Free Access to Salesforce.Financial-Services-Cloud.v2024-04-18.q148 with Valid Practice Test (Page 19)

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

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

How should developers configure customized nodes for display in Actionable Relationship Center (ARC)?

A.Select Use FlexCard from the node Display tab to show the node in a FlexCar
B.Reference the Lightning web component in the Display properties of the custom ARC relationship graph.
C.Select OmniScript from the node Actions tab U^jhow the node in an OmniScript.
D.Reference the FlexCard in the Display properties of the custom ARC relationship graph.

Which three Group Member data points can be rolled up to the Group level?

Which three referral metrics are tracked with custom components included in Financial Services Cloud?

Which three considerations should a Salesforce Administrator be aware of when enabling Person Accounts in FSC?

A.A Person Account is displayed to users as a single record that has both Account and Contact fields.
B.Customizations to components and triggers need to be reviewed before upgrading to Person Accounts.
C.Once Person Accounts are enabled in a Salesforce Org, they can't be disabled.
D.A Person Account is displayed to users as a single record that has both Household and Contact fields.
E.To transform Individual Records to Person Account Records, Admins can use the Data Loader, and the Insert Operation.

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