Financial-Services-Cloud Practice Exams and Training Solutions for Certifications
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NEW QUESTION 52
What is the purpose of the service cloud (customer) portal? (2 answers)
- A. To allow partners to access contact records for case collaboration.
- B. To share support reports and dashboards with high profile accounts
- C. To allow customers to log and check the status cases online
- D. To provide Web self-service by exposing knowledge articles
Answer: C,D
NEW QUESTION 53
Which of the following are FSC components that visualize groups and relationships in Lightning pages? (Check the 2 that apply)
- A. Goal to Group Member Mapping
- B. Relationship Map and Group Builder
- C. Person Life Events
- D. Related Accounts
Answer: B,D
NEW QUESTION 54
The administrator at universal containers will create a custom field to track a specific Tier 2 support user on a case record.
What data type should be used while creating this custom field?
- A. Lookup Filter
- B. Lookup relationship
- C. Formula
- D. Hierarchical relationship
Answer: B
NEW QUESTION 55
Which dashboard component can display data from the summary rows of reports? (2 answers)
- A. Metric
- B. Chart
- C. Gauge
- D. Table
Answer: B,D
NEW QUESTION 56
What type of field allows users to input text, images, and links?
- A. Text area
- B. Input area
- C. Text area (rich)
- D. Text and Image area
Answer: C
NEW QUESTION 57
Which Option is available when using the process visualizer? (2 answers)
- A. Edit the criteria used to trigger the approval process
- B. View approval processes as a flow chart
- C. Add approval steps from the process visualizer
- D. Share annotated approval process diagrams
Answer: B,D
NEW QUESTION 58
Where do you enable Enable Multiple Relationship Groups?
- A. Lighting Page Editor
- B. Object Settings
- C. Custom Settings
Answer: C
NEW QUESTION 59
Which is a feature of Chatter? (3 answers)
- A. Bookmarks
- B. Events
- C. Recommendations
- D. Feeds
- E. Notes
Answer: C,D,E
NEW QUESTION 60
A user is having trouble logging into Salesforce. The users login history shows that this person has attempted to log in multiple times and has been locked out of the organization.
How can the system administrator help the user log into Salesforce? (2 answers)
- A. Send an email to the user containing the user's password
- B. Log in as the user and enter a new password
- C. Click reset password on the users record detail page.
- D. Click unlock on the users record detail page
Answer: C,D
NEW QUESTION 61
A system administrator at Universal Containers needs to transfer records from one user to another.
What object can be transferred using the mass transfer tool? (2 answers)
- A. Leads
- B. Accounts
- C. Campaigns
- D. Quotas
Answer: A,B
NEW QUESTION 62
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. Add customers to private Chatter groups
- D. Create opportunity teams for customers.
Answer: B,C
NEW QUESTION 63
How can knowledge articles be used? (2 answers)
- A. To display Salesforce solutions
- B. To resolve customer cases
- C. To display for customer self-service
- D. To display Salesforce answers
Answer: B,C
NEW QUESTION 64
What should an administrator consider when configuring workflow rules? (2 answers)
- A. Rule actions can take place immediately or on a specific date
- B. Rules can be evaluated when records are created or edited
- C. Rules must be deactivated before using an import wizard
- D. All existing records are evaluated when a new rule is activated
Answer: A,B
NEW QUESTION 65
When can a validation rule be used to prevent invalid data? (3 answers)
- A. When records are deleted by a user
- B. When records are submitted using web-to-lead
- C. When records are edited by a user
- D. When records are updated by a workflow rule
- E. When records are imported
Answer: B,C,E
NEW QUESTION 66
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. Analytic snapshot
- B. Data export service
- C. Scheduled report.
- D. Import wizard
Answer: B
NEW QUESTION 67
What Actions can you take from Life Event card? Select all that apply!
- A. Create Opportunity
- B. Create Lead and Referral
- C. Create Case
- D. Request Record Approval
Answer: A,B,C
NEW QUESTION 68
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. Edit Household Page Compact Layout on the Account Object.
- B. Use the Schema Builder to update the field on the Household Card.
- C. Change the fields directly from the card.
- D. Edit Household Page Compact Layout on the Contact Object.
Answer: A
NEW QUESTION 69
The VP of sales at universal containers requested that "Verbal Agreement" be added as a new opportunity stage. The Administrator added this new picklist value to the stage field, but found that the new value was not available to users.
What should the administrator do?
- A. Ensure the new value was marked as active
- B. Ensure the limit of 10 stage values was not exceeded
- C. Add the new value to the appropriate sales process
- D. Add the new value to the appropriate record type
Answer: C
NEW QUESTION 70
Financial Advisors can create a financial goal to track a client's progress toward major purchases, retirement savings, or other life goals. Which statements are correct?
- A. You can associate a goal with a specific financial account.
- B. Financial Goals require the Financial Goals permission set to be visible to a user.
- C. You can only create savings-oriented goals.
- D. You can't create a goal for paying down a debt.
Answer: C,D
NEW QUESTION 71
What setting is controlled by a user's profile? (3 answers)
- A. Field level security
- B. Locale settings
- C. Assigned apps
- D. Feature license assignment
- E. Record type assignment
Answer: A,C,E
NEW QUESTION 72
Which field settings can you control in the Page Layout Editor? (3 answers)
- A. Required
- B. Dependent
- C. Controlling
- D. Read only
- E. Visible
Answer: A,D,E
NEW QUESTION 73
Universal Container wants to ensure that users complete the standard industry field when creating a new account record. To address the concern the administrator set the Industry field as required. However, some users are still able to create a new account record without completing the Industry Field.
What should an administrator do to troubleshoot the issues? (2 answers)
- A. Verify the field-level security for the industry field is not set to "Read Only" on the user profiles.
- B. Verify the users have the "Edit" permission for accounts on their profiles
- C. Verify the users have the "Modify all data" permission for account on their profiles
- D. Verify the industry field is set as required on all the account page layouts assigned to the users
Answer: A,D
NEW QUESTION 74
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