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Question 1

Which accounts are automatically synchronized on Salesforce classic

Options :

A : Accounts that the users own

B : All recently accessed accounts

C : Accounts selected with the sync button

D : Any account created in the last 30 days

Answer: B

Question 2

Which of the following would be considered a Junction Object in Salesforce?

Options :

A : A custom object that contains a lookup field to a standard object

B : Two standard objects that have lookup relationship with each other

C : A many-to-many relationship created with two master-detail relationship

D : A many-to-many relationship created with two lookup relationships

Answer: C

Question 3

Which object would you use to model the relationship between business contact and the client on the relationship group?

Options :

A : Account Contact Relationship

B : Account Account Relationship

C : Contact Contact Relationship and Reciprocal Role

D : Reciprocal Role

Answer: C

Question 4

Which one of the following statements is not correct about Action Plans?

Options :

A :

Enhance collaboration and productivity by automatically assigning task owners and deadlines for

specific client engagement, such as account openings, loan approvals, and claims processing.

B :

Capture repeatable tasks in templates and then automate the task sequences with an action plan.

C : Automatically schedule the next appointment with the Advisor

D :

Manage customer engagements consistently and collaboratively with automated and compliant task

orchestration.

Answer: C

Question 5

Which of these statements are true for Rollups in Financial Services Cloud?

Options :

A : Rollups are done at both the client and group levels

B : All financial accounts information, such as account balances are calculated and summarized at the Financial Account Summary level

C : Activities can not be rolled up on the activity timeline at group/household level.

Answer: B