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A consultant is configuring a demo for a customer but cannot create new residential loan application records. What is prohibiting the consultant from creating a new residential loan application?
A. The Residential Loan Application flow was not enabled in the setup.
B. The administrator did not enable "Allow Mortgage Access" in Setup.
C. The user does not have "Mortgage User" checked in their user record.
D. The administrator did not assign the Mortgage permission set to the user.
Explanation:
The administrator did not assign the Mortgage permission set to the user. The Mortgage permission set is required to access the Residential Loan Application object and its related objects, such as Loan Application Form, Loan Assessment, and Loan Product. Without this permission set, the user cannot create, edit, or view residential loan application records. The administrator can assign the Mortgage permission set to the user from the user detail page in Setup. References: [Mortgage Permission Set], [Residential Loan Application Object]
Users at Lake Bank have been creating multiple events for once in a lifetime event such as birth. What should an Administrator do to prevent users from accidentally creating more than one event of such an event type?
A. Create an Apex trigger that will prevent the saving of multiple one-time events
B. Select the Unique checkbox on the picklist value for the Event Type field on the Person Life Event object
C. Remove user’s ability to create one-time events
D. Create a validation rule that will stop the user if they attempt to add multiple one-time events.
Explanation:
To prevent users from accidentally creating more than one event of such an event type, the Admin should create a validation rule that will stop the user if they attempt to add multiple one-time events. A validation rule is a rule that verifies that the data a user enters in a record meets the standards you specify before the user can save the record. By creating a validation rule, the Admin can ensure that only one event of a certain type can be created for each contact.
When importing records from a system outside of Salesforce, which ID should be used to prevent the data import from creating duplicates?
A. User ID
B. Data Load ID
C. External ID
D. Org ID
Explanation:
To prevent the data import from creating duplicates when importing records from a system outside of Salesforce, you should use External ID. External ID is a custom field type that can be used to store unique identifiers from other systems. You can use External ID to match records during data import and avoid creating duplicate records in Salesforce. You can also use External ID to enable upsert operations, which can insert new records or update existing records based on the External ID value. Verified References: : Salesforce Help Article [5] : Salesforce Help Article [6]
How should developers configure customized nodes for display in the Actionable Relationship Center (ARC)?
A. Reference the Lightning web component in the Display properties of the custom ARC relationship graph.
B. Select Use Flex Card from the node Display tab to show the node in a Flex Card
C. Reference the flex Card in the Display properties of the custom ARC relationship graph.
D. Select Omni Script from the node Actions tab to show the node in an Omni Script.
Reference:
[Reference: Create and View Custom ARC Graphs | Salesforce Help, Explanation: A flex card is a Lightning web component that displays information about a node in the Actionable Relationship Center (ARC). A flex card can be customized to show different fields, actions, and related lists for different node types. Developers can reference the flex card in the Display properties of the custom ARC relationship graph to configure how each node is displayed in ARC., , , ]
What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?
A. The managed extension package for intelligent Need-Based Referrals and Scoring
B. Einstein Analytics for Financial Services
C. The unmanaged extension package for Intelligent Need-Based Referrals and Scoring
D. Salesforce CRM Dashboards
Explanation:
The unmanaged extension package for Intelligent Need-Based Referrals and Scoring provides users access to referral dashboards and reports, as well as referral scoring and routing features.
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