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NEW QUESTION 26

What steps does the Salesforce Administrator have to take to create a new Business Milestone Type?

  • A. Find Person Life Event using the Object Manager and add a new picklist value on the Milestone Type Field.
  • B. In the Object Manager go to the Business Milestone object and create a new field using the name of the new milestone.
  • C. Find Business Milestone using the Object Manager and add a new picklist value on the Milestone Type Field
  • D. In the Lightning Page Editor add the new Milestone Type to the Life Events & Business Milestones Lightning component

Answer: D

NEW QUESTION 27

The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to rollup financial data at the client and group levels? What functionality can Rollup By Lookup (RBL) provide for this requirement?

  • A. RBL calculations can't be disabled when importing data into your Salesforce org.
  • B. Rollups for multiple joint owners are not supported.
  • C. An RBL rule displays summary calculations of financial account information, such as account balances.
  • D. Rollup By Lookup (RBL) displays associated records for Financial Accounts, Financial Goals and Opportunities.
  • E. When you edit a financial account record or primary Group membership, the Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the client and Group levels.

Answer: C,D,E

NEW QUESTION 28

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

  • A. Users will be able to see the Action Plan tasks on the related list of the Account page layout.
  • B. The user can see tasks on the homepage if the Task Card is applied to the homepage.
  • C. Users will be able to see the Action Plan tasks assigned to them through the standard Salesforce task lists.
  • D. Once the Action Plan is assigned, you can see the related Tasks on the Timeline

Answer: B,C,D

NEW QUESTION 29

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

  • A. Change the record type of a record
  • B. Update the value of a field on a child object
  • C. Update the value of a formula field
  • D. Apply a specific value to a field

Answer: A,D

NEW QUESTION 30

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