Which of these statements are true for Rollups in Financial Services Cloud?

• A.Rollups are done at both the client and group levels
• B.Activities can not be rolled up on the activity timeline at group/household level.
• C.All financial accounts information, such as account balances are calculated and summarized at the Financial Account Summary level

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An insurance company aims to improve a call center's productivity. A detailed analysis discovered that agents spend a lot of time capturing data while adding and updating beneficiary details. Capturing premium payment details (payment date and frequency) is another time-consuming task. Which action should a Financial Services Cloud consultant take to resolve the issue?

• A.Utilize Insurance Flow Templates.
• B.Create an Action Plan Template for capturing beneficiary data and payment information.
• C.Provide a better user interface by building Lightning web components for beneficiary data and payment information.
• D.Install an Insurance Data AppExchange package.

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The Compliant Data Sharing (CDS) feature lets administrators and compliance managers configure advanced data-sharing rules so that they can improve compliance with regulations and company policies.
Which three things should be considered when implementing CDS in Financial Services Cloud (FSC)?

• A.To disable CDS for an object, any Participant Roles associated with that object must be deleted first.
• B.CDS in FSC allows record owners to grant access to their records to other FSC users.
• C.CDS can only be applied to FSC objects and Account and Opportunity objects.
• D.To get the benefits of CDS, administrators must set organization-wide sharing settings for supported objects to the Private access model.
• E.Users above the record owner in the Role Hierarchy and non-record owners with Edit access granted through CDS have the same ability/access as record owners,

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What are three examples of proper use of Financial Goals?

• A.Displaying the amount and percentage of the remaining balance for an Auto Loan.
• B.Measure progress toward paying off a Mortgage.
• C.Displaying the current amount and percentage of target value for a College Savings Account.
• D.Tracking money saved each year to pay for a vacation, depending on destination and budget.
• E.Measure progress toward a down payment amount for a new home.

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Lake Tahoe Bank wants to onboard a client digitally and without asking the client for information that the bank already has on file. The process has multiple steps and can have branching (conditional) logic that asks for different information depending on the responses. Which Salesforce feature should be used for this digital onboarding process?

• A.Aclion Plans
• B.Flows
• C.Actionable Relationship Center
• D.Financial Goals

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