Question 1

Our Personal Banker Hank Burton wants to encourage his customers to provide required documents for a loan application. He creates Document Checklist Items that help his customers to manage file uploads to speed up loan approval. For which of the following records does Salesforce support Document Checklist Items out of the box?

Options :

A : Contact

B : Lead

C : Account

D : Residential Loan Application

E : Opportunity

Answer: A,C,D

Question 2

A private equity company with only one administrator wants to upgrade Financial Services Cloud (FSC) from a Sales Cloud Unlimited Edition (UE) org. The company decided to install FSC greenfield on a new org to minimize the transfer of existing tech debt. In preparation for data migration, the administrator has been exporting backup files of the current org for a month. What should the administrator do as part of the preparation for the data migration process?

Options :

A : The administrator can ask the business manager on the investment bank team to review the file directly.

B : After running the backup data export manually for 2 weeks, the administrator can schedule this job to run weekly every Sunday to review the file on Mondays at the start of the week for data comparisons/analysis.

C : As a dry run, the administrator can test this process via a data export request from the primary sandbox to the existing Sales Cloud UE org.

D : To start, the administrator can run a daily backup data export for a week, then continue to run this job weekly until they are ready for data migration.

Answer: D

Question 3

Which dashboard component can display data from the summary rows of reports? (2 answers)

Options :

A : Chart

B : Metric

C : Table

D : Gauge

Answer: A,C

Question 4

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

Options :

A : Customer can log, view, edit, and close their own cases.

B : Customers can view and edit contacts related to their own accounts.

C : The portal and its users can be created without additional licenses.

D : The portal can be customized with corporate branding.

Answer: C,D

Question 5

A wealth management division manages the financial assets of many wealthy clients. Which three steps should the Financial Services Cloud consultant take to offer a high level of customization to boost user productivity?

Options :

A : Create a new type of person account so trust group details roll down to the beneficiaries level.

B : Create a Custom Field Set solely for the Wealth Managers without affecting the Investment Bankers.

C : Assign the Custom Field Set to the Financial Summary component.

D : Create and assign the Cuslhm Field Set permission set to all users.

E : Assign the Custom Field Set To a Lightning component.

Answer: A,B,C

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