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Salesforce Certified Financial Services Cloud Practice Test - Questions Answers, Page 8

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Question 71

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The Salesforce Admin at Lake Tahoe Wealth Management Company wants to ensure that the advisors at his firm can quickly see the most important client data in the Actionable Relationship Center (ARC). What must the Admin configure for each object to display the most important fields on the side panel of ARC?

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Question 72

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How can the Salesforce Administrator make sure that highly sensitive Life Events or Business Milestones will not be shown until the event actually happened?

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Question 73

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Which three standard fields are available to track a customer's retirement gial progress?

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Question 74

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The Actionable Relationship Center (ARC) is using the Association Type picklist to control the account-account relationships. Which three of the following names are Association Type picklist field values?

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Question 75

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Which of the following statements are correct when creating Financial Goals?

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Question 76

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Which two statements are true for a Group in Financial Services Cloud?

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Question 77

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What 2 considerations should the Salesforce Administrator review before implementing Flow for customer onboarding?

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Question 78

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Which setting in Action Plans helps to avoid non working hours, company holidays, and other non working days for deadline calculation?

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Question 79

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Cumulus Cloud Bank must provide its customer service staff with real-time access to customer accounts, including the ability to view current transactions and balances. As a result, the bank expects a high volume of concurrent users at peak times.

Which option is most suitable?

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Question 80

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During a Financial Services Cloud implementation at an insurance company, a consultant needs to design a broker data model for the broker web portal. The given requirements are:

1- Brokers are treated individually, even if they are associated with the same company.

2- Brokers should never have access to other brokers' data.

3- Brokers can nominate their assistants to access the broker portal.

4- An assistant can sometimes work for multiple brokers.

Which two considerations should the consultant consider regarding the data model?

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Related questions

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?
The Salesforce Admin at Lake Tahoe Wealth Management Company wants to ensure that the advisors at his firm can quickly see the most important client data in the Actionable Relationship Center (ARC). What must the Admin configure for each object to display the most important fields on the side panel of ARC?
An investment bank client wants all its users to track client engagements with Interaction Summaries. In addition, those call logs need to be shared with specialists in other lines of business so they can assist in specific types of deals. Which three Financial Services Cloud standard objects should be used to help accommodate these business requirements?
What benefits do Flows for Financial Services Cloud offer to support customer onboarding? (Choose Two)
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)
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?
What actions can a Wealth Advisor take from the Life Events card7
The Salesforce Admin of Lake Tahoe Bank wants to implement Financial Services Cloud using the individual object model. What are the steps to disable person accounts? (Choose Three)
The Salesforce Admin wants to make it easier for call center agents to complete some common tasks by setting up flows and launch them from the Retail Banking Console. What does the Admin have to keep in mind when setting up Flows?
Which three related lists are visible within the Actionable Relationship Center associated with the Account object?