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A. The Residential Loan Application flow was not enabled in the setup.
B. The administrator did not enable "Allow Mortgage Access" in Setup.
C. The user does not have "Mortgage User" checked in their user record.
D. The administrator did not assign the Mortgage permission set to the user.
A. Creating a new Salesforce instance from scratch for the customer
B. Importing the customer's existing data into Salesforce FSC without any modifications
C. Implementing a generic, one-size-fits-all solution for all customers
D. Conducting a gap analysis between the customer's current processes and Salesforce FSC capabilities
A. Set the default currency for head office and have the regions download their reports toExcel and convert them manually.
B. Use a third party from AppExchange add-on to implement currency conversions.
C. Enable multiple currencies and advanced currency management, and set a corporatecurrency for the corporate headquarters office.
D. Allow users to set their preferred currency in their profile and design reports that convertcurrencies for the user running the report.
A. OmniStudio Admin permission set
B. FSC Standard permission set
C. FSC Foundations permission set
D. FSC Basic permission set
E. OmniStudio User permission set
A. Discovery Framework
B. Lightning Experience for Financial Services Cloud
C. Custom Domain
D. Einstein Relationship Insights
C. Engagement Interaction
D. Interaction Summary
A. Account Account Relationship object
B. Account Contact Relationship object
C. Account object - Household record type
D. Contact object
E. Account object - Business record type
A Financial Services Cloud (FSC) administrator wants to create a new FSC permission set that includes the Access Interest Tags for Financial Services Cloud permission.
A. FSC Foundations permission set
B. FSC Extension permission set
C. FSC Standard permission set
D. FSC Basic permission set
A. Institutional Banking flow
B. Mortgage flow
C. Insurance flow
D. Retail Banking flows
E. Commercial Banking flow
A. To disable CDS for an object, any Participant Roles associated with that object must bedeleted first.
B. CDS in FSC allows record owners to grant access to their records to other FSC users.
C. CDS can only be applied to FSC objects and Account and Opportunity objects.
D. To get the benefits of CDS, administrators must set organization-wide sharing settingsfor supported objects to the Private access model.
E. Users above the record owner in the Role Hierarchy and non-record owners with Editaccess granted through CDS have the same ability/access as record owners,
What are two language-related limitations of Financial Services Cloud?
A. Predefined reciprocal roles are available only in English.
B. Custom component labels are supported only in English.
C. Referral record type labels are supported only in English.
D. Flows are available only in English.
A. Financial accounts management
B. Performance reporting
C. Client onboarding
D. Opportunity management
A. Document Checklist Item
B. Received Document
C. Identification Document
D. Identity Document
A. FSC Foundations permission set license
B. FSC Basic permission set license
C. FSC Extension permission set license
D. FSC Standard permission set license
A. Perform a data backup.
B. Enable a person account in a sandbox.
C. Configure Person Account record types.
D. Enable person accounts in FS
A. The import will succeed, and the Account Owner field will be left blank.
B. The import will succeed, and the administrator will be prompted to select a user.
C. The import will fail, since all records in Salesforce must have an owner.
D. The import will succeed, and the administrator will be named as the default Account Owner.
A. Reference the Lightning web component in the Display properties of the custom ARCrelationship graph.
B. Select Use Flex Card from the node Display tab to show the node in a Flex Card
C. Reference the flex Card in the Display properties of the custom ARC relationship graph.
D. Select Omni Script from the node Actions tab to show the node in an Omni Script.
A. Objects and fields to store the data
B. A flow to get the data into Salesforce
C. A Lightning web component to restrict data from users
D. An integration User and Integration Profile to enable the connection
A. Action Plans
B. Financial Accounts
C. Omni Scripts
D. Roll-up Summaries
A. Document the business process flows.
B. Design the solution using the Financial Services Cloud components.
C. Create a visual flow diagram.
D. Understand the journey!for the multiple personas involved in the process.
E. Determine the best e-sigTiature solution to use.
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 needs and 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. Utilize Insurance Flow Templates.
B. Create an Action Plan Template for capturing beneficiary data and payment information.
C. Provide a better user interface by building Lightning web components for beneficiarydata and payment information.
D. Install an Insurance Data AppExchange package.
A. Data Filtering and Sorting in Tableau Desktop
B. Financial Services Cloud Einstein
C. Data Visualization with Marketing Cloud Intelligence
D. Actionable Relationship Center (ARC), an advanced visualization engine
A. Update all opportunities linked to individual account records to be owned by the individual account record's owner.
B. Ensure each account.phone field in the individual account record is blank.
C. Ensure all individual account records to be converted are only linked to exactly one contact record.
D. Test out the conversion in a sandbox, including all integrations and customizations.
E. Ensure each individual account to be converted is not a parent account of any other account records.
A. Feed tracking has to be enabled for the Action Plan object.
B. Chatter has to be enabled for Action Plans via Chatter settings in setup.
C. Salesforce is yet to roll out Chatter for the Action Plan object.
D. Admin users have to be assigned the Action Plans permission set.
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