Free Salesforce IND330 Exam Questions

Become Salesforce Certified with updated IND330 exam questions and correct answers

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Total 330 Questions | Updated On: Apr 29, 2026

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Question 1

Which of these statements are true for Rollups in Financial Services Cloud?

A : Rollups are done at both the client and group levels

B : All financial accounts information, such as account balances are calculated and summarized at the Financial Account Summary level

C : Activities can not be rolled up on the activity timeline at group/household level.

Answer: B

Question 2

What Actions can you take from Life Event card? Select all that apply!

A : Create Opportunity

B : Create Case

C : Request Record Approval

D : Create Lead and Referral

Answer: A,B,D

Question 3

Which accounts are automatically synchronized on Salesforce classic

A : Accounts that the users own

B : All recently accessed accounts

C : Accounts selected with the sync button

D : Any account created in the last 30 days

Answer: B

Question 4

What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?

A : Referral Approval Processes

B : Intelligent Need-Based Referrals and Scoring

C : Einstein Referral Scoring for Financial Services Cloud

D : Referral Routing Rules

Answer: B

Question 5

A private equity company with only one administrator wants to upgrade Financial Services Cloud (FSC) from a Sales Cloud Unlimited Edition (UE) org. The company decided to install FSC greenfield on a new org to minimize the transfer of existing tech debt. In preparation for data migration, the administrator has been exporting backup files of the current org for a month. What should the administrator do as part of the preparation for the data migration process?

A : The administrator can ask the business manager on the investment bank team to review the file directly.

B : After running the backup data export manually for 2 weeks, the administrator can schedule this job to run weekly every Sunday to review the file on Mondays at the start of the week for data comparisons/analysis.

C : As a dry run, the administrator can test this process via a data export request from the primary sandbox to the existing Sales Cloud UE org.

D : To start, the administrator can run a daily backup data export for a week, then continue to run this job weekly until they are ready for data migration.

Answer: D

Page: 1 / 66

Total 330 Questions | Updated On: Apr 29, 2026

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