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 09, 2025

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Question 1

What benefits do Flows for FSC offer to support customer onboarding?

A : Flows systematically capture and visualize important customer Life Events to drive more personalized and need-based engagements.

B : Flows provide step-by-step guidance for common service requests, such as change of address, or changeof beneficiary without the need to navigate to different screens.

C : Flows enable customers to schedule appointment via customer communities, mobile apps, or websites.

D : Flows enable customers to schedule appointments via customer communities, mobile apps, or websites.

E : Flows enable customers to book appointments with the right specialist at the right time and place through self-service scheduling

Answer: B

Question 2

Lake Tahoe Bank branch manager Sue Barry wants to encourage all Personal Bankers to use Action Plans to capture repeatable tasks and automate the task sequences, improving collaboration and productivity. Which three of the following statements about Action Plans are true?

A : When you work with Action Plans, you first create Action Plan Templates

B : Action Plans require a monthly license fee per user

C : Action Plans can be used to schedule appointments with the Bankers

D : Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance

E : Action Plans can be used to automatically assign task owners and deadlines for specific client engagements

Answer: A,D

Question 3

A banking client currently manages its onboarding process manually with paper forms. To optimize the process, the client wants to digitize and automate as much as possible. The bank wants its clients to manage the forms in a portal and leverage e-signatures for processing. Which three steps are needed to document this requirement following the discovery session?

A : Document the business process flows.

B : Design the solution using the Financial Services Cloud components.

C : Create a visual flow diagram.

D : Understand the journey!for the multiple personas involved in the process.

E : Determine the best e-sigTiature solution to use.

Answer: A,D

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

The Lake Tahoe Bank Salesforce Admin is planning to migrate data into the new Financial Services Cloud org. The Admin can control whether Rollup By Lookup (RBL) rules or record rollups are queried and calculated. Before initiating data insert or update operations, the Admin wants to disable rollups to speed up data loading. Where in Salesforce would the Admin temporarily disable rollups to accelerate uploads?

A : Object Settings

B : Company Settings

C : App Manager

D : Custom Settings

Answer: D

Page: 1 / 66

Total 330 Questions | Updated On: Sep 09, 2025

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