What 3 functionalities are supported by the Relationship Map and Group Builder?
The Relationship Map and Group Builder allows the user to:

• A.define what data is being rolled up to the Household.
• B.display Financial Holdings.
• C.define the Primary Group for a Member.
• D.define the Role of the Members of the Household
• E.enable or disable Enable Rollup Summary calculations.

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A financial services company needs a custom field for reporting when relating two business accounts to each other. Which object should the administrator configure the custom field on?

• A.Contact-Contact Relationship
• B.Account
• C.Account Account Relationship
• D.Account Contact\Relationship

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Lake Tahoe Bank branch manager Sue Barry wants to encourage all Personal Bankers to use Action Plans to capture repeatable tasks and automate the task sequences, improving collaboration and productivity. Which three of the following statements about Action Plans are true?

• A.When you work with Action Plans, you first create Action Plan Templates
• B.Action Plans require a monthly license fee per user
• C.Action Plans can be used to schedule appointments with the Bankers
• D.Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance
• E.Action Plans can be used to automatically assign task owners and deadlines for specific client engagements

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Which of these Object Types are part of the Financial Services Cloud Data Model (Select 3)

• A.Sales or Service Objects
• B.Action Plan Objects
• C.FSC Marketing Objects
• D.FSC Packaged Objects
• E.FSC Standard Objects

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How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level?

• A.Financial Goals can not be summarized at the household level.
• B.Create a formula field and add it to the Account page layout
• C.Update the selection in "Activities & Objects to Roll Up' to indude Financial Goals
• D.Add a custom Rollup By Lookup (RBL) rule.

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