FINANCIAL-SERVICES-CLOUD Online Practice Questions and Answers

When case assignment rules are being setup, cases can be assigned to whom? (2 answers)

A. Queue

B. User

C. Case Team

D. Contact

What is the capability of the service cloud (customer) portal? (2 answers)

A. Customer can log, view, edit, and close their own cases.

B. Customers can view and edit contacts related to their own accounts.

C. The portal and its users can be created without additional licenses.

D. The portal can be customized with corporate branding.

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 time dependent action is placed in the work flow queue when the record is created.

When will the action be removed from the queue? (2 answers)

A. When the record no longer matches he rule criteria.

B. When the action is deleted from the workflow queue.

C. When a validation rule is triggered for the record

D. When another record triggers the same workflow rule

A system administrator at universal containers created a new account record type. However, sales users are unable to select record type when creating new account records.

What is a possible reason for this? (2 answers)

A. The record type does not have an assigned page layout

B. The record type has not been added to the sales user profile

C. The record type has not been set as the default record type

D. The record type has not been activated.

What does a page layout allow an administrator to control?

A. The record types available to each role and profile

B. The fields users see on detail and edit pages

C. The business process and related picklist values displayed

D. The fields users see in reports and list views

Which statement is true if a custom fiscal year is enabled? (2 answers)

A. The custom fiscal year automatically updates product schedules.

B. The custom fiscal year must be defined manually

C. The defined custom fiscal year only affects forecasts

D. The custom fiscal year setting CANNOT be disabled

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

A system administrator at Universal Containers needs to transfer records from one user to another.

What object can be transferred using the mass transfer tool? (2 answers)

A. Leads

B. Campaigns

C. Quotas

D. Accounts

Sales representatives at universal containers should not be able to create leads, delete their own accounts, or send mass emails

How can an administrator meet these requirements?

A. Modify a standard profile.

B. Create a custom profile.

C. Change the organization-wide default settings.

D. Create a sharing rule.