Free Salesforce Financial-Services-Cloud Exam Questions

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

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Total 330 Questions | Updated On: Mar 26, 2025

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Question 1

Which dashboard component can display data from the summary rows of reports? (2 answers)

A : art

B : tric

C : ble

D : uge

Answer: A,C

Question 2

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

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

B : rson Accounts need to be enabled in order to use the Rollup by Lookup functionality.

C : Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels

D : lesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules

E : L rules do not require a lot of processing power.

Answer: A,C,D

Question 3

Lake Tahoe Bank SF admin is planning to migrate date into the new FSC org. The admin can control whether Rollup by Lookup (RBL) rules or record rollups are queried and calculated. Before initiating data insert or update operations, the admin wants to disable rollups to speed up data loading. Where in SF would the admin disabled rollups to accelerated loads? (1 correct answer)

A : tom Settings

B : ject Settings

C : p Manager

D : mpany Settings

Answer: A

Question 4

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?

A : Set the default currency for head office and have the regions download their reports to Excel and convert them manually.

B : Use a third party from AppExchange add-on to implement currency conversions.

C : Enable multiple currencies and advanced currency management, and set a corporate currency for the corporate headquarters office.

D : Allow users to set their preferred currency in their profile and design reports that convert currencies for the user running the report.

Answer: C

Question 5

Cumulus Bank has implemented Compliant Data Sharing in Financial Services Cloud. Which two things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private?

A : share table records are deleted.

B : are table records need to be manually deleted.

C : l opportunity participant records are delete

D : opportunity participant records are not deleted.

Answer: A,D

Page: 1 / 66

Total 330 Questions | Updated On: Mar 26, 2025

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