Question 1

Which three related lists are visible within Actionable Relationship Center associated with the Account object?

Options :

A : Cases

B : Notes and Attachments

C : Client Financial Goals

D : Financial Holdings

E : Household Financial Accounts

Answer: A,C,D

Question 2

Which dashboard component can display data from the summary rows of reports? (2 answers)

Options :

A : Chart

B : Metric

C : Table

D : Gauge

Answer: A,C

Question 3

What must an administrator do when creating a record type?

Options :

A : Create a new page layout for the record type

B : Set the field-level security for the record type

C : Assign the record type to the appropriate profiles

D : Add the record type to the required user records

Answer: C

Question 4

Lake Tahoe Bank would like to reslricl their Financial Services Cloud users from viewing certain types of milestones that might be irrelevant to their customers or might cause negative sentiment. How can the Salesforce Admin implement such a requirement?

Options :

A : The Salesforce Admin can manage sensitive Life Evenls using sharing rules.

B : The Salesforce Admin can hide the life Event or Business Milestone type, by removing it from the Event Type picklist.

C : The Salesforce Admin can hide sensitive Life Events on Ihe Life Events component on the Lightning Page using the Properties pane.

D : The Salesforce Admin can manage sensitive Life Events using Permission Sets.

Answer: C

Question 5

Which accounts are automatically synchronized on Salesforce classic

Options :

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