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Scott Adams calls his Personal Banker Hank Burton to apply for a loan to buy a boat.Hanks wants to refer Scott to the loan department, but the current process is manual andtime-consuming. Hank is asking the bank's SystemAdministrator to automate Referralcreation in Salesforce. How can the Admin speed up and simplify Referral creation?
A. Write a trigger to create Referrals from a 'Create Referral* button.
B. Use the Case process and create Cases with Case Type 'Referrar'.
C. Use Global Action To create Referrals.
D. Use
Early in the discovery and solution meetings, it was determined that the client wouldprimarily use out-of-the-box Financial Services Cloud (FSC) objects and components withminimal custom objects needed. In addition, it was decided that records should be private,but the managerial chain would require visibility into all their direct reports' records.Which three security settings must be set up in Salesforce to meet these requirements?
A. Only Custom Profiles should be configured and assigned to all users to use FSCcomponents and field-level security. The ^ administrator should configure custom profilesand assign them to all users
B. Organization-wide sharing defaults should be set to meet sharing requirements for allobjects in use.
C. Each object sharing should be set up,explicitly sharing each user's record with themanager.
D. The Role Hierarchy in setup should be configured to allow for managers to automaticallysee records of those under them.
E. Custom permission sets and out-of-the-box FSC permission sets should be configuredor updated and assigned to all users for the use of FSC components and field-levelsecurity.
A wealth management firm is looking to start tracking its clients' hobbies for marketingpurposes in Salesforce. Which Financial Services Cloud feature is most suitable for this?
A. Interest Tags
B. Alerts
C. Topics
D. Engagement Topics
Which setting in Action Plans helps to avoid non working hours, company holidays, andother non working days for deadline calculation?
A. Sync with Company Calendar
B. Skip Non-Work Days for Deadlines
C. Skip Non-Work Days For Tasks
D. Skip Non-Work Days for Action Plans
The Salesforce Admin of Lake Tahoe Wealth Management Company needs to update anexisting, published Action Plan Template to accommodate a change in the firm’s annualclient review process. What steps should the Admin take to make that change?
A. Edit the published Action Plan Template directly.
B. Set the Action Plan Template to “Inactive” and then make changes to the template, asnecessary.
C. Clone the existing Action Plan Template and make any necessary changes on the newAction Plan Template.
Which three processes are part of Claims Management?
A. Auto Adjudication
B. Reserve Management
C. Quoting
D. Underwriting
E. Payment
A financial services company wants to use the Financial Services Cloud Person Accountdata model. The company needs two Person Account record types, one to representIndividual customer and one to represent Individual independent advisors that sendreferrals.What should the administrator do to set up the new record types?
A. Create custom fields on the Person Account object.
B. Configure Individual Record Type Mapper" custom metadata.
C. Create a record type on the Contact object.
D. Enable "Use Person Account" custom setting.
Jen, the Financial Advisor at Lake Tahoe Wealth Management Company wants to modifyapublished Action Plan to support an additional task she needs in order to completeanannual review for a client. How should Jen do this?
A. Use the 'task creator' tool to create a new task and associate with the existing ActionPlan
B. Contact her Salesforce Administrator and get her to make the change to the Action Planfor her.
C. Usethe Action Plan item feature to add an additional task to a published Action Plan.
D. Create an independent Task not related to original Action Plan
Cumulus Bank wants to use Interactions to capture conversations that investment bankershave with their clients. Due to the sensitive nature of the interactions, thebank needs tocarefully limit access to the detailed notes for certain groups. Basic information aboutattendees and meeting dates is not sensitive. Which three options should a consultant recommend?
A. Enable Compliant Data Sharing for Interactions.
B. Enable Compliant Data Sharing for Interaction Summaries.
C. Disable Role-Hierarchy-Based Sharing for Engagement Interactions.
D. Use Interaction Summary Participants to provide the right access to individuals orgroups.
E. Disable Role-Hierarchy-Based Sharing for Interaction Summaries.
A Financial Services Cloud (FSC) administrator is assigning permission set licenses tousers, including personal bankers. Which permission set license is recommended for thisset of users?
