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Lake Tahoe Bank wants their customer reps to be able to see client records such as Person Accounts, but want to restrict access to Financial Accounts to protect the privacy of their clients. Which two steps can an admin take to ensure that all users see Person Accounts, but only specific users can view Financial Accounts?
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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? (Choose Three)
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Cumulus Cloud Bank, a major financial services provider, has engaged Salesforce Professional Services to transform its operations with Financial Services Cloud (FSC). The Addams family are wealth management clients with the following relationships: * The wife and her husband are part of the Addams Household. The wife is the primary member, and together the couple run the Addams Charitable Trust. * The wife is also part of the Symonds Household with her father as the primary member. Which tool should the Salesforce FSC consultant recommend so a wealth manager could make sense of this complex data to provide impeccable service to the Addams family and discover new business opportunities?
A financial services company needs to alert advisors about changes in client records that require action. What should the administrator consider when configuring Record Alerts?
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Question 115 - Certified Financial Services Cloud discussion

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A new custom object has been created, and the records of this object will be created through integration with another system What should a consultant do to ensure the data is loading into the correct fields in Financial Services Cloud?

A.
Create a junction object between the external system and the new customer object where the data will reside
Answers
A.
Create a junction object between the external system and the new customer object where the data will reside
B.
Ensure custom metadata is configured and each custom metadata record details where the data will be sent
Answers
B.
Ensure custom metadata is configured and each custom metadata record details where the data will be sent
C.
Use a CSV file with the data created and use Data Loader to map to the correct field
Answers
C.
Use a CSV file with the data created and use Data Loader to map to the correct field
D.
Utilize a field mapping file with the external system (allocation and the corresponding field in Salesforce
Answers
D.
Utilize a field mapping file with the external system (allocation and the corresponding field in Salesforce
Suggested answer: D

Explanation:

To ensure the data is loading into the correct fields in Financial Services Cloud, the consultant should utilize a field mapping file with the external system allocation and the corresponding field in Salesforce. A field mapping file is a file that specifies how fields from an external system map to fields in Salesforce. By using a field mapping file, the consultant can ensure that the data from the new custom object is imported into the correct fields in Financial Services Cloud and avoid any data loss or inconsistency.

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asked 23/09/2024
Maureen Lande
44 questions
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