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Updated Apr-2026 Pass AP-208 Exam - Real Practice Test Questions
NEW QUESTION # 89
Which three permission sets grant access or extend permissionsfor record alerts in Financial Services Cloud (FSC)?
- A. OmniStudio Admin permission set
- B. OmniStudio User permission set
- C. FSC Standard permission set
- D. FSC Foundations permission set
- E. FSC Basic permission set
Answer: B,C,D
Explanation:
Record alerts are a feature of Financial Services Cloud that let users create and display alerts on record pages to highlight important information or actions. Record alerts are based on OmniStudio, a low-code platform for building digital experiences in Salesforce.To access or extend permissions for record alerts in Financial Services Cloud, users need to have one of the following permission sets:
FSC Standard permission set: This permission set grants access to the core features of Financial Services Cloud, including record alerts. Users with this permission set can view and create record alerts on supported objects, such as accounts, contacts, financial accounts, and opportunities1.
FSC Foundations permission set: This permission set grants access to the common features of Financial Services Cloud that are shared across subverticals, such as retail banking, wealth management, and insurance. Users withthis permission set can view and create record alerts on supported objects2.
OmniStudio User permission set: This permission set grants access to the OmniStudio features, such as OmniScripts, DataRaptors, Integration Procedures, and Record Alerts. Users with this permission set can view and create record alerts on any object that has the Record Alert component enabled3.
References:
FSC Standard Permission Set
FSC Foundations Permission Set
OmniStudio User Permission Set
NEW QUESTION # 90
Cumulus Insurance has created a Delegated Administrator group for its franchise users to reduce the workload on head office support staff.
Which three functions should be added tothe Delegated Administrator group?
- A. Set organization-wide sharing defaults on custom objects.
- B. Unlock users.
- C. Assign or remove permission sets for users in their delegated groups.
- D. Create and manage membership of specified public groups.
- E. Modify permission sets.
Answer: B,C,D
Explanation:
The following functions should be added to the Delegated Administrator group for its franchise users:
Unlock users, which is a function that allows delegated administrators to unlock users who have been locked out due to incorrect login attempts or password expiration.
Assign or remove permission sets for users in their delegated groups, which is a function that allows delegated administrators to grant or revoke additional permissions for users in their delegated groups by using permission sets.
Create and manage membership of specified public groups, which is a function that allows delegated administrators to create public groups for sharing purposes and add or remove users from those groups.
NEW QUESTION # 91
What are two language-related limitations of Financial Services Cloud?
- A. Flows are available only in English.
- B. Predefined reciprocal roles are available only in English.
- C. Referral record type labels are supported only in English.
- D. Custom component labels are supported only in English.
Answer: B,C
Explanation:
Predefined reciprocalroles are available only in English and Referral record type labels are supported only in English are two language-related limitations of Financial Services Cloud. Predefined reciprocal roles are the roles that define the relationship between two individual clients or between an individual client and a group.
For example, Spouse, Child, Parent, etc. These roles are not translated into other languages and cannot be edited or deleted. Referral record type labels are the labels that indicate the type of referral, such as Client Referral or Prospect Referral. These labels are also not translated into other languages and cannot be edited or deleted.References: [Predefined Reciprocal Roles], [Referral Record Type Labels]
NEW QUESTION # 92
A consultant advising Cumulus Bank wants to ensure that the bank is compliant with Identity Verification Regulationswhen customers contact the bank.
Which two features should a consultant leverage to design this business process?
- A. Process Builder
- B. Discovery Framework
- C. Omni Studio
- D. Screen Flows
Answer: A,D
Explanation:
Process Builder and Screen Flows are two features thatcan be used to design a business process for identity verification. Process Builder is a tool that allows you to automate business processes by creating workflows that trigger actions based on certain criteria. Screen Flows are a type of flow that guide users through a series of screens to collect and update data. You can use Process Builder to launch a Screen Flow when a customer contacts the bank, and use the Screen Flow to capture and verify the customer's identity information.
