A consultant advising Cumulus Bank wants to ensure that the bank is compliant with Identity Verification

Regulations when customers contact the bank.

Which two features should a consultant leverage to design this business process?

1. Omni Studio
2. Process Builder
3. Discovery Framework
4. Screen Flows

A Salesforce administrator updating a record page to add a Chatter component to the Action Plan
Lightning record page is unable to find the Chatter components for selection.

What is the reason for this?

1. Feed tracking has to be enabled for the Action Plan object.

2. Chatter has to be enabled for Action Plans via Chatter settings in setup.
3. Salesforce is yet to roll out Chatter for the Action Plan object.
4. Admin users have to be assigned the Action Plans permission set.

An asset management firm that is moving to Salesforce from its old CRM wants to be able to bring over
its client data on drivers’ licenses and passports. 55m 058

Which Financial Services Cloud object should a consultant recommend?

1. Document Checklist Item

2. Received Document
3. Identification Document
4. Identity Document

A consultant is configuring a demo for a customer but cannot create new residential loan application
records. What is prohibiting the consultant from creating a new residential loan application?

1. The Residential Loan Application flow was not enabled in the setup.
2. The administrator did not enable "Allow Mortgage Access" in Setup.
3. The user does not have "Mortgage User" checked in their user record.
4. The administrator did not assign the Mortgage permission set to the user.

An investment banker is looking to take detailed meeting notes and share them easily with his
colleagues while specifying confidentiality and meeting attendees. Which Financial Services Cloud
feature should a consultant recommend in this scenario?

1. Notes
2. Events
3. Engagement Interaction
4. Interaction Summary
A financial services company needs a custom field for reporting when relating two business accounts to
each other. Which object should the administrator configure the custom field on?

1. Account
2. Contact-Contact Relationship
3. Account Account Relationship
4. Account Contact Relationship

When importing records from a system outside of Salesforce, which ID should be used to prevent the
data import from creating duplicates?

1. UserID
2. OrgIp
3. Data Load ID
4. External ID

A wealth management firm is looking to start tracking its clients’ hobbies for marketing purposes in
Salesforce.

Which Financial Services Cloud feature is most suitable for this?

1. Alerts
2. Engagement Topics
3. Topics
4. Interest Tags

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 debit. 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?

1. 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.
2. 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.
3. The administrator can ask the business manager on the investment bank team to review the file
directly.
4. 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
What are two language-related limitations of Financial Services Cloud?

1. Predefined reciprocal roles are available only in English.

2. Custom component labels are supported only in English.
3. Referral record type labels are supported only in English.
4. Flows are available only in English.

A wealthy client owns a boutique shoe store called Smith's Shoes. Their financial advisor would like to
add this relationship to the Financial Services Cloud (FSC) to track the complete picture of relationships
related to the wealthy client's household.

Which three options should the Financial Services Cloud consultant use when mapping this relationship
in FSC?

1. Account Account Relationship object

2. Account Contact Relationship object
3. Account object - Household record type
4. Contact object
5. Account object - Business record type

Rachel Addams belongs to two households:

1. The Addams household where Rachel lives with her spouse, Nigel Addams. Rachel is the client and, as
such, is listed as the primary member of that household. This household is also Rachel's primary group.

2. The Symonds household. This household belongs to Rachel's parents, but Rachel manages their
finances. Rachel is considered the beneficiary of this household.

In addition, Rachel's household has a related account, the Addams Charitable Trust, and a related
contact, Ivan M. Kohl, attorney at law.

What should be the relationships between the parties when the Financial Services Cloud consultant sets
up Rachel's person account?

1. Primary Group Household - Addams Household

Primary Member - Rachel Addams

Spouse - Nigel Adams

Trustee - Addams Charitable Trust

Household - Symonds Household

Primary Member - Neil Symonds

Beneficiary - Rachel Addams

Related Accounts - Addams Charitable Trust

Related Contacts - Ivan M. Kohl

A financial services company needs to transform the individual data model to person accounts in
Financial Services Cloud (FSC), and its consulting partner is helping decide the sequence of the user
stories in the design phase.

