Salesforce-Financial-Services-Cloud MCQs Salesforce-Financial-Services-Cloud TestPrep Salesforce-Financial-Services-Cloud Study Guide Salesforce-Financial-Services-Cloud Practice Test Salesforce-Financial-Services-Cloud Exam Questions
Salesforce-Financial-Services-Cloud
Salesforce Financial Services Cloud (FSC)
https://killexams.com/pass4sure/exam-detail/Salesforce-Financial-Services-Cloud
A feature that captures, refers, routes, and prioritizes customer needs across business lines
Expressed Interest
Report
Referrals
Opportunity
When importing data, what happens if some records do NOT met the data validation criteria?
Import process ignores the data validation criteria
Import process aborts when it encounters the first invalid record
Import process fails only for the records with invalid data.
Import process requires user authorization to import the invalid records
When can a validation rule be used to prevent invalid data? (3 answers)
When records are edited by a user
When records are deleted by a user
When records are submitted using web-to-lead
When records are imported
When records are updated by a workflow rule
A marketing user has received a file of leads to import. What tool can be used to avoid duplicate leads?
Merge Leads function
Validation Rules
Data Loader
Import Wizard
Answer: D
Question: 31
Which one of the following statements is not correct about Action Plans?
Enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client engagement, such as account openings, loan approvals, and claims processing.
Capture repeatable tasks in templates and then automate the task sequences with an action plan.
Automatically schedule the next appointment with the Advisor
Manage customer engagements consistently and collaboratively with automated and compliant task orchestration.
Where can the multilingual solution search feature be enabled? (2 answers)
Public knowledge base
Solution tab search
Self-service portal
Salesforce content
Universal Containers uses Web-to-Case to convert support requests submitted through its website into cases. The support team would like Salesforce to automatically send an email containing password reset instructions to the customer when the case subject contains the words "forgot" and "password".
What does the administrator need to configure to meet this requirement?
Email-to-case
Auto-response rule
Validation rule
Support settings
Which Financial Services object would you use to store Bank Accounts data?
Charges and Fees
Assets and Liabilities
Financial Account
Financial Holding
How can you set up Referral creation?
As a global action
As a standard action
On a Community
As a Flow
What type of customization can be done on Activities? (Tasks and Events) (3 answers)
Workflow Rules
Custom Fields
Field Tracking
Assignment Rules
Validation Rules
Universal Containers wants to create a custom object to capture account survey data. Users must be able to select an account from the survey record. Users also need the ability to view related surveys on the account record.
How should the system administrator meet this requirement? (2 answers)
Create a lookup relationship field on the account object.
Add the account related list to the survey page layout.
Create a lookup relationship field on the survey object.
Add the survey related list to the account page layout.
If two objects have a parent child relationship, how can a user access the child record from the parent record?
Lookup field
Related list
Custom link
Child field
Universal containers is using a private sharing model. The US sales director needs full access to all records of the US
sales representatives.
How can this be accomplished?
Place the US sales director in a queue with the US sales representative's
Define a role hierarchy where the US sales representatives roll up to the US sales director
Give the US sales director read/write/edit/delete object permissions on the profile
Define a role hierarchy where the US sales director rolls up to the CEO
What is the maximum number of fields that can be displayed on the ARC Record Card?
5
2
3
10
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