Practice Salesforce Financial-Services-Cloud Exam Questions
Page: 1/34 Total 170 Questions
Question No 1
Universal Containers uses a custom field on the account object to capture the account credit status.
The sales team wants to display the account credit status on opportunities.
Which feature should a system administrator use to meet the requirements?
Question No 2
An opportunity record created with a close date of July 30, meets the criteria of time - dependent
workflow rule. The time dependent action is scheduled for July 23. What happens if the opportunity
is edited before July 23 and no longer meets the criteria?
Question No 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?
Question No 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?
Question No 5
What can an administrator configure for users on the search results? (3 answers)