What should the implementation team do as the top priority during planning?

1. Perform a data backup.

2. Enable a person account in a sandbox.
3. Configure Person Account record types.
4. Enable person accounts in FS

An investment bank client wants all its users to track client engagements with Interaction Summaries. In
addition, those call logs need to be shared with specialists in other lines of business so they can assist in
specific types of deals.

Which three Financial Services Cloud standard objects should be used to help accommodate these
business requirements?

1. Interaction Summary Participant

2. Financial Deal Participant
3. Participant Role
4. Interaction Participant
5. Opportunity Participant

Cumulus Bank wants to use Interactions to capture conversations that investment bankers have with
their clients. Due to the sensitive nature of the interactions, the bank needs to carefully limit access to
the detailed notes for certain groups. Basic information about attendees and meeting dates is not
sensitive.

Which three options should a consultant recommend?

1. Enable Compliant Data Sharing for Interactions.

2. Enable Compliant Data Sharing for Interaction Summaries.
3. Disable Role-Hierarchy-Based Sharing for Engagement Interactions.
4. Use Interaction Summary Participants to provide the right access to individuals or groups.
5. Disable Role-Hierarchy-Based Sharing for Interaction Summaries.
Which three insurance processes are managed by the Policy Administration component?

1. Payments
2. Commissions
3. Underwriting
4. Endorsements
5. Approvals

Early in the discovery and solution meetings, it was determined that the client would primarily use out-
of-the-box Financial Services Cloud (FSC) objects and components with minimal custom objects needed.
In addition, it was decided that records should be private, but the managerial chain would require
visibility into all their direct reports’ records.

Which three security settings must be set up in Salesforce to meet these requirements?

1. Each object sharing should be set up, explicitly sharing each user's record with the manager.
2. Custom permission sets and out-of-the-box FSC permission sets should be configured or
updated and assigned to all users for the use of FSC components and field level security.
3. The Role Hierarchy in setup should be configured to allow for managers to automatically see
records of those under them.
4. Only Custom Profiles should be configured and assigned to all users to use FSC components and
field-level security. The administrator should configure custom profiles and assign them to all
users
5. Organization-wide sharing defaults should be set to meet sharing requirements for all objects
in use.

An advisor is setting up a Household in Financial Services Cloud for their new clients, Oliver and Macie
Dogging ton. The advisor created a Person Account record for both Oliver and Macie, and a Household
record for the Dogging ton household. While creating the Household group, the advisor attempted to
input the below information but received an error.

Member Name: Oliver Dogging ton

Role in Group: Client

Primary Member: Enabled

Primary Group: Enabled

Activities and Objects to Roll Up: All

Member Name: Macie Dogging ton

Role in Group: Spouse

Primary Member: Enabled

Primary Group: Enabled

Activities and Objects to Roll Up: All

Based on the information provided, what caused the error that the advisor received?

1. Primary Member - two individuals cannot be designated as the Primary Member of the same
Household.
2. Spouse is not a valid Role within a Group.
3. Primary Group - two individuals cannot designate the same Household as their Primary Group.
4. Activities and Objects to Roll Up - two individuals cannot designate their activities to roll up to
the same Household.

The system administrator of a U.S. global investment bank was trying to enable Multi-currency
functionality for their new Sales and Trading business unit in Paris, France.

What are two reasons the French UAT tester could not see GBP currency values on any list views?

1. GBP is not an active currency ISO code on this new Salesforce org.
2. The administrator needed to set the Currency field on Advanced Currency Management.
3. The administrator did not include the Currency ISO Code on Page Layouts.
4. The system administrator has CAD as the default user currency.

A regional bank is implementing Financial Services Cloud (FSC). Today, relationship managers receive
email reminders 2 days, 2 weeks, and 2 months after a new customer opens their first bank account to
contact the customer for feedback. In addition, the bank wants the ability for relationship managers to
track and report on progress in FSC.

What should the administrator do when designing the future state business process using FSC features?

