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Financial-Services-Cloud – Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) exam

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Showing 7–9 of 10 questions

Question 7

Users at Lake Bank have been creating multiple events for once in a lifetime event such as birth. What should an Administrator do to prevent users from accidentally creating more than one event of such an event type?

Select an option, then click Submit answer.

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    Create an Apex trigger that will prevent the saving of multiple one-time events
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    Select the Unique checkbox on the picklist value for the Event Type field on the Person Life Event object
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    Remove user’s ability to create one-time events
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    Create a validation rule that will stop the user if they attempt to add multiple one-time events.
Question 8

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

Select an option, then click Submit answer.

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    Add a custom Rollup By Lookup (RBL) rule.
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    Financial Goals can not be summarized at the household level.
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    Create a formula field and add it to the Account page layout
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    Update the selection in "Activities & Objects to Roll Up' to indude Financial Goals
Question 9

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?

Select an option, then click Submit answer.

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    Action Plan Creator
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    Specific User
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    Account Team
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    Role
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    Queues