References: [Process Automation], [Screen Flows]
NEW QUESTION # 93
The Salesforce Administrator for Lake Tahoe Bank is receiving a report that a members FinancialAccount Balances are not adding up to the Financial Summary field in the related Household. Which two steps should the admin take to troubleshoot the issue?
- A. Ensure the Primary Group flag in the Account record is checked.
- B. Ensure the reported Household is the Primary Group for the member
- C. Ensure that the member is the Primary Member in that Household
- D. Ensure a RollUpByLookup batch job is scheduled to run every 15 mins.
- E. EnsureRollUpByLookup Configuration is Active
Answer: B,E
Explanation:
To troubleshoot the issue of Financial Account Balances not adding up to the Financial Summary field in the related Household, the Admin should take the following steps:
Ensure RollUpByLookup Configuration is Active, which is a custom setting that enables or disables the Rollup By Lookup (RBL) feature. RBLis a feature that allows users to aggregate data from financial accounts and display it at the client and group levels1.
Ensure the reported Household is the Primary Group for the member, which is a field on the Account object that indicates whether an account is the primary group for a contact or an individual. The primary group determines which financial summary fields are displayed on the contact or individual page2. Verified References: 12
NEW QUESTION # 94
Lake Tahoe Bank branch manager is asking the Salesforce Administrator for improvements in Salesforce to speed up Loan Approval Processing. The Salesforce Admin isconsidering using Action Plans. Which 3 process improvements can be delivered using Action Plans?
- A. Action Plans can speed up the collection of a list of documents needed for the loan application
- B. Action Plans can automatically schedule the next appointment with the Advisor.
- C. Action Plans enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.
- D. When you create an action plan from a template for a specific targetrecord, items that have no assigned user are assigned to the owner of that " target record.
- E. Action Plans create repeatable tasks and automate the task sequences when executed
Answer: C,D,E
Explanation:
Action Plans are a feature that allows users to create templates for common client processes, such as loan approval, account opening, or financial review. Action Plans can create repeatable tasks and automate the task sequences when executed. When an action plan is created from a template for a specific target record, such as an account or an opportunity, items that have no assigned user are assigned to the owner of that target record.
Action Plans can also enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.
NEW QUESTION # 95
A Financial Services Cloud (FSC) administrator is setting up a permission set for Actionable Relationship Center. Which license should the administrator select on the Permission Set setup page?
- A. FSC Standard
- B. OmniStudio
- C. FSC Basic
- D. FSC Extension
Answer: A
Explanation:
To set up a permission set for Actionable Relationship Center (ARC), the administrator should selectFSC Standard as the license on the Permission Set setup page. FSC Standard is a permission set license that enables user access to a license with contractual restrictions for Financial Services Cloud and provides access to core objects and features, including ARC1. By selecting FSC Standard as the license, the administrator can grant users access to ARC and its related objects and fields
NEW QUESTION # 96
Personal Banker Hank Burton is questioning hisReferral Score shown in Salesforce Financial Services Cloud.
When is the Referral Score updated?
- A. The Referral Score updated when a referral is convened to an Opportunity or closed.
- B. The Referral Score updated when an opportunity associated with the Referral is Closed Won
- C. The Referral Score updated when a referral is assigned from the queue to a user.
- D. The Referral Score updated when a lead is created using the referralrecord type.
Answer: B
Explanation:
The Referral Score is updated when an opportunityassociated with the Referral is Closed Won. The Referral Score is a metric that measures the quality and quantity of referrals that a user creates or receives. The Referral Score is calculated as the number of referrals converted to opportunitiesdivided by the total number of referrals. The Referral Score is displayed in the Referral Summary component on the user's Home page or record page. The Referral Score is updated whenever a referral is converted to an opportunity or an opportunity is closed as won or lost. Verified References: : Salesforce Help Article 2 : Salesforce Help Article 4
NEW QUESTION # 97
An investment bank client wants all its users to track client engagements with Interaction Summaries. In addition, those call logs need to be shared with specialists in other lines of business so they can assist in specific types of deals.
