Question 1

The Salesforce Admin of Lake Tahoe Bank wants to implement Financial Services Cloud using the individual object model. What are the steps to disable person accounts?

Options :

A : Log a case with Salesforce to perform the conversion from Person Accounts to the individual model.

B : Assign the Person Account record type to the user profiles.

C : Disable the Person Account custom setting.

D : Remove Person Account record types from the Individual Record Type Mapper.

E : Assign the Individual record type to the user profiles.

Answer: A,D

Question 2

Lake Tahoe Bank SF admin is planning to migrate date into the new FSC org. The admin can control whether Rollup by Lookup (RBL) rules or record rollups are queried and calculated. Before initiating data insert or update operations, the admin wants to disable rollups to speed up data loading. Where in SF would the admin disabled rollups to accelerated loads? (1 correct answer)

Options :

A : Custom Settings

B : Object Settings

C : App Manager

D : Company Settings

Answer: A

Question 3

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 4

A system administrator at Universal Containers needs to transfer records from one user to another. What object can be transferred using the mass transfer tool? (2 answers)

Options :

A : Leads

B : Campaigns

C : Quotas

D : Accounts

Answer: A,D

Question 5

Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?

Options :

A : Referral Conversion

B : Assigning a Referral

C : Round Robin Referral Routing

D : Accepting a Referral

E : Referral Automated Approvals

Answer: A,B,D

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