2022 Verified Financial-Services-Cloud dumps Q&As on your Accredited Professional Exam Questions Certain Success!
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NEW QUESTION 21
How can you relate an opportunity to a campaign? (2 answers)
- A. You cannot relate an opportunity to a campaign
- B. Use the Campaign influence Related List on the Opportunity
- C. Select the Primary Campaign Source for the Opportunity
- D. Use the Campaign Hierarchy Related List on the Opportunity
Answer: B,C
NEW QUESTION 22
A marketing user has received a file of leads to import. What tool can be used to avoid duplicate leads?
- A. Validation Rules
- B. Import Wizard
- C. Merge Leads function
- D. Data Loader
Answer: B
NEW QUESTION 23
How can knowledge articles be used? (2 answers)
- A. To resolve customer cases
- B. To display Salesforce answers
- C. To display for customer self-service
- D. To display Salesforce solutions
Answer: A,C
NEW QUESTION 24
What level of access can be set when sharing a document folder with users? (2 answers)
- A. Read-only
- B. Read/write/create/delete
- C. Read/write/create
- D. Read/write
Answer: A,D
NEW QUESTION 25
What type of customization can be done on Activities? (Tasks and Events) (3 answers)
- A. Field Tracking
- B. Custom Fields
- C. Workflow Rules
- D. Assignment Rules
- E. Validation Rules
Answer: A,B,E
NEW QUESTION 26
What should an administrator consider when setting up case feed?
- A. Chatter Feed tracking must be enabled for the case object.
- B. Case feed replaces the standard case detail page by default
- C. Case feed requires the Service Cloud User feature license
- D. The Use Case Feed permission is automatically active for all profiles
Answer: A
NEW QUESTION 27
Which statement is true regarding an approval process? (2 answers)
- A. The approval history related list can be used to track the process
- B. A delegated approver can reassign approval requests
- C. An approval action defines the result of record approval or rejection
- D. An assignment rule defines the approver for each process step
Answer: A,C
NEW QUESTION 28
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. Formula
- C. Hierarchical relationship
- D. Lookup relationship
Answer: D
NEW QUESTION 29
What tab setting on a profile makes a tab NOT accessible on the All Tabs page or visible in any apps?
- A. Tab Hidden
- B. Default On
- C. Read-Only
- D. Default Off
Answer: A
NEW QUESTION 30
Which information can you find under the Relationships Tab? - (Check the 3 that apply)
- A. Related contacts that play a role in the financial world of the client (i.e a family lawyer)
- B. 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.
- 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: A,C,D
NEW QUESTION 31
What object do you use to model a client in Financial Services Cloud?
- A. Account
- B. Create a custom object
- C. Contact
- D. Person Account
Answer: D
NEW QUESTION 32
Universal Containers needs to synchronize data between sales force and an external financial system.
How can a system administrator accomplish this?
- A. Use the data loader to match records between the systems
- B. Use the excel connector to export records from both systems
- C. Use the data loader to upsert Salesforce records into the financial system
- D. Use an external ID field to match records between systems
Answer: D
NEW QUESTION 33
Where can the multilingual solution search feature be enabled? (2 answers)
- A. Self-service portal
- B. Salesforce content
- C. Solution tab search
- D. Public knowledge base
Answer: A,D
NEW QUESTION 34
What permission is set in a user's profile? (3 answers)
- A. Mass email
- B. Run Reports
- C. Object Permissions
- D. Active
- E. Marketing user
Answer: A,B,C
NEW QUESTION 35
Which of these statements are true for Rollups in Financial Services Cloud?
- A. All financial accounts information, such as account balances are calculated and summarized at the Financial Account Summary level
- B. Rollups are done at both the client and group levels
- C. Activities can not be rolled up on the activity timeline at group/household level.
Answer: A
NEW QUESTION 36
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