesforce.
    • Profile: Profiles determine what users can do in Salesforce.
    • Role (optional): Roles determine what users can see in Salesforce based on where they are located in the role hierarchy.
  • You can configure access to data in Salesforce at four main levels:
    1. Organization
    2. Objects
    3. Fields
    4. Records
      • Organization–wide defaults
      • Role hierarchies
      • Sharing rules
      • Manual sharing
  • List Views
  • Setup
  • Lightning App Builder: Build custom pages for Lightning Experience quickly with point-and-click tools.
  • Lightning Page Types:
    1. App Page: Create a home page for a third-party app that you can add directly into the Salesforce mobile app and Lightning Experience navigation menus
    2. Home Page: Create Home pages with features relevant to specific types of users, and assign the customized pages to different apps or app-and-user-profile combinations.
    3. Record Page: Create a customized version of an object’s record page, tailoring it to your users’ needs. 
  • Group: A group consists of a set of users. A group can contain individual users, other groups, or the users in a particular role or territory.
  • There are two types of groups:
    • Public Groups
    • Personal Groups
  • You can use groups in the following ways.
    • To set up default sharing access via a sharing rule
    • To share your records with other users
    • To specify that you want to synchronize contacts owned by other users
    • To add multiple users to a Salesforce CRM Content library
    • To assign users to specific actions in Salesforce Knowledge

6.3 Data Model 25% (10 Questions)

  • Data Modeling
  • Standard objects are objects that are included with Salesforce. Common business objects like Account, Contact, Lead, and Opportunity are all standard objects.
  • Custom objects are objects that you create to store information that’s specific to your company or industry.
  • Object relationships are a special field type that connects two objects together.
  • There are two main types of object relationships:
    1. Lookup Relationships
    2. Master-Detail Relationships
  • Schema Builder is a tool that lets you visualize and edit your data model. 
Key Salesforce Objects
Key Salesforce Objects
  • Leads & Opportunities for Lightning Experience
  • Lightning Experience Productivity
  • Formulas and Validations
  •  A Formula field is a ready only field that automatically calculate a value based on other fields or a formula.
  • Validation Rules 
    • Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record.
    • A Validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of “True” or “False”.
    • Validation Rules also include an error message to display to the user when the rule returns a value of “True” due to an invalid value.
  • Data Security
  • Permission Set Groups
  • A permission set is a collection of settings and permissions that give users access to various tools and functions. Permission sets extend users’ functional access without changing their profiles.
  • A permission set group streamlines permissions assignment and management. Use a permission set group to bundle permission sets together based on user job functions. Users assigned the permission set group receive the combined permissions of all the permission sets in the group.
  • Picklist Administration
  • Custom Fields
  • Salesforce provides several standard fields in each record. You can create a custom field if you may want to capture important info that’s not covered by a standard field.

6.4 Reports and Dashboards 15% (6 Questions)

  • Report Type 
    • A report type is like a template that makes reporting easier
    • A report type determines which fields and records are available for use when creating a report
    • This is based on the relationships between a primary object and its related objects
  • Reports display only records that meet the criteria defined in the report type
  • Out of the box, Salesforce provides a set of predefined standard report types
  • Report  Formats
    • Tabular(Default) – Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row 
    • Summary – Summary reports are similar to tabular reports, but also allow you to group rows of data, view subtotals, and create charts 
    • Matrix – Matrix reports allow you to group records both by row and by column
    • Joined – Joined reports are report blocks that provide different views of your data
  • Report Folders 
    • Every report is stored in a folder
    • Report folders determine how reports are accessed, and who can access them to view, edit, or manage
    • Folders can be public, hidden, or shared
  • Dashboards offer a visual display of your data around a common theme.
  • Dashboard
    • A dashboard is a visual display of key metrics and trends for records in your org. 
    • Each dashboard component is based on a single source report 
    • You can use the same or different source reports for the various components in a dashboard
  • Dashboard Folders
    • Like reports, dashboards are stored in folders. 
    • If you have access to a folder, you can view its dashboards. 
    • To view the individual dashboard components, you will also need access to the underlying reports.
  • Dashboard Components – Come in various chart types, tables, metrics, and gauges, and you can customize how data is grouped, summarized, and displayed for each component.
  • Reports and dashboards are stored in folders. 
  • For reports: You can control who has access to the contents of the folder based on roles, permissions, and more.
  • For dashboards: Each dashboard has a running user whose security settings determine which data to display to the dashboard’s viewers.
  • With dynamic dashboards, the running user is always the logged-in user, which means that viewers only see the dashboard data according to their own access level.
  • A report chart gives users a visual way to understand the data in your report.
  • Key Dashboard Component Types
ChartPie chart componentYou can use a chart when you want to show data graphically.
GaugeGauge componentYou can use a gauge when you have a single value that you want to show within a range of custom values.
MetricMetric componentYou can use a metric when you have one key value to display. 
TableTable componentYou can use a table to show a set of report data in column form. .
Key Dashboard Component Types
  • Report Chart Types
Bar chartsA bar chart shows values as horizontal lengths, so this format can be good for comparing distance or time. Use a bar chart when you have a summary report with a single grouping, or you only want to display one grouping.
Column chartsA column chart is very much like a bar chart, but it can be a better format for showing relative counts of things, such as leads or dollars. Use a column chart when you have a summary report with a single grouping, or you only want to display one grouping.
Line ChartsLine charts are good for showing changes in the value of an item over a series of points in time, such as week to week or quarter to quarter. Use a line chart when you have one important grouping representing an ordered set of data and one value to show.
Pie ChartsUse a pie chart when you have multiple groupings and want to show the proportion of a single value for each grouping against the total.
Donut ChartsUse a donut chart when you have multiple groupings and want to show not only the proportion of a single value for each grouping against the total, but also the total amount itself.
Funnel ChartsUse a funnel chart when you have multiple groupings in an ordered set and want to show the proportions among them.
Scatter ChartsUse scatter charts to show meaningful information using one or two groups of report data plus summaries.
Report Chart Types

7. Additional Resources

Salesforce Certified Associate Certificate

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