An insurance company needs to ensure the record rollups aggregate information from related records for several objects in the Financial Services Cloud at a client or group level.What should the administrator configure to meet the requirement?

When the administrator enables record rollups at the group level, all corresponding records are stamped with the Primary Group in the Rallup_c lookup field

To show all Primary Group member cases on a related list at the group level, the administrator should add Cases as a picklist value to the Rollup__c field on Account Contact Relationship.

Client-level records are aggregated by setting up client-level rollups to all primary group members.

When the administrator enables record rollups at the group level, all corresponding records are stamped with the Primary Group in the Rallup_c lookup field

To show all Primary Group member opportunities on a related list at the group level, the administrator should add Opportunities as a picklist value to the Household__c field on Account Contact Relationship.

A consultant is looking to create a guided screen to be used by customer service agents answering the phone to authenticate the caller and positively identify them. The agent will ask the caller to provide their full name and the last four digits of their social security number, which is not stored in Salesforce. The agent will enter the provided information into a form, and upon clicking submit, a web service call is made to an external authentication service to authenticate the caller.What should the consultant do to fulfill the needed requirements?

Create a Lightning web component.

Create a Canvas application for the Authentication module.

It has been determined that integration with an external system is required, as the data needed 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 preparation for the data.Which two items should be configured?

Objects and fields to store the data

An integration User and Integration Profile to enable the connection

Objects and fields to store the data

A flow to get the data into Salesforce

A Lightning web component to restrict data from users

An integration User and Integration Profile to enable the connection

The system administrator team at a retail consumer bank just received data migration instructions and guidance on Data Loader from their Salesforce architect to upgrade the existing Service Cloud org to a Financial Services Cloud (FSC) org.In what order should the Salesforce objects be uploaded during an FSC data migration?

1. Accounts and contacts 2. Financial accounts 3. Account groups and households

1. Financial accounts 2. Accounts and contacts 3, Account groups

1. Accounts and contacts 2. Households 3. Financial accounts

1. Households 2. Financial accounts 3. Person accounts

During the design phase of a project, a consultant needs to provide a Financial Services Cloud (FSC) solution for a business requirement that forces a customer to answer a number of assessment questions to complete the onboarding process.What are three things to consider regarding Discovery Framework?

Discovery Framework creates highly capable forms with integrations and advanced logic.

Discovery Framework can create both standard and hierarchical questions.

FSC Discovery Framework allows archiving questions.

Discovery Framework creates highly capable forms with integrations and advanced logic.

Discovery Framework forms cannot be deployed to Communities,

Discovery Framework is built based on Salesforce Flow.

Discovery Framework can create both standard and hierarchical questions.

FSC Discovery Framework allows archiving questions.

What is a key step in identifying different business processes and outlining encompassing system flows based on the existing environment when setting up Salesforce Financial Services Cloud (FSC)?

Conducting a gap analysis between the customer's current processes and Salesforce FSC capabilities

Creating a new Salesforce instance from scratch for the customer

Importing the customer's existing data into Salesforce FSC without any modifications

Implementing a generic, one-size-fits-all solution for all customers

Conducting a gap analysis between the customer's current processes and Salesforce FSC capabilities

Salesforce Certified Financial Services Cloud Practice Test 5

An insurance company aims to improve a call center's productivity. A detailed analysis discovered that agents spend a lot of time capturing data while adding and updating beneficiary details. Capturing premium payment details (payment date and frequency) is another time-consuming task. Which action should a Financial Services Cloud consultant take to resolve the issue?

Become a Premium Member for full access

Unlock Premium Member

Salesforce Certified Financial Services Cloud Practice Test 5

Question

Salesforce Certified Financial Services Cloud Practice Tests

Practice Tests