Online Access Free Salesforce.Financial-Services-Cloud.v2023-04-24.q47 Practice Test (Page 10)

Financial-Services-Cloud Exam Question 41

Which of the following objects do support Group-Level Rollups7

A.Opportunities

B.Tasks

C.Action Plans

D.Financial Accounts

E.Alerts

Financial-Services-Cloud Exam Question 42

What 3 functionalities are supported by the Relationship Map and Group Builder?
The Relationship Map and Group Builder allows the user to:

A.define the Primary Group for a Member.

B.display Financial Holdings.

C.enable or disable Enable Rollup Summary calculations.

D.define what data is being rolled up to the Household.

E.define the Role of the Members of the Household

Financial-Services-Cloud Exam Question 43

Which of the following statement is true of Financial Services Cloud?

A.Financial Services Cloud sits on top of Sales and Service Cloud

B.Financial Services Cloud is an app you buy from AppExchange

C.You need to assign only the Financial Services Cloud license before you can access the product features

D.Financial Services Cloud is for only Wealth Management companies

Financial-Services-Cloud Exam Question 44

Kim Johnson, a client of Lake Tahoe Bank, hired Liz Obrian from Pine Cone Law Firm as her new lawyer.
The Advisor wants to capture that information in the
Actionable Relationship Center. What entities in Financial Services Cloud will the Advisor use to create this relationship?

A.Account-Account relationship to add Pine Cone Law Firm and Account-Contact relationship to add Liz Obrian.

B.Account-Contact relationship to add Pine Cone Law Firm, Contact-Contact relationship to add Liz Obrian.

C.Account-Account relationship to add Pine Cone Law Firm and Contact-Contact relationship to add Liz Obrian.

Financial-Services-Cloud Exam Question 45

A banking customer is using Sales Cloud but their Admin is considering whether Financial Services Cloud would be a better solution to meet their business needs.
What is the best way for the Admin to access a Financial Services org with preconfigured data to play around and learn what's in it?

A.Spin up a Trailhead challenge org

B.Request a Salesforce developer org

C.Hop on a 30-day Financial Services Cloud trial org

D.Purchase one license of an FSC production org

Other Version: 1007Salesforce.Financial-Services-Cloud.v2025-02-13.q147; 1303Salesforce.Financial-Services-Cloud.v2023-11-06.q71; 775Salesforce.Financial-Services-Cloud.v2023-08-02.q32; 887Salesforce.Financial-Services-Cloud.v2023-04-27.q27; 941Salesforce.Financial-Services-Cloud.v2023-04-11.q26

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Financial-Services-Cloud Exam Question 41

Financial-Services-Cloud Exam Question 42

Financial-Services-Cloud Exam Question 43

Financial-Services-Cloud Exam Question 44

Financial-Services-Cloud Exam Question 45

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