Universal Containers uses a custom field on the account object to capture the account credit status. The sales team wants to display the account credit status on opportunities.
Which feature should a system administrator use to meet the requirements?
A. Look-up Field
B. Roll-up summary field
C. Workflow field update
D. Cross-object formula field
Relationship Management enables you to (Check the 3 that apply)
A. Define who are the members of a Relationship Group.
B. Define the Role of the Member of the group
C. Display Financial Holding Data
D. Define Primary Group for a Member
Which feature in Financial Services Cloud helps businesses identify, track, and route customer needs?
A. Intelligent Needs-Based Referrals
B. Lightning App Builder
C. Relationship Builder and Map
D. Surveys
Which of the following would be considered a Junction Object in Salesforce?
A. A custom object that contains a lookup field to a standard object
B. Two standard objects that have lookup relationship with each other
C. A many-to-many relationship created with two master-detail relationship
D. A many-to-many relationship created with two lookup relationships
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 an escalation rule based on the opportunity amount.
B. Create the workflow rule on opportunity object.
C. Create an auto-response rule on the opportunity amount.
D. Create a validation rule that evaluates the account rating
A user at Universal container reports an error message when attempting to log in. the administrator checks the user's login history, but there is no record of the attempted login.
What could be cause of this issue?
A. The user is attempting to log in outside of the profile login range
B. The user is attempting to log in outside of the profile IP
C. The user is attempting to log in with wrong username
D. The user is attempting to log in with wrong password
How can you set up Referral creation?
A. As a global action
B. As a standard action
C. On a Community
D. As a Flow
What type of record access can an administrator grant (2 answers)
A. Read/Write only
B. Read only
C. Read/Write/Delete
D. Read/Write/Transfer
The support team at Universal Containers wants to be more proactive about renewing support plans with customers. They would like the support representative dedicated to each account to be notified a month before the account`s support plan expires.
What should an administrator configure to meet this requirement?
A. Assignment rule
B. Workflow rule
C. Auto-Response rule
D. Escalation rule
A system administrator at universal containers created a new account record type. However, sales users are unable to select record type when creating new account records.
What is a possible reason for this? (2 answers)
A. The record type does not have an assigned page layout
B. The record type has not been added to the sales user profile
C. The record type has not been set as the default record type
D. The record type has not been activated.
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