Salesforce FINANCIAL-SERVICES-CLOUD Online Practice Questions and Exam Preparation

Salesforce FINANCIAL-SERVICES-CLOUD Online Questions & Answers

• Question 71:

  How should developers configure customized nodes for display in Actionable Relationship Center (ARC)?

  A. Select Use FlexCard from the node Display tab to show the node in a FlexCar
  B. Reference the Lightning web component in the Display properties of the custom ARC relationship graph.
  C. Select OmniScript from the node Actions tab U^jhow the node in an OmniScript.
  D. Reference the FlexCard in the Display properties of the custom ARC relationship graph.
  D. Reference the FlexCard in the Display properties of the custom ARC relationship graph.

• Question 72:

  Which of the following objects do support Group-Level Rollups?

  A. Tasks
  B. Alerts
  C. Financial Accounts
  D. Action Plans
  E. Opportunities
  C. Financial Accounts
  D. Action Plans
  E. Opportunities

• Question 73:

  A Bank of the Future customer calls the bank to update the address on their account. The call center agent handling the call needs to enter a new address into the system. Theagent enters the new contact information using an OmniScript and then needs to generate a prefilled PDF with the new address that can be shared with the customer.

  Which two OmniStudio tools should a consultant recommend to generate the prefilled PDF?

  A. OmniStudio Action Document Generation
  B. Calculation Procedure
  C. DataRaptor
  D. Integration Procedure
  A. OmniStudio Action Document Generation
  C. DataRaptor

• Question 74:

  A financial services company needs to alert advisors about changes in client records that require action. What should the administrator consider when configuring Record Alerts?

  A. When the administrator adds a new Record Alert Category, the severity value in the alert category is the default value on the record alerts advisors create and cannot be changed.
  B. When the admin creates a value for the Severity field, the warning icon is associated with the field automatically, and advisors cannot change the icon.
  C. With permissions for Record Alerts, users can create record alerts on all custom objects and standard objects such as Financial Account.
  D. Record alert categories are not required when creating a record alert, but they help keep alerts organized.
  C. With permissions for Record Alerts, users can create record alerts on all custom objects and standard objects such as Financial Account.

• Question 75:

  Cumulus Cloud Bank, a major financial services provider, has engaged Salesforce Professional Services to transform its operations with Financial Services Cloud (FSC). The Addams family are wealth management clients with the following relationships:

  1.

  The wife and her husband are part of the Addams Household.

  2.

  The wife is the primary member, and together the couple run the Addams Charitable Trust.

  3.

  The wife is also part of the Symonds Household with her father as the primary member.

  Which tool should the Salesforce FSC consultant recommend so a wealth manager could make sense of this complex data to provide impeccable service to the Addams family and discover new business opportunities?

  A. Data Filtering and Sorting in Tableau Desktop
  B. Financial Services Cloud Einstein
  C. Data Visualization with Marketing Cloud Intelligence
  D. Actionable Relationship Center (ARC), an advanced visualization engine
  D. Actionable Relationship Center (ARC), an advanced visualization engine

• Question 76:

  Cumulus Bank wants to use Interactions to capture conversations that investment bankers have with their clients. Due to thesensitive nature of the interactions, the bank needs to carefully limit access to the detailed notes for certain groups. Basic information about attendees and meeting dates is not sensitive.

  Which three options should a consultant recommend?

  A. Enable Compliant Data Sharing for Interactions.
  B. Enable Compliant Data Sharing for Interaction Summaries.
  C. Disable Role-Hierarchy-Based Sharing for Engagement Interactions.
  D. Use Interaction Summary Participants to provide the right access to individuals or groups.
  E. Disable Role-Hierarchy-Based Sharing for Interaction Summaries.
  B. Enable Compliant Data Sharing for Interaction Summaries.
  D. Use Interaction Summary Participants to provide the right access to individuals or groups.
  E. Disable Role-Hierarchy-Based Sharing for Interaction Summaries.

• Question 77:

  Sam is the Salesforce Admin for Valley Bank. The bank's financial advisors are complaining they can't see an accurate summary of their client's financial data as clients often change households. Sam wants to give his financial advisors a better view of the client's complete financial situation. How can he set this up using FSC?

  A. Create a custom object to track the client's financial data
  B. Use Process Builder to create a workflow to summarize data at the Person Account level
  C. Set client's financial data to be rolled up using Primary Group feature
  C. Set client's financial data to be rolled up using Primary Group feature

• Question 78:

  What actions can a Wealth Advisor take from the Life Events card7

  A. Create Case
  B. Create Lead and Referral
  C. Open an Account
  D. Request Record Approval
  E. Create Opportunity
  B. Create Lead and Referral
  D. Request Record Approval
  E. Create Opportunity

• Question 79:

  Lake Tahoe Bank has branch offices in many countries around the world and they are planning to roll out Financial Services Cloud. Which of the 2 considerations does the Salesforce Admin have to keep in mind when it comes to dealing with multiple currencies?

  A. For each user, the user currency must correspond to the default currency for the user's locale
  B. The Salesforce Admin can enable or disable multiple currencies if needed
  C. When filtering by currency values in reports or list views, users must specify a currency ISO code, such as USO or GBP. before the value.
  D. When multicurrency is enabled in FSC. advanced currencymanagement is also available
  C. When filtering by currency values in reports or list views, users must specify a currency ISO code, such as USO or GBP. before the value.
  D. When multicurrency is enabled in FSC. advanced currencymanagement is also available

• Question 80:

  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 withOpportunities, 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 Unitis the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects.
  B. Bankers with Branches withOpportunities, 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.