Which of these statements is correct?
A . To give users access to the new action plans feature, you must add the Action Plans permission set to the user.
B. Lightning is not required to enable Action Plans
C. To assign the Action Plans permission set the user must have a Financial Services Cloud license.
D. Assigning the Action Plan permission set automatically assigns an Acton Plans permission set license to the user.
Answer: A,D
The VP of sales at universal containers requested that "Verbal Agreement" be added as a new opportunity stage. The Administrator added this new picklist value to the stage field, but found that the new value was not available to users.
What should the administrator do?
A . Ensure the limit of 10 stage values was not exceeded
B. Ensure the new value was marked as active
C. Add the new value to the appropriate record type
D. Add the new value to the appropriate sales process
Answer: D
When importing data, what happens if some records do NOT met the data validation criteria?
A . Import process ignores the data validation criteria
B. Import process aborts when it encounters the first invalid record
C. Import process fails only for the records with invalid data.
D. Import process requires user authorization to import the invalid records
Answer: C
Which accounts are automatically synchronized on Salesforce classic
A . Accounts that the users own
B. All recently accessed accounts
C. Accounts selected with the sync button
D. Any account created in the last 30 days
Answer: B
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
Answer: B,D
If two objects have a parent child relationship, how can a user access the child record from the parent record?
A . Lookup field
B. Related list
C. Custom link
D. Child field
Answer: B
Sam is the Salesforce Admin for Valley Bank. The bank’s financial advisors are complaining they can’t see an accurate summary of their client’s financial data as clients often change households. Sam wants to give his financial advisors a better view of the client’s complete financial situation.
How can he set this up using FSC?
A . Create a custom object to track the client’s financial data
B. Use Process Builder to create a workflow to summarize data at the Person Account level
C. Set client’s financial data to be rolled up using Primary Group feature
Answer: C
Which of these statements is true for the Person Accounts Model? (2 correct answers)
A . The Person Account record type can be used when a client is a business or an institution.
B. The Person Account model uses the standard Account object to hold all of the details about a person. The Account object has been extended with custom fields, record types, and more.
C. Person Accounts can not be related to cases, tasks, or calls.
D. The Person Account represents all aspects of the person. Data includes personhood details, such as birth date or tax ID number, and dealings with your organization, such as review frequency or service tier
Answer: B,D
The Actionable Relationship Center can display which of the following relationships in the tree pane? Select 3 answers.
A . Account-Account Relationships
B. Any Related List for the selected object record
C. Up to 5 Related Lists for an Account Record
D. Account-Contact Relationships
E. Up to 5 Related Lists for a non-Account Record
Answer: A,D,E
When can a validation rule be used to prevent invalid data? (3 answers)
A . When records are edited by a user
B. When records are deleted by a user
C. When records are submitted using web-to-lead
D. When records are imported
E. When records are updated by a workflow rule
Answer: A,C,D