A Salesforce Admin is configuring a new Action Plan Template. One task in that template needs to be picked up by the next available Advisor. What assignment logic should the Admin use when configuring this template task?
A. Action Plan Creator
B. Specific User
C. Account Team
D. Role
E. Queues
Which three objects should a Financial Services Cloud administrator use when planning to use the Mortgage Data Model to integrate with external Loan Origination and Customer Onboarding applications to accurately track the pipeline?
A. Assets & Liabilities
B. Opportunity
C. Case
D. Account
E. Financial Account
The Salesforce Admin at Lake Tahoe Bank considering implementing Financial Services Cloud. What is the bestway for the Admin to access a Financial Services pre-configured org, including data and the right licenses, to learn about the product?
A. Request a 30-day Financial Services Cloud trial org
B. Request a Salesforce developer org.
C. Purchase one license of Financial Services Cloud and install it in a production org.
D. Spin up a Salesforce sandbox org.
To access Financial Services Cloud Lightning Components "My Domain" must be enabled. How does the System Admin accomplish this?
A. Register a subdomam using the My Domain wizard and then deploy it
B. Open a case with SalesforceSupport
C. Enable Communities
D. Go to Custom Settings and edit the Industries Settings
Which 3 options does the Financial Services Cloud application offer to view and update Account-Account. Account-Contact, and Contact-Contact Relationships?
A. Actionable Relationship Center
B. Family Members Component
C. Relationship Map
D. Group Members Component
E. Life Events Component
An insurance company needs to ensure the record rollups aggregate information from related records for several objects in the Financial Services Cloud at a client or group level. What should the administrator configure to meet the requirement?
A. Toshow all Primary Group member cases on a related list at the group level, theadministrator should add Cases as a picklist value to the Rollup__c field on AccountContact Relationship.
B. Client-level records are aggregated by setting up client-level rollups to all primary groupmembers.
C. When the administrator enables record rollups at the group level, all correspondingrecords are stamped with the Primary Group in the Rallup_c lookup field
D. To show all Primary Group member opportunities on a related list at the group level, theadministrator should add Opportunities as a picklist value to the Household__c field onAccount Contact Relationship.
Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?
A. Referral Conversion
B. Assigning a Referral
C. Round Robin Referral Routing
D. Accepting a Referral
E. Referral Automated Approvals
Cumulus Insurance's business processes are quite complex, and steps in the process may vary dependingon the information captured. Which three actions regarding functionality and features should a consultant suggest exploring to help guide Cumulus Insurance users through these processes?
A. Build custom Lightning pages that correspond to each stage of thebusiness process.
B. Configure Dynamic Actions for Lightning pages.
C. Enable In-App Guidance to provide walk-throughs.
D. Use flows to remove the neea for complex Lightning pages.
E. Configure Dynamic Lightning pages.
Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in the clientonboarding process. Where can Hank see Action Plan Tasks? (2 options)
A. Hank will be able to see the Action Plan tasks on the related list of the Account pagelayout.
B. Hank will be able to see the Action Plan Tasks assigned to him on the standardSalesforce task list.
C. Once the Action Plan is assigned, Hank can see the related Tasks on the Timeline.
D. Hank will be able to see the Action Plan Tasks assigned to him on his calendar.
Which two statements are true for aGroup in Financial Services Cloud?
A. Financial Services Cloud includes a group record type for households
B. A group is a type of account record that people and businesses can be related tothrough the Financial Account relationship object
C. A group is atype of account record that people and businesses can be related to throughthe account contact relationship object.
D. Financial Services Cloud includes a group record type for businesses