EMT Practice Test

1. Question Content...

---

Question1: Which of the following are FSC components that visualize groups and relationships in Lightning pages? (Check the 2 that apply)

Question2: Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?

Question3: What does a page layout allow an administrator to control?

Question4: Which of the following would be considered a Junction Object in Salesforce?

Question5: Lake Tahoe Bank wants their customer reps to be able to see client records such as Person Accounts, but want to restrict access to Financial Accounts to protect the privacy of their clients. Which two steps can an admin take to ensure that all users see Person Accounts, but only specific users can view Financial Accounts?

Question6: What object do you use to model a client in Financial Services Cloud?

Question7: Which accounts are automatically synchronized on Salesforce classic

Question8: A sales executive at Universal containers wants to be notified whenever high-value opportunities are created for hot accounts.
How should an administrator meet this requirement?

Question9: Lake Tahoe Bank branch manager Sue Barry wants to encourage all Personal Bankers to use Action Plans to capture repeatable tasks and automate the task sequences, improving collaboration and productivity. Which three of the following statements about Action Plans are true?

Question10: What user interface setting must be enabled for users to edit records in a list view? (2 answers)

Question11: Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which three steps should a Data Architect take to ensure a successful migration?

Question12: What is the purpose of the ideas community? (2 answers)

Question13: Which of these statements is not correct about the visibility of Action Plan Tasks?

Question14: A user at Universal container reports an error message when attempting to log in. the administrator checks the user's login history, but there is no record of the attempted login.
What could be cause of this issue?

Question15: Lake Tahoe Bank is implementing Financial Services Cloud. The bank's new business processes require that Financial Advisors can add individuals to more than one Group or Household using Multiple Relationship Groups. Where do Admins enable Multiple Relationship Groups?

Question16: 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?

Question17: What standard object has a one-to-many relationship with the account object? (3 answers)

Question18: Which Financial Services object would you use to store Bank Accounts data?

Question19: A commercial loan due diligence process is handled by multiple individuals at Lake Tahoe Bank. Lake Tahoe Bank wants an easy way for managers to distribute the work, to understand the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks.
What FSC feature can Lake Tahoe Bank use to track this process?

Question20: Lake Tahoe Bank SF admin is planning to migrate date into the new FSC org. The admin can control whether Rollup by Lookup (RBL) rules or record rollups are queried and calculated. Before initiating data insert or update operations, the admin wants to disable rollups to speed up data loading. Where in SF would the admin disabled rollups to accelerated loads? (1 correct answer)

Question21: The sales team at universal containers wants an easy solution to gather customer requirements and share presentations with their customers.
What should an administrator do to help the sales team achieve this? (2 answers)

Question22: What can be done with a workflow field update action? (2 answers)

Question23: Which 3 options does the Financial Services Cloud application offer to view and update Account-Account. Account-Contact, and Contact-Contact Relationships?

Question24: Person accounts store information about individual people by combining certain account and contact fields into a single record. Using the Object Manager, on which Object do you configure the Person Account Page Layout?

Question25: Lake Tahoe Bank branch manager is asking the Salesforce Administrator for improvements in Salesforce to speed up Loan Approval Processing. The Salesforce Admin is considering using Action Plans. Which 3 process improvements can be delivered using Action Plans?

Question26: Lake Tahoe Bank allows more than two owners on Financial Accounts. The Salesforce Admin wants to make sure that balances are rolled up to all joint owner's primary Households. Which 2 options does the Salesforce Admin have to accomplish this?

Question27: What is the capability of the service cloud (customer) portal? (2 answers)

Question28: Which of these statements are true for Rollups in Financial Services Cloud

Question29: How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level?

Question30: Which 3 options does the Financial Services Cloud application offer to view and update Account-Account.
Account-Contact, and Contact-Contact Relationships?

Question31: Does FSC require Lightning?

Question32: Which of these statements is correct?

