Online Access Free Financial-Services-Cloud Exam Questions

Cumulus Bankhas 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.The share table records are deleted.
• B.The opportunity participant records are not deleted.
• C.All opportunity participant records are delete
• D.Sharetable records need to be manually deleted.

Which setting in Action Plans helps to avoid non working hours, company holidays, and other non working days for deadline calculation?

• A.Skip Non-Work Days for Deadlines
• B.Sync with Company Calendar
• C.Skip Non-Work Days for Action Plans
• D.Skip Non-Work Days For Tasks

What 2 considerations should the Salesforce Administrator review before implementing Flow for customer onboarding?

• A.Flow Screen Input Components can only be used in Financial Service Cloud Flow Templates
• B.Flow for Financial Service Cloud is not available for the Individual Object Model.
• C.Use Field Level Security on Milestones
• D.The Flow users require a Flow Permission Set License.

For which three objects are Rollup By Lookup (RBL) summaries are available?

• A.Contacts
• B.Assets and Liabilities
• C.Claims
• D.Financial Accounts
• E.Life Events

What actions can a Wealth Advisor take from the Life Events card7

• A.Create Opportunity
• B.Create Lead & Referral
• C.Request Record Approval
• D.Create Case
• E.Open an Account