Jan-2023 New Version Financial-Services-Cloud Certificate & Helpful Exam Dumps is Online
Financial-Services-Cloud Free Certification Exam Material with 130 Q&As
NEW QUESTION 55
Kim Johnson, a client of Lake Tahoe Bank, hired Liz Obrian from Pine Cone Law Firm as her new lawyer. The Advisor wants to capture that information in the Actionable Relationship Center. What entities in Financial Services Cloud will the Advisor use to create this relationship?
- A. Account-Account relationship to add Pine Cone Law Firm and Account-Contact relationship to add Liz Obrian.
- B. Account-Contact relationship to add Pine Cone Law Firm, Contact-Contact relationship to add Liz Obrian.
- C. Account-Account relationship to add Pine Cone Law Firm and Contact-Contact relationship to add Liz Obrian.
Answer: C
NEW QUESTION 56
What should an administrator consider when setting up case feed?
- A. Case feed replaces the standard case detail page by default
- B. The Use Case Feed permission is automatically active for all profiles
- C. Chatter Feed tracking must be enabled for the case object.
- D. Case feed requires the Service Cloud User feature license
Answer: C
NEW QUESTION 57
Which of these Object Types are part of the Financial Services Cloud Data Model (Select 3)
- A. FSC Packaged Objects
- B. Action Plan Objects
- C. FSC Standard Objects
- D. FSC Marketing Objects
- E. Sales or Service Objects
Answer: A,C,E
NEW QUESTION 58
When the multiple currencies feature is enabled, which currency is used as the basics for all currency conversion rates?
- A. Corporate currency
- B. Personal currency
- C. Record currency
- D. Active currency
Answer: A
NEW QUESTION 59
When converting a lead, how can an administrator capture custom lead data on the converted contact?
- A. Use the lead conversion wizard to select the fields
- B. Use the data loader to move the custom lead data
- C. Map custom lead field to the standard lead field
- D. Map custom lead fields to custom contact fields
Answer: D
NEW QUESTION 60
Which dashboard component can display data from the summary rows of reports? (2 answers)
- A. Chart
- B. Table
- C. Metric
- D. Gauge
Answer: A,B
NEW QUESTION 61
Which field settings can you control in the Page Layout Editor? (3 answers)
- A. Read only
- B. Dependent
- C. Controlling
- D. Visible
- E. Required
Answer: A,D,E
NEW QUESTION 62
What happens when you make changes to a Financial account record or primary group membership?
- A. The rollup by lookup (RBL) configuration automatically updates the corresponding RBL summaries at the client and group levels.
- B. The Admin has to deactivate the Rollup By Lookup (RBL) rules and then force RBL recalculations.
- C. The Admin needs to update the rollup by lookup (RBL) rules.
Answer: A
NEW QUESTION 63
What type of record access can an administrator grant (2 answers)
- A. Read only
- B. Read/Write only
- C. Read/Write/Transfer
- D. Read/Write/Delete
Answer: A,B
NEW QUESTION 64
Relationship Management enables you to (Check the 3 that apply)
- A. Display Financial Holding Data
- B. Define Primary Group for a Member
- C. Define who are the members of a Relationship Group.
- D. Define the Role of the Member of the group
Answer: B,C,D
NEW QUESTION 65
Not all life events or business milestones apply to every customer. To create a better customer experience, you can hide the life events or business milestones a customer hasn't achieved or is unlikely to achieve in the future. Which of the following statements are correct?
- A. Life Events can not be displayed on the Household level of the Account Record.
- B. When you hide a life event or business milestone type, it doesn't appear on the component until you add an event or milestone of that type.
- C. It is possible to hide Sensitive Life Event or Business Milestone Types in the Insurance Agent Portal.
- D. The option to hide life event types or business milestone types is not available in the Communities version of the Life Events or Business Milestones component.
Answer: B,C
NEW QUESTION 66
Sales management at universal containers needs to display the information listed below in each account record
- Amount of all closed won opportunities
- Amount of all open opportunities
Which feature should a system administrator use to meet this requirement?
- A. Workflow rules with field updates
- B. Cross-Object formula fields
- C. Roll-up summary fields
- D. Calculated columns in the related list
Answer: C
NEW QUESTION 67
A user is not able to see the Actionable Relationship Center tab in his Financial Services Cloud Wealth Management App. What steps should the Salesforce Admin take to troubleshoot this issue? (2 correct answers)
- A. Check if the Actionable Relationship Center Tab was created as a custom tab and the Lighting Component was added to the page layout.
- B. Log a Salesforce support ticket to add the Actionable Relationship Center tab to the Wealth Management App.
- C. Remove the Relationship Map.
- D. Check the user's permission assignments and make sure the Financial Services Cloud Extension License and the Financial Services Cloud Extension Permission Set are assigned to that user.
Answer: A,D
NEW QUESTION 68
Which is a feature of Chatter? (3 answers)
- A. Feeds
- B. Notes
- C. Bookmarks
- D. Recommendations
- E. Events
Answer: A,B,D
NEW QUESTION 69
Universal containers is using a private sharing model. The US sales director needs full access to all records of the US sales representatives.
How can this be accomplished?
- A. Define a role hierarchy where the US sales director rolls up to the CEO
- B. Place the US sales director in a queue with the US sales representative's
- C. Define a role hierarchy where the US sales representatives roll up to the US sales director
- D. Give the US sales director read/write/edit/delete object permissions on the profile
Answer: C
NEW QUESTION 70
Which of the following statement is true of Financial Services Cloud?
- A. Financial Services Cloud is an app you buy from AppExchange
- B. Financial Services Cloud sits on top of Sales and Service Cloud
- C. Financial Services Cloud is for only Wealth Management companies
- D. You need to assign only the Financial Services Cloud license before you can access the product features
Answer: B
NEW QUESTION 71
Which of the following would be considered a Junction Object in Salesforce?
- A. Two standard objects that have lookup relationship with each other
- B. A many-to-many relationship created with two lookup relationships
- C. A custom object that contains a lookup field to a standard object
- D. A many-to-many relationship created with two master-detail relationship
Answer: D
NEW QUESTION 72
The Salesforce Admin wants to change the fields that are showing on the Actionable Relationship Center Household Card. How can the Admin achieve this?
- A. Use the Schema Builder to update the field on the Household Card.
- B. Edit Household Page Compact Layout on the Contact Object.
- C. Change the fields directly from the card.
- D. Edit Household Page Compact Layout on the Account Object.
Answer: D
NEW QUESTION 73
Which of the following is NOT an area that Salesforce Financial Services Cloud serves?
- A. Legal Services
- B. Asset Management
- C. Lending Services
- D. Corporate & Institutional Banking
Answer: A
NEW QUESTION 74
What setting is controlled by a user's profile? (3 answers)
- A. Assigned apps
- B. Field level security
- C. Locale settings
- D. Record type assignment
- E. Feature license assignment
Answer: A,B,D
NEW QUESTION 75
What Actions can you take from Life Event card? Select all that apply!
- A. Request Record Approval
- B. Create Case
- C. Create Lead and Referral
- D. Create Opportunity
Answer: B,C,D
NEW QUESTION 76
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