Free Salesforce Financial-Services-Cloud Exam Questions

Become Salesforce Certified with updated Financial-Services-Cloud exam questions and correct answers

Page: 1 / 66

Total 330 Questions | Updated On: Nov 13, 2024

Add To Cart

Question 1

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

The Relationship Map and Group Builder allows the user to:

A : fine the Primary Group for a Member.

B : play Financial Holdings.

C : fine what data is being rolled up to the Household.

D : able or disable Enable Rollup Summary calculations.

E : fine the Role of the Members of the Household

Answer: A,C

Question 2

Which of these statements are true for Rollups in Financial Services Cloud?

A : llups are done at both the client and group levels

B : l financial accounts information, such as account balances are calculated and summarized at the Financial Account Summary level

C : tivities can not be rolled up on the activity timeline at group/household level.

Answer: B

Question 3

Universal Containers uses a custom field on the account object to capture the account credit status. The sales

team wants to display the account credit status on opportunities.

Which feature should a system administrator use to meet the requirements?

A : ok-up Field

B : ll-up summary field

C : rkflow field update

D : oss-object formula field

Answer: D

Question 4

A banking client currently manages its onboarding process manually with paper forms. To optimize the process, the client wants to digitize and automate as much as possible. The bank wants its clients to manage the forms in a portal and leverage e-signatures for processing. Which three steps are needed to document this requirement following the discovery session?

A : cument the business process flows.

B : ign the solution using the Financial Services Cloud components.

C : eate a visual flow diagram.

D : derstand the journey!for the multiple personas involved in the process.

E : termine the best e-sigTiature solution to use.

Answer: A,D

Question 5

What is the capability of the service cloud (customer) portal? (2 answers)

A : tomer can log, view, edit, and close their own cases.

B : tomers can view and edit contacts related to their own accounts.

C : portal and its users can be created without additional licenses.

D : portal can be customized with corporate branding.

Answer: C,D

Page: 1 / 66

Total 330 Questions | Updated On: Nov 13, 2024

Add To Cart