Online Access Free Salesforce.Financial-Services-Cloud.v2023-08-02.q32 Practice Test (Page 6)

Financial-Services-Cloud Exam Question 21

Lake Tahoe Bank needs to conduct periodic reviews with their customers to review credit & debit card usage, review account payables and discuss credit needs. The bank wants to ensure such activities are tracked and exceptions are reported & followed up on in a timely manner. How can Financial Services Cloud support these requirements?

A.Run a nightly process to create tasks and assign them to account owners for follow-ups

B.Use Lightning Scheduler to periodically schedule tasks for account owners.

C.Train account owners to create required tasks periodically and set due dates for tracking.

D.Create an Action Plan Template with associated pre-determined Tasks and automate the periodical creation of Action Plans for customer accounts.

Financial-Services-Cloud Exam Question 22

Lake Tahoe Bank branch manager is asking the Salesforce Administrator for improvements in Salesforce to speed up Loan Approval Processing. The Salesforce Admin is considering using Action Plans. Which 3 process improvements can be delivered using Action Plans?

A.When you create an action plan from a template for a specific target record, items that have no assigned user are assigned to the owner of that " target record.

B.Action Plans create repeatable tasks and automate the task sequences when executed

C.Action Plans can speed up the collection of a list of documents needed for the loan application

D.Action Plans can automatically schedule the next appointment with the Advisor.

E.Action Plans enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.

Financial-Services-Cloud Exam Question 23

What 2 considerations should the Salesforce Administrator review before implementing Flow for customer onboarding?

A.Use Field Level Secunty on Milestones

B.The Flow users require a Flow Permission Set License.

C.Flow for Financial Service Cloud is not available for Ihe Individual Object Model.

D.Flow Screen Input Components can only be used in Financial Service Cloud Flow Templates

Financial-Services-Cloud Exam Question 24

Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?

A.Assigning a Referral

B.Referral Conversion

C.Round Robin Referral Routing

D.Referral Automated Approvals

E.Accepting a Referral

Financial-Services-Cloud Exam Question 25

The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to roll up customer data at the client and group levels. What functionality can Rollup By Lookup (RBL) provide for this requirement?

A.Rollups for multiple joint owners are not supported

B.An RBL rule displays summary calculations of financial account information, such as account balances.

C.When you edit a financial account record or primary Group membership, the Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the client and Group levels.

D.RBL calculations can not be disabled when importing data into your Salesforce org.

E.Rollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities.

Other Version: 1023Salesforce.Financial-Services-Cloud.v2025-02-13.q147; 1337Salesforce.Financial-Services-Cloud.v2023-11-06.q71; 898Salesforce.Financial-Services-Cloud.v2023-04-27.q27; 1166Salesforce.Financial-Services-Cloud.v2023-04-24.q47; 947Salesforce.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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