2022 Latest Financial-Services-Cloud Test Practice | Financial-Services-Cloud Test Objectives Pdf

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NEW QUESTION 46
Lake Tahoe Bank allows more than two owners on Financial Accounts. The Salesforce Admin wants to make sure that balances are rolled up to all joint owner's primary Households. Which 2 options does the Salesforce Admin have to accomplish this?

  • A. Enable RBL (Rollup By Lookup) rules that rollup balances using Financial Account Role for joint owners.
  • B. Disable RBL (Rollup By Lookup) rules that rollup balances using joint owner on Financial Account.
  • C. Enable all RBL (Rollup By Lookup) rules to ensure the balances are rolled up to the household level.
  • D. Create custom RBL (Rollup By Lookup) rules to rollup the joint owner balances.
  • E. Enable the 'Enable Rollup Summary' in custom settings

Answer: A,E

 

NEW QUESTION 47
Lake Tahoe Bank wants their customer reps to be able to see client records such as Person Accounts, but what actions should an Admin take to ensure that all users see Person Accounts, but only specific users can view Financial Accounts (2 correct answers)

  • A. Change OWD sharing on the "Financial Accounts" object to "Controlled by Parent"
  • B. Financial Account visibility inherits the related Person Account visibility settings
  • C. Grant users access to Financial Account object with profile settings or permission set.
  • D. Change OWD sharing on the "Financial Accounts" object to "Private"
  • E. Change OWD sharing on the "Financial Accounts" object to "Public Read/Write"

Answer: C,D

 

NEW QUESTION 48
An opportunity record created with a close date of July 30, meets the criteria of time -dependent workflow rule. The time dependent action is scheduled for July 23. What happens if the opportunity is edited before July 23 and no longer meets the criteria?

  • A. The time dependent action will execute on July 30.
  • B. The time dependent action is automatically removed from the queue
  • C. The time dependent action is put on hold
  • D. The time dependent action will execute on July 23

Answer: B

 

NEW QUESTION 49
What relationship can be selected in a custom report type where accounts is the primary object and contacts is the related object? (2 Answers)

  • A. Each account must not have related contacts
  • B. Each account may or may not have related contacts.
  • C. Each contact may or may or may not have a related account.
  • D. Each account must have a related account

Answer: B,D

 

NEW QUESTION 50
Which of these 3 objects are part of the FSC Data Model? (3 correct answers)

  • A. Marketing Cloud objects
  • B. Sales & Service objects
  • C. FSC standard objects
  • D. Action Plan objects
  • E. FSC packaged objects

Answer: B,C,E

 

NEW QUESTION 51
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