A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees.
How should the administrator configure sharing rules in Financial Services Cloud to meet these requirements?

• A.Create an Account sharing rule based on record owner.
• B.Create Account sharing rules based on criteria.
• C.Create a Financial Account sharing rule based on record owner.
• D.Create a Financial Account sharing rule based on criteri

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How can a sales user relate an opportunity to a campaign? (2 answers)

• A.Use the campaign hierarchy related list on the opportunity.
• B.Select the campaign record type when creating the opportunity.
• C.Use the campaign influence related list on the opportunity.
• D.Select the primary campaign source for the opportunity.

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Which two statements are true for a Group in Financial Services Cloud?

• A.Financial Services Cloud includes a group record type for households
• B.A group is a type of account record that people and businesses can be related to through the Financial Account relationship object
• C.A group is a type of account record that people and businesses can be related to through the account contact relationship object.
• D.Financial Services Cloud includes a group record type for businesses

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During the design phase of a project, a consultant needs to provide a Financial Services Cloud (FSC) solution for a business requirement that forces a customer to answer a number of assessment questions to complete the onboarding process.
What are three things to consider regarding Discovery Framework?

• A.Discovery Framework creates highly capable forms with integrations and advanced logic.
• B.Discovery Framework forms cannot be deployed to Communities,
• C.Discovery Framework is built based on Salesforce Flow.
• D.Discovery Framework can create both standard and hierarchical questions.
• E.FSC Discovery Framework allows archiving questions.

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A wealth management firm is looking to start tracking its clients' hobbies for marketing purposes in Salesforce. Which Financial Services Cloud feature is most suitable for this?

• A.Interest Tags
• B.Alerts
• C.Topics
• D.Engagement Topics

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