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

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

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 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 assigned to them through the standard Salesforce task lists.

D. Users will be able to see the Action Plan tasks on the related list of the Account page layout.

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.

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

How can a system administrator restrict users from viewing certain fields in list views, searches, page layouts and reports?

A. Set the field to hidden on the user role

B. Remove the field from page layouts

C. Set the field to hidden using field-level security

D. Remove the field from reports and list views

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.

Universal Containers wants to automatically back up all the Salesforce data on a monthly basis.

Which tool can a system administrator use to meet this requirement?

A. Data export service

B. Analytic snapshot

C. Import wizard

D. Scheduled report.

Which setting can a system administrator enable in the user interface? (2 answers)

A. Customizable recent tags

B. Printable list views

C. Chatter messenger for specific users

D. Related list hover links