Which three Financial Services Cloud standard objects should be used to help accommodate these business requirements?
- A. Participant Role
- B. Interaction Participant
- C. Financial DealParticipant
- D. Interaction Summary Participant
- E. Opportunity Participant
Answer: A,C,D
Explanation:
Reference: Track Client Interactions - Salesforce
Explanation: Interaction Summaries are records that capture the details of a client interaction, such as a meeting, a call, or an email. Interaction Summaries can be linked to Financial Deals, which are records that represent a business opportunity or transaction with a client. Interaction Summaries and Financial Deals can have participants, which are records that represent the people or groups involved in the interaction or deal.
Participants can have different roles, such as advisor, client, specialist, or decision maker. Participant Role is a custom object that defines the possible roles for participants.
NEW QUESTION # 98
What 2 considerations should the Salesforce Administrator review before implementing Flow for customer onboarding?
- A. The Flow users require a Flow Permission Set License.
- B. Flow for Financial Service Cloud is not available for the Individual Object Model.
- C. Use Field Level Security on Milestones
- D. Flow Screen Input Components can only be used in Financial Service Cloud Flow Templates
Answer: B,C
Explanation:
The following considerations should be reviewed before implementing Flow for customer onboarding:
Use FieldLevel Security on Milestones, which is a setting that controls whether users can view and edit fields on records. The Admin should use Field Level Security to restrict access to the Milestones field on the Flow Template object, which is used to track the progress of customer onboarding flows2.
Flow for Financial Service Cloud is not available for the Individual Object Model, which is an alternative data model that uses the Individual object instead of Person Accounts to store information about people. Flow for Financial Service Cloud only supports Person Accounts as the primary object for customer onboarding flows2. Verified References: 2
NEW QUESTION # 99
Salesforce provides a robust set of automation features to help save time and resources. For example, a system administrator can use Flow Builderto automate most of an organization's repetitive business processes.
Which use case is a suitable fit for Flow Builder?
- A. Perform an operation for more records than schedule-triggered flows allow
- B. Coordinate multiple flows and assign them to multiple teams or individuals.
- C. Suggest offers and actions to users that are tailoredto meet an organization's unique business criteria.
- D. Collect input from internal users with a form placed on a Lightning page cKlaunched by abutton.
Answer: D
Explanation:
A suitable use case for Flow Builder is to collect input from internal users with a form placed on a Lightning page or launched by a button. Flow Builder is a tool that allows users to automate business processes by building flows that guide users through screens, executelogic, manipulate data, and interact with Salesforce and external systems. By using Flow Builder, the system administrator can create a flow that collects input from internal users with a form and performs actions based on the input.
NEW QUESTION # 100
An insurance company wants to create a car insurance quote process for its website. The process should include the following functionality:
* The user has to enter contact and address information.
* The user has to enter the driver's age and the car model and year.
* The process should calculate an insurance quote based on the data the customer provided and save the offer to the client's record.
Which three OmniStudio tools should the consultant use to design a solution that meets these requirements?
- A. Business Rules Engine
- B. Integration Procedures
- C. APEX Code
- D. FlexCards
- E. OmniScripts
Answer: A,B,E
Explanation:
The following OmniStudio tools should be used to design a solution that meets the requirements for creating a car insurance quote process for the website:
OmniScripts, which are tools that allow users to create guided, interactive, and intuitive scripts that capture data and executeactions. By using OmniScripts, the consultant can create a script that guides the user through the car insurance quote process and captures the contact and address information, the driver's age, and the car model and year.
Integration Procedures, which aretools that allow users to orchestrate data and actions across multiple systems using RESTful APIs. By using Integration Procedures, the consultant can create a procedure that calls the core system service to calculate an insurance quote based on the dataprovided by the user and returns the quote to the OmniScript.
