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- Question 24
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Question 24/51
What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?
Correct Answer: B
Referrals Rollups is a feature that enables users to see all the referrals for the members of a group, such as a branch or a team. It also allows users to filter referrals by status, priority, or owner.
- Question List (51q)
- Question 1: A retail bank is using Financial Services Cloud to support i...
- Question 2: When importing records from a system outside of Salesforce, ...
- Question 3: Scott Adams calls his Personal Banker Hank Burton to apply f...
- Question 4: Which two statements are true for a Group in Financial Servi...
- Question 5: Scott Adams is opening a joint savings account with his mom,...
- Question 6: The Salesforce Admin of Lake Tahoe Bank wants to implement F...
- Question 7: A financial services company needs a custom field for report...
- Question 8: An insurance company wants to create a car insurance quote p...
- 1 commentQuestion 9: Which three of the following statements are correct about th...
- Question 10: The Salesforce Admin at Lake Tahoe Bank considering implemen...
- 1 commentQuestion 11: An investment bank is implementing Financial Services Cloud ...
- Question 12: The Salesforce Administrator at Lake Tahoe Bank is asked at ...
- 1 commentQuestion 13: A financial services company would like its users to be able...
- Question 14: The Salesforce Admin wants to make it easier for call center...
- Question 15: If a client is associated with more than one Household or Gr...
- Question 16: What are the three building blocks of Flow Orchestration?...
- 2 commentQuestion 17: A regional bank is implementing Financial Services Cloud (FS...
- Question 18: Our Personal Banker Hank Burton is learning to use Action Pl...
- Question 19: A wealth management division manages the financial assets of...
- Question 20: What should a Financial Advisor use to model the relationshi...
- Question 21: How can the Salesforce Administrator make sure that highly s...
- Question 22: The Salesforce Admin of Lake Tahoe Wealth Management Company...
- Question 23: A Bank of the Future customer calls the bank to update the a...
- Question 24: What feature does a Salesforce Administrator need to enable ...
- Question 25: Which step is required to give a group of users access to a ...
- Question 26: Lake Tahoe Bank wants their customer reps to be able to see ...
- 1 commentQuestion 27: What actions can a Wealth Advisor take from the Life Events ...
- Question 28: A financial services company wants to use the Financial Serv...
- Question 29: A System Administrator has received a note from one of the p...
- 5 commentQuestion 30: Which setting in Action Plans helps to avoid non working hou...
- 2 commentQuestion 31: A client has called their Financial Advisor to open an Educa...
- 1 commentQuestion 32: A financial services company wants to plan ahead for designi...
- 2 commentQuestion 33: How should developers configure customized nodes for display...
- Question 34: Which three standard fields are available to track a custome...
- Question 35: Lake Tahoe Bank allows more than two owners on Financial Acc...
- Question 36: Which three referral metrics are tracked with custom compone...
- 2 commentQuestion 37: The Actionable Relationship Center (ARC) is using the Associ...
- Question 38: Permission set licenses incrementally entitle users to acces...
- 1 commentQuestion 39: How should developers configure customized nodes for display...
- 2 commentQuestion 40: What 2 considerations should the Salesforce Administrator re...
- Question 41: A financial services company needs a custom field for report...
- 2 commentQuestion 42: Which three related lists are visible within Actionable Rela...
- 1 commentQuestion 43: A financial services company needs to add new values for how...
- 1 commentQuestion 44: A financial services company has found that more than two-th...
- Question 45: A banking client currently manages its onboarding process ma...
- 1 commentQuestion 46: A Financial Services Cloud (FSC) administrator is setting up...
- 1 commentQuestion 47: Cumulus Cloud Bank must provide its customer service staff w...
- Question 48: Lake Tahoe Bank is rolling out Financial Services Cloud and ...
- Question 49: Planter Farm Credit Union provides loan and insurance produc...
- Question 50: The investor relations director of a large insurance company...
- Question 51: Cumulus Insurance's business processes are quite complex, an...
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