1. When an account status is changed to "Customer", create an action plan with tasks to follow up
in 2 days, 2 weeks, and 2 months.
2. When a lead or referral is converted, create an action plan with tasks to follow up in 2 days, 2
weeks, and 2 months.
3. When an account status is changed to "Customer”, send emails to the Account Owner to follow
up in 2 days, 2 weeks, and 2 months.
4. When creating an account, create an action plan with tasks to follow up in 2 days, 2 weeks, and
2 months.
A retail bank is using Financial Services Cloud to support its operations. The bank has received
complaints that its clients’ documentation is often submitted late and when clients call, customer
service agents are struggling with multiple systems to determine where the documentation is.

Which solution should a consultant suggest the client explore?

1. The Send Documents flow for Retail Banking

2. An APEX solution to leverage the Send Mail capabilities of Salesforce
3. A Marketing Cloud integration to manage client communications
4. Process Builder to create automated document requests for missing items

A bank needs help with many of its processes taking too long to complete. Many of its challenges are
due to issues with handoffs between teams. The challenges also include users transferring control to the
wrong person or team or forgetting to transfer it at all.

Which two Financial Services Cloud capabilities should help address these challenges?

1. Action Plans
2. Financial Accounts
3. Omni Scripts
4. Roll-up Summaries

A financial services company is migrating a legacy customer relationship management system to

Financial Services Cloud (FSC). The company is requesting that its consulting partner introduce specific
customer interaction features mapped to its business processes.

What should the consultant consider when introducing the FSC features?

1. If there is a business process for tracking the customer life events and milestones, and timely
reminding of opportunities, the Action Plan component is recommended to use.
2. If there is a business process for limiting role-based data visibility, the Interaction Summaries
component is recommended to use.
3. If there is a business process for taking detailed notes for client meetings and adding action
items, the Action Plan component is recommended to use.
4. If there is a business process for showing common interests and needs across the company's
clients, the Interaction Summaries component is recommended to use.

A consultant is working with a new customer and has gained a firm understanding of their business
processes and systems in preparation for implementing Salesforce Financial Services Cloud. What should
the consultant create as a deliverable for the current state business process?

1. An Excel spreadsheet with steps of the process as rows, and systems and personas in columns
2. An end-to-end visual map of the process using personas, systems, inputs, and outcomes
3. A Word document telling the story of the process from the user's perspective
4. A Powerpoint deck with screenshots of the current systems and callouts to what is happening
on each slide
Cumulus Cloud Bank must provide its customer service staff with real time access to customer accounts,
including the ability to view current transactions and balances. As a result, the bank expects a high
volume of concurrent users at peak times. Which option is most suitable?

1. Use Salesforce Connect with External Objects to expose tables from the bank's core systems,
and use custom Lightning web components to surface them in the Salesforce Lightning Ul.
2. Embed custom Lightning web components on the Account and Financial Account pages, and use
custom Apex to make callouts to the core system services.
3. Use the Data Consumption Framework to connect to the bank's middleware.
4. Use Salesforce Connect with External Objects to expose tables from the bank's core systems,
and use the standard user interface (Ul) components to surface the records in the Salesforce
Lightning UI.

A bank recently sold its wealth management division and wants to improve its customers’ digital
experience. The bank engaged Salesforce Professional Services to upgrade its existing Salesforce CRM to
Financial Services Cloud and deliver its Bank of the Future vision.

Which three expected outcomes can serve as return on investment (ROI) justifications to the bank's
chief financial officer (CFO) and investment committee?

1. Unify and improve team collaboration by sharing and managing customer leads and referrals
across multiple lines of business at the bank to drive customers' financial needs and deepen
client relationships.
2. Deliver connected and personalized digital experiences to the bank's customers thanks to a
360-degree view of its customer data consolidating multiple customer databases and sources
from diverse channels at the bank.
3. Simplify the client onboarding process with proper tools to streamline customer discovery and
internal reviews through renewal.
4. Manage policy holder’s interactions with customer service agents intelligently through the
underwriting process.
5. Modernize client-advisor experiences from engagement to relationship management to
effectively drive long-term, trusted relationships.

