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Financial Services Cloud

Share and discuss the opinions about the dumps with all Financial Services Cloud Q&As.
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Topic Title
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How can the Admin achieve this?
Esteban, 1 year ago
70
1
No replies
What tool can be used to avoid duplicate leads?
Esteban, 1 year ago
78
1
No replies
What should an administrator do to help the sales team achieve this?
Thurman, 1 year ago
74
1
No replies
If two objects have a parent child relationship, how can a user access the child record from the parent record?
Orval, 1 year ago
72
1
No replies
How can an administrator meet this requirement?
Rueben, 1 year ago
60
1
No replies
What is the maximum number of fields that can be displayed on the ARC Record Card?
Esteban, 1 year ago
59
1
No replies
When converting a lead, how can an administrator capture custom lead data on the converted contact?
Guillermo, 1 year ago
57
1
No replies
What can be done with a workflow field update action? (2 answers)
Mauro, 1 year ago
71
1
No replies
Where do you enable Enable Multiple Relationship Groups?
Gonzalo, 1 year ago
64
1
No replies
What should the administrator do?
Cletus, 1 year ago
67
1
No replies
Which information can you find under the Relationships Tab? - (Check the 3 that apply)
Chas, 1 year ago
57
1
No replies
Which feature should a system administrator use to meet this requirement?
Gonzalo, 1 year ago
64
1
No replies
How should the system administrator meet this requirement?
Nathaniel, 1 year ago
105
1
No replies
Which of these statements is true for the Person Accounts Model? (2 correct answers)
Nathaniel, 1 year ago
60
1
No replies
What can be transferred from one user to another user during mass transfer of account records? (3 answers)
Mario, 1 year ago
64
1
No replies
Which of these statements is correct?
Esteban, 1 year ago
63
1
No replies
What is a method for adding content to Salesforce CRM content? (2 answers)
Esteban, 1 year ago
77
1
No replies
What standard object has a one-to-many relationship with the account object? (3 answers)
Theo, 1 year ago
244
1
No replies
What steps should the Salesforce Admin take to troubleshoot this issue?
Thurman, 1 year ago
72
1
No replies
What feature allows a user to group campaigns within a specific marketing program or initiative?
Mikel, 1 year ago
118
1
No replies
How can a system administrator give the sales operation team read/write access to all escalated cases?
Antwan, 1 year ago
110
1
No replies
What should be considered when configuring the lead conversion process? (2 answers)
Mauro, 1 year ago
116
1
No replies
Which of the following is NOT an area that Salesforce Financial Services Cloud serves?
Orval, 1 year ago
70
1
No replies
What is an option when customizing a report? (3 answers)
Gonzalo, 1 year ago
112
1
No replies
How can this be accomplished?
Cletus, 1 year ago
64
1
No replies
How can you set up Referral creation?
Chi, 1 year ago
68
1
No replies
How can a system administrator restrict users from viewing certain fields in list views, searches, page layouts and reports?
Esteban, 1 year ago
166
1
No replies
The Actionable Relationship Center can display which of the following relationships in the tree pane? Select 3 answers.
Man, 1 year ago
120
1
No replies
What happens if the opportunity is edited before July 23 and no longer meets the criteria?
Carrol, 1 year ago
68
1
No replies
How should the system administrator resolve the issue?
Zachariah, 2 years ago
100
1
No replies
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