Question 1

A banking client currently manages its onboarding process manually with paper forms. To optimize the process, the client wants to digitize and automate as much as possible. The bank wants its clients to manage the forms in a portal and leverage e-signatures for processing. Which three steps are needed to document this requirement following the discovery session?

Options :

A : Document the business process flows.

B : Design the solution using the Financial Services Cloud components.

C : Create a visual flow diagram.

D : Understand the journey!for the multiple personas involved in the process.

E : Determine the best e-sigTiature solution to use.

Answer: A,D

Question 2

Lake Tahoe Bank is rolling out Financial Services Cloud and the VP of IT is concerned about the cost of the licenses. The System Admin recommends using restricted licenses for users that need only limited access to Financial Service Cloud features. Which Financial Services Cloud permission set license enables user access to a license with contractual restrictions for Financial Services Cloud and can be used to grant restricted access to users like Bank Tellers?

Options :

A : Financial Services Cloud Standard

B : Client Segmentation

C : Financial Service Cloud Basic

D : Financial Service Cloud Extension

Answer: C

Question 3

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 4

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 5

What are three examples of proper use of Financial Goals?

Options :

A : Measure progress toward paying off a Mortgage.

B : Tracking money saved each year to pay for a vacation, depending on destination and budget.

C : Displaying the current amount and percentage of target value for a College Savings Account.

D : Displaying the amount and percentage of the remaining balance for an Auto Loan.

E : Measure progress toward a down payment amount for a new home.

Answer: A,B,C

Confidently Practice Online with Free IND330 Exam Cram

Buying Options: