Question 1

Which accounts are automatically synchronized on Salesforce classic

Options :

A : Accounts that the users own

B : All recently accessed accounts

C : Accounts selected with the sync button

D : Any account created in the last 30 days

Answer: B

Question 2

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 3

A private equity company with only one administrator wants to upgrade Financial Services Cloud (FSC) from a Sales Cloud Unlimited Edition (UE) org. The company decided to install FSC greenfield on a new org to minimize the transfer of existing tech debt. In preparation for data migration, the administrator has been exporting backup files of the current org for a month. What should the administrator do as part of the preparation for the data migration process?

Options :

A : The administrator can ask the business manager on the investment bank team to review the file directly.

B : After running the backup data export manually for 2 weeks, the administrator can schedule this job to run weekly every Sunday to review the file on Mondays at the start of the week for data comparisons/analysis.

C : As a dry run, the administrator can test this process via a data export request from the primary sandbox to the existing Sales Cloud UE org.

D : To start, the administrator can run a daily backup data export for a week, then continue to run this job weekly until they are ready for data migration.

Answer: D

Question 4

A financial services company would like its users to be able to relate two business accounts. What should the administrator configure to meet the requirement?

Options :

A : Create a new Contact Reciprocal Role for the required value.

B : Update the Role picklist on the Account-Account Relationship object with new value.

C : Create a new Account Reciprocal Role for the required value.

D : Update the Role picklist on the Account-(?ontact Relationship object with new value.

Answer: B

Question 5

The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and

wants to rollup financial data at the client and group levels? What functionality can Rollup

By Lookup (RBL) provide for this requirement?

Options :

A : Rollup By Lookup (RBL) displays associated records for Financial Accounts, Financial Goals and Opportunities.

B : Rollups for multiple joint owners are not supported.

C :

When you edit a financial account record or primary Group membership, the Rollup By Lookup (RBL)

configuration updates the corresponding RBL summaries at the client and Group levels.

D : An RBL rule displays summary calculations of financial account information, such as account balances.

E : RBL calculations can't be disabled when importing data into your Salesforce org.

Answer: A,C,D