Cumulus Insurance has created a Delegated Administrator group for its franchise users to reduce the workload on head office support staff.
Which three functions should be added to the Delegated Administrator group?

• A.Unlock users.
• B.Modify permission sets.
• C.Set organization-wide sharing defaults on custom objects.
• D.Assign or remove permission sets for users in their delegated groups.
• E.Create and manage membership of specified public groups.

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For which three objects are Rollup By Lookup (RBL) summaries are available?

• A.Life Events
• B.Financial Accounts
• C.Assets and Liabilities
• D.Contacts
• E.Claims

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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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A financial services company wants to use the Financial Services Cloud Person Account data model. The company needs two Person Account record types, one to represent Individual customer and one to represent Individual independent advisors that send referrals.
What should the administrator do to set up the new record types?

• A.Create custom fields on the Person Account object.
• B.Configure Individual Record Type Mapper" custom metadata.
• C.Create a record type on the Contact object.
• D.Enable "Use Person Account" custom setting.

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Cumulus Cloud Bank needs help onboarding new customers. The business process requires updating the Know Your Customer (KYC) document checklist and performing internal tasks in a predefined order.
However, during an internal audit, it was found that bankers often miss these tasks and still move to the next stage of the onboarding process.
What should a consultant recommend?

• A.Create an after-save trigger to generate reminder tasks.
• B.Utilize Chatter notifications for reminders.
• C.Utilize Action Plan and Action INan Template.
• D.Utilize Financial Services Clouc flag Templates to flag missing items.

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