Question 1

What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?

Options :

A : Referral Approval Processes

B : Intelligent Need-Based Referrals and Scoring

C : Einstein Referral Scoring for Financial Services Cloud

D : Referral Routing Rules

Answer: B

Question 2

Which of these Object Types are part of the Financial Services Cloud Data Model (Select 3)

Options :

A : FSC Packaged Objects

B : FSC Marketing Objects

C : Sales or Service Objects

D : FSC Standard Objects

E : Action Plan Objects

Answer: A,C,D

Question 3

What type of record access can an administrator grant (2 answers)

Options :

A : Read/Write only

B : Read only

C : Read/Write/Delete

D : Read/Write/Transfer

Answer: A,B

Question 4

Which three of these statements are true for Rollup By Lookup (RBL) in Financial Services Cloud?

Options :

A : An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances.

B : Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.

C : The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels

D : Salesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules

E : RBL rules do not require a lot of processing power.

Answer: A,C,D

Question 5

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