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A. Industry Integration Solutions with the MuleSoft Anypoint Platform
B. Data Processing Engine
C. OmniStudio Integration Procedures
D. Data Consumption Framework
E. OmniStudio DataRaptors
A. Individuals, then Financial Account Roles, then Financial Accounts, then FinancialAccount Transactions
B. Individuals, then Financial Accounts, then Financial Account Roles, then FinancialAccount Transactions
C. Financial Accounts, then Financial Account Roles, then Individuals, then FinancialAccount Transactions
D. Financial Accounts, then Financial Account Transactions, thenVinancial Account Roles,then Individuals
A. Log a case with Salesforce to perform the conversion from Person Accounts to theindividual model.
B. Assign the Person Account record type to the user profiles.
C. Disable the Person Account custom setting.
D. Remove Person Accountrecord types from the Individual Record Type Mapper.
E. Assign the Individual record type to the user profiles.
A. Financial accounts management
B. Performance reporting
C. Client onboarding
D. Opportunity management
A. Create a new Contact Reciprocal Role for the required value.
B. Update the Role picklist on the Account-Account Relationship object with new value.
C. Create a new Account Reciprocal Role for the required value.
D. Update the Role picklist on the Account-(?ontact Relationship object with new value.
A. Unlock users.
B. Modify permission sets.
C. Set organization-wide sharing defaults on custom objects.
D. Assign or remove permission sets for users in their delegated groups.
E. Create and manage membership of specified public groups.
A. Object Settings
B. Custom Settings
C. Lightning Page Editor
D. Profiles
A. When you work with Action Plans, you first create Action Plan Templates
B. Action Plans require a monthly license fee per user
C. Action Plans can be used to schedule appointments with the Bankers
D. Action Plans make it easy to create reports and dashboards, so you can monitorprogress and ensure compliance
E. Action Plans can be used to automatically assign task owners and deadlines for specificclient engagements
A. To enable users to see the ARC, you will need to add thecomponent for ARC to thepage layout.
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. The Salesforce Admin has to create a permission set for granting access to the ARC –FSC Lightning component.
E. The Association Type picklist controls the account-account relationship that display inthe ARC.
A. In a household, each household member is modeled as a Contact, and the household ismodeled as an Account.
B. In a household, each of the household members is modeled as a Person Account andthe household is modeledas an Account.
C. Role Hierarchy-based sharing can be disabled for the Financial Deal object but can't bedisabled for the Opportunity object.
D. Both the Financial Deal object and the Opportunity object support Compliant DataSharing.
E. Interaction Summary is an enhancement of the standard Activity object. FSCimplementations should use Interaction Summary as a replacement for the Activity object.
A. RBL calculations can not be disabled when importing data into your Salesforce org.
B. An RBL rule displays summary calculations of financialaccount information, such asaccount balances.
C. When you edit a financial account record or primary Group membership, the Rollup ByLookup (RBL) configuration updates the corresponding RBL summaries at the client andGroup levels.
D. Rollups for multiple joint owners are not supported
E. Rollup By Lookup (RBL) displays associated records for Financial Accounts. FinancialGoals, and Opportunities.
A. Accounts & Businesses
B. Accounts & Members
C. Accounts & Peers
D. Accounts & Groups
A. Custom objects to track Financial Accounts and Household
B. The Commercial Banking dashboard
C. Field sets that configure how fields display in the client and household profiles
D. Predefined list views of clients and households
A. Interaction Summary Participant
B. Financial Deal Participant
C. Participant Role
D. Interaction Participant
E. Opportunity Participant
A. Unify and improve team collaboration by sharing and managing customer leads andreferrals across multiple lines of business at the bank to drive customers' financial needsand deepen client relationships.
B. Deliver connected and personalized digital experiences to the bank's customers thanksto a 360-degree view of its customer data consolidating multiple customer databases andsources from diverse channels at the bank.
C. Simplify the client onboarding process with proper tools to streamline customerdiscovery and internal reviews through renewal.
D. Manage policy holder’s interactions with customer service agents intelligently throughthe underwriting process.
E. Modernize client-advisor experiences from engagement to relationship management toeffectively drive long-term, trusted relationships.
A. Cases
B. Notes and Attachments
C. Client Financial Goals
D. Financial Holdings
E. Household Financial Accounts
A. OmniStudio Action Document Generation
B. Calculation Procedure
C. DataRaptor
D. Integration Procedure
Personal Banker Hank Burton is questioning his Referral Score shown in Salesforce Financial Services Cloud. When is the Referral Score updated?
A. The Referral Score updated when a referral is convened to an Opportunity or closed.
B. The Referral Score updated when a lead is created using the referral record type.
C. The Referral Score updated when a referral is assigned from the queue to a user.
D. The Referral Score updated when an opportunity associated with the Referral is ClosedWon
A. User ID
B. Data Load ID
C. External ID
D. Org ID
A. Financial Deal Management
B. Sharing Rules
C. Complianthata Sharing
D. Profiles
E. Interaction Summaries
A. Action Plan Creator
B. Specific User
C. Account Team
D. Role
E. Queues
A. Assets & Liabilities
B. Opportunity
C. Case
D. Account
E. Financial Account
A. Request a 30-day Financial Services Cloud trial org
B. Request a Salesforce developer org.
C. Purchase one license of Financial Services Cloud and install it in a production org.
D. Spin up a Salesforce sandbox org.
A. Register a subdomam using the My Domain wizard and then deploy it
B. Open a case with SalesforceSupport
C. Enable Communities
D. Go to Custom Settings and edit the Industries Settings
A. Actionable Relationship Center
B. Family Members Component
C. Relationship Map
D. Group Members Component
E. Life Events Component
A. Toshow all Primary Group member cases on a related list at the group level, theadministrator should add Cases as a picklist value to the Rollup__c field on AccountContact Relationship.
B. Client-level records are aggregated by setting up client-level rollups to all primary groupmembers.
C. When the administrator enables record rollups at the group level, all correspondingrecords are stamped with the Primary Group in the Rallup_c lookup field
D. To show all Primary Group member opportunities on a related list at the group level, theadministrator should add Opportunities as a picklist value to the Household__c field onAccount Contact Relationship.
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