A consulting firm needs to add Events and Milestones to a Lightning record page so financial advisors gain deeper insight into their customers’ lives.
What should the consultant configure so advisors can capture Once-in-a-Lifetime events while preventing users from accidentally creating more than one event of that event type?
ASingle event types
BUnique event types
COnce-in-a-Lifetime event types
DSpecial event types
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Cumulus Bank has implemented Compliant Data Sharing in Financial Services Cloud. Which two outcomes occur when an opportunity record with opportunity participants and associated share-table entries is set to Private?
Choose two
AShare table records need to be manually deleted.
BThe share table records are deleted.
CThe opportunity participant records are not deleted.
DAll opportunity participant records are deleted.
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OmniScript represents processes that provide fast, personalized, and consistent responses. This type extends the metadata type and inherits its fullname field.
To use the OmniScript metadata type, what must the administrator enable in the Salesforce org?
ADiscovery Framework
BCustom Domain
CEinstein Relationship Insights
DLightning Experience for Financial Services Cloud
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A Financial Services Cloud (FSC) administrator is configuring a permission set for Actionable Relationship Center.
Which license should the administrator choose on the Permission Set setup page?
AOmniStudio
BFSC Extension
CFSC Basic
DFSC Standard
A financial services company must capture a new type of referral with required fields that differ from those currently configured in the org.
Which three actions should the administrator take to configure Financial Services Cloud correctly for this scenario?
Choose three
ACreate a new record type “Referral” on the Lead object.
BCreate a custom Referral object.
CUpdate the lead page layout.
DAssign the record type to users.
ECreate a new referral record type mapper record.
A banking client currently handles its onboarding process manually using paper forms. To streamline the process, the client wants to digitize and automate as much as possible. The bank wants its clients to manage forms through a portal and use e-signatures for processing.
Which three steps are required to document this requirement after the discovery session?
Choose three
ADocument the business process flows.
BDesign the solution using the Financial Services Cloud components.
CDetermine the best e-signature solution to use.
DUnderstand the journey for the multiple personas involved in the process.
ECreate a visual flow diagram.
The Bank of the Future wants its call-center agents to be able to view person accounts, while restricting access to financial accounts to safeguard client privacy.
Which two actions should an administrator take so that all users can view person accounts, but only specified users can view financial accounts?
Choose two
AChance organization-wide defaults (OWD) sharing on the Financial Accounts object to Private
BEdit the Lightning page assigned to the Financial Advisor Profile and remove the Financial Accounts tab.
CChange organization-wide defaults (OWD) sharing on the Financial Accounts abject to Public Read Only.
DChange organization-wide defaults (OWD) sharing on the Person Accounts object to Public Read Only.
A Financial Services Cloud (FSC) administrator wants to create a new FSC permission set that contains the Access Interest Tags for Financial Services Cloud permission.
Which two permission sets should be cloned to create this new permission set and grant access to interest tags?
Choose two
AFSC Basic permission set
BFSC Extension permission set
CFSC Foundations permission set
DFSC Standard permission set
Culumus Insurance uses a franchise business model with many franchisees who operate independently but report to regional managers employed by Cumulus. The company wants franchise owners and their employees to access the Culumus Salesforce Financial Services Cloud (FSC) instance. The company plans to implement this by using the Role Hierarchy and sharing rules.
What should the architect at Cumulus Insurance consider for this solution?
AFranchise users will need to switch their browsers to a platform that supports Lightning Web Components.
BFranchise users can have multiple roles in the hierarchy.
CThe administrator can define up to 300 total sharing rules for each object.
DSalesforce FSC only allows 1,024 public groups.
A consultant needs to build a guided screen for customer service agents who answer phone calls to authenticate callers and positively identify them. The agent will ask the caller for their full name and the last four digits of their social security number, which are not stored in Salesforce. The agent will enter the supplied information into a form and, when they click submit, a web service call will be made to an external authentication service to authenticate the caller.
What should the consultant do to meet these requirements?
ACreate a OmniScript flow.
BCreate a Lightning web component.
CCreate a Canvas application for the Authentication module.
DCreate a screen flow.
A financial services company must notify advisors about client-record changes that need action.
What should an administrator consider when configuring Record Alerts?
AWith permissions for Record Alerts, users can create record alerts on all custom objects and standard objects such as Financial Account.
BWhen the administrator adds a new Record Alert Category, the severity value in the alert category is the default value on the record alerts advisors create and cannot be changed.
CWhen the admin creates a value for the Severity field, the warning icon is associated with the field automatically, and advisors cannot change the icon.
DRecord alert categories are not required when creating a record alert, but they help keep alerts organized.
Which three insurance processes does the Policy Administration component manage?
Choose three
AUnderwriting
BEndorsements
CPayments
DCommissions
EApprovals
An insurance company must ensure that record rollups aggregate information from related records for several objects in Financial Services Cloud at a client or group level.
What should the administrator configure to meet this requirement?
AWhen the administrator enables record rollups at the group level, all corresponding records are stamped with the Primary Group in the Rollup_c lookup field.
BClient-level records are aggregated by setting up client-level rollups to all primary group members.