A. FSC Foundations permission set license
B. FSC Basic permission set license
C. FSC Extension permission set license
D. FSC Standard permission set license
Which three record type options should an advisor configure for a Lead objectconfiguration?
A. Referral
B. Opportunity
C. General
D. Adjustments
E. Retirement Planning
Lake Tahoe Bank is migrating customer records from the Individual Model to PersonAccounts. Which threesteps should a Data Architect take to ensure a successful migration?
A. Ensure Person Accounts is enabled on the org
B. Configure your Person Account record types m the Indrvidual Record Type Mapper.
C. Enable 'Individual to Person Account Migration' in Custom Settings.
D. Use a CSV field to map PersonRecordTypeld to the Person Account RecoroTypeld anduse Data Loader to update Client Records
E. Log a case with Salesforce to perform the conversion from the indrvkJual Model toPerson Accounts.
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 ownerdifferent from the plan creator.
B. When you create an Action Plan from a template for a specific target record, the plancreator can choose whether the date calculation is based on calendar or working days.
C. An Action Plan is a run-time instance of the template that allows you to automate thesequence of the tasks you defined in the template.
D. When youcreate an Action Plan from a template for a specific target record, itemdeadlines are calculated using the start date and date offset " defined in the Action PlanTemplate
E. The Action Plan Template permission set must be added to all users that wantto useAction Plans.
A wealth management division manages the financial assets of many wealthy clients.Which three steps should the Financial Services Cloud consultant take to offer ahigh levelof customization to boost user productivity?
A. Create a new type of person account so trust group details roll down to the beneficiarieslevel.
B. Create a Custom Field Set solely for the Wealth Managers without affecting theInvestment Bankers.
C. Assign the Custom Field Set to the Financial Summary component.
D. Create and assign the Cuslhm Field Set permission set to all users.
E. Assign the Custom Field Set To a Lightning component.
A consultant is looking to create a guided screen to be used by customer service agentsanswering the phone to authenticate the caller and positively identify them. The agent willask the caller to provide their full name and the last four digits of their social securitynumber, which is not stored in Salesforce. The agent will enter the provided informationinto a form, and uponclicking submit, a web service call is made to an externalauthentication service to authenticate the caller.What should the consultant do to fulfill the needed requirements?
A. Create a screen flow.
B. Create a Lightning web component.
C. Create aCanvas application for the Authentication module.
D. Create an OmniScript flow.
Which three of these statements are true for Rollup By Lookup (RBL) in Financial ServicesCloud?
A. An RBL(Rollup By Lookup) rule displays summary calculations of financial accountinformation, such as account balances.
B. Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.
C. The Rollup By Lookup (RBL) configuration updatesthe corresponding RBL summaries atthe diem and group levels
D. Salesforce does not recommend or provide support for creation or customization ofFinancial Services Cloud RBL rules
E. RBL rules do not require a lot of processing power.
What step is required to give users access to the FinancialServices Cloud CommercialBanking features?
A. Update Industries Settings to give users access to the Commercial Banking ConsoleLightning app.
B. Assign permission sets to give users access to the Commercial Banking ConsoleLightning app.
C. Update theuser profiles to give users access to Financial Services Cloud objects
D. Install the Commercial Banking Managed Package
A financial services company must add details to the default business hours record. Forcompany-wide holidays, the company wants the option to skip non-work days in ActionPlan when setting task completion dates.What should theadministrator configure to meet the requirement?
A. Omit the day's start and end time fields when the administrator wants to indicate a nonworkingday.
B. Select Recurring Holidays as Action Plans and consider recurring holidays whendetermining the non-work days to skip.
C. Configure the day without business hours, it is considered a non-work day, even if theday is a recurring holiday.
D. Add non-work days to the date offset when calculating the task completion date isautomatic; no setup is required.
Lake Tahoe Bank allows more than two owners on Financial Accounts. The SalesforceAdmin wants to make sure that balances are rolled up to all joint owner's primaryHouseholds. Which 2 options does the Salesforce Admin have to accomplish this?
