Question 1

A financial services company needs to add new values for how a customer can be related to a financial account. Which object/field should the administrator add new values on?

Options :

A : Object: Financial Account Role; Field: Role

B : Object: Financial Account; Field: Primary Owner

C : Object: Financial Account; Field: Joint Owner

D : Object: Account-Account Relationship; Field: Related Role

Answer: A

Question 2

The Actionable Relationship Center can display which of the following relationships in the tree pane? Select 3 answers.

Options :

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

Question 3

The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and

wants to rollup financial data at the client and group levels? What functionality can Rollup

By Lookup (RBL) provide for this requirement?

Options :

A : Rollup By Lookup (RBL) displays associated records for Financial Accounts, Financial Goals and Opportunities.

B : Rollups for multiple joint owners are not supported.

C :

When you edit a financial account record or primary Group membership, the Rollup By Lookup (RBL)

configuration updates the corresponding RBL summaries at the client and Group levels.

D : An RBL rule displays summary calculations of financial account information, such as account balances.

E : RBL calculations can't be disabled when importing data into your Salesforce org.

Answer: A,C,D

Question 4

Which chart type can be used to display summary values from two different levels of grouping in a report. (2

answers)

Options :

A :

Stacked bar chart

B :

Funnel chart

C : Donut chart

D : Grouped line chart

Answer: A,D

Question 5

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)

Options :

A : Permission sets

B : Record Types

C : Support processes

D : Page layouts

E : Field-level Security

Answer: B,C,D