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NEW QUESTION 26
Sam is the Salesforce Admin for Valley Bank. The bank's financial advisors are complaining they can't see an accurate summary of their client's financial data as clients often change households. Sam wants to give his financial advisors a better view of the client's complete financial situation. How can he set this up using FSC?

  • A. Set client's financial data to be rolled up using Primary Group feature
  • B. Create a custom object to track the client's financial data
  • C. Use Process Builder to create a workflow to summarize data at the Person Account level

Answer: A

 

NEW QUESTION 27
Universal Containers uses Web-to-Case to convert support requests submitted through its website into cases. The support team would like Salesforce to automatically send an email containing password reset instructions to the customer when the case subject contains the words "forgot" and "password".
What does the administrator need to configure to meet this requirement?

  • A. Validation rule
  • B. Auto-response rule
  • C. Support settings
  • D. Email-to-case

Answer: B

 

NEW QUESTION 28
Lake Tahoe Bank's System Administrator is implementing intelligent Need-Based Referrals in Salesforce. Referrals are modeled on the Lead object. Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?

  • A. Lead Approval
  • B. Lead Assignment Rules
  • C. Einstein Lead Scoring
  • D. Lead Routing
  • E. Web to-Lead

Answer: B,C,D

 

NEW QUESTION 29
Which three Group Member data points can be rolled up to the Group level?

  • A. Approvals
  • B. Loans
  • C. Financial Goals
  • D. Referrals
  • E. Tasks

Answer: B,D,E

 

NEW QUESTION 30
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