Question 1

The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and

wants to rollup financial data at the client and group levels? What functionality can Rollup

By Lookup (RBL) provide for this requirement?

Options :

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

B : Rollups for multiple joint owners are not supported.

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

E : RBL calculations can't be disabled when importing data into your Salesforce org.

Answer: A,C,D

Question 2

What benefits do Flows for FSC offer to support customer onboarding?

Options :

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

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 enable customers to schedule appointment via customer communities, mobile apps, or websites.

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

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

Answer: B

Question 3

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 4

A financial services company needs to add new values for how a customer can be related to a financial account. Which object/field should the administrator add new values on?

Options :

A : Object: Financial Account Role; Field: Role

B : Object: Financial Account; Field: Primary Owner

C : Object: Financial Account; Field: Joint Owner

D : Object: Account-Account Relationship; Field: Related Role

Answer: A

Question 5

What is the capability of the service cloud (customer) portal? (2 answers)

Options :

A : Customer can log, view, edit, and close their own cases.

B : Customers can view and edit contacts related to their own accounts.

C : The portal and its users can be created without additional licenses.

D : The portal can be customized with corporate branding.

Answer: C,D

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