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Free FINANCIAL-SERVICES-CLOUD Exam Braindumps (page: 17)

Page 4 of 43
PDF with 170 Questions

[FSC Data Model and Configuration]
Which two statements are true about Group Membership in Financial Services Cloud?

  1. Group Membership defines the role of the member within the Group.
  2. With Group Membership settings you can define if a Group is the member's primaryGroup.
  3. With Group Membership settings you can define who is the primary and who is the secondary member within the Group.
  4. Group Membership is modeled using the Account-Group Relationship object.

Answer(s): A,B



[FSC Features and Functionality]
Lake Tahoe Bank has duplicate client records in their current CRM system because they come from a different systems of record. Any changes made in Salesforce should be updated in the source system.
What can a Salesforce Administrator do to help bankers get a consolidated view of the individual in the Financial Services Cloud?

  1. Leverage Financial Services Cloud Relationship Groups to link duplicate client records and create a consolidated view.
  2. Implement deduplication rules in Salesforce and let the integration handle the updates to the source system.
  3. Create a custom Person Account hierarchy to link duplicate client records.
  4. Create custom components to provide a single view of the client.
  5. Link individuals using related contacts to link duplicate client records

Answer(s): A



[FSC Features and Functionality]
Lake Tahoe Bank's financial advisors are complaining that they can't see an accurate summary of their clients financial data as clients often change households. How can an Admin set up Financial Services Cloud to provide financial advisorswith an accurate summary of their client's financial data?

  1. Create a roll-up field on the Opportunity object to track client's Financial Account balance and display the summary amount on the Person Account object.
  2. Set clients financial data to be rolled up using Financial Services Cloud Primary Group.
  3. Create a custom obiect to track client's financial data
  4. Use Process Builder to create a workflow to summarize data at the Person Account level.

Answer(s): B



[Relationship and Group Management]
Lake Tahoe Bank allows more than two owners on Financial Accounts. The Salesforce Admin wants to make sure that balances are rolled up to all joint owner's primary Households.
Which 2 options does the Salesforce Admin have to accomplish this?

  1. Enable all RBL (Rollup By Lookup) rules to ensure the balances are rolled up to the householdlevel.
  2. Enable the 'Enable Rollup Summary' in custom settings
  3. Create custom RBL (Rollup By Lookup) rules to rollup the joint owner balances.
  4. Disable RBL (Rollup By Lookup) rules that rollup balances using joint owner on Financial Account.
  5. Enable RBL (Rollup By Lookup) rules that rollup balances using Financial Account Role for joint owners.

Answer(s): C,E






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