Online Access Free Salesforce.Financial-Services-Cloud.v2023-04-24.q47 Practice Test (Page 6)

Financial-Services-Cloud Exam Question 21

How can the Salesforce Admin help agents who deal with a large number of customers on a daily basis, quickly scan the Life Events component and find the information they need without much effort?

A.The Admin can change the color of important life events to red.

B.The user can customize the order of life events to be set in chronological order

C.The user can change the color of important life events to red.

D.The Admin can customize the order of life events to be set in chronological order.

Financial-Services-Cloud Exam Question 22

Lake Tahoe Bank branch manager Sue Berry wants to encourage all Personal Bankers to use Action Plans to capture repeatable tasks and automate the task sequences, improving collaboration and productivity. Which three of the following statements about Action Plans are true?

A.Action Plans require a monthly license fee per user

B.Action Plans can be used to automatically assign task owners and deadlines for specific client engagements.

C.Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance.

D.When you work with Action Plans, you first create Action Plan Templates.

E.Action Plans can be used to schedule appointments with the Bankers.

Financial-Services-Cloud Exam Question 23

A user is not able to see the Actionable Relationship Center tab in his Financial Services Cloud Wealth Management App. What steps should the Salesforce Admin take to troubleshoot this issue? (2 correct answers)

A.Log a Salesforce support ticket to add the Actionable Relationship Center tab to the Wealth Management App.

B.Remove the Relationship Map.

C.Check if the Actionable Relationship Center Tab was created as a custom tab and the Lighting Component was added to the page layout.

D.Check the user's permission assignments and make sure the Financial Services Cloud Extension License and the Financial Services Cloud Extension Permission Set are assigned to that user.

Financial-Services-Cloud Exam Question 24

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

A.Activities can not be rolled up on the activity timeline at group/household level.

B.Choice 4

C.All financial accounts information, such as account balances are calculated and summarized at the Financial Account Summary level

D.Rollups are done at both the client and group levels

Financial-Services-Cloud Exam Question 25

Which three considerations should a Salesforce Administrator be aware of when enabling Person Accounts in FSC?

A.To transform Individual Records to Person Account Records, Admins can use the Data Loader, and the Insert Operation.

B.A Person Account is displayed to users as a single record that has both Account and Contact fields.

C.Customizations to components and triggers need to be reviewed before upgrading to Person Accounts.

D.A Person Account is displayed to users as a single record that has both Household and Contact fields.

E.Once Person Accounts are enabled in a Salesforce Org, they can't be disabled.

Other Version: 1044Salesforce.Financial-Services-Cloud.v2025-02-13.q147; 1347Salesforce.Financial-Services-Cloud.v2023-11-06.q71; 799Salesforce.Financial-Services-Cloud.v2023-08-02.q32; 904Salesforce.Financial-Services-Cloud.v2023-04-27.q27; 954Salesforce.Financial-Services-Cloud.v2023-04-11.q26

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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

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