Question 1

A system administrator at a financial services company wants to build a report to show Interest Tags. Which two things should the administrator consider when configuring the report?

Options :

A : When the user defines the custom report type, Tag Categories should be selected as the Primary Object.

B : When the user defines the custom report type, Topics should be selected as the Primary Object.

C : The user must build a report using the Topics object to view Interest Tags in the report.

D : To show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name

Answer: B,D

Question 2

Which three record type options should an advisor configure for a Lead object configuration?

Options :

A : Referral

B : Opportunity

C : General

D : Adjustments

E : Retirement Planning

Answer: A,C,E

Question 3

A financial services company must add details to the default business hours record. For company-wideholidays, the company wants the option to skip non-work days in Action Plan when setting task completiondates.What should the administrator configure to meet the requirement?

Options :

A : Omit the day-s start and end time fields when the administrator wants to indicate a non- working day.

B : Select Recurring Holidays as Action Plans and consider recurring holidays when determining the non-work days to skip.

C : Configure the day without business hours, it is considered a non-work day, even if the day is a recurring holiday.

D : Add non-work days to the date offset when calculating the task completion date is automatic; no setup is required.

Answer: C

Question 4

Lake Tahoe Bank SF admin is planning to migrate date into the new FSC org. The admin can control whether Rollup by Lookup (RBL) rules or record rollups are queried and calculated. Before initiating data insert or update operations, the admin wants to disable rollups to speed up data loading. Where in SF would the admin disabled rollups to accelerated loads? (1 correct answer)

Options :

A : Custom Settings

B : Object Settings

C : App Manager

D : Company Settings

Answer: A

Question 5

What option is available when scheduling a dashboard refresh? (2 answers)

Options :

A : Define refresh times for specific dashboard components

B : View and remove a scheduled dashboard refresh

C : Schedule the dashboard to refresh in different time zones

D : Send a refresh notification to users with access to the dashboard.

Answer: B,D