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Best Quality Salesforce Financial-Services-Cloud Exam Questions
NEW QUESTION # 12
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. Remove the Relationship Map.
- B. 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.
- 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. Log a Salesforce support ticket to add the Actionable Relationship Center tab to the Wealth Management App.
Answer: B,C
NEW QUESTION # 13
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 limit of 10 stage values was not exceeded
- B. Ensure the new value was marked as active
- C. Add the new value to the appropriate sales process
- D. Add the new value to the appropriate record type
Answer: C
NEW QUESTION # 14
What can an administrator configure for users on the search results? (3 answers)
- A. Objects included in the search
- B. Number of records displayed for each object.
- C. Columns displayed for each object.
- D. Filters by which users can narrow down results
- E. Fields being searched on for each object.
Answer: B,C,E
NEW QUESTION # 15
A user at Universal container reports an error message when attempting to log in. the administrator checks the user's login history, but there is no record of the attempted login.
What could be cause of this issue?
- A. The user is attempting to log in with wrong password
- B. The user is attempting to log in outside of the profile IP
- C. The user is attempting to log in outside of the profile login range
- D. The user is attempting to log in with wrong username
Answer: D
NEW QUESTION # 16
Which of these statements is not correct about the visibility of Action Plan Tasks?
- A. Users will be able to see the Action Plan tasks assigned to them through the standard Salesforce task lists.
- B. The user can see tasks on the homepage if the Task Card is applied to the homepage.
- C. Users will be able to see the Action Plan tasks on the related list of the Account page layout.
- D. Once the Action Plan is assigned, you can see the related Tasks on the Timeline
Answer: A,B,D
NEW QUESTION # 17
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. Assign the facilities team to a new role in the role hierarchy.
- B. Modify the standard profile currently shared by both teams
- C. Create a custom profile for users on the facilities team
- D. Configure field-level security on the new object for the facilities team.
Answer: C
NEW QUESTION # 18
The Salesforce Administrator at Lake Tahoe Bank is asked at make modifications to the Salesforce org to allow for more than one people being joint owners on a Financial Account. What will be the recommended approach to model this requirement?
- A. Map additional owners using the Financial Account Role.
- B. Create lookup fields on the Financial Account object to support additional owners
- C. Map the primary owner and one joint owner to the Financial Account, because FSC, supports only two joint account owners.
- D. Map additional owners using the Actionable Relationship Center.
Answer: A
NEW QUESTION # 19
Rachel is the primary member of the Adams household hired a new attorney. What type of relationship should the Wealth Advisor create in Financial Services Cloud for Rachel and her attorney before assigning the reciprocal role of "Attorney"?
- A. Create a Contact-Contact Relationships between the primary member of the Adams Household and the attorney.
- B. Create an Account-Account Relationship between the Addams Family Trust and the attorney.
- C. Create an Account-Account relationship between the Adams Household and the attorney
- D. Create an Account-Contact relationship between the Adams Household and the attorney.
Answer: D
NEW QUESTION # 20
What user interface setting must be enabled for users to edit records in a list view? (2 answers)
- A. Inline editing
- B. Enhanced profile list views
- C. Enhanced lists
- D. Enhanced page layout editor
Answer: A,C
NEW QUESTION # 21
If two objects have a parent child relationship, how can a user access the child record from the parent record?
- A. Custom link
- B. Lookup field
- C. Child field
- D. Related list
Answer: D
NEW QUESTION # 22
What can be modified on standard object fields? (2 answers)
- A. Default text
- B. Label
- C. Picklist Values
- D. Field type
- E. Help text
Answer: C,E
NEW QUESTION # 23
Personal Banker Hank Burton is questioning his Referral Score shown in Salesforce Financial Services Cloud. When is the Referral Score updated?
- A. The Referral Score updated when a referral is convened to an Opportunity or closed.
- B. The Referral Score updated when a lead is created using the referral record type.
