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NEW QUESTION 36
Which information can you find under the Relationships Tab? - (Check the 3 that apply)

A. Summary information about Total Financial Accounts. This includes total assets under management at your firm, the Category (i.e. Platinum.), client interactions, including the last interaction and the next interaction scheduled in the future.B. Related contacts that play a role in the financial world of the client (i.e a family lawyer)C. Related accounts - accounts not directly included in the primary household.D. Primary household Information, including the members of the household and how the household is related to other groups.

Answer: B,C,D

 

NEW QUESTION 37
A feature that captures, refers, routes, and prioritizes customer needs across business lines

A. OpportunityB. Expressed InterestC. ReportD. Referrals

Answer: D

 

NEW QUESTION 38
What is a method for adding content to Salesforce CRM content? (2 answers)

A. Chatter filesB. AttachmentsC. DocumentsD. Libraries

Answer: A,D

 

NEW QUESTION 39
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?

A. Workflow field updateB. Cross-object formula fieldC. Roll-up summary fieldD. Look-up Field

Answer: B

 

NEW QUESTION 40
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