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Financial-Services-Cloud Engine Package

Financial-Services-Cloud Testing Engine (Downloadable)
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Update date : 08-Jun-2023
QA: 71
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Financial-Services-Cloud PDF + Testing Engine Package

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Updated : 08-Jun-2023
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Financial-Services-Cloud PDF Package

Financial-Services-Cloud PDF Exam (Downloadable)
Latest 2023 Syllabus Topics Included
Updated : 08-Jun-2023
QA : 71
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Salesforce Financial-Services-Cloud Exam Dumps - Valid Questions Answers

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Financial-Services-Cloud Questions and Answers

Question # 1

The Salesforce Administrator for Lake Tahoe Bank is receiving a report that a members Financial Account Balances are not adding up to the Financial Summary field in the related Household. Which two steps should the admin take to troubleshoot the issue?


Ensure the Primary Group flag in the Account record is checked.


Ensure RollUpByLookup Configuration is Active


Ensure a RollUpByLookup batch job is scheduled to run every 15 mins.


Ensure that the member is the Primary Member in that Household


Ensure the reported Household is the Primary Group for the member

Question # 2

A client has called their Financial Advisor to open an Education Savings Account for their first child. What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?


Create a Life Event for the birth of the child and a Referral for the Education Savings Account


Create a case and include the target Savings amount for the Education Savings Account and relate the case to the child's Person Account.


Create a Referral for the Banker for an Education Savings Account


Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account


Create two Life Events, one for the birth of the child and one for the Education Savings Account.

Question # 3

Scott Adams calls his Personal Banker Hank Burton to apply for a loan to buy a boat. Hanks wants to refer Scott to the loan department, but the current process is manual and time-consuming. Hank is asking the bank's System Administrator to automate Referral creation in Salesforce. How can the Admin speed up and simplify Referral creation?


Write a trigger to create Referrals from a 'Create Referral* button.


Use the Case process and create Cases with Case Type 'Referrar'.


Use Global Action lo create Referrals.



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