Free Access Salesforce.Financial-Services-Cloud.v2025-04-02.q131 Practice Test (Page 8)

Question 31

What is the purpose of the AppExchange? (2 answers)

A.Partners can download accounts and contacts to collaborate on sales deals

B.Customers can share and install apps published by Salesforce partners

C.Support users can install the Salesforce Console for Service customers

D.Administrators can download and customize pre-built dashboards and reports

Question 32

What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?

A.Referral Approval Processes

B.Einstein Referral Scoring for Financial Services Cloud

C.Referral Routing Rules

D.Intelligent Need-Based Referrals and Scoring

Question 33

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

A.Up to 5 Related Lists for an Account Record

B.Up to 5 Related Lists for a non-Account Record

C.Account-Account Relationships

D.Any Related List for the selected object record

E.Account-Contact Relationships

Question 34

A Salesforce Admin is configuring a new Action Plan Template. One task in that template needs to be picked up by the next available Advisor. What assignment logic should the Admin use when configuring this template task?

A.Specific User

B.Account Team

C.Queues

D.Role

E.Action Plan Creator

Question 35

Personal Banker Hank Burton is questioning his Referral Score shown in Salesforce FSC.
When is the Referral Score updated?

A.The Referral Score updated when a referral is converted to an Opportunity or closed.

B.The Referral Score updated when a referral is assigned from the queue to a user.

C.The Referral Score updated when an opportunity associated with the Referral is Closed Won.

D.The Referral Score updated when a lead is created using the referral record type.

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Question 31

Question 32

Question 33

Question 34

Question 35

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