Question 1

Lake Tahoe Bank would like to capture their commercial customers in FSC. A commercial customer can be owned by multiple groups. How can Lake Tahoe Bank SF Admin configure FSC to capture and display commercial customer and its parent company ? (3 correct answers)

Options :

A : Add the Business record type to the Group record type mapper

B : Capture the majority owner as parent account using Account hierarchy

C : Leverage Groups to capture the majority owner and Account hierarchy to capture minority owner

D : Enable Relationship Group Hierarchy in Custom Metadata

E : Link multiple owners to the business entity as a Group

Answer: A,C

Question 2

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 3

What option is available when scheduling a dashboard refresh? (2 answers)

Options :

A : Define refresh times for specific dashboard components

B : View and remove a scheduled dashboard refresh

C : Schedule the dashboard to refresh in different time zones

D : Send a refresh notification to users with access to the dashboard.

Answer: B,D

Question 4

Lake Tahoe Bank would like to reslricl their Financial Services Cloud users from viewing certain types of milestones that might be irrelevant to their customers or might cause negative sentiment. How can the Salesforce Admin implement such a requirement?

Options :

A : The Salesforce Admin can manage sensitive Life Evenls using sharing rules.

B : The Salesforce Admin can hide the life Event or Business Milestone type, by removing it from the Event Type picklist.

C : The Salesforce Admin can hide sensitive Life Events on Ihe Life Events component on the Lightning Page using the Properties pane.

D : The Salesforce Admin can manage sensitive Life Events using Permission Sets.

Answer: C

Question 5

Which circumstances will prevent a system administrator from deleting a custom field?

Options :

A : The field is part of a field dependency.

B : The field is used in a workflow field update.

C :

The field is used in a report.

D :

The field is used in a page layout.

Answer: B

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