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  1. Home
  2. Salesforce Certification
  3. Financial-Services-Cloud Exam
  4. Salesforce.Financial-Services-Cloud.v2024-04-18.q148 Dumps
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Question 26

Which 3 options does the Financial Services Cloud application offer to view and update Account-Account. Account-Contact, and Contact-Contact Relationships?

Correct Answer: C,D,E
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Question 27

What should an administrator consider when setting up case feed?

Correct Answer: B
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Question 28

The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to roll up customer data at the client and group levels. What functionality can Rollup By Lookup (RBL) provide for this requirement?

Correct Answer: B,D,E
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Question 29

Scott Adams calls his Personal Banker Hank Burton to apply for a loan to buy a boat. Hanks wants to refer Scott to the loan department, but the current process is manual and time-consuming. Hank is asking the bank's System Administrator to automate Referral creation in Salesforce. How can the Admin speed up and simplify Referral creation?

Correct Answer: C
To speed up and simplify Referral creation in Salesforce, the Admin can use Global Action to create Referrals. Global Actions are actions that let users create records without leaving their current page or context. By using Global Actions, the Admin can enable Hank to create Referrals from any page in Salesforce, such as Chatter, Home, or Account pages. The Admin can also customize the layout and fields of the Global Action to capture only relevant information for Referrals
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Question 30

If two objects have a parent child relationship, how can a user access the child record from the parent record?

Correct Answer: B
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