FINANCIAL-SERVICES-CLOUD Online Practice Questions and Answers

When case assignment rules are being setup, cases can be assigned to whom? (2 answers)

A. Queue

B. User

C. Case Team

D. Contact

Which Option is available when using the process visualizer? (2 answers)

A. Share annotated approval process diagrams

B. View approval processes as a flow chart

C. Add approval steps from the process visualizer

D. Edit the criteria used to trigger the approval process

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.

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

What can be modified on standard object fields? (2 answers)

A. Field type

B. Label

C. Default text

D. Help text

E. Picklist Values

Which of the following allows you to report on historical data in Salesforce in order to monitor and spot trends?

A. summary report

B. matrix report

C. joined report

D. tabular report E. Reporting snapshot

Which of these statements is correct?

A. To give users access to the new action plans feature, you must add the Action Plans permission set to the user.

B. Lightning is not required to enable Action Plans

C. To assign the Action Plans permission set the user must have a Financial Services Cloud license.

D. Assigning the Action Plan permission set automatically assigns an Action Plans permission set license to the user.

Which information can you find under the Relationships Tab? - (Check the 3 that apply)

A. Summary information about Total Financial Accounts. This includes total assets under management at your firm, the Category (i.e. Platinum.), client interactions, including the last interaction and the next interaction scheduled in the future.

B. Primary household Information, including the members of the household and how the household is related to other groups.

C. Related accounts - accounts not directly included in the primary household.

D. Related contacts that play a role in the financial world of the client (i.e a family lawyer)

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 will happen when a user attempts to log in to Salesforce from an IP outside the users profile but within the organization-wide trusted IP range?

A. The user will not be able to log in at all.

B. The user will be able to log in after the computer is activated.

C. The user will be able to log in without activating the computer.

D. The user will be able to log in after answering the security question.