It is important to prepare yourself for the Financial-Services-Cloud exam thoroughly. You should know the syllabus of the exam and the official format, which will help you plan out your study. The exam can be challenging, but there are several methods to prepare for it.
Question: 1
Which of these statements are true for Rollups in Financial Services Cloud?
A. Rollups are done at both the client and group levels
B. All financial accounts information, such as account balances are calculated and summarized at the Financial Account Summary level
C. Activities can not be rolled up on the activity timeline at group/household level.
Answer : B
Question: 2
What happens when you make changes to a Financial account record or primary group membership?
A. The rollup by lookup (RBL) configuration automatically updates the corresponding RBL summaries at the client and group levels.
B. The Admin needs to update the rollup by lookup (RBL) rules.
C. The Admin has to deactivate the Rollup By Lookup (RBL) rules and then force RBL recalculations.
Answer : A
Question: 3
Universal container has two sales groups; each group has its own unique sales process.
What is the best way to ensure that sales representatives have access to only the stages relevant to their sales process when working on opportunities?
A. Record Types
B. Multi-Select Picklists
C. Page Layouts
D. Roles
Answer: A
Question: 4
A marketing user needs to create a new campaign, but the New Button is NOT visible from the campaign home page. The system administrator has verified that the user has the "Create" profile permission for the campaign object.
How should the system administrator resolve the issue?
A. Select the Marketing User checkbox in the user record.
B. Select the "Manage Campaigns" profile permission.
C. Grant the user "Read" profile permission for the campaign.
D. Add the New button to the page layout using the page layout
Answer: A
Question: 5
What can an administrator configure for users on the search results? (3 answers)
A. Filters by which users can narrow down results
B. Objects included in the search
C. Fields being searched on for each object.
D. Number of records displayed for each object.
E. Columns displayed for each object.
Answer: C, D, E
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