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Financial Service Cloud Certification UPDATED ACTUAL Exam Questions and CORRECT Answers $9.99   Add to cart

Exam (elaborations)

Financial Service Cloud Certification UPDATED ACTUAL Exam Questions and CORRECT Answers

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  • Course
  • Financial Service Cloud Certification
  • Institution
  • Financial Service Cloud Certification

Financial Service Cloud Certification UPDATED ACTUAL Exam Questions and CORRECT Answers D. Cross-Object Formula Field - CORRECT ANSWER- 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 ...

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  • October 22, 2024
  • 27
  • 2024/2025
  • Exam (elaborations)
  • Questions & answers
  • Financial Service Cloud Certification
  • Financial Service Cloud Certification
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MGRADES
Financial Service Cloud Certification
UPDATED ACTUAL Exam Questions and
CORRECT Answers

D. Cross-Object Formula Field - CORRECT ANSWER✔✔- 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


A. The time dependent action is automatically removed from the queue - CORRECT
ANSWER✔✔- 2. 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 is automatically removed from the queue
b. The time dependent action is put on hold
c. The time dependent action will execute on July 30.
d. The time dependent action will execute on July 23


A. Record Types - CORRECT ANSWER✔✔- 3. 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. Record Types
b. Multi-Select Picklists
c. Page Layouts
d. Roles

,A. Select the Marketing User checkbox in the user record. - CORRECT ANSWER✔✔- 4. A
marketing user needs to create a new campaign, but the New Button is NOT visible from the
campaign home page. The system administrator has verified that the user has the "Create"
profile permission for the campaign object.
How should the system administrator resolve the issue?
a. Select the Marketing User checkbox in the user record.
b. Select the "Manage Campaigns" profile permission.
c. Grant the user "Read" profile permission for the campaign.
d. Add the New button to the page layout using the page layout ________


C. Fields being searched on for each object.
D. Number of records displayed for each object.

E. Columns displayed for each object. - CORRECT ANSWER✔✔- 5. What can an
administrator configure for users on the search results? (3 answers)
a. Filters by which users can narrow down results
b. Objects included in the search
c. Fields being searched on for each object.
d. Number of records displayed for each object.
e. Columns displayed for each object.


A. Enhanced Lists

C. Inline Editing - CORRECT ANSWER✔✔- 6. What user interface setting must be enabled
for users to edit records in a list view? (2 answers)
a. Enhanced lists
b. Enhanced page layout editor
c. Inline editing
d. Enhanced profile list views


B. Record Types
C. Support Processes

D. Page Layouts - CORRECT ANSWER✔✔- 7. The support group at universal container
wants agents to capture different information for product support and inquiry cases. In

, addition, the lifecycle for product support cases should have more steps than the lifecycle for
inquiry cases
What feature should an administrator use to meet the requirement? (3 answers)
a. Permission sets
b. Record Types
c. Support processes
d. Page layouts
e. Field-level Security


B. Roll-Up Summary Fields - CORRECT ANSWER✔✔- 8. Sales management at universal
containers needs to display the information listed below in each account record
- Amount of all closed won opportunities
- Amount of all open opportunities
Which feature should a system administrator use to meet this requirement?
a. Calculated columns in the related list
b. Roll-up summary fields
c. Cross-Object formula fields
d. Workflow rules with field updates


D. Rich Text Area - CORRECT ANSWER✔✔- 9. 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)


A. Queue

B. User - CORRECT ANSWER✔✔- 10. When case assignment rules are being setup, cases
can be assigned to whom? (2 answers)
a. Queue
b. User

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