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New Training Course Financial-Services-Cloud Tutorial Preparation Guide
NEW QUESTION 61
What type of record access can an administrator grant (2 answers)
- A. Read only
- B. Read/Write/Delete
- C. Read/Write/Transfer
- D. Read/Write only
Answer: A,D
NEW QUESTION 62
Not all life events or business milestones apply to every customer. To create a better customer experience, you can hide the life events or business milestones a customer hasn't achieved or is unlikely to achieve in the future. Which of the following statements are correct?
- A. It is possible to hide Sensitive Life Event or Business Milestone Types in the Insurance Agent Portal.
- B. The option to hide life event types or business milestone types is not available in the Communities version of the Life Events or Business Milestones component.
- C. When you hide a life event or business milestone type, it doesn't appear on the component until you add an event or milestone of that type.
- D. Life Events can not be displayed on the Household level of the Account Record.
Answer: A,C
NEW QUESTION 63
A user profile has login hour restrictions set to Monday through Friday 8am to 5pm. It is Tuesday and it is now 5.01 PM.
Which behavior of the application should the user expect?
- A. The user will be able to continue working, but will be unable to start any new sessions
- B. The user will be logged out and any unsaved work-in-progress will be lost
- C. The user will be able to continue working and start new sessions
- D. The user will be logged out and any unsaved work-in-progress will be saved
Answer: A
NEW QUESTION 64
The marketing team wants to send an email to each lead received from its website. The country of the incoming lead should determine the language of the email that will be sent to the lead.
How can the system administrator automate this process?
- A. Create an email template for each language and an assignment rule to send appropriate template
- B. Create an email template for each language and a workflow alert to send appropriate template
- C. Create an email template for each language and an auto response rule to send appropriate template
- D. Create a single email template and use the translation workbench to translate and send the appropriate template
Answer: D
NEW QUESTION 65
What is an option when customizing a report? (3 answers)
- A. Add a filter
- B. Add a gauge component
- C. Summarize fields
- D. Add a grouping
- E. Schedule a refresh time
Answer: A,C,D
NEW QUESTION 66
How can you set up Referral creation?
- A. As a Flow
- B. As a standard action
- C. As a global action
- D. On a Community
Answer: B,C,D
NEW QUESTION 67
What can be modified on standard object fields? (2 answers)
- A. Default text
- B. Field type
- C. Help text
- D. Picklist Values
- E. Label
Answer: C,D
NEW QUESTION 68
What should an administrator consider when configuring workflow rules? (2 answers)
- A. Rules must be deactivated before using an import wizard
- B. Rules can be evaluated when records are created or edited
- C. All existing records are evaluated when a new rule is activated
- D. Rule actions can take place immediately or on a specific date
Answer: B,D
NEW QUESTION 69
Which of these statements is not correct about the visibility of Action Plan Tasks?
- A. Users will be able to see the Action Plan tasks assigned to them through the standard Salesforce task lists.
- 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. Once the Action Plan is assigned, you can see the related Tasks on the Timeline
Answer: C
NEW QUESTION 70
What should be considered when configuring the lead conversion process? (2 answers)
- A. Standard lead fields are automatically converted into account, contact and opportunity fields
- B. Roll-up Summary Lead Fields can be mapped to custom contact fields
- C. Custom Lead fields can be mapped to custom object fields
- D. Custom Lead fields can be mapped to account, contact and opportunity fields
Answer: A,D
NEW QUESTION 71
What can be done with a workflow field update action? (2 answers)
- A. Apply a specific value to a field
- B. Update the value of a formula field
- C. Update the value of a field on a child object
- D. Change the record type of a record
Answer: A,D
NEW QUESTION 72
Which circumstances will prevent a system administrator from deleting a custom field?
- A. The field is part of a field dependency.
- B. The field is used in a page layout.
- C. The field is used in a report.
- D. The field is used in a workflow field update.
Answer: D
NEW QUESTION 73
What item appears in a user's My Unresolved items after synchronization (2 answers)
- A. Note not associated to a record
- B. Cases not assigned to a contact
- C. Emails not associated to a record
- D. Contacts not assigned to an account
Answer: B,D
NEW QUESTION 74
If two objects have a parent child relationship, how can a user access the child record from the parent record?
- A. Related list
- B. Lookup field
- C. Child field
- D. Custom link
Answer: A
NEW QUESTION 75
Which statement is true regarding an approval process? (2 answers)
- A. An assignment rule defines the approver for each process step
- B. An approval action defines the result of record approval or rejection
- C. A delegated approver can reassign approval requests
- D. The approval history related list can be used to track the process
Answer: B,D
NEW QUESTION 76
When converting a lead, how can an administrator capture custom lead data on the converted contact?
- A. Map custom lead fields to custom contact fields
- B. Use the data loader to move the custom lead data
- C. Map custom lead field to the standard lead field
- D. Use the lead conversion wizard to select the fields
Answer: A
NEW QUESTION 77
Which of these statements is true for the Person Accounts Model? (2 correct answers)
- A. 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.
- B. Person Accounts can not be related to cases, tasks, or calls.
- C. 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
- D. The Person Account record type can be used when a client is a business or an institution.
Answer: A,C
NEW QUESTION 78
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