What is included in an FSC license?
A. Lightning Scheduler
B. Action Plans
C. Einstein Analytics for Financial Services
D. FSC for Community
B. Action Plans
Which of the following is NOT an area that Salesforce Fin
...
What is included in an FSC license?
A. Lightning Scheduler
B. Action Plans
C. Einstein Analytics for Financial Services
D. FSC for Community
B. Action Plans
Which of the following is NOT an area that Salesforce Financial Services Cloud serves?
A. Asset Management
B. Corporate & Institutional Banking
C. Legal Services
D. Lending Services
C. Legal Services
What are the challenges Financial Institutions face? (Select all that apply)
A. Regulatory compliance
B. Rising class of new competitors
C. Not enough data
D. Isolated data and outdated systems
A. Regulatory compliance
B. Rising class of new competitors
D. Isolated data and outdated systems
Which of the following statement is true of Financial Services Cloud?
A. You need to assign only the Financial Services Cloud license before you can access the product features
B. Financial Services Cloud sits on top of Sales and Service Cloud
C. Financial Services Cloud is an app you buy from AppExchange
D. Financial Services Cloud is for only Wealth Management companies
B. Financial Services Cloud sits on top of Sales and Service Cloud
A banking customer is using Sales Cloud but their Admin is considering whether Financial Services Cloud would be a better solution to meet their business needs. What is the best way for the Admin to access a Financial Services org with pre-configured data to play around and learn what's in it?
A. Hop on a 30-day Financial Services Cloud trial org
B. Request a Salesforce developer org
C. Purchase one license of an FSC production org
D. Spin up a Trailhead challenge org
A. Hop on a 30-day Financial Services Cloud trial org
You are getting started with a Financial Services Cloud org. What's a reason why you cannot see the Lightning components and any pre-configured sample data after you set up "My Domain"?
A. Contact Salesforce to enable "My Domain"
B. Confirm that you click "Deploy to Users" to permanently deploy the custom domain to users
C. You need to switch to Salesforce Classic
D. It is working as designed. You need to configure Financial Services Cloud to create new Lightning components and sample data.
B. Confirm that you click "Deploy to Users" to permanently deploy the custom domain to users
How do you give users access to use Financial Services Cloud?
A. Assign a Salesforce License and select the right profile
B. Assign a Salesforce License, Financial Services Cloud Permission Set License, and the applicable Permission Sets
C. Assign a Salesforce License and the Financial Services Cloud Permission Set License
D. Every user automatically gets access to the full features of Financial Services Cloud when you install the package
B. Assign a Salesforce License, Financial Services Cloud Permission Set License, and the applicable Permission Sets
Which Financial Services object would you use to store Bank Accounts data?
A. Charges and Fees
B. Assets and Liabilities
C. Financial Account
D. Financial Holding
C. Financial Account
Which of these Object Types are part of the Financial Services Cloud Data Model (Select 3)
A. FSC Packaged Objects
B. FSC Marketing Objects
C. Sales or Service Objects
D. FSC Standard Objects
E. Action Plan Objects
A. FSC Packaged Objects
C. Sales or Service Objects
D. FSC Standard Objects
What object do you use to model a client in Financial Services Cloud?
A. Account
B. Person Account
C. Contact
D. Create a custom object
B. Person Account
Which object would you use to model the relationship between business contact and the client on the relationship group?
A. Account Contact Relationship
B. Account Account Relationship
C. Contact Contact Relationship and Reciprocal Role
D. Reciprocal Role
C. Contact Contact Relationship and Reciprocal Role
Can Household be a part of a Group in Financial Services Cloud?
Yes
Which of these statements is true for the Person Accounts Model? (2 correct answers)
A. The Person Account record type can be used when a client is a business or an institution.
B. The Person Account model uses the standard Account object to hold all of the details about a person. The Account object has been extended with custom fields, record types, and more.
C. Person Accounts can not be related to cases, tasks, or calls.
D. The Person Account represents all aspects of the person. Data includes personhood details, such as birth date or tax ID number, and dealings with your organization, such as review frequency or service tier
B. The Person Account model uses the standard Account object to hold all of the details about a person. The Account object has been extended with custom fields, record types, and more.
D. The Person Account represents all aspects of the person. Data includes personhood details, such as birth date or tax ID number, and dealings with your organization, such as review frequency or service tier
Person accounts store information about individual people by combining certain account and contact fields into a single record. Using the Object Manager, on which Object do you configure the Person Account Page Layout?
A. The Person Account Record Type on the Account Object
B. The Person Account Record Type on the Contact Object
C. The Person Account Object
C. The Person Account Object
True or False: After Person Accounts is enabled, it can't be disabled.
True or False
True
Relationship Management enables you to (Check the 3 that apply)
A. Define who are the members of a Relationship Group.
B. Define the Role of the Member of the group
C. Display Financial Holding Data
D. Define Primary Group for a Member
A. Define who are the members of a Relationship Group.
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