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: Sep 24, 2026

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Question 1

What option is available when scheduling a dashboard refresh? (2 answers)

A : Define refresh times for specific dashboard components

B : View and remove a scheduled dashboard refresh

C : Schedule the dashboard to refresh in different time zones

D : Send a refresh notification to users with access to the dashboard.

Answer: B,D

Question 2

Which step is required to give a group of users access to a Financial Deal?

A : Change organization-wide defaults (OWD) sharing on the Financial Deal object to Public Read/Write.

B : Create a Financial Deal permission set and assign it to the users that should have access to Financial Deals.

C : Share a financial deal record with a group by adding them as participants to the record from the Financial Deal Participants related list,

D : Update Industries Settings to give users access to the Financial Dew object.

Answer: C

Question 3

One administrator user at a financial services company needs to help management build reports and gain insights into business performance by including branch management reportable objects. Which two considerations should the administrator include when configuring the report?

A : Branch Unit Related Record report types have related object names including Lead, Account, and Contact but exclude Financial Account.

B : Bankers with Branches with Opportunities, Accounts. Leads, and Contacts report types are available for creating reports with Branch Unit Related Records.

C : The reportable objects include Banker. Branch Unit, Branch Unit Related Records, and Branch Unit Customer

D : When Branch Unit is the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects.

Answer: B,C

Question 4

What are three examples of proper use of Financial Goals?

A : Measure progress toward paying off a Mortgage.

B : Tracking money saved each year to pay for a vacation, depending on destination and budget.

C : Displaying the current amount and percentage of target value for a College Savings Account.

D : Displaying the amount and percentage of the remaining balance for an Auto Loan.

E : Measure progress toward a down payment amount for a new home.

Answer: A,B,C

Question 5

A client has called their Financial Advisor to open an Education Savings Account for their first child. What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?

A : Create a Life Event for the birth of the child and a Referral for the Education Savings Account

B : Create a case and include the target Savings amount for the Education Savings Account and relate the case to the child-s Person Account.

C : Create a Referral for the Banker for an Education Savings Account

D : Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account

E : Create two Life Events, one for the birth of the child and one for the Education Savings Account.

Answer: A,D

Page: 1 / 66

Total 330 Questions | Updated On: Sep 24, 2026

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