Question33: Lake Tahoe Bank wants to onboard a client digitally and without asking the client for information that the bank already has on file. The process has multiple steps and can have branching (conditional) logic that asks for different information depending on the responses. Which Salesforce feature should be used for this digital onboarding process?

Question34: The Salesforce Admin wants to change the fields that are showing on the Actionable Relationship Center Household Card. How can the Admin achieve this?

Question35: Universal container uses a private sharing model for opportunities. The sales team wants sales engineers to be involved in specific Opportunities to help sales representatives close deals faster.
How can an administrator meet this requirement?

Question36: Kim Johnson, a client of Lake Tahoe Bank, hired Liz Obrian from Pine Cone Law Firm as her new lawyer.
The Advisor wants to capture that information in the
Actionable Relationship Center. What entities in Financial Services Cloud will the Advisor use to create this relationship?

Question37: How can a sales user relate an opportunity to a campaign? (2 answers)

Question38: Which three types of Account-Account relationships are displayed in the Actionable Relationship Center?

Question39: The marketing team wants to send an email to each lead received from its website. The country of the incoming lead should determine the language of the email that will be sent to the lead.
How can the system administrator automate this process?

Question40: Mortgage Broker Sue Berry wants to give an incentive reward to her top internal referrers.
What is the best practice for Sue Berry to identify her top referrers quickly?

Question41: What 2 consideration should the Salesforce Admin review bfore implementing Lightning Flows?

Question42: Which statement is true regarding an approval process? (2 answers)

Question43: The support group at universal container wants agents to capture different information for product support and inquiry cases. In addition, the lifecycle for product support cases should have more steps than the lifecycle for inquiry cases.
What feature should an administrator use to meet the requirement? (3 answers)

Question44: Which three Group Member data points can be rolled up to the Group level?

Question45: Relationship Management enables you to (Check the 3 that apply)

Question46: The SF admin wants to make it easier or call center agents to complete some common tasks by setting up Lightning Flows (3 correct answers)

Question47: For which three objects are Rollup By Lookup (RBL) summaries are available?

Question48: 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?

Question49: What can be modified on standard object fields? (2 answers)

Question50: What is the maximum number of fields that can be displayed on the ARC Record Card?

Question51: A Salesforce Admin is configuring a new Action Plan Template. One task in that template needs to be picked up by the next available Advisor. What assignment logic should the Admin use when configuring this template task?

Question52: The administrator at universal containers will create a custom field to track a specific Tier 2 support user on a case record.
What data type should be used while creating this custom field?

Question53: Rollup summary fields aren't available in a Partial Copy sandbox. What is one way you can solve for this limitation?

Question54: When the multiple currencies feature is enabled, which currency is used as the basics for all currency conversion rates?

Question55: When converting a lead, how can an administrator capture custom lead data on the converted contact?

Question56: What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?

Question57: Which of these statements is true for the Person Accounts Model? (2 correct answers)

Question58: What feature allows a user to group campaigns within a specific marketing program or initiative?

Question59: Which three standard fields are available to track a customer's retirement goal process?

Question60: The Salesforce Admin at Lake Tahoe Bank considering implementing Financial Services Cloud. What is the best way for the Admin to access a Financial Services pre-configured org, including data and the right licenses, to learn about the product?

Question61: The Salesforce Admin wants to make it easier for call center agents to complete some common tasks by setting up flows and launch them from the Retail Banking Console. What does the Admin have to keep in mind when setting up Flows?

Question62: Universal Containers needs to synchronize data between sales force and an external financial system.
How can a system administrator accomplish this?

Question63: Which Option is available when using the process visualizer? (2 answers)

Question64: A client has called their Financial Advisor to open an Education Savings Account for their first child. What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?

Question65: When adding an Account-Account relationship using ARC (Actionnable Relationship Center), what 2 options does the banker have to represent a group of accounts, where one of the accounts is the parents of a number of other accounts ? (2 answers)

Question66: Which of these statements is true for the Person Accounts Model? (2 correct answers)

Question67: What item appears in a user's My Unresolved items after synchronization (2 answers)