Free Salesforce Financial Services Cloud Exam Dumps and Financial Services Cloud Exam Questions

Question No: 1

MultipleChoice

Mortgage Broker Sue Berry wants to give an incentive reward to her top internal referrers.

What is the best practice for Sue Berry to identify her top referrers quickly?

Options

ALog referrers in Salesforce using the Lead object and create a ''My top Referrers'' report.

BLog each referral as an activity and create a dashboard.

CUse the Referral Performance by User dashboard to get the data.

DUse Action Plans to create Referral Records.

Question No: 2

MultipleChoice

Personal Banker Hank Burton is questioning his Referral Score shown in Salesforce FSC.

When is the Referral Score updated?

Options

AThe Referral Score updated when a lead is created using the referral record type.

BThe Referral Score updated when an opportunity associated with the Referral is Closed Won.

CThe Referral Score updated when a referral is converted to an Opportunity or closed.

DThe Referral Score updated when a referral is assigned from the queue to a user.

Question No: 3

MultipleChoice

What benefits do Flows for FSC offer to support customer onboarding?

Options

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

BFlows 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.

CFlows enable customers to schedule appointment via customer communities, mobile apps, or websites.

DFlows enable customers to schedule appointments via customer communities, mobile apps, or websites.

EFlows enable customers to book appointments with the right specialist at the right time and place through self-service scheduling

Question No: 4

MultipleChoice

Which 3 out of the box capabilities come with FSC Lead & Referral management?

Options

AAccepting a Referral

BAssigning a Referral

CRound Robin Referral Routing

DReferral Automated Approvals

EReferral Conversion

Question No: 5

MultipleChoice

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

Options

ARollup By Lookup (RBL) do not require a lot of processing power.

BPerson Accounts need to be enabled in order to use the Rollup by Lookup functionality.

CAn RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances.

DThe Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the client and group levels.

ESalesforce does not recommend or provide support for creation or customization of FSC RBL rules.

Question No: 6

MultipleChoice

The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and

wants to rollup financial data at the client and group levels? What functionality can Rollup

By Lookup (RBL) provide for this requirement?

Options

ARollup By Lookup (RBL) displays associated records for Financial Accounts, Financial Goals and Opportunities.

BRollups for multiple joint owners are not supported.

CWhen you edit a financial account record or primary Group membership, the Rollup By Lookup (RBL)
configuration updates the corresponding RBL summaries at the client and Group levels.

DAn RBL rule displays summary calculations of financial account information, such as account balances.

ERBL calculations can't be disabled when importing data into your Salesforce org.

Question No: 7

MultipleChoice

What 3 functionalities are supported by the Relationship Map and Group Builder?

The Relationship Map and Group Builder allows the user to:

Options

Adefine the Primary Group for a Member.

Bdisplay Financial Holdings.

Cdefine what data is being rolled up to the Household.

Denable or disable Enable Rollup Summary calculations.

Edefine the Role of the Members of the Household

Question No: 8

MultipleChoice

If a client is associated with more than one Household or Group, where will this client's records get rolled up to?

Options

ATo the household selected by the advisor for record rollups.

BTo the Household where the client is the primary member.

CTo the household with the client's primary address.

DTo all the parent households and groups

Question No: 9

MultipleChoice

Our Personal Banker Hank Burton wants to encourage his customers to provide required documents for a loan application. He creates Document Checklist Items that help his customers to manage file uploads to speed up loan approval. For which of the following records does Salesforce support Document Checklist Items out of the box?

Options

AContact

BLead

CAccount

DResidential Loan Application

EOpportunity

Question No: 10

MultipleChoice

The Salesforce Admin of Lake Tahoe Bank wants to implement Financial Services Cloud using the individual object model. What are the steps to disable person accounts?

Options

ALog a case with Salesforce to perform the conversion from Person Accounts to the individual model.

BAssign the Person Account record type to the user profiles.

CDisable the Person Account custom setting.

DRemove Person Account record types from the Individual Record Type Mapper.

EAssign the Individual record type to the user profiles.