Free Salesforce Financial Services Cloud Exam Dumps and Financial Services Cloud Exam Questions

Question No: 11

MultipleChoice

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?

Options

AContact

BLead

CAccount

DResidential Loan Application

EOpportunity

Question No: 12

MultipleChoice

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?

Options

ALog a case with Salesforce to perform the conversion from Person Accounts to the individual model.

BAssign the Person Account record type to the user profiles.

CDisable the Person Account custom setting.

DRemove Person Account record types from the Individual Record Type Mapper.

EAssign the Individual record type to the user profiles.

Question No: 13

MultipleChoice

What benefits do Flows for Financial Services Cloud offer to support customer onboarding?

Options

AFlows enable customers to schedule appointments via customer communities, mobile apps. or websites.

BFlows provide step-by-step guidance for common service requests, such as change of address, or change of beneficiary, without the need to * navigate to different screens.

CFlows systematically capture and visualize important customer Life Events to drive more personalized and need-based engagements.

DFlows enable customers to book appointments with the nght specialist at the right time and place through self-service scheduling

EFlows enable customers to schedule appointments via customer communities, motxie apps. or websites.

Question No: 14

MultipleChoice

The Salesforce Administrator for Lake Tahoe Bank is receiving a report that a member's

Financial Account Balances are not adding up to the Financial Summary field in the

related Household. Which two steps should the admin take to troubleshoot the issue?

Options

AEnsure a RollUpByLookup batch job is scheduled to run every 15 mins.

BEnsure the reported household is the Primary Group for the member.

CEnsure RollupByLookup Configuration is Active.

DEnsure that the member is the Primary Member in that Household.

EEnsure the Primary Group flag in the Account record is checked

Question No: 15

MultipleChoice

Which three Group Member data points can be rolled up to the Group level?

Options

ALoans

BFinancial Goals

CApprovals

DReferrals

ETasks

Question No: 16

MultipleChoice

What 3 options does the FSC application offer to view and update Account-Account, Account-Contact and Contact-Contact Relationships?

Options

AActionable Relationship Center

BGroup Members Component

CFamily Members Component

DRelationship Map

ELife Events Component

Question No: 17

MultipleChoice

Lake Tahoe Bank, an existing Salesforce customer, is planning to implement FSC. Their

Salesforce Admin is considering whether to use a new Salesforce org for the FSC users, or

upgrade the existing org. Which considerations indicate that upgrading the existing

Salesforce org is the better choice?

Options

AThe bank wants to use this project as an opportunity to retire customizations.

BData migration is a big concern. The current org has a large amount of data and the bank wants to minimize data migration efforts.

CThe bank is currently using several ISV solutions and re-implementing them would be a big effort.

DThe current implementation is using a product-centric view and the bank wants to move to a customer-centric view.

EThe bank has limited redesign opportunities for business capabilities.

Question No: 18

MultipleChoice

The Lake Tahoe Bank Salesforce Admin is planning to migrate data into the new Financial Services Cloud org. The Admin can control whether Rollup By Lookup (RBL) rules or record rollups are queried and calculated. Before initiating data insert or update operations, the Admin wants to disable rollups to speed up data loading. Where in Salesforce would the Admin temporarily disable rollups to accelerate uploads?

Options

AObject Settings

BCompany Settings

CApp Manager

DCustom Settings

Question No: 19

MultipleChoice

Which three considerations should a Salesforce Administrator be aware of when enabling Person Accounts in FSC?

Options

AA Person Account is displayed to users as a single record that has both Account and Contact fields.

BOnce Person Accounts are enabled in a Salesforce Org, they can't be disabled.

CA Person Account is displayed to users as a single record that has both Household and Contact fields.

DTo transform Individual Records to Person Account Records, Admins can use the Data Loader, and the Insert Operation.

ECustomizations to components and triggers need to be reviewed before upgrading to Person Accounts.

Question No: 20

MultipleChoice

Personal Banker Hank Burton receives a call from the client Rachel Adams. Rachel can't access her checking account details. What FSC feature that links customers, financial accounts, or households to specify issues should Hank use to report this issue?

Options

AActivities

BService Requests

CRelationship Builder and Map

DCases & Alerts