A. Enable all RBL (Rollup By Lookup) rules to ensure the balances are rolled up to thehousehold level.
B. Enable the 'Enable Rollup Summary' in custom settings
C. Create custom RBL (Rollup By Lookup) rules to rollup the joint owner balances.
D. Disable RBL (Rollup By Lookup) rules that rollup balances using joint owner onFinancial Account.
E. Enable RBL (Rollup By Lookup) rules that rollup balances using Financial Account Rolefor joint owners.
Lake Tahoe Bank has branch offices in many countries around the world and they areplanning to roll out Financial Services Cloud. Which of the 2 considerations does theSalesforce Admin have to keep in mind when it comes to dealing with multiple currencies?
A. For each user, the user currency must correspond to the default currency for the user'slocale
B. The Salesforce Admin can enable or disable multiple currencies if needed
C. When filtering by currency values in reports or list views, users must specify a currencyISO code, such as USO or GBP. before the value.
D. When multicurrency is enabled in FSC. advanced currency management is alsoavailable
Which three related lists are visible within the Actionable Relationship Center associatedwith the Account object?
A. Household FinancialAccounts
B. Cases
C. Client Financial Goals
D. Financial Holdings
E. Notes and Attachments
A major Japanese bank is expanding geographically and opening additional branches inAsia. As such, they hired a regional consulting firm to implement Financial Services Cloud(FSC) locally.What are the two expectations from implementing multi language features in FSC?
A. Referrals in Singapore and Hong Kong will be shared in English, but in Macau, referralswill be shared in Portuguese.
B. Bankers in Japan have been accessingFSC in Japanese, but the new bankers in Chinawill be accessing FSC in Chinese.
C. In Tokyo branches, the names of the Account, Prospect & Contact are in Japanese, but the package Advisor, Personal Banker, D Relationship Manager, and Client Associateprofiles are in English.
D. In Seoul, South Korea, the branch managers will be reviewing their FSC dashboardsevery morning in Korean, while their colleagues in " Shanghai, China, will be doing so inChinese.
A financial institution has custom security and visibility rules where certain users need tosee specific records even though they are not typically engaged in that Account. Thisincludes legal and compliance members who must be engaged for particular deals.Which Financial Services Cloud capability provides the ability to accommodate thisrequest?
A. Compliant Data Sharing
B. Custom Sharing»Rules
C. Business Rules Engine
D. Interaction Summaries
What should a Financial Advisor use to model the relationship between a business contactand a clientthat is modeled as a person account?
A. Account-Account Relationship
B. Contact-Contact Relationship and the Reciprocal Rote
C. Reciprocal Role
D. Account-Contact Relationship and the Reciprocal Role
Lake Tahoe Bank's System Administrator is implementing intelligent Need-Based Referralsin Salesforce. Referrals are modeled on the Lead object. Which three Lead features canthe System Admin use for Intelligent Need-Based Referrals?
A. Lead Routing
B. Web to-Lead
C. Lead Assignment Rules
D. Lead Approval
E. Einstein Lead Scoring
A Financial Services Cloud (FSC) administratorwants to create a new FSC permission setthat includes the Access Interest Tags for Financial Services Cloud permission.Which two permission sets should be cloned to create this new permission set and giveaccess to interest tags?
A. FSC Foundations permission set
B. FSC Extension permission set
C. FSC Standard permission set
D. FSC Basic permission set
What 2 considerations should the Salesforce Administrator review before implementingFlow for customer onboarding?
A. Use Field Level Security on Milestones
B. Flow for Financial Service Cloud is not available for the Individual Object Model.
C. Flow Screen Input Components can only be used in Financial Service Cloud FlowTemplates
D. The Flow users require a Flow Permission Set License.
A wealthy client owns a boutique shoe store called Smith'sShoes. Their financial advisorwould like to add this relationship to the Financial Services Cloud (FSC) to track thecomplete picture of relationships related to the wealthy client's household.Which three options should the Financial Services Cloud consultant use when mapping thisrelationship in FSC?
