Financial-Services-Cloud Practice Questions

A.  

When creating an account, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.

B.  

When a lead or referral is converted, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.

C.  

When an account status is changed to "CustomlrfVTcreate an action plan with tasks to follow up in 2 days. 2 weeks, and 2 months.

D.  

When an account status is changed to "Customer", send emails to the Account Owner to follow up in 2 days, 2 weeks, and 2 months.

A.  

To enable users to see the ARC, you will need to add the component for ARC to the page layout.

B.  

ARC displays up to 5 related lists that have a configured compact layout.

C.  

ARC is certified to work with Person Accounts and Individual Accounts.

D.  

The Salesforce Admin has to create a permission set for granting access to the ARC – FSC Lightning component.

E.  

The Association Type picklist controls the account-account relationship that display in the AR

C.  

A.  

Edit the published Action Plan Template directly.

B.  

Set the Action Plan Template to “Inactive” and then make changes to the template, as necessary.

C.  

Clone the existing Action PlanTemplate and make any necessary changes on the new Action Plan Template.

A.  

Financial accounts management

B.  

Performance reporting

C.  

Client onboarding

D.  

Opportunity management

A.  

In the Object Manager go to the Business Milestone object and create a new field using the name of the new milestone.

B.  

Find Person Life Event using the Object Manager and add a new picklist value on the Milestone Type Field.

C.  

Find Business Milestone using the Object Manager and add a new picklist value on the Milestone Type Field

D.  

In the Lightning Page Editor add the new Milestone Type to the Life Events & Business Milestones Lightning component

A.  

Enable all RBL (Rollup By Lookup) rules to ensure the balances are rolled up to the householdlevel.

B.  

Enable the 'Enable Rollup Summary' in custom settings

C.  

Create custom RBL (Rollup By Lookup) rules to rollup the joint owner balances.

D.  

Disable RBL (Rollup By Lookup) rules that rollup balances using joint owner on Financial Account.

E.  

Enable RBL (Rollup By Lookup) rules that rollup balances using Financial Account Role for joint owners.

A.  

Ensure Person Accounts is enabled on the org

B.  

Configure your Person Account record types m the Indrvidual Record Type Mapper.

C.  

Enable 'Individual to Person Account Migration' in Custom Settings.

D.  

Use a CSV field to map PersonRecordTypeld to the Person Account RecoroTypeld and use Data Loader to update Client Records

E.  

Log a case with Salesforce to perform the conversion from the indrvkJual Model to Person Accounts.

A.  

Individuals,then Financial Account Roles, then Financial Accounts, then Financial Account Transactions

B.  

Individuals, then Financial Accounts, then Financial Account Roles, then Financial Account Transactions

C.  

Financial Accounts, then Financial Account Roles, thenIndividuals, then Financial Account Transactions

D.  

Financial Accounts, then Financial Account Transactions, thenVinancial Account Roles, then Individuals

A.  

Users can only create savings oriented goals.

B.  

Users require the Financial Goals permission set to works with Financial Goals

C.  

Users can associate a goal with a specific Financial Account.

D.  

Users can create goals for paying down debt

A.  

Feedtracking has to be enabled for the Action Plan object.

B.  

Chatter has to be enabled for Action Plans via Chatter settings in setup.

C.  

Salesforce is yet to roll out Chatter for the Action Plan object.

D.  

Admin users have to be assigned the Action Plans permission set.