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NEW QUESTION 51
What should a Financial Advisor use to model the relationship between a business contact and a client that is modeled as a person account?

A. Contact-Contact Relationship and the Reciprocal RoteB. Account-Contact Relationship and the Reciprocal RoleC. Reciprocal RoleD. Account-Account Relationship

Answer: B

 

NEW QUESTION 52
What should be considered when configuring the lead conversion process? (2 answers)

A. Custom Lead fields can be mapped to custom object fieldsB. Custom Lead fields can be mapped to account, contact and opportunity fieldsC. Standard lead fields are automatically converted into account, contact and opportunity fieldsD. Roll-up Summary Lead Fields can be mapped to custom contact fields

Answer: B,C

 

NEW QUESTION 53
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. Use Process Builder to create a workflow to summarize data at the Person Account levelB. Create a custom object to track the client's financial dataC. Set client's financial data to be rolled up using Primary Group feature

Answer: C

 

NEW QUESTION 54
What can an administrator configure for users on the search results? (3 answers)

A. Columns displayed for each object.B. Objects included in the searchC. Number of records displayed for each object.D. Fields being searched on for each object.E. Filters by which users can narrow down results

Answer: A,C,D

 

NEW QUESTION 55
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