Free FINANCIAL-SERVICES-CLOUD Exam Dumps Preview

A financial services company would like its users to be able to relate two business accounts.
Whatshould the administrator configure to meet the requirement?

The Salesforce Admin of Lake Tahoe Bank wants to implement Financial Services Cloud using the individual object model.

What are the steps to disable person accounts? (Choose Three)

An investment bank client wants all its users to track client engagements with Interaction Summaries. In addition, those call logs need to be shared with specialists in other lines of business so they can assist in specific types of deals.

Which three Financial Services Cloud standard objects should be used to help accommodate these business requirements?

Our Personal Banker Hank Burton wants to encourage his customers to provide required documents for a loan application. He creates Document Checklist Items that help his customers to manage file uploads to speed up loan approval.
For which of the following records does Salesforce support Document Checklist Items out of the box? (Choose Three)

The investor relations director of a large insurance company just published a press release after the
company's Quarterly Earnings Callto report about its digital transformation implementing Salesforce
Financial Services Cloud (FSC).

Which three value outcomes should the company's stakeholders expect?

A regional bank is implementing Financial Services Cloud (FSC). Today, relationship managers receive email reminders 2 days, 2 weeks, and 2 months after a new customer opens their first bank account to contact the customerfor feedback. In addition, the bank wants the ability for relationship managers to track and report on progress in FSC.

What should the administrator do when designing the future state business process using FSC features?

Cumulus Insurance's business processes are quite complex, and steps in the process may vary depending on the information captured.

Which three actions regarding functionality and features should a consultant suggest exploring to help guide Cumulus Insurance users through these processes?

A Salesforce Admin is configuring a new Action Plan Template. One task in that template needs to be picked up by the next available Advisor.

What assignment logic should the Admin use when configuring this template task?

During the design phase of a project, a consultant needs to provide a Financial Services Cloud (FSC) solution for a business requirement that forces a customer to answer a number of assessment questions to complete the onboarding process.

What are three things to consider regarding Discovery Framework?

A Financial Services Cloud (FSC) administrator is setting up a permission set for Actionable Relationship Center.

Which license should the administrator select on the Permission Set setup page?

What are the three building blocks of Flow Orchestration?

An asset management firm that is moving to Salesforce from its old CRM wants to be able to bring over its client data on drivers' licenses and passports.

55m 058 Which Financial Services Cloud object should a consultant recommend?

If a client is associated with more than one Household or Group, where will this clients records get rolled up to?

You are getting started with a Financial Services Cloud org.

What's a reason why you cannot see the Lightning components and any pre-configured sample data after you set up "My Domain"?

The Compliant Data Sharing (CDS) feature lets administrators and compliance managers configure advanced data-sharing rules so that they can improve compliance with regulations and company policies.

Which three things should be considered when implementing CDS in Financial Services Cloud (FSC)?

Lake Tahoe Bank's System Administrator is implementing intelligent Need-Based Referrals in Salesforce.
Referrals are modeled on the Lead object.

Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?

To access Financial Services Cloud Lightning Components "My Domain" must be enabled.

How does the System Admin accomplish this?

Universal Containers needs to synchronize data between sales force and an external financial system.

How can a system administrator accomplish this?

What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?

Which three things must an admin keep in mind when creating Action Plan Templates'5

To access all Financial Services Cloud (FSC) functionalities available out of the box, a consultant must install the FSC Managed Package and the Unmanaged Extension Packages.

Which two functionalities are included in the FSC Unmanaged Extension Packages?

Salesforce provides a robust set of automation features to help save time and resources. For example, a system administrator can use Flow Builderto automate most of an organization's repetitive business processes.

Which use case is a suitable fit for Flow Builder?

An investment bank is implementing Financial Services Cloud (FSC) to manage the deal pipeline. Each opportunity has confidentialinformation that the deal team members must only view. In addition, each member needs the ability to take and share notes directly within Salesforce with others on the team.

Which three FSC features should be part of the solution design?

What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?

How can the Salesforce Admin help agents who deal with a large number of customers on a daily basis, quickly scan the Life Events component and find the information they need without much effort?

Which three types of Account-Account relationships are displayed in the Actionable Relationship Center?

The Salesforce Admin of Lake Tahoe Wealth Management Company needs to update an existing, published Action Plan Template to accommodate a change in the firm's annual clientreview process.

What steps should the Admin take to make that change?

When importing records from a system outside of Salesforce, which ID should be used to prevent the data
import fromcreating duplicates?

Financial Advisors can create a financial goal to track a client's progress toward major purchases, retirement savings, or other life goals.

Which statements are correct?