Question 1

A system administrator at Universal Containers needs to transfer records from one user to another. What object can be transferred using the mass transfer tool? (2 answers)

Options :

A : Leads

B : Campaigns

C : Quotas

D : Accounts

Answer: A,D

Question 2

The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud andwants to rollup financial data at the client and group levels? What functionality can RollupBy Lookup (RBL) provide for this requirement?

Options :

A : Rollup By Lookup (RBL) displays associated records for Financial Accounts, Financial Goals and Opportunities.

B : Rollups for multiple joint owners are not supported.

C : When you edit a financial account record or primary Group membership, the Rollup By Lookup (RBL)configuration updates the corresponding RBL summaries at the client and Group levels.

D : An RBL rule displays summary calculations of financial account information, such as account balances.

E : RBL calculations can't be disabled when importing data into your Salesforce org.

Answer: A,C,D

Question 3

Which circumstances will prevent a system administrator from deleting a custom field?

Options :

A : The field is part of a field dependency.

B : The field is used in a workflow field update.

C : The field is used in a report.

D : The field is used in a page layout.

Answer: B

Question 4

Cumulus Cloud Bank needs help onboarding new customers. The business process requires updating the Know Your Customer (KYC) document checklist and performing internal tasks in a predefined order. However, during an internal audit, it was found that bankers often miss these tasks and still move to the next stage of the onboarding process. What should a consultant recommend?

Options :

A : Create an after-save trigger to generate reminder tasks.

B : Utilize Chatter notifications for reminders.

C : Utilize Action Plan and Action INan Template.

D : Utilize Financial Services Clouc flag Templates to flag missing items.

Answer: C

Question 5

What type of record access can an administrator grant (2 answers)

Options :

A : Read/Write only

B : Read only

C : Read/Write/Delete

D : Read/Write/Transfer

Answer: A,B

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