Pass Financial-Services-Cloud Exam in First Attempt Guaranteed 2022 Dumps!
Financial-Services-Cloud Dumps Full Questions - Exam Study Guide
NEW QUESTION 55
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 only create savings-oriented goals.
- B. You can't create a goal for paying down a debt.
- 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 56
Which setting can a system administrator enable in the user interface? (2 answers)
- A. Customizable recent tags
- B. Related list hover links
- C. Printable list views
- D. Chatter messenger for specific users
Answer: B,C
NEW QUESTION 57
A time dependent action is placed in the work flow queue when the record is created.
When will the action be removed from the queue? (2 answers)
- A. When another record triggers the same workflow rule
- B. When a validation rule is triggered for the record
- C. When the record no longer matches he rule criteria.
- D. When the action is deleted from the workflow queue.
Answer: C,D
NEW QUESTION 58
What should an administrator consider when configuring workflow rules? (2 answers)
- A. Rules must be deactivated before using an import wizard
- B. Rules can be evaluated when records are created or edited
- C. Rule actions can take place immediately or on a specific date
- D. All existing records are evaluated when a new rule is activated
Answer: B,C
NEW QUESTION 59
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 60
Which of these Object Types are part of the Financial Services Cloud Data Model (Select 3)
- A. Sales or Service Objects
- B. FSC Standard Objects
- C. Action Plan Objects
- D. FSC Marketing Objects
- E. FSC Packaged Objects
Answer: A,B,E
NEW QUESTION 61
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. Create opportunity teams for customers.
- C. Add customers to private Chatter groups
- D. Use chatter files to share presentations.
Answer: C,D
NEW QUESTION 62
A sales executive at Universal containers wants to be notified whenever high-value opportunities are created for hot accounts.
How should an administrator meet this requirement?
- A. Create the workflow rule on opportunity object.
- B. Create an escalation rule based on the opportunity amount.
- C. Create a validation rule that evaluates the account rating
- D. Create an auto-response rule on the opportunity amount.
Answer: A
NEW QUESTION 63
Which statement is true regarding an approval process? (2 answers)
- A. A delegated approver can reassign approval requests
- B. An assignment rule defines the approver for each process step
- C. The approval history related list can be used to track the process
- D. An approval action defines the result of record approval or rejection
Answer: C,D
NEW QUESTION 64
Which of these statements are true for Rollups in Financial Services Cloud?
- A. Rollups are done at both the client and group levels
- B. Activities can not be rolled up on the activity timeline at group/household level.
- C. All financial accounts information, such as account balances are calculated and summarized at the Financial Account Summary level
Answer: C
NEW QUESTION 65
How can knowledge articles be used? (2 answers)
- A. To resolve customer cases
- B. To display for customer self-service
- C. To display Salesforce solutions
- D. To display Salesforce answers
Answer: A,B
NEW QUESTION 66
What permission is set in a user's profile? (3 answers)
- A. Object Permissions
- B. Mass email
- C. Marketing user
- D. Run Reports
- E. Active
Answer: A,B,D
NEW QUESTION 67
When the multiple currencies feature is enabled, which currency is used as the basics for all currency conversion rates?
- A. Active currency
- B. Corporate currency
- C. Record currency
- D. Personal currency
Answer: B
NEW QUESTION 68
Which Financial Services object would you use to store Bank Accounts data?
- A. Financial Holding
- B. Assets and Liabilities
- C. Financial Account
- D. Charges and Fees
Answer: C
NEW QUESTION 69
A banking customer is using Sales Cloud but their Admin is considering whether Financial Services Cloud would be a better solution to meet their business needs. What is the best way for the Admin to access a Financial Services org with pre-configured data to play around and learn what's in it?
- A. Spin up a Trailhead challenge org
- B. Request a Salesforce developer org
- C. Hop on a 30-day Financial Services Cloud trial org
- D. Purchase one license of an FSC production org
Answer: C
NEW QUESTION 70
How can you relate an opportunity to a campaign? (2 answers)
- A. You cannot relate an opportunity to a campaign
- B. Select the Primary Campaign Source for the Opportunity
- C. Use the Campaign Hierarchy Related List on the Opportunity
- D. Use the Campaign influence Related List on the Opportunity
Answer: B,D
NEW QUESTION 71
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