What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?

• A.Salesforce CRM Dashboards
• B.The unmanaged extension package for Intelligent Need-Based Referrals and Scoring
• C.Einstein Analytics for Financial Services
• D.The managed extension package for intelligent Need-Based Referrals and Scoring

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Which three of these statements are true for Rollup By Lookup (RBL) in Financial Services Cloud?

• A.An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances.
• B.Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.
• C.The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels
• D.Salesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules
• E.RBL rules do not require a lot of processing power.

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A corporate investment banking associate at Cumulus Capital works with a trusted analyst to create pitch books, analyze market data, and generate reports. The banking associate is looking to capture sensitive deal information in Salesforce. They wish to share the deal information with the trusted analyst only, without giving access to Salesforce users up the management chain in the Role Hierarchy.
What should a consultant do in Salesforce to build the required sharing model for sensitive deal data?

• A.Use the Opportunity object to capture the deal data and use manual sharing to grant the analyst access.
• B.Use the Financial Deal object to captu^* y^ deal data anc* use Compliant Data Sharing to grant the analyst access.
• C.Use the Financial Deal object to capture the deal data and use restriction rules to block user access above the banking associate in the Role Hierarchy.
• D.Use the Opportunity object to capture the deal data and use Compliant Data Sharing to grant the analyst access.

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Lake Tahoe Bank would like to reslricl their Financial Services Cloud users from viewing certain types of milestones that might be irrelevant to their customers or might cause negative sentiment. How can the Salesforce Admin implement such a requirement?

• A.The Salesforce Admin can hide sensitive Life Events on Ihe Life Events component on the Lightning Page using the Properties pane.
• B.The Salesforce Admin can manage sensitive Life Evenls using sharing rules.
• C.The Salesforce Admin can hide the life Event or Business Milestone type, by removing it from the Event Type picklist.
• D.The Salesforce Admin can manage sensitive Life Events using Permission Sets.

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How are identification documents, other assets, liabilities, goals, and revenue modeled, in an existing Financial Services Cloud org using the individual account model?

• A.An administrator is logged in to Data Loader with their own credentials to insert new Business Account records into their Salesforce environment. They forget to specify the Account Owner field in the import file.
• B.Assuming there are no other issues, what should happen when the administrator uploads the import file?
  The Attachment object is used to represent other assets, liabilities, and goals. In the individual model, these attachments are related to the Account object.
• C.Custom obiects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the Account oJ Nj.
• D.Document, Note, and Attachment objects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the person account.

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