Online Access Free Salesforce.Financial-Services-Cloud.v2023-04-24.q47 Practice Test (Page 8)

Financial-Services-Cloud Exam Question 31

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

A.Referral Group Process Builder

B.Referral Scoring

C.Referrals Rollups

D.Group Member Referrals

Financial-Services-Cloud Exam Question 32

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

A.Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.

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

C.Rollup By Lookup (RBL) do not require a lot of processing power.

D.Salesforce does not recommend or provide support for creation or customization of FSC RBL rules.

E.The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the client and group levels.

Financial-Services-Cloud Exam Question 33

Relationship Management enables you to (Check the 3 that apply)

A.Define the Role of the Member of the group

B.Define Primary Group for a Member

C.Define who are the members of a Relationship Group.

D.Display Financial Holding Data

Financial-Services-Cloud Exam Question 34

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

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

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

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

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

Financial-Services-Cloud Exam Question 35

Does FSC require Lightning?

A.No

B.Yes

Other Version: 1023Salesforce.Financial-Services-Cloud.v2025-02-13.q147; 1337Salesforce.Financial-Services-Cloud.v2023-11-06.q71; 784Salesforce.Financial-Services-Cloud.v2023-08-02.q32; 898Salesforce.Financial-Services-Cloud.v2023-04-27.q27; 947Salesforce.Financial-Services-Cloud.v2023-04-11.q26

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Financial-Services-Cloud Exam Question 31

Financial-Services-Cloud Exam Question 32

Financial-Services-Cloud Exam Question 33

Financial-Services-Cloud Exam Question 34

Financial-Services-Cloud Exam Question 35

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