Obtain the Financial-Services-Cloud PDF Dumps Get 100% Outcomes Exam Questions For You To Pass [Q39-Q56]

QUESTION 39
An investment banker is looking to take detailed meeting notes and share them easily with his colleagues while specifying confidentiality and meeting attendees. Which Financial Services Cloud feature should a consultant recommend in this scenario?

QUESTION 40
Which two limitations should a Salesforce Administrator consider before enabling Person Accounts?

QUESTION 41
How can the Salesforce Administrator make sure that highly sensitive Life Events or Business Milestones will not be shown until the event actually happened?

QUESTION 42
What steps does the Salesforce Administrator have to take to create a new Business Milestone Type?

QUESTION 43
Which two statements are true about Group Membership in Financial Services Cloud?

QUESTION 44
What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?

QUESTION 45
Which setting in Action Plans helps to avoid non working hours, company holidays, and other non working days for deadline calculation?

QUESTION 46
A Bank of the Future customer calls the bank to update the address on their account. The call center agent handling the call needs to enter a new address into the system. The agent enters the new contact information using an OmniScript and then needs to generate a prefilled PDF with the new address that can be shared with the customer.
Which two OmniStudio tools should a consultant recommend to generate the prefilled PDF?

QUESTION 47
What 2 consideration should the Salesforce Admin review bfore implementing Lightning Flows?

QUESTION 48
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?

QUESTION 49
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?

QUESTION 50
What Report functionality would you use in order to quickly categorize report records without creating a formula or a custom field?

QUESTION 51
What 2 considerations should the Salesforce Administrator review before implementing Flow for customer onboarding?

QUESTION 52
Scott Adams is opening a savings account at his mom’s bank. The personal banker Hank Burton wants to make sure all Scott’s financial data is rolling up to his parent’s household, Adams Household. Rachel Adams, Scott’s mom already is the primary member of the Adams Household. How can the banker accomplish this?

QUESTION 53
A retail bank is using Financial Services Cloud to support its operations. The bank has received complaints that its clients’ documentation is often submitted late and when clients call, customer service agents are struggling with multiple systems to determine where the documentation is.
Which solution should a consultant suggest the client explore?

QUESTION 54
Lake Tahoe Bank branch manager is asking the Salesforce Administrator for improvements in Salesforce to speed up Loan Approval Processing. The Salesforce Admin is considering using Action Plans. Which 3 process improvements can be delivered using Action Plans?

QUESTION 55
Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in the client onboarding process. Where can Hank see Action Plan Tasks? (2 options)

QUESTION 56
Lake Tahoe Bank SF admin is planning to migrate date into the new FSC org. The admin can control whether Rollup by Lookup (RBL) rules or record rollups are queried and calculated. Before initiating data insert or update operations, the admin wants to disable rollups to speed up data loading. Where in SF would the admin disabled rollups to accelerated loads? (1 correct answer)