Question 1

What must an administrator do when creating a record type?

Options :

A : Create a new page layout for the record type

B : Set the field-level security for the record type

C : Assign the record type to the appropriate profiles

D : Add the record type to the required user records

Answer: C

Question 2

What 3 functionalities are supported by the Relationship Map and Group Builder?

The Relationship Map and Group Builder allows the user to:

Options :

A : define the Primary Group for a Member.

B : display Financial Holdings.

C : define what data is being rolled up to the Household.

D : enable or disable Enable Rollup Summary calculations.

E : define the Role of the Members of the Household

Answer: A,C

Question 3

Cumulus Cloud Bank needs help onboarding new customers. The business process requires updating the Know Your Customer (KYC) document checklist and performing internal tasks in a predefined order. However, during an internal audit, it was found that bankers often miss these tasks and still move to the next stage of the onboarding process. What should a consultant recommend?

Options :

A : Create an after-save trigger to generate reminder tasks.

B : Utilize Chatter notifications for reminders.

C : Utilize Action Plan and Action INan Template.

D : Utilize Financial Services Clouc flag Templates to flag missing items.

Answer: C

Question 4

Cumulus Cloud Bank must provide its customer service staff with real-time access to customer accounts, including the ability to view current transactions and balances. As a result, the bank expects a high volume of concurrent users at peak times. Which option is most suitable?

Options :

A : Use the Data Consumption Framework to connect to the bank-s middleware

B : Use Salesforce Connect with External Objects to expose tables from the bank-s core systems, and use custom Lightning web components to surfatKthem in the Salesforce Lightning Ul.

C : Use Salesforce ConnecHvith External Objects to expose tables from the bank-s core systems, and use the standard user interface (Ul) components to surface the records in Salesforce Lightning Ul

D : Embed custom Lightning web components on the Account and Financial Account pages, and use custom Apex to make callouts to the core system services.

Answer: D

Question 5

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?

Options :

A : Create a new Contact Reciprocal Role for the required value.

B : Update the Role picklist on the Account-Account Relationship object with new value.

C : Create a new Account Reciprocal Role for the required value.

D : Update the Role picklist on the Account-(?ontact Relationship object with new value.

Answer: B

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