Online Access Free Salesforce.Financial-Services-Cloud.v2025-02-13.q147 Practice Test (Page 6)

Financial-Services-Cloud Exam Question 21

How are identification documents, other assets, liabilities, goals, and revenue modeled, in an existing Financial Services Cloud org using the individual account model?

A.An administrator is logged in to Data Loader with their own credentials to insert new Business Account records into their Salesforce environment. They forget to specify the Account Owner field in the import file.

B.Assuming there are no other issues, what should happen when the administrator uploads the import file?
The Attachment object is used to represent other assets, liabilities, and goals. In the individual model, these attachments are related to the Account object.

C.Custom obiects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the Account oJ Nj.

D.Document, Note, and Attachment objects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the person account.

Financial-Services-Cloud Exam Question 22

The Salesforce Admin wants to make it easier for call center agents to complete some common tasks by setting up flows and launch them from the Retail Banking Console. What does the Admin have to keep in mind when setting up Flows?

A.To use Financial Services Cloud Flows, you'll need the Financial Services Managed Package installed m the org and the Financial Services Cloud a permission set assigned to the user.

B.Flows can be used to provide step-by-step guidance for address changes, without the need for then agent to navigate to different screens.

C.To open. edit, or create a Flow in Flow Builder, the user needs the Run Flows permission.

D.To use a Flow, a user must have access to the underlying object and its field

Financial-Services-Cloud Exam Question 23

Which of the following would be considered a Junction Object in Salesforce?

A.Two standard objects that have lookup relationship with each other

B.A many-to-many relationship created with two lookup relationships

C.A custom object that contains a lookup field to a standard object

D.A many-to-many relationship created with two master-detail relationship

Financial-Services-Cloud Exam Question 24

Sam is the Salesforce Admin for Valley Bank. The bank's financial advisors are complaining they can't see an accurate summary of their client's financial data as clients often change households. Sam wants to give his financial advisors a better view of the client's complete financial situation. How can he set this up using FSC?

A.Create a custom object to track the client's financial data

B.Use Process Builder to create a workflow to summarize data at the Person Account level

C.Set client's financial data to be rolled up using Primary Group feature

Financial-Services-Cloud Exam Question 25

Which two statements are true for a Group in Financial Services Cloud?

A.A group is a type of account record that people and businesses can be related to through the Financial Account relationship object

B.A group is a type of account record that people and businesses can be related to through the account contact relationship object.

C.Financial Services Cloud includes a group record type for households

D.Financial Services Cloud includes a group record type for businesses

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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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