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Q: 1
[FSC Features and Functionality] What is a key step in identifying different business processes and outlining encompassing system flows based on the existing environment when setting up Salesforce Financial Services Cloud (FSC)?
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Q: 2
[FSC Data Model and Configuration] A financial services company wants to use the Financial Services Cloud Person Account data model. The company needs two Person Account record types, one to represent Individual customer and one to represent Individual independent advisors that send referrals. What should the administrator do to set up the new record types?
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Q: 3
[Security, Permissions, and Integration] To access Financial Services Cloud Lightning Components "My Domain" must be enabled. How does the System Admin accomplish this?
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Q: 4
[FSC Features and Functionality] Which three processes are part of Claims Management?
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Q: 5
[FSC Features and Functionality] A consultant advising Cumulus Bank wants to ensure that the bank is compliant with Identity Verification Regulationswhen customers contact the bank. Which two features should a consultant leverage to design this business process?
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Q: 6
[FSC Data Model and Configuration] A wealthy client owns aboutique shoe store called Smith's Shoes. Their financial advisor would like to add this relationship to the Financial Services Cloud (FSC) to track the complete picture of relationships related to the wealthy client's household. Which three options should the Financial Services Cloud consultant use when mapping this relationship in FSC?
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Q: 7
[FSC Features and Functionality] Planter Farm Credit Union provides loan and insurance products to farmers who operate individually as well as in collaboration with other neighboring farms & farmers. The collaboration can be seasonal or for a limited timeframe. What construct in Financial Services Cloud is most appropriate to represent such collaborative customer business operations?
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Q: 8
[Relationship and Group Management] Which 3 options does the Financial Services Cloud application offer to view and update Account- Account. Account-Contact, and Contact-Contact Relationships?
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Q: 9
[Financial Accounts, Rollups, and Referrals] The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to roll up customer data at the client and group levels. What functionality can Rollup By Lookup (RBL) provide for this requirement?
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Q: 10
[FSC Features and Functionality] Users at Lake Bank have been creating multiple events for once in a lifetime event such as birth. What should an Administrator do to prevent users from accidentally creating more than one event of such anevent type?
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