Question 1

Which of these Object Types are part of the Financial Services Cloud Data Model (Select 3)

Options :

A : FSC Packaged Objects

B : FSC Marketing Objects

C : Sales or Service Objects

D : FSC Standard Objects

E : Action Plan Objects

Answer: A,C,D

Question 2

The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to roll up customer data at the client and group levels. What functionality can Rollup By Lookup (RBL) provide for this requirement?

Options :

A : RBL calculations can not be disabled when importing data into your Salesforce org.

B : An RBL rule displays summary calculations of financial account information, such as account balances.

C : When you edit a financial account record or primary Group membership, the Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the client and Group levels.

D : Rollups for multiple joint owners are not supported

E : Rollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities.

Answer: A,B,C

Question 3

What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?

Options :

A : Referral Approval Processes

B : Intelligent Need-Based Referrals and Scoring

C : Einstein Referral Scoring for Financial Services Cloud

D : Referral Routing Rules

Answer: B

Question 4

Financial Advisors can create a financial goal to track a client's progress toward major purchases, retirement

savings, or other life goals. Which statements are correct?

Options :

A : You can only create savings-oriented goals.

B : You can't create a goal for paying down a debt.

C : You can associate a goal with a specific financial account.

D : Financial Goals require the Financial Goals permission set to be visible to a user.

Answer: A,B

Question 5

What type of record access can an administrator grant (2 answers)

Options :

A : Read/Write only

B : Read only

C : Read/Write/Delete

D : Read/Write/Transfer

Answer: A,B

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