Business Rules Engine, which is a tool that allows users to define business logic and validation rules using natural language expressions. By using Business Rules Engine, the consultant can create rules that validate the data entered by the user and enforce any business policies or conditions for the car insurance quote process.
NEW QUESTION # 101
Which of the following objects do support Group-Level Rollups?
- A. Financial Accounts
- B. Opportunities
- C. Alerts
- D. Action Plans
- E. Tasks
Answer: A,B,D
Explanation:
The following objects dosupport Group-Level Rollups:
Financial Accounts: You can use Group-Level Rollups to display the total balance, total market value, and total cost basis of all the financial accounts that belong to a group.
Action Plans: You can use Group-Level Rollups to display the number of action plans, the number of completed action plans, and the completion percentage of all the action plans that are associated with a group.
Opportunities: You can use Group-Level Rollups to display the total amount, expected revenue, and weighted amount of all the opportunities that are related to a group. Verified References:
1: Salesforce Financial Services Cloud Implementation Guide, page 80.
2: Salesforce Financial Services Cloud Implementation Guide, page 81.
3: Salesforce Financial Services Cloud Implementation Guide, page 82.
NEW QUESTION # 102
A major Japanese bank is expanding geographically and opening additional branches in Asia. As such, they hired a regional consulting firmto implement Financial Services Cloud (FSC) locally.
What are the two expectations from implementing multi language features in FSC?
- A. In Seoul, South Korea, the branch managers will be reviewing their FSC dashboards every morning in Korean, while their colleagues in " Shanghai, China, will be doing so in Chinese.
- B. Referrals in Singapore and Hong Kong will be shared in English, but in Macau, referrals will be shared in Portuguese.
- C. Bankers in Japan have been accessing FSC in Japanese, but the new bankers in China will be accessing FSC in Chinese.
- D. In Tokyo branches, the names of the Account, Prospect & Contact are in Japanese, but the package Advisor, Personal Banker, D Relationship Manager, and Client Associate profiles are in English.
Answer: A,C
Explanation:
The following expectations are from implementing multi language features in FSC:
Bankers in Japan have been accessing FSC in Japanese, but the new bankers in China will be accessing FSC in Chinese. This expectation means that FSC supports multiplelanguages and allows users to choose their preferred language for their user interface and data display.
In Seoul, South Korea, the branch managers will be reviewing their FSC dashboards every morning in Korean, while their colleagues in Shanghai, China, will be doing so in Chinese. This expectation means that FSC supports multiple languages for reports and dashboards and allows users to view them in their preferred language.
NEW QUESTION # 103
A new custom object has been created, and the records of this object will be created throughintegration with another system What should a consultant do to ensure the data is loading into the correct fields in Financial Services Cloud?
- A. Create a junction object between the external system and the new customer object where the data will reside
- B. Utilize a field mapping file with the external system (allocation and the corresponding field in Salesforce
- C. Use a CSV file with the data created and use Data Loader to map to the correct field
- D. Ensure custom metadata is configured and each custom metadata record details where the data will be sent
Answer: B
Explanation:
To ensure the data is loading into the correct fields in Financial Services Cloud, the consultant should utilize a field mapping file with the external system allocation and the corresponding field in Salesforce. A field mapping file is a file that specifies how fields from an external system map to fields in Salesforce. By using a field mapping file, the consultant can ensure that the data from the new custom object is imported into the correct fields in Financial Services Cloud and avoid any data loss or inconsistency.
NEW QUESTION # 104
Acorporate investment banking associate at Cumulus Capital works with a trusted analyst to create pitch books, analyze market data, and generate reports. The banking associate is looking to capture sensitive deal information in Salesforce. They wish to share the deal information with the trustedanalyst only, without giving access to Salesforce users up the management chain in the Role Hierarchy.
What should a consultant do in Salesforce to build the required sharing model for sensitive deal data?
