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Q: 11
[FSC Features and Functionality] Lake Tahoe Bank has duplicate client records in their current CRM system because they come from a different systems of record. Any changes made in Salesforce should be updated in the source system. What can a Salesforce Administrator do to help bankers get a consolidated view of the individual in the Financial Services Cloud?
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Q: 12
[FSC Features and Functionality] A consultant is configuring ademo for a customer but cannot create new residential loan application records. What is prohibiting the consultant from creating a new residential loan application?
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Q: 13
[FSC Features and Functionality] Cumulus Insurance has created a Delegated Administrator group for its franchise users to reduce the workload on head office support staff. Which three functions should be added tothe Delegated Administrator group?
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Q: 14
[FSC Features and Functionality] Cumulus Cloud Bank must provide its customer service staff with real-time access to customeraccounts, including the ability to view current transactions and balances. As a result, the bank expects a high volume of concurrent users at peak times. Which option is most suitable?
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Q: 15
[FSC Features and Functionality] A new custom object has been created, and the records of this object will be created throughintegration with another system What should a consultant do to ensure the data is loading into the correct fields in Financial Services Cloud?
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Q: 16
[FSC Data Model and Configuration] Which two limitations should a Salesforce Administrator consider before enabling Person Accounts?
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Q: 17
[FSC Features and Functionality] What are two language-related limitations of Financial Services Cloud?
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Q: 18
[FSC Features and Functionality] A financial services company has found that more than two-thirds of customer onboarding processes are manually done by client specialists, consuming large amounts of time and resulting in errors in the sales process. The company contacts a consultant to learn how to leverage Financial Services Cloud features to improve the current state. What should the consultant consider from a customer onboarding perspective?
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Q: 19
[FSC Features and Functionality] A consultant is working with a new customer and has gained a firm understanding of their business processes and systems in preparation for implementing Salesforce Financial Services Cloud. What should the consultant create as a deliverable for the current state business process?
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Q: 20
[FSC Features and Functionality] A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees. How should the administrator configure sharing rules in Financial Services Cloud to meet these requirements?
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Question 11 of 20 · Page 2 / 2

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