Question 1

Which of these statements are true for Rollups in Financial Services Cloud?

Options :

A : Rollups are done at both the client and group levels

B : All financial accounts information, such as account balances are calculated and summarized at the Financial Account Summary level

C : Activities can not be rolled up on the activity timeline at group/household level.

Answer: B

Question 2

Which three related lists are visible within Actionable Relationship Center associated with the Account object?

Options :

A : Cases

B : Notes and Attachments

C : Client Financial Goals

D : Financial Holdings

E : Household Financial Accounts

Answer: A,C,D

Question 3

To access Financial Services Cloud Lightning Components 'My Domain' must be enabled. How does the System Admin accomplish this?

Options :

A : Register a subdomam using the My Domain wizard and then deploy it

B : Open a case with Salesforce Support

C : Enable Communities

D : Go to Custom Settings and edit the Industries Settings

Answer: A

Question 4

A System Administrator has received a note from one of the portfolio managers that the Actionable Relationship Center (ARC) is not visible when the portfolio manager was trying to set up relationships between two accounts. The portfolio manager has also mentioned that other colleagues in the same role have access to it and are able to use it to manage their customer's relationships. What is a possible cause for this?

Options :

A : The portfolio manager has not been given the permissions that enable users to view and manage ARC

B : The portfolio manager does not have access to the Lightning page that has the ARC component added

C : The portfolio manager does not have access to the account records that he is trying to create for.

D : The ARC Component has not been added to the page layout

Answer: A

Question 5

Which chart type can be used to display summary values from two different levels of grouping in a report. (2

answers)

Options :

A :

Stacked bar chart

B :

Funnel chart

C : Donut chart

D : Grouped line chart

Answer: A,D