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NEW QUESTION 53
When case assignment rules are being setup, cases can be assigned to whom? (2 answers)

  • A. Contact
  • B. Case Team
  • C. Queue
  • D. User

Answer: C,D

 

NEW QUESTION 54
What type of customization can be done on Activities? (Tasks and Events) (3 answers)

  • A. Assignment Rules
  • B. Validation Rules
  • C. Field Tracking
  • D. Workflow Rules
  • E. Custom Fields

Answer: B,C,E

 

NEW QUESTION 55
A commercial loan due diligence process is handled by multiple individuals at Lake Tahoe Bank. Lake Tahoe Bank wants an easy way for managers to distribute the work, to understand the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks.
What FSC feature can Lake Tahoe Bank use to track this process?

  • A. Action Plans
  • B. Workflow Rules/Process Builder
  • C. Flows
  • D. Apex Tnggers on the task object

Answer: A

 

NEW QUESTION 56
What happens when you make changes to a Financial account record or primary group membership?

  • A. The Admin has to deactivate the Rollup By Lookup (RBL) rules and then force RBL recalculations.
  • B. The Admin needs to update the rollup by lookup (RBL) rules.
  • C. The rollup by lookup (RBL) configuration automatically updates the corresponding RBL summaries at the client and group levels.

Answer: C

 

NEW QUESTION 57
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