- C. The Referral Score updated when a referral is assigned from the queue to a user.
- D. The Referral Score updated when an opportunity associated with the Referral is Closed Won
Answer: A
NEW QUESTION # 24
How do you give users access to use Financial Services Cloud?
- A. Assign a Salesforce License, Financial Services Cloud Permission Set License, and the applicable Permission Sets
- B. Every user automatically gets access to the full features of Financial Services Cloud when you install the package
- C. Assign a Salesforce License and select the right profile
- D. Assign a Salesforce License and the Financial Services Cloud Permission Set License
Answer: A
NEW QUESTION # 25
What 3 options does the FSC application offer to view and update Account-Account, Account-Contact and Contact-Contact Relationships?
- A. Actionable Relationship Center
- B. Group Members Component
- C. Life Events Component
- D. Family Members Component
- E. Relationship Map
Answer: A,B,E
NEW QUESTION # 26
What level of access can be set when sharing a document folder with users? (2 answers)
- A. Read/write/create
- B. Read/write
- C. Read/write/create/delete
- D. Read-only
Answer: B,D
NEW QUESTION # 27
What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?
- A. Group Member Referrals
- B. Referral Scoring
- C. Referral Group Process Builder
- D. Referrals Rollups
Answer: D
NEW QUESTION # 28
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-Contact relationship to add Pine Cone Law Firm, Contact-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-Account relationship to add Pine Cone Law Firm and Account-Contact relationship to add Liz Obrian.
Answer: C
NEW QUESTION # 29
Where can the multilingual solution search feature be enabled? (2 answers)
- A. Self-service portal
- B. Salesforce content
- C. Public knowledge base
- D. Solution tab search
Answer: A,C
NEW QUESTION # 30
Not all life events or business milestones apply to every customer. To create a better customer experience, you can hide the life events or business milestones a customer hasn't achieved or is unlikely to achieve in the future. Which of the following statements are correct?
- A. When you hide a life event or business milestone type, it doesn't appear on the component until you add an event or milestone of that type.
- B. Life Events can not be displayed on the Household level of the Account Record.
- C. The option to hide life event types or business milestone types is not available in the Communities version of the Life Events or Business Milestones component.
- D. It is possible to hide Sensitive Life Event or Business Milestone Types in the Insurance Agent Portal.
Answer: A,D
NEW QUESTION # 31
Sales representatives at universal containers should not be able to create leads, delete their own accounts, or send mass emails How can an administrator meet these requirements?
- A. Create a custom profile.
- B. Modify a standard profile.
- C. Change the organization-wide default settings.
- D. Create a sharing rule.
Answer: A
NEW QUESTION # 32
A commercial loan due diligence process is handled by multiple individuals at Lake Tahoe Bank. Lake Tahoe Bank wants an easy way for managers to distribute the work, to understand the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks.
What FSC feature can Lake Tahoe Bank use to track this process?
- A. Apex Tnggers on the task object
- B. Workflow Rules/Process Builder
- C. Action Plans
- D. Flows
Answer: C
NEW QUESTION # 33
What must an administrator do when creating a record type?
- A. Add the record type to the required user records
- B. Assign the record type to the appropriate profiles
- C. Set the field-level security for the record type
- D. Create a new page layout for the record type
Answer: B
NEW QUESTION # 34
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. Share annotated approval process diagrams
- D. Add approval steps from the process visualizer
Answer: B,C
NEW QUESTION # 35
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. Hierarchical relationship
- B. Formula
- C. Lookup Filter
- D. Lookup relationship
Answer: D
NEW QUESTION # 36
Which 2 considerations should a SF Admin review before enabling Person Account?
- A. PA cannot be disabled once they were enabled
- B. Lightning Flow for FSC is not available for the individual object model
- C. AppExchange packages will not work if PA are enabled
- D. PA can be enabled and disabled only by contacting SF Support
Answer: A,B
NEW QUESTION # 37
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