QUESTION: 5

[FSC Data Model and Configuration]

What should a Financial Advisor use to model the relationship between a business contact and a client that is modeled as a person account?

Account-Account Relationship
Contact-Contact Relationship and the Reciprocal Rote
Reciprocal Role
Account-Contact Relationship and the Reciprocal Role

Answer(s): B

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QUESTION: 6

[Financial Accounts, Rollups, and Referrals]
Which three of these statements are true for Rollup By Lookup (RBL) in Financial Services Cloud?

An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances.
Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.
The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels
Salesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules
RBL rules do not require a lot of processing power.

Answer(s): A,C,D

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QUESTION: 7

[Financial Accounts, Rollups, and Referrals]
Which of the following objects do support Group-Level Rollups?

Tasks
Alerts
Financial Accounts
Action Plans
Opportunities

Answer(s): C,D,E

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QUESTION: 8

[Relationship and Group Management]
Which 3 options does the Financial Services Cloud application offer to view and update Account- Account. Account-Contact, and Contact-Contact Relationships?

Actionable Relationship Center
Family Members Component
Relationship Map
Group Members Component
Life Events Component

Answer(s): A,C,D

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Free FINANCIAL-SERVICES-CLOUD Exam Braindumps (page: 3)

QUESTION: 5

QUESTION: 6

QUESTION: 7

QUESTION: 8

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