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Question 60/67

How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level?

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Question List (67q)
Question 1: What 2 consideration should the Salesforce Admin review bfor...
Question 2: What standard object has a one-to-many relationship with the...
Question 3: Person accounts store information about individual people by...
Question 4: A sales executive at Universal containers wants to be notifi...
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Question 6: Universal container uses a private sharing model for opportu...
Question 7: What can be done with a workflow field update action? (2 ans...
Question 8: The administrator at universal containers will create a cust...
Question 9: Which of these statements is true for the Person Accounts Mo...
Question 10: What feature allows a user to group campaigns within a speci...
Question 11: What can be modified on standard object fields? (2 answers)...
Question 12: When the multiple currencies feature is enabled, which curre...
1 commentQuestion 13: Mortgage Broker Sue Berry wants to give an incentive reward ...
Question 14: Lake Tahoe Bank SF admin is planning to migrate date into th...
Question 15: A Salesforce Admin is configuring a new Action Plan Template...
Question 16: Which statement is true regarding an approval process? (2 an...
Question 17: Rollup summary fields aren't available in a Partial Copy san...
Question 18: Which of these statements is true for the Person Accounts Mo...
Question 19: When adding an Account-Account relationship using ARC (Actio...
Question 20: What user interface setting must be enabled for users to edi...
Question 21: Which of these statements are true for Rollups in Financial ...
Question 22: Which 3 out of the box capabilities come with Financial Serv...
Question 23: What does a page layout allow an administrator to control?...
Question 24: Which three types of Account-Account relationships are displ...
Question 25: What object do you use to model a client in Financial Servic...
Question 26: What is the purpose of the ideas community? (2 answers)...
Question 27: The Salesforce Admin at Lake Tahoe Bank considering implemen...
1 commentQuestion 28: The marketing team wants to send an email to each lead recei...
1 commentQuestion 29: The SF admin wants to make it easier or call center agents t...
Question 30: Which 3 options does the Financial Services Cloud applicatio...
2 commentQuestion 31: Which three Group Member data points can be rolled up to the...
Question 32: Universal Containers uses a custom field on the account obje...
Question 33: Kim Johnson, a client of Lake Tahoe Bank, hired Liz Obrian f...
Question 34: Which of the following are FSC components that visualize gro...
Question 35: Relationship Management enables you to (Check the 3 that app...
Question 36: What is the maximum number of fields that can be displayed o...
Question 37: Which of the following would be considered a Junction Object...
Question 38: Which Option is available when using the process visualizer?...
Question 39: A user at Universal container reports an error message when ...
Question 40: The Salesforce Admin wants to make it easier for call center...
Question 41: Lake Tahoe Bank is migrating customer records from the Indiv...
Question 42: Lake Tahoe Bank branch manager is asking the Salesforce Admi...
Question 43: Lake Tahoe Bank wants to onboard a client digitally and with...
Question 44: Lake Tahoe Bank is implementing Financial Services Cloud. Th...
1 commentQuestion 45: Which of these statements is correct?...
1 commentQuestion 46: What is the capability of the service cloud (customer) porta...
Question 47: Lake Tahoe Bank branch manager Sue Barry wants to encourage ...
Question 48: Universal Containers needs to synchronize data between sales...
Question 49: Which 3 options does the Financial Services Cloud applicatio...
Question 50: A client has called their Financial Advisor to open an Educa...
Question 51: Which Financial Services object would you use to store Bank ...
Question 52: How can a sales user relate an opportunity to a campaign? (2...
Question 53: Which three standard fields are available to track a custome...
Question 54: Does FSC require Lightning?
Question 55: Lake Tahoe Bank allows more than two owners on Financial Acc...
Question 56: Universal Containers uses Web-to-Case to convert support req...
Question 57: Which accounts are automatically synchronized on Salesforce ...
Question 58: The support group at universal container wants agents to cap...
1 commentQuestion 59: What capability included in the Financial Services Cloud lic...
Question 60: How can the Salesforce Admin change the configuration to sum...
Question 61: When converting a lead, how can an administrator capture cus...
Question 62: The sales team at universal containers wants an easy solutio...
Question 63: The Salesforce Admin wants to change the fields that are sho...
Question 64: Which of these statements is not correct about the visibilit...
Question 65: What item appears in a user's My Unresolved items after sync...
Question 66: For which three objects are Rollup By Lookup (RBL) summaries...
Question 67: Lake Tahoe Bank wants their customer reps to be able to see ...