A financial services company needs to capture a new type of referral that has different required fields than what is currently configured in the org.
Which three steps should the administrator take to configure Financial Services Cloud correctly based on the scenario?

• A.Assign the record type to users.
• B.Create a new record type Referral' on the Lead object.
• C.Create a new referral record type mapper record.
• D.Create a custom Referral object.
• E.Update the lead page layout.

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A bank recently sold its wealth management division and wants to improve its customers' digital experience.
The bank engaged Salesforce Professional Services to upgrade its existing Salesforce CRM to Financial Services Cloud and deliver its Bank of the Future vision.
Which three expected outcomes can serve as return on investment (ROI) justifications to the bank's chief financial officer (CFO) and investment committee?

• A.Unify and improve team collaboration by sharing and managing customer leads and referrals across multiple lines of business at the bank to drive customers' financial needs and deepen client relationships.
• B.Deliver connected and personalized digital experiences to the bank's customers thanks to a 360-degree view of its customer data consolidating multiple customer databases and sources from diverse channels at the bank.
• C.Simplify the client onboarding process with proper tools to streamline customer discovery and internal reviews through renewal.
• D.Manage policy holder's interactions with customer service agents intelligently through the underwriting process.
• E.Modernize client-advisor experiences from engagement to relationship management to effectively drive long-term, trusted relationships.

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What is the capability of the service cloud (customer) portal? (2 answers)

• A.Customers can view and edit contacts related to their own accounts.
• B.The portal and its users can be created without additional licenses.
• C.The portal can be customized with corporate branding.
• D.Customer can log, view, edit, and close their own cases.

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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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The Actionable Relationship Center can display which of the following relationships in the tree pane? Select 3 answers.

• A.Account-Contact Relationships
• B.Account-Account Relationships
• C.Up to 5 Related Lists for an Account Record
• D.Up to 5 Related Lists for a non-Account Record
• E.Any Related List for the selected object record

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