FINANCIAL-SERVICES-CLOUD Online Practice Questions and Answers

When case assignment rules are being setup, cases can be assigned to whom? (2 answers)

A. Queue

B. User

C. Case Team

D. Contact

How can you relate an opportunity to a campaign? (2 answers)

A. Select the Primary Campaign Source for the Opportunity

B. Use the Campaign influence Related List on the Opportunity

C. Use the Campaign Hierarchy Related List on the Opportunity

D. You cannot relate an opportunity to a campaign

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 may or may not have related contacts.

B. Each account must have a related account

C. Each contact may or may or may not have a related account.

D. Each account must not have related contacts

What are the challenges Financial Institutions face? (Select all that apply)

A. Regulatory compliance

B. Rising class of new competitors

C. Not enough data

D. Isolated data and outdated systems

Which of these statements is correct?

A. To give users access to the new action plans feature, you must add the Action Plans permission set to the user.

B. Lightning is not required to enable Action Plans

C. To assign the Action Plans permission set the user must have a Financial Services Cloud license.

D. Assigning the Action Plan permission set automatically assigns an Action Plans permission set license to the user.

A time dependent action is placed in the work flow queue when the record is created.

When will the action be removed from the queue? (2 answers)

A. When the record no longer matches he rule criteria.

B. When the action is deleted from the workflow queue.

C. When a validation rule is triggered for the record

D. When another record triggers the same workflow rule

A user is not able to see the Actionable Relationship Center tab in his Financial Services Cloud Wealth Management App. What steps should the Salesforce Admin take to troubleshoot this issue? (2 correct answers)

A. Check the user's permission assignments and make sure the Financial Services Cloud Extension License and the Financial Services Cloud Extension Permission Set are assigned to that user.

B. Log a Salesforce support ticket to add the Actionable Relationship Center tab to the Wealth Management App.

C. Check if the Actionable Relationship Center Tab was created as a custom tab and the Lighting Component was added to the page layout.

D. Remove the Relationship Map.

A system administrator at universal containers created a new account record type. However, sales users are unable to select record type when creating new account records.

What is a possible reason for this? (2 answers)

A. The record type does not have an assigned page layout

B. The record type has not been added to the sales user profile

C. The record type has not been set as the default record type

D. The record type has not been activated.

A sales executive at Universal containers wants to be notified whenever high-value opportunities are created for hot accounts.

How should an administrator meet this requirement?

A. Create an escalation rule based on the opportunity amount.

B. Create the workflow rule on opportunity object.

C. Create an auto-response rule on the opportunity amount.

D. Create a validation rule that evaluates the account rating

How can knowledge articles be used? (2 answers)

A. To display Salesforce answers

B. To display Salesforce solutions

C. To display for customer self-service

D. To resolve customer cases

Which tool to use to import data exceeding 50,000?

A. Data Import Wizard

B. Data Loader

What will happen when a user attempts to log in to Salesforce from an IP outside the users profile but within the organization-wide trusted IP range?

A. The user will not be able to log in at all.

B. The user will be able to log in after the computer is activated.

C. The user will be able to log in without activating the computer.

D. The user will be able to log in after answering the security question.

What should an administrator consider when configuring workflow rules? (2 answers)

A. Rules can be evaluated when records are created or edited

B. Rules must be deactivated before using an import wizard

C. All existing records are evaluated when a new rule is activated

D. Rule actions can take place immediately or on a specific date

Which setting can a system administrator enable in the user interface? (2 answers)

A. Customizable recent tags

B. Printable list views

C. Chatter messenger for specific users

D. Related list hover links

Universal Containers needs to synchronize data between sales force and an external financial system.

How can a system administrator accomplish this?

A. Use an external ID field to match records between systems

B. Use the excel connector to export records from both systems

C. Use the data loader to match records between the systems

D. Use the data loader to upsert Salesforce records into the financial system