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Salesforce Exam Financial Services Cloud Topic 2 Question 54 Discussion

Actual exam question for Salesforce's Financial Services Cloud exam
Question #: 54
Topic #: 2
[All Financial Services Cloud Questions]

What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?

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Suggested Answer: D

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.


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Mass update Account ownership with Data Loader

by Javier at Dec 06, 2024, 04:18 AM

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Rosendo
3 days ago
Hmm, I think it's the managed extension package for intelligent Need-Based Referrals and Scoring. Gotta love those fancy Salesforce packages!
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Apolonia
5 days ago
I think the answer is A) The managed extension package for Intelligent Need-Based Referrals and Scoring.
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