NO.10 The Salesforce Administrator for Lake Tahoe Bank is receiving a report that a member’s Financial Account Balances are not adding up to the Financial Summary field in the related Household. Which two steps should the admin take to troubleshoot the issue?

NO.11 Cumulus Bank has branches in multiple countries that are required to report in local currency, while the corporate headquarters office wishes to see reports in a single currency (the corporate currency).
Which solution should a consultant recommend to meet these requirements?

NO.12 Lake Tahoe Bank’s System Administrator is implementing intelligent Need-Based Referrals in Salesforce.
Referrals are modeled on the Lead object. Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?

NO.13 Scott Adams calls his Personal Banker Hank Burton to apply for a loan to buy a boat. Hanks wants to refer Scott to the loan department, but the current process is manual and time-consuming. Hank is asking the bank’s System Administrator to automate Referral creation in Salesforce. How can the Admin speed up and simplify Referral creation?

NO.14 Not all life events or business milestones apply to every customer. To create a better customer experience, you can hide the life events or business milestones a customer hasn’t achieved or is unlikely to achieve in the future. Which of the following statements are correct?

NO.15 When importing records from a system outside of Salesforce, which ID should be used to prevent the data import fromcreating duplicates?

NO.16 Where can the multilingual solution search feature be enabled? (2 answers)

NO.17 Lake Tahoe Bank wants to onboard a client digitally and without asking the client for information that the bank already has on file. The process has multiple steps and can have branching (conditional) logic that asks for different information depending on the responses. Which Salesforce feature should be used for this digital onboarding process?

NO.18 What 2 consideration should the Salesforce Admin review bfore implementing Lightning Flows?

NO.19 Which of the following allows you to report on historical data in Salesforce in order to monitor and spot trends?

NO.20 A financial institution has custom security and visibility rules where certain users need to see specific records even though they are not typically engaged in that Account. This includes legal and compliance members who must be engaged for particular deals.
Which Financial Services Cloud capability provides the ability to accommodate this request?

NO.21 A bank recently sold its wealth management division and wants to improve its customers’ digital experience.
The bank engaged Salesforce Professional Services to upgrade its existing Salesforce CRM to Financial Services Cloud and deliver its Bank of the Future vision.
Which three expected outcomes can serve as return on investment (ROI) justifications to the bank’s chief financial officer (CFO) and investment committee?

NO.22 A wealth advisor is trying to relate a client to their attorney using the Add Contact option on the relationship tree but can’t find any reciprocal roles displayed in the related role lookup. What are two reasons for this?

NO.23 Which three types of preassembled flows can be utilized from the Financial Services Cloud (FSC) packages and the Lightning Flow for FSC package?

NO.24 Which 2 considerations should a SF Admin review before enabling Person Account?

NO.25 Which feature license can be assigned to a user record in Salesforce (2 answers)