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Guide for Salesforce-Financial-Services-Cloud

Quiz Salesforce-Financial-Services-Cloud

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/ 10

Quiz

1/10
The administrator at universal containers will create a custom field to track a specific Tier 2 support user on a case record. What data type should be used while creating this custom field?
Select the answer
1 correct answer
A.
Hierarchical relationship
B.
Lookup relationship
C.
Formula
D.
Lookup Filter

Quiz

2/10
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?
Select the answer
1 correct answer
A.
Look-up Field
B.
Roll-up summary field
C.
Workflow field update
D.
Cross-object formula field

Quiz

3/10
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?
Select the answer
1 correct answer
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

Quiz

4/10
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?
Select the answer
1 correct answer
A.
Record Types
B.
Multi-Select Picklists
C.
Page Layouts
D.
Roles

Quiz

5/10
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?
Select the answer
1 correct answer
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

Quiz

6/10
What can an administrator configure for users on the search results? (3 answers)
Select the answer
3 correct 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.

Quiz

7/10
What user interface setting must be enabled for users to edit records in a list view? (2 answers)
Select the answer
2 correct answers
A.
Enhanced lists
B.
Enhanced page layout editor
C.
Inline editing
D.
Enhanced profile list views

Quiz

8/10
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)
Select the answer
3 correct answers
A.
Permission sets
B.
Record Types
C.
Support processes
D.
Page layouts
E.
Field-level Security

Quiz

9/10
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?
Select the answer
1 correct answer
A.
Calculated columns in the related list
B.
Roll-up summary fields
C.
Cross-Object formula fields
D.
Workflow rules with field updates

Quiz

10/10
What type of field allows users to input text, images, and links?
Select the answer
1 correct answer
A.
Input area
B.
Text and Image area
C.
Text area
D.
Text area (rich)
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  • Quiz name:Salesforce-Financial-Services-Cloud
  • Total number of questions:128
  • Number of questions for the test:50
  • Pass score:80%

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