- A. Use the Opportunity object to capture the deal data and use Compliant Data Sharing to grant the analyst access.
- B. Use the Financial Deal object to captu^* y^ deal data anc* use Compliant Data Sharing to grant the analyst access.
- C. Use the Financial Deal object to capture the deal data and use restriction rules to block user access above the banking associate in the Role Hierarchy.
- D. Use the Opportunity object to capture the deal data and use manual sharing to grant the analyst access.
Answer: C
Explanation:
To build the required sharing model for sensitive deal data, the consultant should use the Financial Deal object to capture the deal data and use restriction rules to block user access above the banking associate in the Role Hierarchy. The Financial Deal object is a custom object in Financial Services Cloud that allows you to track and manage complex deals that involve multiple parties, products, and stages. You can use the Financial Deal object to store sensitive deal information, such as deal name, amount, status, or participants. You can also use restriction rules to limit the visibility of Financial Deal records based on criteria such as role, profile, or ownership. Restriction rules can override the organization-wide default sharing settings and block user access torecords that they would otherwise be able to see through the Role Hierarchy or other sharing mechanisms. Verified References: : Salesforce Help Article 1 : Salesforce Help Article 2
NEW QUESTION # 105
Cumulus Bank wants to use Interactions to capture conversations that investment bankers have with their clients. Due to thesensitive nature of the interactions, the bank needs to carefully limit access to the detailed notes for certain groups. Basic information about attendees and meeting dates is not sensitive.
Which three options should a consultant recommend?
- A. Disable Role-Hierarchy-Based Sharing for Interaction Summaries.
- B. Enable Compliant Data Sharing for Interactions.
- C. Use Interaction Summary Participants to provide the right access to individuals or groups.
- D. Enable Compliant Data Sharing for Interaction Summaries.
- E. Disable Role-Hierarchy-Based Sharing for Engagement Interactions.
Answer: A,C,D
Explanation:
Enable Compliant Data Sharing for Interaction Summaries, Use Interaction Summary Participants to provide the right access to individuals or groups, and DisableRole-Hierarchy-Based Sharing for Interaction Summaries.
Reference: Interaction Summaries | Salesforce Architects
Explanation: Compliant Data Sharing is a feature that allows granular control over access to sensitive data in Financial Services Cloud. By enabling Compliant Data Sharing for Interaction Summaries, the bank can restrict access to the detailed notes field on the Interaction Summary object. By using Interaction Summary Participants, the bank can grant access to specific individuals or groups who need to see the notes for certain interactions. By disabling Role-Hierarchy-Based Sharing for Interaction Summaries, the bank can prevent users from inheriting access to Interaction Summaries from their managers or peers in the role hierarchy.
NEW QUESTION # 106
A financial services company is migrating a legacy customer relationship management system to Financial Services Cloud (FSC). The company is requesting that its consulting partner introduce specific customer interaction features mapped to its business processes.
What should the consultant consider when introducing the FSC features?
- A. If there is a business process for taking detailed notesfor client meetings and adding action items, the Action Plan component is recommended to use.
- B. If there is a business process for showing common interests and needs across the company's clients, the Interaction Summaries component is recommended to use.
- C. If there is a business process for tracking the customer life events and milestones, and timely reminding of opportunities, the Action Plan component is recommended to use.
- D. If there is a business process for limiting role-based data visibility, the Interaction Summaries component is recommended to use.
Answer: A
Explanation:
Reference: Action Plans in Financial Services Cloud for Admins | Salesforce Trailhead Explanation: Action Plans are a feature of Financial Services Cloud that allow users to create and execute repeatable tasks based on predefined templates. Action Plans can help streamline and standardize business processes, such as onboarding new clients, conducting annual reviews, or resolving service requests. Action Plans can also capture detailed notes for client meetings and add action items to follow up.
