Pass Accredited Professional Financial-Services-Cloud exam [Aug 26, 2022] Updated 130 Questions
Salesforce Financial-Services-Cloud Actual Questions and 100% Cover Real Exam Questions
NEW QUESTION 15
What standard object has a one-to-many relationship with the account object? (3 answers)
- A. Lead
- B. Case
- C. Contact
- D. Campaign
- E. Opportunity
Answer: B,C,E
NEW QUESTION 16
Which is a feature of Chatter? (3 answers)
- A. Recommendations
- B. Bookmarks
- C. Feeds
- D. Notes
- E. Events
Answer: A,C,D
NEW QUESTION 17
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't create a goal for paying down a debt.
- B. You can only create savings-oriented goals.
- C. You can associate a goal with a specific financial account.
- D. Financial Goals require the Financial Goals permission set to be visible to a user.
Answer: A,B
NEW QUESTION 18
Which of these statements is not correct about the visibility of Action Plan Tasks?
- A. The user can see tasks on the homepage if the Task Card is applied to the homepage.
- B. Users will be able to see the Action Plan tasks on the related list of the Account page layout.
- C. Users will be able to see the Action Plan tasks assigned to them through the standard Salesforce task lists.
- D. Once the Action Plan is assigned, you can see the related Tasks on the Timeline
Answer: B
NEW QUESTION 19
Universal Containers has a marketing team set up as a public group. A sales representative would like to engage the marketing team on one opportunity.
What should the sales representative do to ensure the marketing team can access the opportunity?
- A. Add the public group to an opportunity queue.
- B. Change the opportunity owner to the public group.
- C. Add the public group to the opportunity team.
- D. Manually share the record with the public group.
Answer: D
NEW QUESTION 20
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. Create a custom profile for users on the facilities team
- C. Configure field-level security on the new object for the facilities team.
- D. Modify the standard profile currently shared by both teams
Answer: B
NEW QUESTION 21
What type of customization can be done on Activities? (Tasks and Events) (3 answers)
- A. Validation Rules
- B. Custom Fields
- C. Field Tracking
- D. Assignment Rules
- E. Workflow Rules
Answer: A,B,C
NEW QUESTION 22
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 23
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. Campaigns
- B. Accounts
- C. Leads
- D. Quotas
Answer: B,C
NEW QUESTION 24
Which Option is available when using the process visualizer? (2 answers)
- A. Share annotated approval process diagrams
- B. Edit the criteria used to trigger the approval process
- C. Add approval steps from the process visualizer
- D. View approval processes as a flow chart
Answer: A,D
NEW QUESTION 25
What are the challenges Financial Institutions face? (Select all that apply)
- A. Rising class of new competitors
- B. Not enough data
- C. Regulatory compliance
- D. Isolated data and outdated systems
Answer: A,C,D
NEW QUESTION 26
What is the purpose of the ideas community? (2 answers)
- A. To invite customers, partners, and employees to submit ideas
- B. To provide access to articles that answer questions around an idea theme
- C. To comment on and vote for ideas posted by other community members
- D. To post customer ideas by logging cases on the Ideas tab of the portal
Answer: A,C
NEW QUESTION 27
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 answering the security question.
- C. The user will be able to log in after the computer is activated.
- D. The user will be able to log in without activating the computer.
Answer: A
NEW QUESTION 28
What Report functionality would you use in order to quickly categorize report records without creating a formula or a custom field?
- A. Joined Report
- B. Export
- C. Schedule
- D. Matrix Report
- E. Bucketing
Answer: E
NEW QUESTION 29
How can you set up Referral creation?
- A. On a Community
- B. As a Flow
- C. As a standard action
- D. As a global action
Answer: A,C,D
NEW QUESTION 30
Which of the following is NOT an area that Salesforce Financial Services Cloud serves?
- A. Asset Management
- B. Lending Services
- C. Corporate & Institutional Banking
- D. Legal Services
Answer: D
NEW QUESTION 31
What happens when you make changes to a Financial account record or primary group membership?
- A. The rollup by lookup (RBL) configuration automatically updates the corresponding RBL summaries at the client and group levels.
- B. The Admin needs to update the rollup by lookup (RBL) rules.
- C. The Admin has to deactivate the Rollup By Lookup (RBL) rules and then force RBL recalculations.
Answer: A
NEW QUESTION 32
Which of the following are FSC components that visualize groups and relationships in Lightning pages? (Check the 2 that apply)
- A. Related Accounts
- B. Relationship Map and Group Builder
- C. Goal to Group Member Mapping
- D. Person Life Events
Answer: A,B
NEW QUESTION 33
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 34
How do you give users access to use Financial Services Cloud?
- A. Assign a Salesforce License and the Financial Services Cloud Permission Set License
- B. Every user automatically gets access to the full features of Financial Services Cloud when you install the package
- C. Assign a Salesforce License, Financial Services Cloud Permission Set License, and the applicable Permission Sets
- D. Assign a Salesforce License and select the right profile
Answer: C
NEW QUESTION 35
Which object would you use to model the relationship between business contact and the client on the relationship group?
- A. Account Account Relationship
- B. Account Contact Relationship
- C. Contact Contact Relationship and Reciprocal Role
- D. Reciprocal Role
Answer: C
NEW QUESTION 36
When case assignment rules are being setup, cases can be assigned to whom? (2 answers)
- A. Case Team
- B. User
- C. Queue
- D. Contact
Answer: B,C
NEW QUESTION 37
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Salesforce Financial-Services-Cloud Real 2022 Braindumps Mock Exam Dumps: https://www.exams4collection.com/Financial-Services-Cloud-latest-braindumps.html
Financial-Services-Cloud Free Exam Questions and Answers PDF Updated on Aug-2022: https://drive.google.com/open?id=1otbHrHOrk50aSRNNQ8QUuvP-yHcGZ6_i
