Free Access Salesforce.Financial-Services-Cloud.v2023-03-08.q50 Practice Test (Page 9)

Question 36

Which feature license can be assigned to a user record in Salesforce (2 answers)

A.Service cloud user

B.Console user

C.Knowledge user

D.Opportunity user

Question 37

The Salesforce Admin wants to change the fields that are showing on the Actionable Relationship Center Household Card. How can the Admin achieve this?

A.Change the fields directly from the card.

B.Edit Household Page Compact Layout on the Contact Object.

C.Edit Household Page Compact Layout on the Account Object.

D.Use the Schema Builder to update the field on the Household Card.

Question 38

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)

A.Permission sets

B.Record Types

C.Support processes

D.Field-level Security

E.Page layouts

Question 39

Which of these statements is correct?

A.Lightning is not required to enable Action Plans

B.To give users access to the new action plans feature, you must add the Action Plans permission set to the user.

C.To assign the Action Plans permission set the user must have a Financial Services Cloud license.

D.Assigning the Action Plan permission set automatically assigns an Action Plans permission set license to the user.

Question 40

Which one of the following statements is not correct about Action Plans?

A.Capture repeatable tasks in templates and then automate the task sequences with an action plan.

B.Automatically schedule the next appointment with the Advisor

C.Manage customer engagements consistently and collaboratively with automated and compliant task orchestration.

D.Enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client engagement, such as account openings, loan approvals, and claims processing.

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Question 36

Question 37

Question 38

Question 39

Question 40

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