[Oct-2022] Financial-Services-Cloud Exam Dumps Pass with Updated 2022 Salesforce Financial Services Cloud (FSC) Accredited Professional
Free Financial-Services-Cloud Exam Dumps to Pass Exam Easily
NEW QUESTION 16
What can be transferred from one user to another user during mass transfer of account records? (3 answers)
- A. Open cases
- B. Closed activities
- C. Open activities
- D. Closed cases
- E. Related custom object records
Answer: A,C,D
NEW QUESTION 17
What does a page layout allow an administrator to control?
- A. The business process and related picklist values displayed
- B. The record types available to each role and profile
- C. The fields users see in reports and list views
- D. The fields users see on detail and edit pages
Answer: D
NEW QUESTION 18
Which is a feature of Chatter? (3 answers)
- A. Events
- B. Recommendations
- C. Notes
- D. Bookmarks
- E. Feeds
Answer: B,C,E
NEW QUESTION 19
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 campaign record type when creating the opportunity.
- C. Select the primary campaign source for the opportunity.
- D. Use the campaign influence related list on the opportunity.
Answer: C,D
NEW QUESTION 20
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
Answer: A,C
NEW QUESTION 21
What Actions can you take from Life Event card? Select all that apply!
- A. Create Opportunity
- B. Create Lead and Referral
- C. Create Case
- D. Request Record Approval
Answer: A,B,C
NEW QUESTION 22
What feature allows a user to group campaigns within a specific marketing program or initiative?
- A. Campaign members
- B. Campaign influence
- C. Campaign Hierarchy
- D. Campaign lists
Answer: C
NEW QUESTION 23
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't create a goal for paying down a debt.
- B. You can associate a goal with a specific financial account.
- C. Financial Goals require the Financial Goals permission set to be visible to a user.
- D. You can only create savings-oriented goals.
Answer: A,D
NEW QUESTION 24
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 has not been set as the default record type
- B. The record type does not have an assigned page layout
- C. The record type has not been added to the sales user profile
- D. The record type has not been activated.
Answer: C,D
NEW QUESTION 25
Sales management at universal containers needs to display the information listed below in each account record
- Amount of all closed won opportunities
- Amount of all open opportunities
Which feature should a system administrator use to meet this requirement?
- A. Cross-Object formula fields
- B. Calculated columns in the related list
- C. Roll-up summary fields
- D. Workflow rules with field updates
Answer: C
NEW QUESTION 26
Which of these statements is not correct about the visibility of Action Plan Tasks?
- A. Once the Action Plan is assigned, you can see the related Tasks on the Timeline
- B. The user can see tasks on the homepage if the Task Card is applied to the homepage.
- C. Users will be able to see the Action Plan tasks on the related list of the Account page layout.
- D. Users will be able to see the Action Plan tasks assigned to them through the standard Salesforce task lists.
Answer: C
NEW QUESTION 27
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 with wrong password
- B. The user is attempting to log in with wrong username
- C. The user is attempting to log in outside of the profile IP
- D. The user is attempting to log in outside of the profile login range
Answer: B
NEW QUESTION 28
Universal Containers needs to synchronize data between sales force and an external financial system.
How can a system administrator accomplish this?
- A. Use the data loader to upsert Salesforce records into the financial system
- B. Use the excel connector to export records from both systems
- C. Use the data loader to match records between the systems
- D. Use an external ID field to match records between systems
Answer: D
NEW QUESTION 29
What standard object has a one-to-many relationship with the account object? (3 answers)
- A. Case
- B. Campaign
- C. Opportunity
- D. Lead
- E. Contact
Answer: A,C,E
NEW QUESTION 30
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. Create a custom profile.
- B. Change the organization-wide default settings.
- C. Modify a standard profile.
- D. Create a sharing rule.
Answer: A
NEW QUESTION 31
Which dashboard component can display data from the summary rows of reports? (2 answers)
- A. Chart
- B. Gauge
- C. Metric
- D. Table
Answer: A,D
NEW QUESTION 32
Which feature license can be assigned to a user record in Salesforce (2 answers)
- A. Knowledge user
- B. Opportunity user
- C. Service cloud user
- D. Console user
Answer: A,C
NEW QUESTION 33
A user is not able to see the Actionable Relationship Center tab in his Financial Services Cloud Wealth Management App. What steps should the Salesforce Admin take to troubleshoot this issue? (2 correct answers)
- A. Remove the Relationship Map.
- B. Check the user's permission assignments and make sure the Financial Services Cloud Extension License and the Financial Services Cloud Extension Permission Set are assigned to that user.
- C. Log a Salesforce support ticket to add the Actionable Relationship Center tab to the Wealth Management App.
- D. Check if the Actionable Relationship Center Tab was created as a custom tab and the Lighting Component was added to the page layout.
Answer: B,D
NEW QUESTION 34
When the multiple currencies feature is enabled, which currency is used as the basics for all currency conversion rates?
- A. Personal currency
- B. Record currency
- C. Active currency
- D. Corporate currency
Answer: D
NEW QUESTION 35
What is a method for adding content to Salesforce CRM content? (2 answers)
- A. Documents
- B. Chatter files
- C. Attachments
- D. Libraries
Answer: B,D
NEW QUESTION 36
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
Answer: A,B,D
NEW QUESTION 37
What should an administrator consider when configuring workflow rules? (2 answers)
- A. Rule actions can take place immediately or on a specific date
- B. All existing records are evaluated when a new rule is activated
- C. Rules can be evaluated when records are created or edited
- D. Rules must be deactivated before using an import wizard
Answer: A,C
NEW QUESTION 38
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. Add the New button to the page layout using the page layout ________
- B. Select the Marketing User checkbox in the user record.
- C. Grant the user "Read" profile permission for the campaign.
- D. Select the "Manage Campaigns" profile permission.
Answer: B
NEW QUESTION 39
How can knowledge articles be used? (2 answers)
- A. To display for customer self-service
- B. To display Salesforce solutions
- C. To resolve customer cases
- D. To display Salesforce answers
Answer: A,C
NEW QUESTION 40
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