Question 1

Lake Tahoe Bank SF admin is planning to migrate date into the new FSC org. The admin can control whether Rollup by Lookup (RBL) rules or record rollups are queried and calculated. Before initiating data insert or update operations, the admin wants to disable rollups to speed up data loading. Where in SF would the admin disabled rollups to accelerated loads? (1 correct answer)

Options :

A : Custom Settings

B : Object Settings

C : App Manager

D : Company Settings

Answer: A

Question 2

Which three types of preassembled flows can be utilized from the Financial Services Cloud (FSC) packages and the Lightning Flow for FSC package?

Options :

A : Institutional Banking flow

B : Mortgage flow

C : Insurance flow

D : Retail Banking flows

E : Commercial Banking flow

Answer: B,C,E

Question 3

The Lake Tahoe Bank Salesforce Admin is planning to migrate data into the new Financial Services Cloud org. The Admin can control whether Rollup By Lookup (RBL) rules or record rollups are queried and calculated. Before initiating data insert or update operations, the Admin wants to disable rollups to speed up data loading. Where in Salesforce would the Admin temporarily disable rollups to accelerate uploads?

Options :

A : Object Settings

B : Company Settings

C : App Manager

D : Custom Settings

Answer: D

Question 4

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

Question 5

What is an option when customizing a report? (3 answers)

Options :

A : Add a filter

B : Summarize fields

C : Schedule a refresh time

D : Add a gauge component

E : Add a grouping

Answer: A,B