NEW QUESTION # 107
Cumulus Insurance has a franchise business model with a large number of franchisees who operate independently but report to regional managers who are Cumulus employees. The company would like the franchise owners and their employees to have access to the Cumulus Salesforce Financial Services Cloud (FSC) instance. The company plans to use the Role Hierarchy and sharing rules to implement this. What should the architect at Cumulus Insurance be aware of for this solution?
- A. Franchise users will need to switch their browsers to a platform that supports Lightning Web Components.
- B. Franchise users canhave multiple roles in the hierarchy.
- C. The administrator can define up to 300 total sharing rules for each object.
- D. Salesforce FSC only allows 1,024 public groups.
Answer: C
Explanation:
The architect at Cumulus Insurance should be aware of the limitation that the administrator can define up to
300 total sharing rules for each object when using the Role Hierarchy and sharing rules to implement the franchise business model. Sharing rules are a way of granting additional access to records based on criteria, such as record owner, role, or field values. The Role Hierarchy is a way of organizing users into a hierarchy that reflects the reporting structure of the company. The Role Hierarchy and sharing rules can be used together to control the access and visibility of records for different users in Financial Services Cloud.
However, there is a limit of 300 sharing rules per object, which means that the administrator may need to use other methods, such as public groups or manual sharing, to grant access to records beyond this limit.
References:
[Sharing Rules]
[Role Hierarchy]
[Sharing Rule Limits]
NEW QUESTION # 108
How can the Salesforce Admin help agents who deal with a large number of customers on a daily basis, quickly scan the Life Events component and find the information they need without much effort?
- A. The Admin can customize the order of life events to be set in chronological order.
- B. The Admin can change the color of important life events to red.
- C. The user can customize the order of life events to be set in chronological order
- D. The user can change the color of important life events to red.
Answer: B
Explanation:
The Admin can change the color of important life events to red by using custom CSS in aLightning App Builder theme layout component. This way, the agents can quickly scan the Life Events component and find the information they need without much effort. The color red can draw attention and indicate urgency or importance for certain life events.
NEW QUESTION # 109
An administrator is logged into Data Loader with their own credentials to insert new Business Account records into their Salesforce environment. They forget to specify the Account Owner field in the import file.
Assumingthere are no other issues, what should happen when the administrator uploads the import file?
- A. The import will succeed, and the administrator will be prompted to select a user.
- B. The import will succeed, and the administrator will be named as the default Account Owner.
- C. The import will fail, since all records in Salesforce must have an owner.
- D. The import will succeed, and the Account Owner field will be left blank.
Answer: B
Explanation:
When using Data Loader to insert new records into Salesforce,if the Account Owner field is not specified in the import file, the default owner will be the user who is logged into Data Loader. In this case, since the administrator is logged into Data Loader with their own credentials, they will be assigned as the owner of all the new Business Account records. This behavior is consistent with the standard Salesforce rule that every record must have an owner.
References:
About Data Loader
Mass update Account ownership with Data Loader
NEW QUESTION # 110
A financial services company wants to use the Financial Services Cloud Person Account data model. The company needs two Person Account record types, one to represent Individual customer and one to represent Individual independent advisors that send referrals.
What should the administrator do to set up the new record types?
- A. Create a record type on the Contact object.
- B. Configure Individual Record Type Mapper" custom metadata.
- C. Create custom fields on the Person Account object.
- D. Enable "Use Person Account" custom setting.
Answer: B
Explanation:
To set up the new record types for Person Accounts, the administrator should configure Individual Record Type Mapper custommetadata. The Individual Record Type Mapper is a custom metadata type in Financial Services Cloud that defines how records are created when using certain features, such as Einstein Data Capture or Salesforce Inbox. The Individual Record Type Mapper maps Person Account record types to Individual record types, so that when a new Individual record is created from an email or calendar event, it automatically creates a corresponding Person Account record with the same record type. To configure Individual RecordType Mapper custom metadata, you need to go to Setup > Custom Metadata Types > Individual Record Type Mapper > Manage Records and create a new record for each Person Account record type and its matching Individual record type. Verified References: : Salesforce Help Article [8] : Salesforce Help Article [9]
NEW QUESTION # 111
A company wants to convert its Salesforce Financial Services Cloud implementation from using the individual account model to using person accounts.
