Question 1

Sam is the Salesforce Admin for Valley Bank. The bank's financial advisors are complaining they can't see an

accurate summary of their client's financial data as clients often change households. Sam wants to give his

financial advisors a better view of the client's complete financial situation. How can he set this up using FSC?

Options :

A : Create a custom object to track the client-s financial data

B : Use Process Builder to create a workflow to summarize data at the Person Account level

C : Set client-s financial data to be rolled up using Primary Group feature

Answer: C

Question 2

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 3

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 an event type?

Options :

A : Create an Apex trigger that will prevent the saving of multiple one-time events

B : Select the Unique checkbox on the picklist value for the Event Type field on the Person Life Event object

C : Remove user-s ability to create one-time events

D : Create a validation rule that will stop the user if they attempt to add multiple one-time events.

Answer: D

Question 4

Which dashboard component can display data from the summary rows of reports? (2 answers)

Options :

A : Chart

B : Metric

C : Table

D : Gauge

Answer: A,C

Question 5

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