Salesforce Salesforce Certifications FINANCIAL-SERVICES-CLOUD Questions & Answers

• Question 31:

  What object do you use to model a client in Financial Services Cloud?

  A. Account

  B. Person Account

  C. Contact

  D. Create a custom object

  Correct Answer: B

• Question 32:

  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. Leads

  B. Campaigns

  C. Quotas

  D. Accounts

  Correct Answer: AD

• Question 33:

  What can be done with a workflow field update action? (2 answers)

  A. Change the record type of a record

  B. Update the value of a formula field

  C. Apply a specific value to a field

  D. Update the value of a field on a child object

  Correct Answer: AC

• Question 34:

  How can a sales user relate an opportunity to a campaign? (2 answers)

  A. Use the campaign hierarchy related list on the opportunity.

  B. Select the primary campaign source for the opportunity.

  C. Use the campaign influence related list on the opportunity.

  D. Select the campaign record type when creating the opportunity.

  Correct Answer: BC

• Question 35:

  What Actions can you take from Life Event card? Select all that apply!

  A. Create Opportunity

  B. Create Case

  C. Request Record Approval

  D. Create Lead and Referral

  Correct Answer: ABD

• Question 36:

  What is an option when customizing a report? (3 answers)

  A. Add a filter

  B. Summarize fields

  C. Schedule a refresh time

  D. Add a gauge component

  E. Add a grouping

  Correct Answer: ABE

• Question 37:

  How can a system administrator restrict users from viewing certain fields in list views, searches, page layouts and reports?

  A. Set the field to hidden on the user role

  B. Remove the field from page layouts

  C. Set the field to hidden using field-level security

  D. Remove the field from reports and list views

  Correct Answer: C

• Question 38:

  If two objects have a parent child relationship, how can a user access the child record from the parent record?

  A. Lookup field

  B. Related list

  C. Custom link

  D. Child field

  Correct Answer: B

• Question 39:

  Universal Container wants to ensure that users complete the standard industry field when creating a new account record. To address the concern the administrator set the Industry field as required. However, some users are still able to create a new account record without completing the Industry Field.

  What should an administrator do to troubleshoot the issues? (2 answers)

  A. Verify the field-level security for the industry field is not set to "Read Only" on the user profiles.

  B. Verify the industry field is set as required on all the account page layouts assigned to the users

  C. Verify the users have the "Modify all data" permission for account on their profiles

  D. Verify the users have the "Edit" permission for accounts on their profiles

  Correct Answer: AB

• Question 40:

  What tab setting on a profile makes a tab NOT accessible on the All Tabs page or visible in any apps?

  A. Read-Only

  B. Default On

  C. Default Off

  D. Tab Hidden

  Correct Answer: D