Financial-Services-Cloud Practice Test Questions Updated 130 Questions
Salesforce Financial-Services-Cloud Dumps - Secret To Pass in First Attempt
NEW QUESTION 77
Which information can you find under the Relationships Tab? - (Check the 3 that apply)
- A. Primary household Information, including the members of the household and how the household is related to other groups.
- B. Summary information about Total Financial Accounts. This includes total assets under management at your firm, the Category (i.e. Platinum.), client interactions, including the last interaction and the next interaction scheduled in the future.
- C. Related contacts that play a role in the financial world of the client (i.e a family lawyer)
- D. Related accounts - accounts not directly included in the primary household.
Answer: A,C,D
NEW QUESTION 78
What happens when you make changes to a Financial account record or primary group membership?
- A. The Admin has to deactivate the Rollup By Lookup (RBL) rules and then force RBL recalculations.
- B. The rollup by lookup (RBL) configuration automatically updates the corresponding RBL summaries at the client and group levels.
- C. The Admin needs to update the rollup by lookup (RBL) rules.
Answer: B
NEW QUESTION 79
Which feature in Financial Services Cloud helps businesses identify, track, and route customer needs?
- A. Surveys
- B. Lightning App Builder
- C. Relationship Builder and Map
- D. Intelligent Needs-Based Referrals
Answer: D
NEW QUESTION 80
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 custom object that contains a lookup field to a standard object
- C. A many-to-many relationship created with two lookup relationships
- D. A many-to-many relationship created with two master-detail relationship
Answer: D
NEW QUESTION 81
Which of the following allows you to report on historical data in Salesforce in order to monitor and spot trends?
- A. Reporting snapshot
- B. summary report
- C. tabular report
- D. joined report
- E. matrix report
Answer: A
NEW QUESTION 82
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. It is possible to hide Sensitive Life Event or Business Milestone Types in the Insurance Agent Portal.
- B. Life Events can not be displayed on the Household level of the Account Record.
- C. 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.
- 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: A,C
NEW QUESTION 83
What permission is set in a user's profile? (3 answers)
- A. Object Permissions
- B. Marketing user
- C. Active
- D. Mass email
- E. Run Reports
Answer: A,D,E
NEW QUESTION 84
When case assignment rules are being setup, cases can be assigned to whom? (2 answers)
- A. Contact
- B. Queue
- C. User
- D. Case Team
Answer: B,C
NEW QUESTION 85
The Actionable Relationship Center can display which of the following relationships in the tree pane? Select 3 answers.
- A. Up to 5 Related Lists for an Account Record
- B. Account-Contact Relationships
- C. Up to 5 Related Lists for a non-Account Record
- D. Account-Account Relationships
- E. Any Related List for the selected object record
Answer: B,C,D
NEW QUESTION 86
Which of the following are FSC components that visualize groups and relationships in Lightning pages? (Check the 2 that apply)
- A. Related Accounts
- B. Relationship Map and Group Builder
- C. Person Life Events
- D. Goal to Group Member Mapping
Answer: A,B
NEW QUESTION 87
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. Log a Salesforce support ticket to add the Actionable Relationship Center tab to the Wealth Management App.
- B. 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.
- C. Check if the Actionable Relationship Center Tab was created as a custom tab and the Lighting Component was added to the page layout.
- D. Remove the Relationship Map.
Answer: B,C
NEW QUESTION 88
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 Marketing Objects
- D. Sales or Service Objects
- E. FSC Standard Objects
Answer: A,D,E
NEW QUESTION 89
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"?
- A. Contact Salesforce to enable "My Domain"
- B. It is working as designed. You need to configure Financial Services Cloud to create new Lightning components and sample data.
- C. You need to switch to Salesforce Classic
- D. Confirm that you click "Deploy to Users" to permanently deploy the custom domain to users
Answer: D
NEW QUESTION 90
What can an administrator configure for users on the search results? (3 answers)
- A. Filters by which users can narrow down results
- B. Objects included in the search
- C. Fields being searched on for each object.
- D. Number of records displayed for each object.
- E. Columns displayed for each object.
Answer: C,D,E
NEW QUESTION 91
What is the purpose of the service cloud (customer) portal? (2 answers)
- A. To provide Web self-service by exposing knowledge articles
- B. To allow partners to access contact records for case collaboration.
- C. To allow customers to log and check the status cases online
- D. To share support reports and dashboards with high profile accounts
Answer: A,C
NEW QUESTION 92
What can be transferred from one user to another user during mass transfer of account records? (3 answers)
- A. Related custom object records
- B. Open cases
- C. Open activities
- D. Closed activities
- E. Closed cases
Answer: B,C,E
NEW QUESTION 93
Which Option is available when using the process visualizer? (2 answers)
- A. View approval processes as a flow chart
- B. Edit the criteria used to trigger the approval process
- C. Share annotated approval process diagrams
- D. Add approval steps from the process visualizer
Answer: A,C
NEW QUESTION 94
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Salesforce Financial-Services-Cloud Exam Dumps [2022] Practice Valid Exam Dumps Question: https://braindumps.exam4docs.com/Financial-Services-Cloud-study-questions.html
