Online Access Free Salesforce.Financial-Services-Cloud.v2023-04-11.q26 Practice Test (Page 6)

Financial-Services-Cloud Exam Question 21

A client has called their Financial Advisor to open an Education Savings Account for their first child. What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?

A.Create two Life Events, one for the birth of the child and one for the Education Savings Account.

B.Create a case and include the target Savings amount for the Education Savings Account and relate the case to the child's Person Account.

C.Create a Life Event for the birth of the child and a Referral for the Education Savings Account

D.Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account

E.Create a Referral for the Banker for an Education Savings Account

Financial-Services-Cloud Exam Question 22

What should a Financial Advisor use to model the relationship between a business contact and a client that is modeled as a person account?

A.Contact-Contact Relationship and the Reciprocal Rote

B.Account-Contact Relationship and the Reciprocal Role

C.Account-Account Relationship

D.Reciprocal Role

Financial-Services-Cloud Exam Question 23

Which three of the following statements are correct about the Actionable Relationship Center Manager (ARC)?

A.The Association Type picklist controls the account-account relationship that display in the ARC.

B.To enable users to see the ARC, you will need to add the component for ARC to the page layout.

C.ARC displays up to 5 related lists that have a configured compact layout.

D.ARC is certified to work with Person Accounts and Individual Accounts.

E.The Salesforce Admin has to create a permission set for granting access to the ARC - FSC Lightning component.

Financial-Services-Cloud Exam Question 24

Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which three steps should a Data Architect take to ensure a successful migration?

A.Log a case with Salesforce to perform the conversion from the indrvkJual Model to Person Accounts.

B.Ensure Person Accounts is enabled on the org

C.Enable 'Individual to Person Account Migration' in Custom Settings.

D.Configure your Person Account record types m the Indrvidual Record Type Mapper.

E.Use a CSV field to map PersonRecordTypeld to the Person Account RecoroTypeld and use Data Loader to update Client Records

Financial-Services-Cloud Exam Question 25

What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?

A.Group Member Referrals

B.Referrals Rollups

C.Referral Scoring

D.Referral Group Process Builder

Other Version: 1035Salesforce.Financial-Services-Cloud.v2025-02-13.q147; 1342Salesforce.Financial-Services-Cloud.v2023-11-06.q71; 790Salesforce.Financial-Services-Cloud.v2023-08-02.q32; 902Salesforce.Financial-Services-Cloud.v2023-04-27.q27; 1170Salesforce.Financial-Services-Cloud.v2023-04-24.q47

Latest Upload: 161CompTIA.220-1202.v2026-06-16.q110; 112TheInstitutes.CPCU-500.v2026-06-16.q25; 156ACAMS.CAMS7-CN.v2026-06-16.q170; 183CBIC.CIC.v2026-06-15.q123; 128Peoplecert.ITIL-4-Specialist-High-velocity-IT.v2026-06-15.q16; 220HashiCorp.Terraform-Associate-004.v2026-06-15.q126; 130Peoplecert.ITILFNDv5.v2026-06-15.q26; 130Workday.Workday-Pro-HCM-Reporting.v2026-06-15.q28; 129Fortinet.NSE5_SSE_AD-7.6.v2026-06-15.q17; 329PMI.PMI-ACP.v2026-06-15.q523

Financial-Services-Cloud Exam Question 21

Financial-Services-Cloud Exam Question 22

Financial-Services-Cloud Exam Question 23

Financial-Services-Cloud Exam Question 24

Financial-Services-Cloud Exam Question 25

Download PDF File