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  1. Home
  2. Salesforce
  3. Salesforce Financial Services Cloud (FSC) Accredited Professional
  4. Salesforce.Financial-Services-Cloud.v2024-09-16.q187
  5. Question 1

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Question 1/187

How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level?

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Other Question (187q)
Q1. How can the Salesforce Admin change the configuration to summarize Financial Goals at the ...
Q2. What capability included in the Financial Services Cloud license can assist bankers in foc...
Q3. What is included in an FSC license?
Q4. What actions can a Wealth Advisor take from the Life Events card7...
Q5. A consultant is building an agent console for an insurance company using FlexCards to prov...
Q6. To access Financial Services Cloud Lightning Components "My Domain" must be enabled. How d...
Q7. One administrator user at a financial services company needs to help management build repo...
Q8. Which information can you find under the Relationships Tab? - (Check the 3 that apply)...
Q9. Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts...
Q10. A financial services company would like its users to be able to relate two business accoun...
Q11. Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in th...
Q12. Which statement is true if a custom fiscal year is enabled? (2 answers)...
Q13. Lake Tahoe Bank would like to capture their commercial customers in FSC. A commercial cust...
Q14. Cumulus Cloud Bank is asking the consultant to explain some tools available to integrate S...
Q15. Which of these Object Types are part of the Financial Services Cloud Data Model (Select 3)...
Q16. Which three of these statements are true for Rollup By Lookup (RBL) in Financial Services ...
Q17. Lake Tahoe Bank is implementing Financial Services Cloud. The bank's new business processe...
Q18. A consultant is looking to create a guided screen to be used by customer service agents an...
Q19. Which three standard fields are available to track a customer's retirement goal process?...
Q20. A client has called their Financial Advisor to open an Education Savings Account for their...
Q21. Can Household be a part of a Group in Financial Services Cloud?...
Q22. Cumulus Bank is migrating its CRM software from a legacy application to Salesforce Financi...
Q23. How can knowledge articles be used? (2 answers)...
Q24. What steps does the Salesforce Administrator have to take to create a new Business Milesto...
Q25. The Salesforce Admin wants to change the fields that are showing on the Actionable Relatio...
Q26. An investment bank client wants all its users to track client engagements with Interaction...
Q27. Which three referral metrics are tracked with custom components included in Financial Serv...
Q28. Which two statements are true for a Group in Financial Services Cloud?...
Q29. The Salesforce Admin of Lake Tahoe Bank wants to implement Financial Services Cloud using ...
Q30. Which Salesforce Financial Services Cloud feature enables financial advisors to track and ...
Q31. A Bank of the Future customer calls the bank to update the address on their account. The c...
Q32. Universal Container wants to ensure that users complete the standard industry field when c...
Q33. Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in th...
Q34. A financial services company wants to use the Financial Services Cloud Person Account data...
Q35. A financial services company must add details to the default business hours record. For co...
Q36. How can the Salesforce Admin change the configuration to summarize Financial Goals at the ...
Q37. A financial services company needs a custom field for reporting when relating two-person a...
Q38. When creating a Custom Summary Formula in a Report, what are the four valid Summary Types ...
Q39. Lake Tahoe Bank has duplicate client records in their current CRM system because they come...
Q40. Which of the following allows you to report on historical data in Salesforce in order to m...
Q41. What capability included in the Financial Services Cloud license can assist bankers in foc...
Q42. A financial services company wants to track different categories of financial accounts in ...
Q43. Which three things must an admin keep in mind when creating Action Plan Templates'5...
Q44. Which three objects should a Financial Services Cloud administrator use when planning to u...
Q45. A user profile has login hour restrictions set to Monday through Friday 8am to 5pm. It is ...
Q46. Lake Tahoe Bank would like to restrict their FSC users from viewing certain types of miles...
Q47. An insurance company wants to create a car insurance quote process for its website. The pr...
Q48. Lake Tahoe Bank, an existing Salesforce customer, is planning to implement FSC. Their Sale...
Q49. The Salesforce Admin at Lake Tahoe Bank considering implementing Financial Services Cloud....
Q50. A financial services company needs to alert advisors about changes in client records that ...
Q51. Lake Tahoe Bank wants their customer reps to be able to see client records such as Person ...
Q52. What are the three building blocks of Flow Orchestration?...
Q53. A System Administrator has received a note from one of the portfolio managers that the Act...
Q54. Planter Farm Credit Union provides loan and insurance products to farmers who operate indi...
Q55. Which two limitations should a Salesforce Administrator consider before enabling Person Ac...
Q56. What are the three building blocks of Flow Orchestration?...
Q57. A Salesforce Admin is configuring a new Action Plan Template. One task in that template ne...
Q58. If a client is associated with more than one Household or Group, where will this clients r...
Q59. What should a Financial Advisor use to model the relationship between a business contact a...
Q60. A financial services company has found that more than two-thirds of customer onboarding pr...
Q61. Which circumstances will prevent a system administrator from deleting a custom field?...
