FINANCIAL-SERVICES-CLOUD Online Practice Questions and Answers

Which of these statements is true for the Person Accounts Model? (2 correct answers)

A. The Person Account record type can be used when a client is a business or an institution.

B. The Person Account model uses the standard Account object to hold all of the details about a person. The Account object has been extended with custom fields, record types, and more.

C. Person Accounts can not be related to cases, tasks, or calls.

D. The Person Account represents all aspects of the person. Data includes personhood details, such as birth date or tax ID number, and dealings with your organization, such as review frequency or service tier

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 type of customization can be done on Activities? (Tasks and Events) (3 answers)

A. Workflow Rules

B. Custom Fields

C. Field Tracking

D. Assignment Rules

E. Validation Rules

When using sharing rules, what can records be shared with? (2 answers)

A. Roles and subordinates

B. Profiles

C. Queues

D. Public Groups

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.

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

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

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

Universal Containers has two business groups, products and services. Both groups will be using to track deals, but different fields are required by each group.

How should a system administrator meet this requirement? (2 answers)

A. Create two record types

B. Create two permission sets

C. Create two page layouts

D. Create two sales processes.

What type of field allows users to input text, images, and links?

A. Input area

B. Text and Image area

C. Text area

D. Text area (rich)