FINANCIAL-SERVICES-CLOUD Online Practice Questions and Answers

Sam is the Salesforce Admin for Valley Bank. The bank's financial advisors are complaining they can't see an accurate summary of their client's financial data as clients often change households. Sam wants to give his financial advisors a better view of the client's complete financial situation. How can he set this up using FSC?

A. Create a custom object to track the client's financial data

B. Use Process Builder to create a workflow to summarize data at the Person Account level

C. Set client's financial data to be rolled up using Primary Group feature

What setting is controlled by a user's profile? (3 answers)

A. Field level security

B. Feature license assignment

C. Record type assignment

D. Locale settings

E. Assigned apps

What happens when you make changes to a Financial account record or primary group membership?

A. The rollup by lookup (RBL) configuration automatically updates the corresponding RBL summaries at the client and group levels.

B. The Admin needs to update the rollup by lookup (RBL) rules.

C. The Admin has to deactivate the Rollup By Lookup (RBL) rules and then force RBL recalculations.

What item appears in a user's My Unresolved items after synchronization (2 answers)

A. Contacts not assigned to an account

B. Cases not assigned to a contact

C. Note not associated to a record

D. Emails not associated to a record

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

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.

Which dashboard component can display data from the summary rows of reports? (2 answers)

A. Chart

B. Metric

C. Table

D. Gauge

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 an auto response rule to send appropriate template

C. Create an email template for each language and a workflow alert to send appropriate template

D. Create a single email template and use the translation workbench to translate and send the appropriate template

When can a validation rule be used to prevent invalid data? (3 answers)

A. When records are edited by a user

B. When records are deleted by a user

C. When records are submitted using web-to-lead

D. When records are imported E. When records are updated by a workflow rule

Universal containers is using a private sharing model. The US sales director needs full access to all records of the US sales representatives.

How can this be accomplished?

A. Place the US sales director in a queue with the US sales representative's

B. Define a role hierarchy where the US sales representatives roll up to the US sales director

C. Give the US sales director read/write/edit/delete object permissions on the profile

D. Define a role hierarchy where the US sales director rolls up to the CEO