Question 1

The Salesforce Admin at Lake Tahoe Bank considering implementing Financial Services Cloud. What is the best way for the Admin to access a Financial Services pre-configured org, including data and the right licenses, to learn about the product?

Options :

A : Request a 30-day Financial Services Cloud trial org

B : Request a Salesforce developer org.

C : Purchase one license of Financial Services Cloud and install it in a production org.

D : Spin up a Salesforce sandbox org.

Answer: A

Question 2

What benefits do Flows for Financial Services Cloud offer to support customer onboarding?

Options :

A : Flows enable customers to schedule appointments via customer communities, mobile apps. or websites.

B : Flows provide step-by-step guidance for common service requests, such as change of address, or change of beneficiary, without the need to * navigate to different screens.

C : Flows systematically capture and visualize important customer Life Events to drive more personalized and need-based engagements.

D : Flows enable customers to book appointments with the nght specialist at the right time and place through self-service scheduling

E : Flows enable customers to schedule appointments via customer communities, motxie apps. or websites.

Answer: A,B

Question 3

A financial services company wants to plan ahead for designing the Financial Services Cloud (FSC) implementation. Which three activities should the implementation team prioritize during planning?

Options :

A : Prepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company-s business relies on.

B : Beyond the preconfigured settings, evaluate whether they need advanced customizations

C : Enable and configure person accounts in FSC, and assign users with permission set licenses

D : Review the out-of-the-box capabilities and compare them to the company-s current needs.

E : Design the modifications to fields, picklists, layouts, and othKrequired features to support business processes

Answer: A,B,D

Question 4

To access Financial Services Cloud Lightning Components 'My Domain' must be enabled. How does the System Admin accomplish this?

Options :

A : Register a subdomam using the My Domain wizard and then deploy it

B : Open a case with Salesforce Support

C : Enable Communities

D : Go to Custom Settings and edit the Industries Settings

Answer: A

Question 5

Sam is the Salesforce Admin for Valley Bank. The bank's financial advisors are complaining they can't see an

accurate summary of their client's financial data as clients often change households. Sam wants to give his

financial advisors a better view of the client's complete financial situation. How can he set this up using FSC?

Options :

A : Create a custom object to track the client-s financial data

B : Use Process Builder to create a workflow to summarize data at the Person Account level

C : Set client-s financial data to be rolled up using Primary Group feature

Answer: C

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