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1. Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?
A) Setup > User Interface > icons > Life Events and Business Milestones
B) Lightning PageLayout > Life Events and Business Milestones Lightning Component > Page Icon Properties
C) Setup > Financial Services > Icons > Life Events and Business Milestones
D) Setup > Custom Code > Static Resources
2. A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees.
How should the administrator configure sharing rules in Financial Services Cloud to meet these requirements?
A) Create an Account sharing rule based on record owner.
B) Create a Financial Account sharing rule based on criteri
C) Create a Financial Account sharing rule based on record owner.
D) Create Account sharing rules based on criteria.
3. How are identification documents, other assets, liabilities, goals, and revenue modeled, in an existing Financial Services Cloud org using the individual account model?
A) An administrator is logged in to Data Loader with their own credentials to insert new Business Account records into their Salesforce environment. They forget to specify the Account Owner field in the import file.
B) Custom obiects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the Account oJ Nj.
C) Document, Note, and Attachment objects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the person account.
D) Assuming there are no other issues, what should happenwhen the administrator uploads the import file?
The Attachment object is used to represent other assets, liabilities, and goals. In the individual model, these attachments are related to the Account object.
4. Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in the clientonboarding process. Where can Hank see Action Plan Tasks? (2 options)
A) Hank will be able to see the Action Plan Tasks assigned to him on his calendar.
B) Hank will be able to see the Action Plan tasks on therelated list of the Account page layout.
C) Once the Action Plan is assigned, Hank can see the related Tasks on the Timeline.
D) Hank will be able to see the Action Plan Tasks assigned to him on the standard Salesforce task list.
5. A new custom object has been created, and the records of this object will be created throughintegration with another system What should a consultant do to ensure the data is loading into the correct fields in Financial Services Cloud?
A) Ensure custom metadata is configured and each custom metadata record details where the data will be sent
B) Create a junction object between the external system and the new customer object where the data will reside
C) Use a CSV file with the data created and use Data Loader to map to the correct field
D) Utilize a field mapping file with the external system (allocation and the corresponding field in Salesforce
Solutions:
| Question # 1 Answer: D | Question # 2 Answer: B | Question # 3 Answer: D | Question # 4 Answer: B,D | Question # 5 Answer: D |
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