Question 1

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 2

Which field settings can you control in the Page Layout Editor? (3 answers)

Options :

A : Dependent

B : Required

C : Controlling

D : Read only

E : Visible

Answer: A,B,D

Question 3

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

Question 4

A commercial loan due diligence process is handled by multiple individuals at Lake Tahoe Bank. Lake Tahoe Bank wants an easy way for managers to distribute the work, to understand the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks. What FSC feature can Lake Tahoe Bank use to track this process?

Options :

A : Workflow Rules/Process Builder

B : Action Plans

C : Apex Tnggers on the task object

D : Flows

Answer: B

Question 5

A Bank of the Future customer calls the bank to update the address on their account. The call center agent handling the call needs to enter a new address into the system. The agent enters the new contact information using an OmniScript and then needs to generate a prefilled PDF with the new address that can be shared with the customer. Which two OmniStudio tools should a consultant recommend to generate the prefilled PDF?

Options :

A : OmniStudio Action Document Generation

B : Calculation Procedure

C : DataRapto

D : Integration Procedure

Answer: A,C

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