Free Salesforce Financial-Services-Cloud Exam Dumps Questions & Answers

A financial services company wants to track different categories of financial accounts in its org. Relationship managers must be able to see all of these financial accounts in one place on the customer's Account record page grouped by categories.
Which three steps should an administrator take to configure the Financial Account object and the Account Lightning record page to meet the design?

• A.  Configure Financial Account record types to match the required categories.
• B.  Create a custom picklist on the Financial Account object totrack the Typ
• C.  Add the Financial Account List component to the Account Lightning record page.
• D.  Create Account lookup fields on the Financial Account object to link the Financial Accounts to an Account.
• E.  Configure the Financial Account List components for each required category.

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

• A.  Spouse is not a valid Role within a Group.
• B.  Primary Group -two individuals cannot designate the same Household as their Primary Group.
• C.  Primary Member - two individuals cannot be designated as the Primary Member of the same Household.
• D.  Activities and Objects to Roll Up - two individuals cannot designate their activities to roll up to the same Household.

How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level?

• A.  Financial Goalscan not be summarized at the household level.
• B.  Create a formula field and add it to the Account page layout
• C.  Update the selection in "Activities & Objects to Roll Up' to indude Financial Goals
• D.  Add a custom Rollup By Lookup (RBL) rule.

Cumulus Bank wants to use Interactions to capture conversations that investment bankers have with their clients. Due to thesensitive nature of the interactions, the bank needs to carefully limit access to the detailed notes for certain groups. Basic information about attendees and meeting dates is not sensitive.
Which three options should a consultant recommend?

• A.  Use Interaction Summary Participants to provide the right access to individuals or groups.
• B.  Disable Role-Hierarchy-Based Sharing for Interaction Summaries.
• C.  Disable Role-Hierarchy-Based Sharing for Engagement Interactions.
• D.  Enable Compliant Data Sharing for Interactions.
• E.  Enable Compliant Data Sharing for Interaction Summaries.

Cumulus Cloud Bank is asking the consultant to explain some tools available to integrate Salesforce into several of its back-end/core systems.
Which three capabilities should a consultant recommend?

• A.  Industry Integration Solutions with the MuleSoft Anypoint Platform
• B.  Data Consumption Framework
• C.  OmniStudio DataRaptors
• D.  Data Processing Engine
• E.  OmniStudio Integration Procedures