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
Rachel Addams belongs to two households:1. The Addams household where Rachel lives with her spouse, Nigel Addams. Rachel isthe client and, as such, is listed as the primary member of that household. This householdis also Rachel's primary group.2. The Symonds household. This household belongs to Rachel's parents, but Rachelmanages their finances. Rachel is considered the beneficiary of this household.In addition, Rachel's household has a related account, the Addams Charitable Trust, and arelated contact, Ivan M. Kohl, attorney at law.What should be the relationships between the parties when the Financial Services Cloudconsultant sets up Rachel's person account?1.Primary Group Household - Addams HouseholdPrimary Member - Rachel AddamsSpouse - Nigel AdamsTrustee - Addams Charitable TrustHousehold - Symonds HouseholdPrimary Member - Neil SymondsBeneficiary - Rachel AddamsRelated Accounts - Addams Charitable TrustRelated Contacts - Ivan M. KohlA financial services company needs to transform the individual data model to personaccounts in Financial Services Cloud (FSC), and its consulting partner is helping decide thesequence of the user stories in the design phase.What should the implementation team do as the top priority during planning?
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 private equity company with only one administrator wants to upgrade Financial ServicesCloud (FSC) from a Sales Cloud Unlimited Edition (UE) org. The company decided toinstall FSC greenfield on a new org tominimize the transfer of existing tech debt. Inpreparation for data migration, the administrator has been exporting backup files of thecurrent org for a month.What should the administrator do as part of the preparation for the data migration process?
A. The administrator can ask the business manager on the investment bank team to reviewthe file directly.
B. After running the backup data export manually for 2 weeks, the administrator canschedule this job to run weekly every Sunday to review the file onMondays at the start ofthe week for data comparisons/analysis.
C. As a dry run, the administrator can test this process via a data export request from theprimary sandbox to the existing Sales Cloud UE org.
D. To start, the administrator can run a daily backup data export for a week, then continueto run this job weekly until they are ready for data migration.
Scott Adams is opening a joint savings account with his mom, Rachel Adams. RachelAdams is the primary member ofthe Adams Household. Personal Banker Hank Burtonwants to make sure that Scott's data is rolling up to the Adams Household. How can theBanker accomplish this?
A. Make the Adams Household Scott's primary Group and edit tie Activities & Objects to ft*Up.
B. Add Scon as a Related Contact to the Adams Household.
C. Make the Adams Household Scotts pnmary Group and make Scott the pnmary member
D. Disable the Primary Group setting fof Scon on the Adams Household
It has been determined that integration with an external system is required,as the dataneeded by a wealth management client resides in another system. This data will be sent from the external system via an API, and Salesforce needs to be configured in preparationfor the data.Which two items should be configured?
A. Objects andfields 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 large insurance company hired a consulting firm to improve customer experiences forcustomers that want to complete standard processes online, such as getting an insurancequote or submitting a claim.Which three standard Insurance Platform components can digitally enable these coreinsurance operations?
A. Policy Administration
B. Claims Management
C. Quote, Rate, and Apply
D. Quote Creathqn Toolbox
E. MobileClaimSubmission
The investor relations director of a large insurance company just published a press releaseafter the company's Quarterly Earnings Call to report about its digital transformationimplementing Salesforce Financial Services Cloud (FSC).Which three value outcomes should the company's stakeholders expect?
A. Achieved higher CSAT & NPS scores attributed to personalized customer experiencesdriven by shorter waits due to decreased average case handle times and improved selfservicesolutions via Einstein Bots for FSC
B. Streamlined the entire deal lifecycle with FSC. leveraging relationship maps andinteraction history in business development/discovery D to accelerate pipe managementand research
C. Improved customer onboarding experiences by fast-tracking and simplifying documenttracking and approvals via FSC Action Plans
D. Drove Advisor productivity with a daily task list, clientlife events, opportunities, andaggregated household information directly from D the FSC HomeT\e
E. Automated claims orchestration via straight through processing workflow rules fromOmniStudio with minimal human intervention from insurance adjusters orunderwriters,allowing claims to be completed faster and at scale
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