QUESTION 31
How can the Salesforce Administrator make sure that highly sensitive Life Events or Business Milestones will not be shown until the event actually happened?

QUESTION 32
What are two language-related limitations of Financial Services Cloud?

QUESTION 33
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?

QUESTION 34
How can a system administrator restrict users from viewing certain fields in list views, searches, page layouts and reports?

QUESTION 35
An investment banker is looking to take detailed meeting notes and share them easily with his colleagues while specifying confidentiality and meeting attendees. Which Financial Services Cloud feature should a consultant recommend in this scenario?

QUESTION 36
Lake Tahoe Bank needs to conduct periodic reviews with their customers to review credit & debit card usage, review account payables and discuss credit needs. The bank wants to ensure such activities are tracked and exceptions are reported & followed up on in a timely manner. How can Financial Services Cloud support these requirements?

QUESTION 37
Which three referral metrics are tracked with custom components included in Financial Services Cloud?

QUESTION 38
Which of the following allows you to report on historical data in Salesforce in order to monitor and spot trends?

QUESTION 39
What 3 options does the FSC application offer to view and update Account-Account, Account-Contact and Contact-Contact Relationships?

QUESTION 40
Cumulus Insurance’s business processes are quite complex, and steps in the process may vary depending on the information captured.
Which three actions regarding functionality and features should a consultant suggest exploring to help guide Cumulus Insurance users through these processes?

QUESTION 41
Which Salesforce Financial Services Cloud feature enables financial advisors to track and manage client accounts?

QUESTION 42
A financial services company wants to track different categories of financial accounts in its org. Relationship managers must be able to see all of these financial accounts in one place on the customer’s Account record page grouped by categories.
Which three steps should an administrator take to configure the Financial Account object and the Account Lightning record page to meet the design?

QUESTION 43
What happens when you make changes to a Financial account record or primary group membership?

QUESTION 44
A Salesforce Admin is configuring a new Action Plan Template. One task in that template needs to be picked up by the next available Advisor. What assignment logic should the Admin use when configuring this template task?

QUESTION 45
Which three of the following FSC components can an Admin use to illustrate a customer Relationship and Groups

QUESTION 46
A commercial loan due diligence process is handled by multiple individuals at Lake Tahoe Bank. Lake Tahoe Bank wants an easy way for managers to distribute the work, to understand the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks. What FSC feature can Lake Tahoe Bank use to track this process?

QUESTION 47
Not all life events or business milestones apply to every customer. To create a better customer experience, you can hide the life events or business milestones a customer hasn’t achieved or is unlikely to achieve in the future.
Which of the following statements are correct?

QUESTION 48
What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?

QUESTION 49
Lake Tahoe Bank allows more than two owners on Financial Accounts. The Salesforce Admin wants to make sure that balances are rolled up to all joint owner’s primary Households. Which 2 options does the Salesforce Admin have to accomplish this?

QUESTION 50
Lake Tahoe Bank is evaluating Financial Services Cloud to help them deliver a customer-centric view. They currently have a heavily customized Salesforce implementation with a product-centric design. Lake Tahoe Bank wants to make sure planned changes have a minimal impact on users during implementation. What is the recommended approach for implementing Financial Services Cloud at Lake Tahoe Bank?

QUESTION 51
How are identification documents, other assets, liabilities, goals, and revenue modeled, in an existing Financial Services Cloud org using the individual account model?

QUESTION 52
A client has called their Financial Advisor to open an Education Savings Account for their first child. What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?