Financial-Services-Cloud Exam Preparation Material with New Financial-Services-Cloud Dumps Questions
Financial-Services-Cloud 2023 Training With 67 QA's
NEW QUESTION # 11
A user is having trouble logging into Salesforce. The users login history shows that this person has attempted to log in multiple times and has been locked out of the organization.
How can the system administrator help the user log into Salesforce? (2 answers)
- A. Click reset password on the users record detail page.
- B. Log in as the user and enter a new password
- C. Send an email to the user containing the user's password
- D. Click unlock on the users record detail page
Answer: A,D
NEW QUESTION # 12
What item appears in a user's My Unresolved items after synchronization (2 answers)
- A. Cases not assigned to a contact
- B. Note not associated to a record
- C. Emails not associated to a record
- D. Contacts not assigned to an account
Answer: A,D
NEW QUESTION # 13
Which three Group Member data points can be rolled up to the Group level?
- A. Loans
- B. Approvals
- C. Financial Goals
- D. Referrals
- E. Tasks
Answer: A,D,E
NEW QUESTION # 14
A commercial loan due diligence process is handled by multiple individuals at Lake Tahoe Bank. Lake Tahoe Bank wants an easy way for managers to distribute the work, to understand the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks.
What FSC feature can Lake Tahoe Bank use to track this process?
- A. Flows
- B. Workflow Rules/Process Builder
- C. Action Plans
- D. Apex Tnggers on the task object
Answer: C
NEW QUESTION # 15
Lake Tahoe Bank would like to reslricl their Financial Services Cloud users from viewing certain types of milestones that might be irrelevant to their customers or might cause negative sentiment. How can the Salesforce Admin implement such a requirement?
- A. The Salesforce Admin can manage sensitive Life Evenls using sharing rules.
- B. The Salesforce Admin can hide the life Event or Business Milestone type, by removing it from the Event Type picklist.
- C. The Salesforce Admin can hide sensitive Life Events on Ihe Life Events component on the Lightning Page using the Properties pane.
- D. The Salesforce Admin can manage sensitive Life Events using Permission Sets.
Answer: B
NEW QUESTION # 16
What must an administrator do when creating a record type?
- A. Create a new page layout for the record type
- B. Add the record type to the required user records
- C. Assign the record type to the appropriate profiles
- D. Set the field-level security for the record type
Answer: C
NEW QUESTION # 17
What is a method for adding content to Salesforce CRM content? (2 answers)
- A. Documents
- B. Attachments
- C. Chatter files
- D. Libraries
Answer: C,D
NEW QUESTION # 18
What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?
- A. Group Member Referrals
- B. Referral Group Process Builder
- C. Referral Scoring
- D. Referrals Rollups
Answer: D
NEW QUESTION # 19
Which statement about the products and price books is true? (2 answers)
- A. A standard and list price for product can be listed in multiple currencies
- B. Price Books that contain assets cannot contain products.
- C. Products without a price are automatically added to the standard price book
- D. A product can have a different list price in different price books
Answer: A,D
NEW QUESTION # 20
Can Household be a part of a Group in Financial Services Cloud?
- A. Yes
- B. No
Answer: A
NEW QUESTION # 21
What option is available when scheduling a dashboard refresh? (2 answers)
- A. Schedule the dashboard to refresh in different time zones
- B. Define refresh times for specific dashboard components
- C. View and remove a scheduled dashboard refresh
- D. Send a refresh notification to users with access to the dashboard.
Answer: C,D
NEW QUESTION # 22
Which of these statements is true for the Person Accounts Model? (2 correct answers)
- A. The Person Account represents all aspects of the person. Data includes personhood details, such as birth date or tax ID number, and dealings with your organization, such as review frequency or service tier
- B. The Person Account record type can be used when a client is a business or an institution.
- C. The Person Account model uses the standard Account object to hold all of the details about a person. The Account object has been extended with custom fields, record types, and more.
- D. Person Accounts can not be related to cases, tasks, or calls.
