Question 1

How can the Salesforce Admin help agents who deal with a large number of customers on a daily basis, quickly scan the Life Events component and find the information they need without much effort?

Options :

A : The Admin can customize the order of life events to be set in chronological order.

B : The user can change the color of important life events to red.

C : The Admin can change the color of important life events to red.

D : The user can customize the order of life events to be set in chronological order

Answer: C

Question 2

Lake Tahoe Bank wants their customer reps to be able to see client records such as Person Accounts, but want to restrict access to Financial Accounts to protect the privacy of their clients. Which two steps can an admin take to ensure that all users see Person Accounts, but only specific users can view Financial Accounts?

Options :

A : Grant users access to the Financial Account object with permission set

B : Change Organization-wide Defaults (OWD) sharing on the 'Financial Accounts* object to Private'.

C : Change Organization-wide Defaults (OWD) sharing on the 'Person Accounts' object to 'Controlled by Parent.

D : Change Organization-wide Defaults (OWD) shanng on the 'Financial Accounts' object to Public Read/Write'.

Answer: A,B

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

Lake Tahoe Bank is evaluating Financial Services Cloud to help them deliver a customer-centric view. They currently have a heavily customized Salesforce implementation with a product-centric design. Lake Tahoe Bank wants to make sure planned changes have a minimal impact on users during implementation. What is the recommended approach for implementing Financial Services Cloud at Lake Tahoe Bank?

Options :

A : Implement Financial Service Cloud in a new org (Green Field) and redesign business capabilities in Ihe new org.

B : Implement Financial Service Cloud in a Trial org and convert the Trial org to production org.

C : Implement Financial Service Cloud in the existing org (Brow Field).

D : Implement Financial Service Cloud in the existing org-s Sandbox and then deploy to production org to mitigate the end-user impact

Answer: A

Question 5

What benefits do Flows for Financial Services Cloud offer to support customer onboarding?

Options :

A : Flows enable customers to schedule appointments via customer communities, mobile apps. or websites.

B : Flows provide step-by-step guidance for common service requests, such as change of address, or change of beneficiary, without the need to * navigate to different screens.

C : Flows systematically capture and visualize important customer Life Events to drive more personalized and need-based engagements.

D : Flows enable customers to book appointments with the nght specialist at the right time and place through self-service scheduling

E : Flows enable customers to schedule appointments via customer communities, motxie apps. or websites.

Answer: A,B