QUESTION 37
A financial services company wants to plan ahead for designing the Financial Services Cloud (FSC) implementation. Which three activities should the implementation team prioritize during planning?

QUESTION 38
Which three of these statements are true for Rollup By Lookup (RBL) in FSC?

QUESTION 39
What 2 considerations should the Salesforce Administrator review before implementing Flow for customer onboarding?

QUESTION 40
Rollup summary fields aren’t available in a Partial Copy sandbox. What is one way you can solve for this limitation?

QUESTION 41
Which tool to use to import data exceeding 50,000?

QUESTION 42
Rachel is the primary member of the Adams household hired a new attorney. What type of relationship should the Wealth Advisor create in Financial Services Cloud for Rachel and her attorney before assigning the reciprocal role of “Attorney”?

QUESTION 43
What step is required to give users access to the Financial Services Cloud Commercial Banking features?

QUESTION 44
What capabilities included in the FSC license can assist bankers in focusing on the most promising referrals?

QUESTION 45
Sales management at universal containers needs to display the information listed below in each account record
– Amount of all closed won opportunities
– Amount of all open opportunities
Which feature should a system administrator use to meet this requirement?

QUESTION 46
What will happen when a user attempts to log in to Salesforce from an IP outside the users profile but within the organization-wide trusted IP range?

QUESTION 47
An investment bank is implementing Financial Services Cloud (FSC) to manage the deal pipeline. Each opportunity has confidential information that the deal team members must only view. In addition, each member needs the ability to take and share notes directly within Salesforce with others on the team.
Which three FSC features should be part of the solution design?

QUESTION 48
Which object would you use to model the relationship between business contact and the client on the relationship group?

QUESTION 49
What are the challenges Financial Institutions face? (Select all that apply)

QUESTION 50
The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to roll up customer data at the client and group levels. What functionality can Rollup By Lookup (RBL) provide for this requirement?

QUESTION 51
Lake Tahoe Bank would like to capture their commercial customers in FSC. A commercial customer can be owned by multiple groups. How can Lake Tahoe Bank SF Admin configure FSC to capture and display commercial customer and its parent company ? (3 correct answers)