Real Salesforce Financial-Services-Cloud Exam Questions Study Guide
Updated and Accurate Financial-Services-Cloud Questions for passing the exam Quickly
NEW QUESTION 40
What relationship can be selected in a custom report type where accounts is the primary object and contacts is the related object? (2 Answers)
- A. Each account must have a related account
- B. Each account may or may not have related contacts.
- C. Each account must not have related contacts
- D. Each contact may or may or may not have a related account.
Answer: A,B
NEW QUESTION 41
The support group at universal container wants agents to capture different information for product support and inquiry cases. In addition, the lifecycle for product support cases should have more steps than the lifecycle for inquiry cases.
What feature should an administrator use to meet the requirement? (3 answers)
- A. Support processes
- B. Record Types
- C. Page layouts
- D. Permission sets
- E. Field-level Security
Answer: A,B,C
NEW QUESTION 42
When using sharing rules, what can records be shared with? (2 answers)
- A. Profiles
- B. Queues
- C. Public Groups
- D. Roles and subordinates
Answer: C,D
NEW QUESTION 43
Universal Containers currently assigns its users from the facilities and IT teams to the same profile. Universal container recently created a custom object to track company cars and wants only users from the facilities team to have access to this new object.
How can an administrator meet this requirement?
- A. Configure field-level security on the new object for the facilities team.
- B. Assign the facilities team to a new role in the role hierarchy.
- C. Modify the standard profile currently shared by both teams
- D. Create a custom profile for users on the facilities team
Answer: D
NEW QUESTION 44
When converting a lead, how can an administrator capture custom lead data on the converted contact?
- A. Map custom lead fields to custom contact fields
- B. Map custom lead field to the standard lead field
- C. Use the data loader to move the custom lead data
- D. Use the lead conversion wizard to select the fields
Answer: A
NEW QUESTION 45
What is the purpose of the ideas community? (2 answers)
- A. To provide access to articles that answer questions around an idea theme
- B. To post customer ideas by logging cases on the Ideas tab of the portal
- C. To invite customers, partners, and employees to submit ideas
- D. To comment on and vote for ideas posted by other community members
Answer: C,D
NEW QUESTION 46
How can you set up Referral creation?
- A. As a Flow
- B. As a standard action
- C. As a global action
- D. On a Community
Answer: B,C,D
NEW QUESTION 47
Which accounts are automatically synchronized on Salesforce classic
- A. All recently accessed accounts
- B. Accounts selected with the sync button
- C. Any account created in the last 30 days
- D. Accounts that the users own
Answer: A
NEW QUESTION 48
The Salesforce Admin wants to change the fields that are showing on the Actionable Relationship Center Household Card. How can the Admin achieve this?
- A. Use the Schema Builder to update the field on the Household Card.
- B. Change the fields directly from the card.
- C. Edit Household Page Compact Layout on the Contact Object.
- D. Edit Household Page Compact Layout on the Account Object.
Answer: D
NEW QUESTION 49
Universal Containers wants to automatically back up all the Salesforce data on a monthly basis.
Which tool can a system administrator use to meet this requirement?
- A. Import wizard
- B. Analytic snapshot
- C. Scheduled report.
- D. Data export service
Answer: D
NEW QUESTION 50
When creating a Custom Summary Formula in a Report, what are the four valid Summary Types which you can select? (4 answers)
- A. Previous
- B. Average
- C. Total
- D. Sum
- E. Max
- F. Min
Answer: B,D,E,F
NEW QUESTION 51
Kim Johnson, a client of Lake Tahoe Bank, hired Liz Obrian from Pine Cone Law Firm as her new lawyer. The Advisor wants to capture that information in the Actionable Relationship Center. What entities in Financial Services Cloud will the Advisor use to create this relationship?
- A. Account-Account relationship to add Pine Cone Law Firm and Account-Contact relationship to add Liz Obrian.
- B. Account-Account relationship to add Pine Cone Law Firm and Contact-Contact relationship to add Liz Obrian.
- C. Account-Contact relationship to add Pine Cone Law Firm, Contact-Contact relationship to add Liz Obrian.
Answer: B
NEW QUESTION 52
The sales team at universal containers wants an easy solution to gather customer requirements and share presentations with their customers.
What should an administrator do to help the sales team achieve this? (2 answers)
- A. Add customers to libraries.
- B. Use chatter files to share presentations.
- C. Create opportunity teams for customers.
- D. Add customers to private Chatter groups
Answer: B,D
NEW QUESTION 53
When case assignment rules are being setup, cases can be assigned to whom? (2 answers)
- A. Queue
- B. Contact
- C. Case Team
- D. User
Answer: A,D
NEW QUESTION 54
Which information can you find under the Relationships Tab? - (Check the 3 that apply)
- A. Summary information about Total Financial Accounts. This includes total assets under management at your firm, the Category (i.e. Platinum.), client interactions, including the last interaction and the next interaction scheduled in the future.
- B. Related contacts that play a role in the financial world of the client (i.e a family lawyer)
- C. Related accounts - accounts not directly included in the primary household.
- D. Primary household Information, including the members of the household and how the household is related to other groups.
Answer: B,C,D
NEW QUESTION 55
Which one of the following statements is not correct about Action Plans?
- A. Capture repeatable tasks in templates and then automate the task sequences with an action plan.
- B. Manage customer engagements consistently and collaboratively with automated and compliant task orchestration.
- C. Enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client engagement, such as account openings, loan approvals, and claims processing.
- D. Automatically schedule the next appointment with the Advisor
Answer: D
NEW QUESTION 56
You are getting started with a Financial Services Cloud org. What's a reason why you cannot see the Lightning components and any pre-configured sample data after you set up "My Domain"?
- A. Contact Salesforce to enable "My Domain"
- B. You need to switch to Salesforce Classic
- C. Confirm that you click "Deploy to Users" to permanently deploy the custom domain to users
- D. It is working as designed. You need to configure Financial Services Cloud to create new Lightning components and sample data.
Answer: C
NEW QUESTION 57
A user profile has login hour restrictions set to Monday through Friday 8am to 5pm. It is Tuesday and it is now 5.01 PM.
Which behavior of the application should the user expect?
- A. The user will be able to continue working, but will be unable to start any new sessions
- B. The user will be able to continue working and start new sessions
- C. The user will be logged out and any unsaved work-in-progress will be lost
- D. The user will be logged out and any unsaved work-in-progress will be saved
Answer: A
NEW QUESTION 58
Which setting can a system administrator enable in the user interface? (2 answers)
- A. Related list hover links
- B. Customizable recent tags
- C. Chatter messenger for specific users
- D. Printable list views
Answer: A,D
NEW QUESTION 59
Person accounts store information about individual people by combining certain account and contact fields into a single record. Using the Object Manager, on which Object do you configure the Person Account Page Layout?
- A. The Person Account Record Type on the Account Object
- B. The Person Account Object
- C. The Person Account Record Type on the Contact Object
Answer: B
NEW QUESTION 60
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