Question 1

Lake Tahoe Bank has duplicate client records in their current CRM system because they come from a different systems of record. Any changes made in Salesforce should be updated in the source system. What can a Salesforce Administrator do to help bankers get a consolidated view of the individual in the Financial Services Cloud?

Options :

A : Leverage Financial Services Cloud Relationship Groups to link duplicate client records and create a consolidated view.

B : Implement deduplication rules in Salesforce and let the integration handle the updates to the source system.

C : Create a custom Person Account hierarchy to link duplicate client records.

D : Create custom components to provide a single view of the client.

E : Link individuals using related contacts to link duplicate client records

Answer: A

Question 2

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 3

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 4

Universal Containers uses Web-to-Case to convert support requests submitted through its website into cases. The support team would like Salesforce to automatically send an email containing password reset instructions to the customer when the case subject contains the words "forgot" and "password". What does the administrator need to configure to meet this requirement?

Options :

A : Email-to-case

B : Auto-response rule

C : Validation rule

D : Support settings

Answer: B

Question 5

What is an option when customizing a report? (3 answers)

Options :

A : Add a filter

B : Summarize fields

C : Schedule a refresh time

D : Add a gauge component

E : Add a grouping

Answer: A,B