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NEW QUESTION # 27
What are three examples of proper use of Financial Goals?
- A. Displaying the current amount and percentage of target value for a College Savings Account.
- B. Tracking money saved each year to pay for a vacation, depending on destination and budget.
- C. Measure progress toward a down payment amount for a new home.
- D. Measure progress toward paying off a Mortgage.
- E. Displaying the amount and percentage of the remaining balance for an Auto Loan.
Answer: A,B,C
NEW QUESTION # 28
How can you relate an opportunity to a campaign? (2 answers)
- A. Use the Campaign influence Related List on the Opportunity
- B. Use the Campaign Hierarchy Related List on the Opportunity
- C. You cannot relate an opportunity to a campaign
- D. Select the Primary Campaign Source for the Opportunity
Answer: A,D
NEW QUESTION # 29
Which three Group Member data points can be rolled up to the Group level?
- A. Referrals
- B. Tasks
- C. Approvals
- D. Financial Goals
- E. Loans
Answer: A,B,E
NEW QUESTION # 30
Personal Banker Hank Burton is questioning his Referral Score shown in Salesforce FSC.
When is the Referral Score updated?
- A. The Referral Score updated when a referral is assigned from the queue to a user.
- B. The Referral Score updated when an opportunity associated with the Referral is Closed Won.
- C. The Referral Score updated when a lead is created using the referral record type.
- D. The Referral Score updated when a referral is converted to an Opportunity or closed.
Answer: D
NEW QUESTION # 31
Which of the following statement is true of Financial Services Cloud?
- A. Financial Services Cloud sits on top of Sales and Service Cloud
- B. Financial Services Cloud is an app you buy from AppExchange
- 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: A
NEW QUESTION # 32
Which of these Object Types are part of the Financial Services Cloud Data Model (Select 3)
- A. Action Plan Objects
- B. FSC Marketing Objects
- C. Sales or Service Objects
- D. FSC Standard Objects
- E. FSC Packaged Objects
Answer: C,D,E
NEW QUESTION # 33
What is the maximum number of fields that can be displayed on the ARC Record Card?
- A. 0
- B. 1
- C. 2
- D. 3
Answer: A
NEW QUESTION # 34
Which of these statements is true for the Person Accounts Model? (2 correct answers)
- A. 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.
- B. The Person Account record type can be used when a client is a business or an institution.
- C. 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
- D. Person Accounts can not be related to to cases, tasks or calls.
Answer: A,C
NEW QUESTION # 35
Which of these statements are true for Rollups in Financial Services Cloud
- A. Rollups are done at both the client and group levels
- B. All financial accounts information, such as account balances are calculated and summarized at the Financial Account Summary level
- C. Activities can not be rolled up on the activity timeline at group/household level.
- D. Choice 4
Answer: B
NEW QUESTION # 36
A System Administrator has received a note from one of the portfolio managers that the Actionable Relationship Center (ARC) is not visible when the portfolio manager was trying to set up relationships between two accounts. The portfolio manager has also mentioned that other colleagues in the same role have access to it and are able to use it to manage their customer's relationships. What is a possible cause for this?
- A. The portfolio manager does not have access to the account records that he is trying to create for.
- B. The portfolio manager does not have access to the Lightning page that has the ARC component added
- C. The portfolio manager has not been given the permissions that enable users to view and manage ARC
- D. The ARC Component has not been added to the page layout
Answer: C
NEW QUESTION # 37
When case assignment rules are being setup, cases can be assigned to whom? (2 answers)
- A. Contact
- B. User
- C. Queue
- D. Case Team
Answer: B,C
NEW QUESTION # 38
Which three things must an admin keep in mind when creating Action Plan Templates'5
- A. When creating Action Plan Templates with the Ul. you can designate a plan owner different from the plan creator.
- B. 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.
- 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. 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.
- E. The Action Plan Template permission set must be added to all users that want to use Action Plans.
Answer: B,C,D
NEW QUESTION # 39
The support team at Universal Containers wants to be more proactive about renewing support plans with customers. They would like the support representative dedicated to each account to be notified a month before the account`s support plan expires.
What should an administrator configure to meet this requirement?
- A. Auto-Response rule
- B. Workflow rule
- C. Assignment rule
- D. Escalation rule
Answer: B
NEW QUESTION # 40
The VP of sales at universal containers requested that "Verbal Agreement" be added as a new opportunity stage. The Administrator added this new picklist value to the stage field, but found that the new value was not available to users.
What should the administrator do?
- A. Add the new value to the appropriate sales process
- B. Ensure the limit of 10 stage values was not exceeded
- C. Ensure the new value was marked as active
- D. Add the new value to the appropriate record type
Answer: A
NEW QUESTION # 41
Mortgage Broker Sue Berry wants to give an incentive reward to her top internal referrers.
What is the best practice for Sue Berry to identify her top referrers quickly?
- A. Log each referral as an activity and create a dashboard.
- B. Log referrers in Salesforce using the Lead object and create a "My top Referrers" report.
- C. Use the Referral Performance by User dashboard to get the data.
- D. Use Action Plans to create Referral Records.
Answer: A,B,D
NEW QUESTION # 42
What level of access can be set when sharing a document folder with users? (2 answers)
- A. Read/write/create/delete
- B. Read/write/create
- C. Read/write
- D. Read-only
Answer: C,D
NEW QUESTION # 43
The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to rollup financial data at the client and group levels? What functionality can Rollup By Lookup (RBL) provide for this requirement?
- A. When you edit a financial account record or primary Group membership, the Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the client and Group levels.
- B. An RBL rule displays summary calculations of financial account information, such as account balances.
- C. Rollup By Lookup (RBL) displays associated records for Financial Accounts, Financial Goals and Opportunities.
- D. Rollups for multiple joint owners are not supported.
- E. RBL calculations can't be disabled when importing data into your Salesforce org.
Answer: A,B,C
NEW QUESTION # 44
What functionality is included in the Financial Services Cloud Extension license? (2 correct answers)
- A. It enables user access to the Actionable Relationship Center Lightning component
- B. It enables user access to Download Analytics Data and Install Analytics Templated Apps
- C. It enables user to configure Compliant Data Sharing
- D. It enables user access to the Action Plans feature
Answer: A,C
NEW QUESTION # 45
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. Use Process Builder to create a workflow to summarize data at the Person Account level
- B. Create a custom object to track the client's financial data
- C. Set client's financial data to be rolled up using Primary Group feature
Answer: C
NEW QUESTION # 46
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