Financial Services Cloud

Universal Containers wants to create a custom object to capture account survey data. Users must be able to select an account from the survey record. Users also need the ability to view related surveys on the account record. How should the system administrator meet this requirement? (2 answers)A . Create...

Which statement about the products and price books is true? (2 answers)A . A product can have a different list price in different price books B. A standard and list price for product can be listed in multiple currencies C. Products without a price are automatically added to the standard...

How can a system administrator restrict users from viewing certain fields in list views, searches, page layouts and reports?A . Set the field to hidden on the user role B. Remove the field from page layouts C. Set the field to hidden using field-level security D. Remove the field from...

Which one of the following statements is not correct about Action Plans?A . Enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client engagement, such as account openings, loan approvals, and claims processing. B. Capture repeatable tasks in templates and then automate the task sequences with...

A marketing user has received a file of leads to import. What tool can be used to avoid duplicate leads?A . Merge Leads function B. Validation Rules C. Data Loader D. Import WizardView AnswerAnswer: D

What can be done with a workflow field update action? (2 answers)A . Change the record type of a record B. Update the value of a formula field C. Apply a specific value to a field D. Update the value of a field on a child objectView AnswerAnswer: A,C

What is included in an FSC license?A . Lightning Scheduler B. Action Plans C. Einstein Analytics for Financial Services D. FSC for CommunityView AnswerAnswer: B

Which Financial Services object would you use to store Bank Accounts data?A . Charges and Fees B. Assets and Liabilities C. Financial Account D. Financial HoldingView AnswerAnswer: C

Which of the following are FSC components that visualize groups and relationships in Lightning pages? (Check the 2 that apply)A . Relationship Map and Group Builder B. Related Accounts C. Goal to Group Member Mapping D. Person Life EventsView AnswerAnswer: A,B

What should be considered when configuring the lead conversion process? (2 answers)A . Standard lead fields are automatically converted into account, contact and opportunity fields B. Custom Lead fields can be mapped to custom object fields C. Roll-up Summary Lead Fields can be mapped to custom contact fields D. Custom...