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  1. Home
  2. Salesforce Certification
  3. Financial-Services-Cloud Exam
  4. Salesforce.Financial-Services-Cloud.v2025-06-05.q180 Dumps
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Question 81

The Salesforce Admin wants to change the fields that are showing on the Actionable Relationship Center Household Card. How can the Admin achieve this?

Correct Answer: A
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Question 82

Universal Containers wants to create a custom object to capture account survey dat a. Users must be able to select an account from the survey record. Users also need the ability to view related surveys on the account record.
How should the system administrator meet this requirement? (2 answers)

Correct Answer: B,C
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Question 83

Lake Tahoe Bank's System Administrator is implementing intelligent Need-Based Referrals in Salesforce. Referrals are modeled on the Lead object. Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?

Correct Answer: A,C,E
The System Admin can use the following Lead features for Intelligent Need-Based Referrals:
Lead Routing, which is a feature that allows users to distribute leads to the right users or queues based on criteria such as lead source, industry, or product interest.
Lead Assignment Rules, which are rules that specify how to assign leads to users or queues when they are created manually, captured from the web, or imported via Data Import Wizard.
Einstein Lead Scoring, which is a feature that uses artificial intelligence to analyze historical data and predict how likely a lead is to convert. Einstein Lead Scoring assigns a score and an insight to each lead, which can help users prioritize and follow up on the most promising leads.
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Question 84

Which setting in Action Plans helps to avoid non working hours, company holidays, and other non working days for deadline calculation?

Correct Answer: C
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Question 85

Lake Tahoe Bank is evaluating Financial Services Cloud to help them deliver a customer-centric view. They currently have a heavily customized Salesforce implementation with a product-centric design. Lake Tahoe Bank wants to make sure planned changes have a minimal impact on users during implementation. What is the recommended approach for implementing Financial Services Cloud at Lake Tahoe Bank?

Correct Answer: A
The recommended approach for implementing Financial Services Cloud at Lake Tahoe Bank is to implement Financial Service Cloud in a new org (Green Field) and redesign business capabilities in the new org. This approach allows Lake Tahoe Bank to leverage the best practices and features of Financial Services Cloud without being constrained by their existing customizations and data model. It also minimizes the impact on users during implementation, as they can continue to use their current system until the new org is ready to go live. A green field implementation requires careful planning, data migration, and change management, but it can result in a more efficient and customer-centric solution. Verified Reference: : Salesforce Financial Services Cloud Implementation Guide, page 8.
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