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Total 330 Questions | Updated On: Nov 19, 2024

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Question 1

Universal Containers uses a custom field on the account object to capture the account credit status. The sales

team wants to display the account credit status on opportunities.

Which feature should a system administrator use to meet the requirements?

A : Look-up Field

B : Roll-up summary field

C : Workflow field update

D : Cross-object formula field

Answer: D

Question 2

A financial services company would like its users to be able to relate two business accounts. What should the administrator configure to meet the requirement?

A : Create a new Contact Reciprocal Role for the required value.

B : Update the Role picklist on the Account-Account Relationship object with new value.

C : Create a new Account Reciprocal Role for the required value.

D : Update the Role picklist on the Account-(?ontact Relationship object with new value.

Answer: B

Question 3

Which step is required to give a group of users access to a Financial Deal?

A : Change organization-wide defaults (OWD) sharing on the Financial Deal object to Public Read/Write.

B : Create a Financial Deal permission set and assign it to the users that should have access to Financial Deals.

C : Share a financial deal record with a group by adding them as participants to the record from the Financial Deal Participants related list,

D : Update Industries Settings to give users access to the Financial Dew object.

Answer: C

Question 4

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 workflow field update.

C : The field is used in a report.

D : The field is used in a page layout.

Answer: B

Question 5

A banking client currently manages its onboarding process manually with paper forms. To optimize the process, the client wants to digitize and automate as much as possible. The bank wants its clients to manage the forms in a portal and leverage e-signatures for processing. Which three steps are needed to document this requirement following the discovery session?

A : Document the business process flows.

B : Design the solution using the Financial Services Cloud components.

C : Create a visual flow diagram.

D : Understand the journey!for the multiple personas involved in the process.

E : Determine the best e-sigTiature solution to use.

Answer: A,D

Page: 1 / 66

Total 330 Questions | Updated On: Nov 19, 2024

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