Salesforce Salesforce Certifications FINANCIAL-SERVICES-CLOUD Questions & Answers

• Question 21:

  A marketing user has received a file of leads to import. What tool can be used to avoid duplicate leads?

  A. Merge Leads function

  B. Validation Rules

  C. Data Loader

  D. Import Wizard

  Correct Answer: D

• Question 22:

  Scott Adams is opening a savings account at his mom's bank. The personal banker Hank Burton wants to make sure all Scott's financial data is rolling up to his parent's household, Adams Household. Rachel Adams, Scott's mom already is the primary member of the Adams Household.

  How can the banker accomplish this?

  A. Make the Adams Household Scott's primary group and make him the primary member.

  B. Make the Adams Household Scott's primary group and edit the Activities and Objects to roll up.

  C. Disable the primary group setting for Scott on the Adams Household.

  Correct Answer: B

• Question 23:

  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. Modify a standard profile.

  B. Create a custom profile.

  C. Change the organization-wide default settings.

  D. Create a sharing rule.

  Correct Answer: B

• Question 24:

  Which dashboard component can display data from the summary rows of reports? (2 answers)

  A. Chart

  B. Metric

  C. Table

  D. Gauge

  Correct Answer: AC

• Question 25:

  What level of access can be set when sharing a document folder with users? (2 answers)

  A. Read/write/create/delete

  B. Read-only

  C. Read/write/create

  D. Read/write

  Correct Answer: BD

• Question 26:

  The marketing team wants to send an email to each lead received from its website. The country of the incoming lead should determine the language of the email that will be sent to the lead.

  How can the system administrator automate this process?

  A. Create an email template for each language and an assignment rule to send appropriate template

  B. Create an email template for each language and an auto response rule to send appropriate template

  C. Create an email template for each language and a workflow alert to send appropriate template

  D. Create a single email template and use the translation workbench to translate and send the appropriate template

  Correct Answer: D

• Question 27:

  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)

  A. Create a lookup relationship field on the account object.

  B. Add the account related list to the survey page layout.

  C. Create a lookup relationship field on the survey object.

  D. Add the survey related list to the account page layout.

  Correct Answer: CD

• Question 28:

  Which circumstances will prevent a system administrator from deleting a custom field?

  A. The field is part of a field dependency.

  B. The field is used in a workflow field update.

  C. The field is used in a report.

  D. The field is used in a page layout.

  Correct Answer: B

• Question 29:

  Which statement is true regarding an approval process? (2 answers)

  A. A delegated approver can reassign approval requests

  B. An approval action defines the result of record approval or rejection

  C. An assignment rule defines the approver for each process step

  D. The approval history related list can be used to track the process

  Correct Answer: BD

• Question 30:

  The Actionable Relationship Center can display which of the following relationships in the tree pane? Select 3 answers.

  A. Account-Account Relationships

  B. Any Related List for the selected object record

  C. Up to 5 Related Lists for an Account Record

  D. Account-Contact Relationships

  E. Up to 5 Related Lists for a non-Account Record

  Correct Answer: ADE