Q62. Users at Lake Bank have been creating multiple events for once in a lifetime event such as...
Q63. A financial services company offers special deposit products for its employees. These empl...
Q64. What is the purpose of the ideas community? (2 answers)...
Q65. Which of these statements are true for Rollups in Financial Services Cloud...
Q66. What is the purpose of the AppExchange? (2 answers)...
Q67. A user is not able to see the Actionable Relationship Center tab in his Financial Services...
Q68. How should developers configure customized nodes for display in Actionable Relationship Ce...
Q69. Which of these statements is correct?
Q70. Lake Tahoe Bank is evaluating Financial Services Cloud to help them deliver a customer-cen...
Q71. What step is required to give users access to the Financial Services Cloud Commercial Bank...
Q72. A financial services company offers special deposit products for its employees. These empl...
Q73. An administrator is logged into Data Loader with their own credentials to insert new Busin...
Q74. Personal Banker Hank Burton is questioning his Referral Score shown in Salesforce FSC. Whe...
Q75. Users at Lake Bank have been creating multiple events for once in a lifetime event such as...
Q76. Cumulus Bank has implemented Compliant Data Sharing in Financial Services Cloud. Which two...
Q77. Which three standard fields are available to track a customer's retirement gial progress?...
Q78. True or False? The Lightning Component for the Actionable Relationship Center can only be ...
Q79. What benefits do Flows for Financial Services Cloud offer to support customer onboarding? ...
Q80. What is a key step in identifying different business processes and outlining encompassing ...
Q81. How should developers configure customized nodes for display in Actionable Relationship Ce...
Q82. A time dependent action is placed in the work flow queue when the record is created. When ...
Q83. Lake Tahoe Bank's financial advisors are complaining that they can't see an accurate summa...
Q84. Universal containers set the organization-wide defaults for cases to private. When a case ...
Q85. Which three insurance processes are managed by the Policy Administration component?...
Q86. What benefits do Flows for FSC offer to support customer onboarding?...
Q87. A consulting firm is asked to add Events and Milestones to a Lightning record page to give...
Q88. A financial institution is concerned about contacting clients or sharing their data when t...
Q89. What actions can a Wealth Advisor take from the Life Events card7...
Q90. Which field settings can you control in the Page Layout Editor? (3 answers)...
Q91. The Actionable Relationship Center (ARC) is using the Association Type picklist to control...
Q92. Which three of the following statements are correct about the Actionable Relationship Cent...
Q93. Universal Containers uses Web-to-Case to convert support requests submitted through its we...
Q94. A Financial Services Cloud (FSC) administrator is setting up a permission set for Actionab...
Q95. The system administrator team at a retail consumer bank just received data migration instr...
Q96. Which feature license can be assigned to a user record in Salesforce (2 answers)...
Q97. Which two limitations should a Salesforce Administrator consider before enabling Person Ac...
Q98. Which two statements are true about Group Membership in Financial Services Cloud?...
Q99. What does the Salesforce Admin have to install to provide users access to referral dashboa...
Q100. Cumulus Insurance's business processes are quite complex, and steps in the process may var...
Q101. During the design phase of a project, a consultant needs to provide a Financial Services C...
Q102. A consultant is configuring a demo for a customer but cannot create new residential loan a...
Q103. Cumulus Cloud Bank needs help onboarding new customers. The business process requires upda...
Q104. Scott Adams is opening a joint savings account with his mom, Rachel Adams. Rachel Adams is...
Q105. Early in the discovery and solution meetings, it was determined that the client would prim...
Q106. Lake Tahoe Bank has been using Sales Cloud to support the business to consumer (B2C) activ...
Q107. How should developers configure customized nodes for display in ARC?...
Q108. What option is available when scheduling a dashboard refresh? (2 answers)...
Q109. What capability included in the Financial Services Cloud license can assist bankers in foc...
Q110. Cumulus Insurance has created a Delegated Administrator group for its franchise users to r...
Q111. Cumulus Bank has implemented Compliant Data Sharing in Financial Services Cloud. Which two...
Q112. Which object would you use to model the relationship between business contact and the clie...
Q113. A commercial loan due diligence process is handled by multiple individuals at Lake Tahoe B...
Q114. The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants...
Q115. A regional bank is implementing Financial Services Cloud (FSC). Today, relationship manage...
Q116. Which three of the following statements are correct about the Actionable Relationship Cent...
Q117. A Financial Services Cloud (FSC) administrator is setting up a permission set for Actionab...
Q118. What can be transferred from one user to another user during mass transfer of account reco...
Q119. The support team at Universal Containers wants to be more proactive about renewing support...
Q120. Planter Farm Credit Union provides loan and insurance products to farmers who operate indi...
Q121. Lake Tahoe Bank is implementing Financial Services Cloud. The bank's new business processe...
Q122. What object do you use to model a client in Financial Services Cloud?...
Q123. The Lake Tahoe Bank Salesforce Admin is planning to migrate data into the new Financial Se...
Q124. What are the valid organization-wide default options for the Account Object?...
