Free Salesforce Accredited Agentforce Financial Services Professional Practice Questions

Question # 31

An advisor is setting up a Household in Financial Services Cloud for their new clients, Oliver and Macie Doggington. The advisor created a Person Account record for both Oliver and Macie, and a Household record for the Doggington household. While creating the Household group, the advisor attempted to input the below information but received an error. Member Name: Oliver Doggington Role in Group: Client Primary Member: Enabled Primary Group: Enabled Activities and Objects to Roll Up: All Member Name: Macie Doggington Role in Group: Spouse Primary Member: Enabled Primary Group: Enabled Activities and Objects to Roll Up: All Based on the information provided, what caused the error that the advisor received?

Options:

Primary Member - two individuals cannot be designated as the Primary Member of the same Household.

Spouse is not a valid Role within a Group.

Primary Group - two individuals cannot designate the same Household as their Primary Group.

Activities and Objects to Roll Up - two individuals cannot designate their activities to roll up to the same Household.

Discussion 0

Question # 32

s. A major Japanese bank is expanding geographically and opening additional branches in Asia. As such, they hired a regional consulting firm to implement Financial Services Cloud (FSC) locally. What are the two expectations from implementing multi language features in FSC?

Options:

Referrals in Singapore and Hong Kong will be shared in English, but in Macau, referrals will be shared in Portuguese.

Bankers in Japan have been accessing FSC in Japanese, but the new bankers in China will be accessing FSC in Chinese.

In Seoul, South Korea, the branch managers will be reviewing their FSC dashboards every morning in Korean, while their colleagues in Shanghai, China, will be doing so in Chinese.

In Tokyo branches, the names of the Account, Prospect and Contact are in Japanese, but the package Advisor, Personal Banker, Relationship Manager, and Client Associate profiles are in English.

Discussion 0

Question # 33

A consulting firm is asked to add Events and Milestones to a Lightning record page to give financial advisors deeper insights into their customers ' lives. What should the consultant configure to enable advisors to capture Once-in-a-Lifetime events and, at the same time, prevent users from accidentally creating more than one event of such an event type?