Online Access Free Salesforce.Financial-Services-Cloud.v2023-04-24.q47 Practice Test (Page 9)

Financial-Services-Cloud Exam Question 36

The Salesforce Admin of Lake Tahoe Wealth Management Company needs to update an existing, published Action Plan Template to accommodate a change in the firm's annual client review process. What steps should the Admin take to make that change?

A.Edit the published Action Plan Template directly.

B.Set the Action Plan Template to "Inactive" and then make changes to the template, as necessary.

C.Clone the existing Action Plan Template and make any necessary changes on the new Action Plan Template.

Financial-Services-Cloud Exam Question 37

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

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

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

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

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

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

Financial-Services-Cloud Exam Question 38

Which three things must an admin keep in mind when creating Action Plan Templates'5

A.When creating Action Plan Templates with the Ul. you can designate a plan owner different from the plan creator.

B.When you create an Action Plan from a template for a specific target record, item deadlines are calculated using the start date and date offset " defined in the Action Plan Template

C.An Action Plan is a run-time instance of the template that allows you to automate the sequence of the tasks you defined in the template.

D.When you create an Action Plan from a template for a specific target record, the plan creator can choose whether the date calculation is based on calendar or working days.

E.The Action Plan Template permission set must be added to all users that want to use Action Plans.

Financial-Services-Cloud Exam Question 39

Which object would you use to model the relationship between business contact and the client on relationship group?

A.Account Account Relationship

B.Contact Contact Relationship and Reciprocal Role

C.Account Contact Relationship

D.Reciprocal Role

Financial-Services-Cloud Exam Question 40

How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level?

A.Add a custom Rollup By Lookup (RBL) rule.

B.Create a formula field and add it to the Account page layout

C.Financial Goals can not be summarized at the household level.

D.Update the selection in "Activities & Objects to Roll Up' to indude Financial Goals

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Financial-Services-Cloud Exam Question 36

Financial-Services-Cloud Exam Question 37

Financial-Services-Cloud Exam Question 38

Financial-Services-Cloud Exam Question 39

Financial-Services-Cloud Exam Question 40

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