Financial Services Cloud V1

Which three types of Account-Account relationships are displayed in the Actionable Relationship Center?A . Accounts & BusinessesB . Accounts & MembersC . Accounts & PeersD . Accounts & GroupsView AnswerAnswer: A, C, D Explanation: The following types of Account-Account relationships are displayed in the Actionable Relationship Center (ARC): Accounts &...

Permission set licenses incrementally entitle users to access features that are not included in their user licenses. Which three Permission Set Licenses give users access to Financial Services Cloud features?A . Financial Services Cloud StandardB . Action PlansC . Lightning Scheduler ResourceD . FSC InsuranceE . MortgageView AnswerAnswer: A, B,...

What 2 considerations should the Salesforce Administrator review before implementing Flow for customer onboarding?A . Use Field Level Security on MilestonesB . Flow for Financial Service Cloud is not available for the Individual Object Model.C . Flow Screen Input Components can only be used in Financial Service Cloud Flow TemplatesD...

Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in the client onboarding process. Where can Hank see Action Plan Tasks? (2 options)A . Hank will be able to see the Action Plan tasks on the related list of the Account page layout.B . Hank...

Lake Tahoe Bank allows more than two owners on Financial Accounts. The Salesforce Admin wants to make sure that balances are rolled up to all joint owner's primary Households. Which 2 options does the Salesforce Admin have to accomplish this?A . Enable all RBL (Rollup By Lookup) rules to ensure...

The Salesforce Administrator for Lake Tahoe Bank is receiving a report that a members 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?A . Ensure the Primary Group flag in the Account...

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?A . RBL calculations can not be disabled when importing data into your Salesforce org.B...

To access Financial Services Cloud Lightning Components "My Domain" must be enabled. How does the System Admin accomplish this?A . Register a subdomam using the My Domain wizard and then deploy itB . Open a case with Salesforce SupportC . Enable CommunitiesD . Go to Custom Settings and edit the...

How can the Salesforce Administrator make sure that highly sensitive Life Events or Business Milestones will not be shown until the event actually happened?A . Hide the Event or Milestone on the Events & Business Milestones Lightning Component page properties.B . Delete the value from the Event Type picklist on...

Which three of these statements are true for Rollup By Lookup (RBL) in Financial Services Cloud?A . An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances.B . Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.C...