CTo show all Primary Group member opportunities on a related list at the group level, the administrator should add Opportunities as a picklist value to the Household_c field on Account Contact Relationship.
DTo show all Primary Group member cases on a related list at the group level, the administrator should add Cases as a picklist value to the Rollup_c field on Account Contact Relationship.
A retail bank uses Financial Services Cloud to support its operations. The bank has received complaints that clients’ documentation is frequently submitted late and that, when clients call, customer service agents struggle to determine the documentation’s location across multiple systems.
Which solution should a consultant recommend that the client explore?
AMarketing Cloud integration to manage cent communications
BAn APEX solution to leverage the SendMail capabilities of Salesforce
CThe Send Documents flow for Retail Banking
DProcess Builder to create automated document requests for missing items
A company wants to convert its Salesforce Financial Services Cloud implementation from the individual account model to person accounts.
Which three actions should a consultant take to prepare for the conversion?
Choose three
AUpdate all opportunities linked to individual account records to be owned by the individual account record’s owner.
BEnsure each account.phone field in the individual account record is blank.
CEnsure all individual account records to be converted are only linked to exactly one contact record.
DEnsure each individual account to be converted is not a parent account of any other account records.
ETest out the conversion in a sandbox, including all integrations and customizations.
Salesforce offers a robust set of automation features that help save time and resources. For instance, a system administrator can use Flow Builder to automate most of an organization’s repetitive business processes.
Which use case is an appropriate fit for Flow Builder?
ACoordinate multiple flows and assign them to multiple teams or individuals.
CSuggest offers and actions to users that are tailored to meet an organization’s unique business criteria.C. Perform an operation for more records than schedule-triggered flows allow.
DCollect input from internal users with a form placed on a Lightning page or launched by a button.
During the delivery phase of a Financial Services Cloud (FSC) implementation, a consultant must consider how to use FSC-related objects. Which three considerations should the consultant make when adopting these objects?
Choose three
ARole Hierarchy-based sharing can be disabled for the Financial Deal object but can’t be disabled for the Opportunity object.
BIn a household, each household member is modeled as a Contact, and the household is modeled as an Account.
CIn a household, each of the household members is modeled as a Person Account and the household is modeled as an Account.
DInteraction Summary is an enhancement of the standard Activity object. FSC implementations should use Interaction Summary as a replacement for the Activity object.
EBoth the Financial Deal object and the Opportunity object support Compliant Data Sharing.
A financial services company provides special deposit products to its employees. Those employees have customer records in Salesforce so they can be serviced as regular customers. To safeguard bank employees’ personal financial information, only customer service employees in a particular group should be able to view these special deposit products in Salesforce.
How should the administrator configure sharing rules in Financial Services Cloud to satisfy these requirements?
ACreate a Financial Account sharing rule based on criteria.
BCreate an Account sharing rule based on record owner.
CCreate a Financial Account sharing rule based on record owner
DCreate Account sharing rules based on criteria
How do developers configure customized nodes for display in ARC?
ASelect Use FlexCard from the node Display tab to show the node in a FlexCard
BReference the Lightning Web Component in the Display properties of the custom ARC relationship graph
CSelect Use LWC from the node Display tab to show the node in a Lightning Web Component
DReference the FlexCard in the Display properties of the custom ARC relationship graph
Which three processes are included in Claims Management?
Choose three
AReserve Management
BUnderwriting
CAuto Adjudication
DQuoting
EPayment
The investor-relations director at a large insurance company has just issued a press release following the company’s Quarterly Earnings Call, reporting on its digital transformation through implementation of Salesforce Financial Services Cloud (FSC).
Which three value outcomes should the company’s stakeholders anticipate?
Choose three
AAchieved higher CSAT and NPS scores attributed to personalized customer experiences driven by shorter waits due to decreased average case handle times and Improved self-service solutions via Einstein Bots for FSC
BDrove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from the FSC Home Page
CStreamlined the entire deal lifecycle with FSC, leveraging relationship maps and interaction history in business development/discovery to accelerate pipe management and research
DAutomated claims orchestration via straight through processing workflow rules from OmniStudio with minimal human intervention from insurance adjusters or underwriters, allowing claims to be completed faster and at scale
EImproved customer onboarding experiences by fast-tracking and simplifying document tracking and approvals via FSC Action Plans
Cumulus Insurance’s business processes are highly complex, and process steps can differ based on the information captured.
Which three functionality and feature actions should a consultant recommend exploring to help guide Cumulus Insurance users through these processes?
Choose three
AConfigure Dynamic Actions for Lightning pages.
BEnable In-App Guidance to provide walk-throughs.
CBuild custom Lightning pages that correspond to each stage of the business process.
DUse flows to remove the need for complex Lightning pages.
EConfigure Dynamic Lightning pages.
A wealth management division manages the financial assets of many affluent clients.
Which three steps should the Financial Services Cloud consultant take to provide a high level of customization and increase user productivity?
Choose three
ACreate a new type of person account so trust group details roll down to the beneficiaries level.
BCreate and assign the Custom Field Set permission set to all users.
CAssign the Custom Field Set to a Lightning component.
DAssign the Custom Field Set to the Financial Summary component.
ECreate a Custom Field Set solely for the Wealth Managers without affecting the Investment Bankers.
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