Which three things should a consultant do to prepare for the conversion?
- A. Ensure all individual account records to be converted are only linked to exactly one contact record.
- B. Ensure each individual account to be converted is not a parent account of any other account records.
- C. Update all opportunities linked to individual account records to be owned by the individual account record's owner.
- D. Ensure each account.phone field in the individual account record is blank.
- E. Test out the conversion in a sandbox, including all integrations and customizations.
Answer: A,B,E
Explanation:
Reference: Transform the Individual Data Model to Person Accounts in Financial Services Cloud Explanation: To prepare for converting from the individual account model to person accounts in Financial Services Cloud, the consultant should do the following tasks:
Ensure all individual account records to be converted are only linked to exactly one contact record. A person account is a combination of an account and a contact record that represents an individual customer. To convert an individual account record to a person account record, the individual account record must have exactly one contact record related to it. If an individual account record hasno contact records or more than one contact records related to it, it cannot be converted to a person account record.
Test out the conversion in a sandbox, including all integrations and customizations. A sandbox is a copy of a Salesforce org that can beused for testing and development purposes. Before converting from the individual account model to person accounts in production, the consultant should test out the conversion process in a sandbox to ensure that it works as expected and does not cause any errors or issues with existing integrations and customizations.
Ensure each individual account to be converted is not a parent account of any other account records. A parent account is an account record that has one or more child accounts related to it by ahierarchical relationship. To convert an individual account record to a person account record, the individual account record must not be a parent account of any other account records. If an individual account record is a parent account of any other account records, it cannot be converted to a person account record.
NEW QUESTION # 112
Lake Tahoe Bank would like to reslricl their Financial Services Cloud users from viewing certain types of milestones that might be irrelevant to their customersor might cause negative sentiment. How can the Salesforce Admin implement such a requirement?
- A. The Salesforce Admin can hide the life Event or Business Milestone type, by removing it from the Event Type picklist.
- B. The Salesforce Admin can manage sensitive Life Events using Permission Sets.
- C. The Salesforce Admin can hide sensitive Life Events on Ihe Life Events component on the Lightning Page using the Properties pane.
- D. The Salesforce Admin can manage sensitive Life Evenls using sharing rules.
Answer: C
Explanation:
The Salesforce Admin can hide sensitive Life Events on the Life Events component on the Lightning Page using the Properties pane. The Life Events component is a Lightning component that displays a timeline of life events and business milestones for aclient or a group. The Admin can use the Properties pane to customize the component and select which event types to show or hide on the timeline.
NEW QUESTION # 113
Which two limitations should a Salesforce Administrator consider before enabling Person Accounts?
- A. Person Accounts cannot be disabled once they were enabled
- B. AppExchange packages will not work if Person Accounts are enabled
- C. Creating a client record via Salesforce Inbox is not supported.
- D. Person Accounts can be enabled and disabled only by contacting Salesforce Support
Answer: A,C
Explanation:
The following limitations should be considered before enabling Person Accounts in Financial Services Cloud:
Person Accounts cannot be disabled once they were enabled. Enabling Person Accounts is an irreversible action that affects your data model and user interface. You should carefully evaluate your business needs and test the functionality in a sandbox or developer org before enabling it in production.
Creating a client record via Salesforce Inbox is not supported. Salesforce Inbox is a feature that allows you to access Salesforce data and actions from your email application. However, you cannot use Salesforce Inbox tocreate a client record as a Person Account. You can only create a client record as an Individual Model record using Salesforce Inbox. Verified References: : Salesforce Help Article 4 : Salesforce Help Article 5
NEW QUESTION # 114
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