Question 1

Person accounts store information about individual people by combining certain account and contact fields into a single record. Using the Object Manager, on which Object do you configure the Person Account Page Layout?

Options :

A : The Person Account Record Type on the Account Object

B : The Person Account Record Type on the Contact Object

C : The Person Account Object

Answer: C

Question 2

What 2 considerations should the Salesforce Administrator review before implementing Flow for customer

onboarding?

Options :

A : Use Field Level Secunty on Milestones

B : Flow for Financial Service Cloud is not available for Ihe Individual Object Model.

C : Flow Screen Input Components can only be used in Financial Service Cloud Flow Templates

D : The Flow users require a Flow Permission Set License.

Answer: A,B

Question 3

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 4

How can the Salesforce Admin help agents who deal with a large number of customers on a daily basis, quickly scan the Life Events component and find the information they need without much effort?

Options :

A : The Admin can customize the order of life events to be set in chronological order.

B : The user can change the color of important life events to red.

C : The Admin can change the color of important life events to red.

D : The user can customize the order of life events to be set in chronological order

Answer: C

Question 5

Universal Containers uses a custom field on the account object to capture the account credit status. The sales

team wants to display the account credit status on opportunities.

Which feature should a system administrator use to meet the requirements?

Options :

A : Look-up Field

B : Roll-up summary field

C : Workflow field update

D : Cross-object formula field

Answer: D

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