Salesforce Salesforce Certifications FINANCIAL-SERVICES-CLOUD Questions & Answers

• Question 91:

  How do you give users access to use Financial Services Cloud?

  A. Assign a Salesforce License and select the right profile

  B. Assign a Salesforce License, Financial Services Cloud Permission Set License, and the applicable Permission Sets

  C. Assign a Salesforce License and the Financial Services Cloud Permission Set License

  D. Every user automatically gets access to the full features of Financial Services Cloud when you install the package

  Correct Answer: B

• Question 92:

  Which object would you use to model the relationship between business contact and the client on the relationship group?

  A. Account Contact Relationship

  B. Account Account Relationship

  C. Contact Contact Relationship and Reciprocal Role

  D. Reciprocal Role

  Correct Answer: C

• Question 93:

  Sam is the Salesforce Admin for Valley Bank. The bank's financial advisors are complaining they can't see an accurate summary of their client's financial data as clients often change households. Sam wants to give his financial advisors a better view of the client's complete financial situation. How can he set this up using FSC?

  A. Create a custom object to track the client's financial data

  B. Use Process Builder to create a workflow to summarize data at the Person Account level

  C. Set client's financial data to be rolled up using Primary Group feature

  Correct Answer: C

• Question 94:

  What are the valid organization-wide default options for the Account Object?

  A. Public Read/Write/Transfer

  B. Private

  C. No Access

  D. Public Read/Write/Delete

  Correct Answer: B

• Question 95:

  A marketing user needs to create a new campaign, but the New Button is NOT visible from the campaign home page. The system administrator has verified that the user has the "Create" profile permission for the campaign object.

  How should the system administrator resolve the issue?

  A. Select the Marketing User checkbox in the user record.

  B. Select the "Manage Campaigns" profile permission.

  C. Grant the user "Read" profile permission for the campaign.

  D. Add the New button to the page layout using the page layout ________

  Correct Answer: A

• Question 96:

  What option is available when scheduling a dashboard refresh? (2 answers)

  A. Define refresh times for specific dashboard components

  B. View and remove a scheduled dashboard refresh

  C. Schedule the dashboard to refresh in different time zones

  D. Send a refresh notification to users with access to the dashboard.

  Correct Answer: BD

• Question 97:

  Which of the following statement is true of Financial Services Cloud?

  A. You need to assign only the Financial Services Cloud license before you can access the product features

  B. Financial Services Cloud sits on top of Sales and Service Cloud

  C. Financial Services Cloud is an app you buy from AppExchange

  D. Financial Services Cloud is for only Wealth Management companies

  Correct Answer: B

• Question 98:

  A user is having trouble logging into Salesforce. The users login history shows that this person has attempted to log in multiple times and has been locked out of the organization.

  How can the system administrator help the user log into Salesforce? (2 answers)

  A. Click reset password on the users record detail page.

  B. Send an email to the user containing the user's password

  C. Log in as the user and enter a new password

  D. Click unlock on the users record detail page

  Correct Answer: AD

• Question 99:

  What relationship can be selected in a custom report type where accounts is the primary object and contacts is the related object? (2 Answers)

  A. Each account may or may not have related contacts.

  B. Each account must have a related account

  C. Each contact may or may or may not have a related account.

  D. Each account must not have related contacts

  Correct Answer: AB

• Question 100:

  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.

  Correct Answer: AB