Salesforce Certified Financial Services Cloud Practice Test - Questions Answers, Page 9

Cumulus Bank has implemented Compliant Data Sharing in Financial Services Cloud. Which two things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private?

An insurance company wants to create a car insurance quote process for its website. The process should include the following functionality:

* The user has to enter contact and address information.

* The user has to enter the driver's age and the car model and year.

* The process should calculate an insurance quote based on the data the customer provided and save the offer to the client's record.

Which three OmniStudio tools should the consultant use to design a solution that meets these requirements?

A consulting firm is asked to add Events and Milestones to a Lightning record page to give financial advisors deeper insights into their customers' lives.

What should the consultant configure to enable advisors to capture Once-in-a-Lifetime events and, at the same time, prevent users from accidentally creating more than one event of such an event type?

Which step is required to give a group of users access to a Financial Deal?

A financial services company wants to use the Financial Services Cloud Person Account data model. The company needs two Person Account record types, one to represent Individual customer and one to represent Individual independent advisors that send referrals.

What should the administrator do to set up the new record types?

A financial services company would like its users to be able to relate two business accounts. What should the administrator configure to meet the requirement?

How should developers configure customized nodes for display in ARC?

A banking client currently manages its onboarding process manually with paper forms. To optimize the process, the client wants to digitize and automate as much as possible. The bank wants its clients to manage the forms in a portal and leverage e-signatures for processing.

Which three steps are needed to document this requirement following the discovery session?

The investor relations director of a large insurance company just published a press release after the company's Quarterly Earnings Call to report about its digital transformation implementing Salesforce Financial Services Cloud (FSC).

Which three value outcomes should the company's stakeholders expect?