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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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Wilbert
1 months ago
Hey, is there a package for 'Clueless Salesforce Admins'? I could use that one for this question.
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Ernest
1 months ago
Ah, the age-old question - managed or unmanaged? I'll take a stab at the managed one. It sounds more 'intelligent'.
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Renea
9 days ago
Managed packages are definitely the way to go for ensuring a smooth user experience.
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Micheline
16 days ago
Yes, the managed package is the way to go for providing access to those features.
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Nina
28 days ago
You would need to install the managed package for users to access referral dashboards and reports.
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Keshia
2 months ago
CRM Dashboards? Really? I don't think that's what they're looking for here. Gotta be one of the referral packages.
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Mariko
2 months ago
Einstein Analytics for Financial Services? Nah, that's too complex for a simple referral dashboard. I'll go with the unmanaged extension package.
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Joni
17 days ago
Good choice, the unmanaged extension package should provide users access to referral dashboards and reports.
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Francisca
1 months ago
Yeah, Einstein Analytics for Financial Services might be too complex for that.
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Valentin
1 months ago
Unmanaged extension package is the way to go for simple referral dashboards.
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Terrilyn
2 months ago
I'm not sure, but I think C) The unmanaged extension package could also work. It's worth considering.
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Jeannine
2 months ago
I agree with Apolonia. The managed extension package makes sense for providing access to referral dashboards and reports.
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Rosendo
2 months 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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Rossana
14 days ago
Salesforce CRM Dashboards might be a good option too, but the managed extension package seems more specialized.
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Ernestine
19 days ago
I believe the unmanaged extension package could also work for providing access to referral dashboards.
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Dahlia
2 months ago
I think it's a smart choice to use Einstein Analytics for Financial Services.
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Matilda
2 months ago
I agree, the managed extension package is the way to go for referral dashboards.
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Apolonia
2 months ago
I think the answer is A) The managed extension package for Intelligent Need-Based Referrals and Scoring.
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