Salesforce Financial-Services-Cloud Quiz 1 Topic 1 Questions 1-5

Question: 1

Lake Tahoe Bank is evaluating Financial Services Cloud to help them deliver a customer-centric view. They currently have a heavily customized Salesforce implementation with a product-centric design. Lake Tahoe Bank wants to make sure planned changes have a minimal impact on users during implementation. What is the recommended approach for implementing Financial Services Cloud at Lake Tahoe Bank?

AImplement Financial Service Cloud in a new org (Green Field) and redesign business capabilities in Ihe new org.

BImplement Financial Service Cloud in a Trial org and convert the Trial org to production org.

CImplement Financial Service Cloud in the existing org (Brow Field).

DImplement Financial Service Cloud in the existing org's Sandbox and then deploy to production org to mitigate the end-user impact

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Question: 2

Lake Tahoe Bank wants to onboard a client digitally and without asking the client for information that the bank already has on file. The process has multiple steps and can have branching (conditional) logic that asks for different information depending on the responses. Which Salesforce feature should be used for this digital onboarding process?

AAclion Plans

BFinancial Goals

CActionable Relationship Center

DFlows

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Question: 3

How can the Salesforce Administrator make sure that highly sensitive Life Events or Business Milestones will not be shown until the event actually happened?

AHide the Event or Milestone on the Events & Business Milestones Lightning Component page properties.

BDelete the value from the Event Type picklist on the Life Event Object or the Milestone type on the Business Milestone object

CRemove the Event or Milestone from the Lightning Component in the Developer Console.

DLife Events are part of the FSC managed package, therefore the Salesforce Admin must contact Salesforce Support to remove the Event from the Lightning Component.

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Question: 4

Which three types of Account-Account relationships are displayed in the Actionable Relationship Center?

AAccounts & Businesses

BAccounts & Members

CAccounts & Peers

DAccounts & Groups

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Question: 5

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?

AEnable all RBL (Rollup By Lookup) rules to ensure the balances are rolled up to the household level.

BEnable the 'Enable Rollup Summary' in custom settings

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

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

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

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Salesforce Financial-Services-Cloud Quiz:1 Topic:1 Questions:1-5