Financial-Services-Cloud Online Test | Salesforce Financial-Services-Cloud Study Plan & New Financial-Services-Cloud Mock Test

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NEW QUESTION 36
What item appears in a user’s My Unresolved items after synchronization (2 answers)

  • A. Contacts not assigned to an account
  • B. Emails not associated to a record
  • C. Cases not assigned to a contact
  • D. Note not associated to a record

Answer: A,C

 

NEW QUESTION 37
Universal container has two sales groups; each group has its own unique sales process.
What is the best way to ensure that sales representatives have access to only the stages relevant to their sales process when working on opportunities?

  • A. Page Layouts
  • B. Record Types
  • C. Roles
  • D. Multi-Select Picklists

Answer: B

 

NEW QUESTION 38
Lake Tahoe Bank needs to conduct periodic reviews with their customers to review credit & debit card usage, review account payables and discuss credit needs. The bank wants to ensure such activities are tracked and exceptions are reported & followed up on in a timely manner. How can Financial Services Cloud support these requirements?

  • A. Run a nightly process to create tasks and assign them to account owners for follow-ups
  • B. Create an Action Plan Template with associated pre-determined Tasks and automate the periodical creation of Action Plans for customer accounts.
  • C. Train account owners to create required tasks periodically and set due dates for tracking.
  • D. Use Lightning Scheduler to periodically schedule tasks for account owners.

Answer: B

 

NEW QUESTION 39
The support team at Universal Containers wants to be more proactive about renewing support plans with customers. They would like the support representative dedicated to each account to be notified a month before the account`s support plan expires.
What should an administrator configure to meet this requirement?

  • A. Escalation rule
  • B. Workflow rule
  • C. Auto-Response rule
  • D. Assignment rule

Answer: B

 

NEW QUESTION 40
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