Answer: A,C
NEW QUESTION # 23
Scott Adams calls his Personal Banker Hank Burton to apply for a loan to buy a boat. Hanks wants to refer Scott to the loan department, but the current process is manual and time-consuming. Hank is asking the bank's System Administrator to automate Referral creation in Salesforce. How can the Admin speed up and simplify Referral creation?
- A. Use
- B. Write a trigger to create Referrals from a 'Create Referral* button.
- C. Use the Case process and create Cases with Case Type 'Referrar'.
- D. Use Global Action lo create Referrals.
Answer: D
NEW QUESTION # 24
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 client review process. What steps should the Admin take to make that change?
- A. Set the Action Plan Template to "Inactive" and then make changes to the template, as necessary.
- B. Clone the existing Action Plan Template and make any necessary changes on the new Action Plan Template.
- C. Edit the published Action Plan Template directly.
Answer: B
NEW QUESTION # 25
What capabilities included in the FSC license can assist bankers in focusing on the most promising referrals?
- A. Intelligent Need-Based Referrals and Scoring
- B. Einstein Referral Scoring for FSC
- C. Referral Routing Rules
- D. Referral Approval Processes
Answer: A
NEW QUESTION # 26
Which of the following is NOT an area that Salesforce Financial Services Cloud serves?
- A. Legal Services
- B. Lending Services
- C. Corporate & Institutional Banking
- D. Asset Management
Answer: A
NEW QUESTION # 27
What will happen when a user attempts to log in to Salesforce from an IP outside the users profile but within the organization-wide trusted IP range?
- A. The user will be able to log in without activating the computer.
- B. The user will be able to log in after answering the security question.
- C. The user will not be able to log in at all.
- D. The user will be able to log in after the computer is activated.
Answer: C
NEW QUESTION # 28
Which of the following would be considered a Junction Object in Salesforce?
- A. A custom object that contains a lookup field to a standard object
- B. Two standard objects that have lookup relationship with each other
- C. A many-to-many relationship created with two master-detail relationship
- D. A many-to-many relationship created with two lookup relationships
Answer: C
NEW QUESTION # 29
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 two Life Events, one for the birth of the child and one for the Education Savings Account.
- C. Create a case and include the target Savings amount for the Education Savings Account and relate the case to the child's Person Account.
- D. Create a Referral for the Banker for an Education Savings Account
- E. Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account
Answer: B,C
NEW QUESTION # 30
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?
- A. Account Team
- B. Queues
- C. Action Plan Creator
- D. Role
- E. Specific User
Answer: A,B,D
NEW QUESTION # 31
What setting is controlled by a user's profile? (3 answers)
- A. Locale settings
- B. Feature license assignment
- C. Field level security
- D. Record type assignment
- E. Assigned apps
Answer: C,D,E
NEW QUESTION # 32
Which three of the following statements are correct about the Actionable Relationship Center Manager (ARC)?
- A. The Association Type picklist controls the account-account relationship that display in the ARC.
- B. ARC displays up to 5 related lists that have a configured compact layout.
- C. ARC is certified to work with Person Accounts and Individual Accounts.
- D. To enable users to see the ARC, you will need to add the component for ARC to the page layout.
- E. The Salesforce Admin has to create a permission set for granting access to the ARC - FSC Lightning component.
Answer: A,D,E
NEW QUESTION # 33
Which three things must an admin keep in mind when creating Action Plan Templates'5
- A. The Action Plan Template permission set must be added to all users that want to use Action Plans.
- B. When creating Action Plan Templates with the Ul. you can designate a plan owner different from the plan creator.
- C. When you create an Action Plan from a template for a specific target record, item deadlines are calculated using the start date and date offset " defined in the Action Plan Template
- D. An Action Plan is a run-time instance of the template that allows you to automate the sequence of the tasks you defined in the template.
- E. When you create an Action Plan from a template for a specific target record, the plan creator can choose whether the date calculation is based on calendar or working days.
Answer: C,D,E
NEW QUESTION # 34
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