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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 ...
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- 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...
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- 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...
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- 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...
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- Q156. Where do you enable Enable Multiple Relationship Groups?...
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- Q159. Relationship Management enables you to (Check the 3 that apply)...
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- 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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