Q125. Lake Tahoe Bank would like to reslricl their Financial Services Cloud users from viewing c...
Q126. Lake Tahoe Bank needs to conduct periodic reviews with their customers to review credit &a...
Q127. Salesforce provides a robust set of automation features to help save time and resources. F...
Q128. Financial Services Cloud (FSC) contains a number of custom objects to model a client's fin...
Q129. A private equity company with only one administrator wants to upgrade Financial Services C...
Q130. Person accounts store information about individual people by combining certain account and...
Q131. The Actionable Relationship Center (ARC) is using the Association Type picklist to control...
Q132. What step is required to give users access to the Financial Services Cloud Commercial Bank...
Q133. Which three permission sets grant access or extend permissions for record alerts in Financ...
Q134. Where should a Salesforce Administrator go to add custom icons to the Life Events and Busi...
Q135. The Salesforce Administrator for Lake Tahoe Bank is receiving a report that a members Fina...
Q136. How can you set up Referral creation?
Q137. A system administrator at universal containers created a new account record type. However,...
Q138. What are the challenges Financial Institutions face? (Select all that apply)...
Q139. The Actionable Relationship Center can display which of the following relationships in the...
Q140. What setting is controlled by a user's profile? (3 answers)...
Q141. Cumulus Bank is migrating its CRM software from a legacy application to Salesforce Financi...
Q142. The Salesforce Administrator at Lake Tahoe Bank is asked at make modifications to the Sale...
Q143. Cumulus Cloud Bank must provide its customer service staff with real-time access to custom...
Q144. Which is a feature of Chatter? (3 answers)
Q145. How can the Salesforce Admin help agents who deal with a large number of customers on a da...
Q146. Sales management at universal containers needs to display the information listed below in ...
Q147. Which of these statements is not correct about the visibility of Action Plan Tasks?...
Q148. What type of record access can an administrator grant (2 answers)...
Q149. A financial institution has custom security and visibility rules where certain users need ...
Q150. What must an administrator do when creating a record type?...
Q151. Lake Tahoe Bank wants to onboard a client digitally and without asking the client for info...
Q152. Early in the discovery and solution meetings, it was determined that the client would prim...
Q153. What Report functionality would you use in order to quickly categorize report records with...
Q154. Lake Tahoe Bank has been using Sales Cloud to support the business to consumer (B2C) activ...
Q155. Universal Containers requires that the organization-wide default for opportunities be set ...
Q156. Where do you enable Enable Multiple Relationship Groups?...
Q157. Lakeshore Lending Company wants to create a community so borrowers can fill out their mort...
Q158. Lake Tahoe Bank allows more than two owners on Financial Accounts. The Salesforce Admin wa...
Q159. Relationship Management enables you to (Check the 3 that apply)...
Q160. A system administrator at a financial services company wants to build a report to show Int...
Q161. Lake Tahoe Bank branch manager is asking the Salesforce Administrator for improvements in ...
Q162. Personal Banker Hank Burton is questioning his Referral Score shown in Salesforce Financia...
Q163. Which 3 out of the box capabilities come with FSC Lead & Referral management?...
Q164. Lake Tahoe Bank wants their customer reps to be able to see client records such as Person ...
Q165. Lake Tahoe Bank's financial advisors are complaining that they can't see an accurate summa...
Q166. What are three examples of proper use of Financial Goals?...
Q167. Lake Tahoe Bank wants to onboard a client digitally and without asking the client for info...
Q168. During a project's design phase, a consultant must provide a Financial Services Cloud solu...
Q169. What steps does the Salesforce Administrator have to take to create a new Business Milesto...
Q170. Which three related lists are visible within the Actionable Relationship Center associated...
Q171. Sales representatives at universal containers should not be able to create leads, delete t...
Q172. What benefits do Flows for Financial Services Cloud offer to support customer onboarding?...
Q173. Which of the following is NOT an area that Salesforce Financial Services Cloud serves?...
Q174. What are the challenges Financial Institutions face? (Select all that apply)...
Q175. A banking client currently manages its onboarding process manually with paper forms. To op...
Q176. The marketing team wants to send an email to each lead received from its website. The coun...
Q177. What can be done with a workflow field update action? (2 answers)...
Q178. Which setting in Action Plans helps to avoid non working hours, company holidays, and othe...
Q179. The Salesforce Admin wants to make it easier for call center agents to complete some commo...
Q180. Which of the following objects do support Group-Level Rollups?...
Q181. It has been determined that integration with an external system is required, as the data n...
Q182. Planter Farm Credit Union provides loan and insurance products to farmers who operate indi...
Q183. If two objects have a parent child relationship, how can a user access the child record fr...
Q184. Scott Adams is opening a joint savings account with his mom, Rachel Adams. Rachel Adams is...
Q185. When importing records from a system outside of Salesforce, which ID should be used to pre...
Q186. Which two statements are true for a Group in Financial Services Cloud?...
Q187. Which accounts are automatically synchronized on Salesforce classic...
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