Free Access to Salesforce.Financial-Services-Cloud.v2025-06-05.q180 with Valid Practice Test (Page 5)

Question 16

When adding an Account-Account relationship using ARC (Actionnable Relationship Center), what 2 options does the banker have to represent a group of accounts, where one of the accounts is the parents of a number of other accounts ? (2 answers)

A.From each subsidiary account, select 'New' in the 'Member Relationships' components and create a new relationship with the parent account
B.From the parent account, select 'New' in the 'Member Relationships' components and create a new relationship with the subsidiary account
C.From the parent account, select 'New' in the 'Group Relationship' components and create a new relationship with the subsidiary account
D.From each subsidiary account, select 'New' in the 'Group Relationship' components and create a new relationship with the parent account

Question 17

Which three objects should a Financial Services Cloud administrator use when planning to use the Mortgage Data Model to integrate with external Loan Origination and Customer Onboarding applications to accurately track the pipeline?

A.Assets & Liabilities
B.Opportunity
C.Case
D.Account
E.Financial Account

Question 18

Which is a feature of Chatter? (3 answers)

A.Recommendations
B.Feeds
C.Events
D.Notes
E.Bookmarks

Question 19

How should developers configure customized nodes for display in Actionable Relationship Center (ARC)?

A.Select Use FlexCard from the node Display tab to show the node in a FlexCar
B.Reference the Lightning web component in the Display properties of the custom ARC relationship graph.
C.Select OmniScript from the node Actions tab U^jhow the node in an OmniScript.
D.Reference the FlexCard in the Display properties of the custom ARC relationship graph.

Question 20

Early in the discovery and solution meetings, it was determined that the client would primarily use out-of-the-box Financial Services Cloud (FSC) objects and components with minimal custom objects needed. In addition, it was decided that records should be private, but the managerial chain would require visibility into all their direct reports' records.
Which three security settings must be set up in Salesforce to meet these requirements?

A.Only Custom Profiles should be configured and assigned to all users to use FSC components and field-level security. The ^ administrator should configure custom profiles and assign them to all users
B.Organization-wide sharing defaults should be set to meet sharing requirements for all objects in use.
C.Each object sharing should be set up, explicitly sharing each user's record with the manager.
D.The Role Hierarchy in setup should be configured to allow for managers to automatically see records of those under them.
E.Custom permission sets and out-of-the-box FSC permission sets should be configured or updated and assigned to all users for the use of FSC components and field-level security.

Correct Answer: B,D,E

The following security settings must be set up in Salesforce to meet the requirements of using out-of-the-box Financial Services Cloud objects and components with minimal custom objects and private record sharing with managerial visibility:
Organization-wide sharing defaults should be set to meet sharing requirements for all objects in use. Organization-wide sharing defaults are the baseline level of access that users have to records that they do not own or are not explicitly shared with them. You can use organization-wide sharing defaults to specify the default access level for each object, such as Public Read/Write, Public Read Only, or Private. You can also use organization-wide sharing defaults to enable or disable features such as grant access using hierarchies, external access, or external org-wide defaults.
The Role Hierarchy in setup should be configured to allow for managers to automatically see records of those under them. The Role Hierarchy is a structure that represents the levels of data visibility and access that users have in an organization based on their role or position. You can use the Role Hierarchy to define the roles and subordinates for each user and grant access to records owned by or shared with users below them in the hierarchy. You can also use the Role Hierarchy to control the visibility of dashboards, reports, and territories.
Custom permission sets and out-of-the-box FSC permission sets should be configured or updated and assigned to all users for the use of FSC components and field-level security. Permission sets are a collection of settings and permissions that give users access to various tools and functions in Salesforce. You can use permission sets to grant additional permissions or access levels to users without changing their profile. You can also use permission sets to control the field-level security for each object and field, which determines whether users can view, edit, or delete data in those fields. Financial Services Cloud provides several out-of-the-box permission sets that grant access to FSC components and features, such as Action Plans, Financial Accounts, or Relationship Groups. You can also create custom permission sets to meet your specific business needs. Verified Reference: : Salesforce Help Article 1 : Salesforce Help Article 2 : Salesforce Help Article 3

Question 16

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