Question 1

To access Financial Services Cloud Lightning Components 'My Domain' must be enabled. How does the System Admin accomplish this?

Options :

A : Register a subdomam using the My Domain wizard and then deploy it

B : Open a case with Salesforce Support

C : Enable Communities

D : Go to Custom Settings and edit the Industries Settings

Answer: A

Question 2

Which chart type can be used to display summary values from two different levels of grouping in a report. (2answers)

Options :

A : Stacked bar chart

B : Funnel chart

C : Donut chart

D : Grouped line chart

Answer: A,D

Question 3

Cumulus Bank has implemented Compliant Data Sharing in Financial Services Cloud. Which two things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private?

Options :

A : The share table records are deleted.

B : Share table records need to be manually deleted.

C : All opportunity participant records are delete

D : The opportunity participant records are not deleted.

Answer: A,D

Question 4

Financial Advisors can create a financial goal to track a client's progress toward major purchases, retirementsavings, or other life goals. Which statements are correct?

Options :

A : You can only create savings-oriented goals.

B : You can't create a goal for paying down a debt.

C : You can associate a goal with a specific financial account.

D : Financial Goals require the Financial Goals permission set to be visible to a user.

Answer: A,B

Question 5

The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud andwants to rollup financial data at the client and group levels? What functionality can RollupBy Lookup (RBL) provide for this requirement?

Options :

A : Rollup By Lookup (RBL) displays associated records for Financial Accounts, Financial Goals and Opportunities.

B : Rollups for multiple joint owners are not supported.

C : When you edit a financial account record or primary Group membership, the Rollup By Lookup (RBL)configuration updates the corresponding RBL summaries at the client and Group levels.

D : An RBL rule displays summary calculations of financial account information, such as account balances.

E : RBL calculations can't be disabled when importing data into your Salesforce org.

Answer: A,C,D

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