QUESTION 28
Which three Group Member data points can be rolled up to the Group level?

QUESTION 29
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?

QUESTION 30
What should an administrator consider when configuring workflow rules? (2 answers)

QUESTION 31
Financial Advisors can create a financial goal to track a client’s progress toward major purchases, retirement savings, or other life goals. Which statements are correct?

QUESTION 32
What option is available when scheduling a dashboard refresh? (2 answers)

QUESTION 33
A user is not able to see the Actionable Relationship Center tab in his Financial Services Cloud Wealth Management App. What steps should the Salesforce Admin take to troubleshoot this issue? (2 correct answers)

QUESTION 34
The VP of sales at universal containers requested that “Verbal Agreement” be added as a new opportunity stage. The Administrator added this new picklist value to the stage field, but found that the new value was not available to users.
What should the administrator do?

QUESTION 35
The support team at Universal Containers wants to be more proactive about renewing support plans with customers. They would like the support representative dedicated to each account to be notified a month before the account`s support plan expires.
What should an administrator configure to meet this requirement?

QUESTION 36
What 2 consideration should the Salesforce Admin review bfore implementing Lightning Flows?

QUESTION 37
What functionality is included in the Financial Services Cloud Extension license? (2 correct answers)

QUESTION 38
Lake Tahoe Bank needs to conduct periodic reviews with their customers to review credit & debit card usage, review account payables and discuss credit needs. The bank wants to ensure such activities are tracked and exceptions are reported & followed up on in a timely manner. How can Financial Services Cloud support these requirements?

QUESTION 39
Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?

QUESTION 40
Lake Tahoe Bank is rolling out Financial Services Cloud and the VP of IT is concerned about the cost of the licenses. The System Admin recommends using restricted licenses for users that need only limited access to Financial Service Cloud features. Which Financial Services Cloud permission set license enables user access to a license with contractual restrictions for Financial Services Cloud and can be used to grant restricted access to users like Bank Tellers?

QUESTION 41
Which of these statements is true for the Person Accounts Model? (2 correct answers)

QUESTION 42
Universal Containers needs to synchronize data between sales force and an external financial system.
How can a system administrator accomplish this?

QUESTION 43
Which statement about the products and price books is true? (2 answers)

QUESTION 44
The Salesforce Admin wants to make it easier for call center agents to complete some common tasks by setting up flows and launch them from the Retail Banking Console. What does the Admin have to keep in mind when setting up Flows?

QUESTION 45
Which statement is true regarding an approval process? (2 answers)

QUESTION 46
Which object would you use to model the relationship between business contact and the client on the relationship group?

QUESTION 47
What feature allows a user to group campaigns within a specific marketing program or initiative?

QUESTION 48
What is the capability of the service cloud (customer) portal? (2 answers)