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NEW QUESTION # 41

Which of these statements is not correct about the visibility of Action Plan Tasks?

  • A. Users will be able to see the Action Plan tasks on the related list of the Account page layout.
  • B. Once the Action Plan is assigned, you can see the related Tasks on the Timeline
  • C. The user can see tasks on the homepage if the Task Card is applied to the homepage.
  • D. Users will be able to see the Action Plan tasks assigned to them through the standard Salesforce task lists.

Answer: B,C,D



NEW QUESTION # 42

Lake Tahoe Bank has branch offices in many countries around the world and they are planning to roll out Financial Services Cloud. Which of the 2 considerations does the Salesforce Admin have to keep in mind when it comes to dealing with multiple currencies?

  • A. The Salesforce Admin can enable or disable multiple currencies if needed
  • B. For each user, the user currency must correspond to the default currency for the user's locale
  • C. When multicurrency is enabled in FSC. advanced currency management is also available
  • D. When filtering by currency values in reports or list views, users must specify a currency ISO code, such as USO or GBP. before the value.

Answer: C,D



NEW QUESTION # 43

For which three objects are Rollup By Lookup (RBL) summaries are available?

  • A. Assets and Liabilities
  • B. Claims
  • C. Financial Accounts
  • D. Contacts
  • E. Life Events

Answer: A,B,C



NEW QUESTION # 44

Jen, the Financial Advisor at Lake Tahoe Wealth Management Company wants to modify a published Action Plan to support an additional task she needs in order to complete an annual review for a client. How should Jen do this?

  • A. Create an independent Task not related to original Action Plan
  • B. Use the Action Plan item feature to add an additional task to a published Action Plan.
  • C. Contact her Salesforce Administrator and get her to make the change to the Action Plan for her.
  • D. Use the 'task creator' tool to create a new task and associate with the existing Action Plan

Answer: B



NEW QUESTION # 45

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