FINANCIAL-SERVICES-CLOUD Online Practice Questions and Answers

How do you give users access to use Financial Services Cloud?

A. Assign a Salesforce License and select the right profile

B. Assign a Salesforce License, Financial Services Cloud Permission Set License, and the applicable Permission Sets

C. Assign a Salesforce License and the Financial Services Cloud Permission Set License

D. Every user automatically gets access to the full features of Financial Services Cloud when you install the package

Which information can you find under the Relationships Tab? - (Check the 3 that apply)

A. Summary information about Total Financial Accounts. This includes total assets under management at your firm, the Category (i.e. Platinum.), client interactions, including the last interaction and the next interaction scheduled in the future.

B. Primary household Information, including the members of the household and how the household is related to other groups.

C. Related accounts - accounts not directly included in the primary household.

D. Related contacts that play a role in the financial world of the client (i.e a family lawyer)

A user at Universal container reports an error message when attempting to log in. the administrator checks the user's login history, but there is no record of the attempted login.

What could be cause of this issue?

A. The user is attempting to log in outside of the profile login range

B. The user is attempting to log in outside of the profile IP

C. The user is attempting to log in with wrong username

D. The user is attempting to log in with wrong password

Universal Containers currently assigns its users from the facilities and IT teams to the same profile. Universal container recently created a custom object to track company cars and wants only users from the facilities team to have access to this new object.

How can an administrator meet this requirement?

A. Modify the standard profile currently shared by both teams

B. Configure field-level security on the new object for the facilities team.

C. Assign the facilities team to a new role in the role hierarchy.

D. Create a custom profile for users on the facilities team

Which tool to use to import data exceeding 50,000?

A. Data Import Wizard

B. Data Loader

What is an option when customizing a report? (3 answers)

A. Add a filter

B. Summarize fields

C. Schedule a refresh time

D. Add a gauge component

E. Add a grouping

Person accounts store information about individual people by combining certain account and contact fields into a single record. Using the Object Manager, on which Object do you configure the Person Account Page Layout?

A. The Person Account Record Type on the Account Object

B. The Person Account Record Type on the Contact Object

C. The Person Account Object

Universal Containers wants to automatically back up all the Salesforce data on a monthly basis.

Which tool can a system administrator use to meet this requirement?

A. Data export service

B. Analytic snapshot

C. Import wizard

D. Scheduled report.

What type of field allows users to input text, images, and links?

A. Input area

B. Text and Image area

C. Text area

D. Text area (rich)

What functionality is included in the Financial Services Cloud Extension license? (2 correct answers)

A. It enables user access to the Actionable Relationship Center Lightning component

B. It enables user to configure Compliant Data Sharing

C. It enables user access to the Action Plans feature

D. It enables user access to Download Analytics Data and Install

E. Analytics Templated Apps