FINANCIAL-SERVICES-CLOUD Online Practice Questions and Answers

When converting a lead, how can an administrator capture custom lead data on the converted contact?

A. Use the lead conversion wizard to select the fields

B. Map custom lead field to the standard lead field

C. Use the data loader to move the custom lead data

D. Map custom lead fields to custom contact fields

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 only create savings-oriented goals.

B. You can't create a goal for paying down a debt.

C. You can associate a goal with a specific financial account.

D. Financial Goals require the Financial Goals permission set to be visible to a user.

Rollup summary fields aren't available in a Partial Copy sandbox. What is one way you can solve for this limitation?

A. Create a Full sandbox or install the Financial Services Cloud managed package in a Partial Copy sandbox

B. Contact Salesforce to enable Rollup Summary fields in the partial sandbox

C. Configure Rollup Summary using Formula fields

What is a method for adding content to Salesforce CRM content? (2 answers)

A. Attachments

B. Chatter files

C. Libraries

D. Documents

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

A. Field type

B. Label

C. Default text

D. Help text

E. Picklist Values

How do you give users access to use Financial Services Cloud?

A. Assign a Salesforce License and select the right profile

B. Assign a Salesforce License, Financial Services Cloud Permission Set License, and the applicable Permission Sets

C. Assign a Salesforce License and the Financial Services Cloud Permission Set License

D. Every user automatically gets access to the full features of Financial Services Cloud when you install the package

The VP of sales at universal containers requested that "Verbal Agreement" be added as a new opportunity stage. The Administrator added this new picklist value to the stage field, but found that the new value was not available to users.

What should the administrator do?

A. Ensure the limit of 10 stage values was not exceeded

B. Ensure the new value was marked as active

C. Add the new value to the appropriate record type

D. Add the new value to the appropriate sales process

Sales management at universal containers needs to display the information listed below in each account record

1.

Amount of all closed won opportunities

2.

Amount of all open opportunities

Which feature should a system administrator use to meet this requirement?

A. Calculated columns in the related list

B. Roll-up summary fields

C. Cross-Object formula fields

D. Workflow rules with field updates

What is the purpose of the service cloud (customer) portal? (2 answers)

A. To share support reports and dashboards with high profile accounts

B. To provide Web self-service by exposing knowledge articles

C. To allow customers to log and check the status cases online

D. To allow partners to access contact records for case collaboration.

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

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

What level of access can be set when sharing a document folder with users? (2 answers)

A. Read/write/create/delete

B. Read-only

C. Read/write/create

D. Read/write

What is included in an FSC license?

A. Lightning Scheduler

B. Action Plans

C. Einstein Analytics for Financial Services

D. FSC for Community

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

Which field settings can you control in the Page Layout Editor? (3 answers)

A. Dependent

B. Required

C. Controlling

D. Read only

E. Visible