Cumulus Cloud Bank needs help onboarding new customers. The business process requires updating the
Know Your Customer (KYC) document checklist and performing internal tasks in a predefined order.
However, during an internal audit, it was found that bankers often miss these tasks and still move to the
next stage of the onboarding process. What should a consultant recommend?

1. Utilize Action Plan and Action Plan Template.

2. Create an after-save trigger to generate reminder tasks.
3. Utilize Financial Services Cloud Flow Templates to flag missing items.
4. Utilize Chatter notifications for reminders.
During a project's design phase, a consultant must provide a Financial Services Cloud solution that can
support Compliant Data Sharing (CDS). What are three things the consultant should consider regarding
CDS?

1. Participant Roles provide another way to grant data access without overwriting sharing
behavior from existing sharing features.
2. A financial services company wants to track different categories of financial accounts in its org.
Relationship managers must be able to see all of these financial accounts in one place on the
customer's Account record page grouped by categories. Which three steps should an
administrator take to configure the Financial Account object and the Account Lightning record
page to meet the design?
3. Compliance managers and Salesforce administrators can enable CDS for Account and
Opportunity objects.
4. Role Hierarchy—based sharing is disabled by default in CDS.
5. In a standard Salesforce org, Role Hierarchy for Account and Opportunity objects is enabled by
default and can't be turned off.

Which three record type options should an advisor configure for a Lead object configuration?

1. Referral
2. Opportunity
3. General
4. Adjustments
5. Retirement Planning

A consultant is building an agent console for an insurance company using Flex Cards to provide a 360-
degree view of its customers. An Integration Procedure will be used to retrieve Account, Opportunity,
and Contract data. The agent wants the following information displayed:

+ Account information including account name, phone, and website

- Active opportunities related to the Account

- Active insurance policies related to the Account

+ The ability to view and renew policies

How should the consultant design the Flex Cards to meet these requirements?

1. Parent Flex Card with multiple Child Flex Cards and Card Actions
2. Parent Flex Card with multiple Children and different Card States
3. Parent Flex Card with single Child and Card Actions
4. Parent Flex Card with single Child and multiple Card States
Cumulus Insurance has created a Delegated Administrator group for its franchise users to reduce the
workload on head office support staff. Which three functions should be added to the Delegated
Administrator group?

1. Create and manage membership of specified public groups.

2. Assign or remove permission sets for users in their delegated groups.
3. Unlock users.
4. Modify permission sets.
5. Set organization-wide sharing defaults on custom objects.

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?

1. Assign the Custom Field Set to the Financial Summary component.

2. Create a Custom Field Set solely for the Wealth Managers without affecting the Investment
Bankers.
3. Assign the Custom Field Set to a Lightning component.
4. Create a new type of person account so trust group details roll down to the beneficiary’s level.
5. Create and assign the Custom Field Set permission set to all users.

Cumulus Bank has branches in multiple countries that are required to report in local currency, while the
corporate headquarters office wishes to see reports in a single currency (the corporate currency).

Which solution should a consultant recommend to meet these requirements?

1. Set the default currency for head office and have the regions download their reports to Excel
and convert them manually.
2. Use a third party from AppExchange add-on to implement currency conversions.
3. Enable multiple currencies and advanced currency management, and set a corporate currency
for the corporate headquarters office.
4. Allow users to set their preferred currency in their profile and design reports that convert
currencies for the user running the report.

A financial services company needs to alert advisors about changes in client records that require action.
What should the administrator consider when configuring Record Alerts?

1. When the administrator adds a new Record Alert Category, the severity value in the alert
category is the default value on the record alerts advisors create and cannot be changed.
2. When the admin creates a value for the Severity field, the warning icon is associated with the
field automatically, and advisors cannot change the icon.
3. With permissions for Record Alerts, users can create record alerts on all custom objects and
standard objects such as Financial Account.
4. Record alert categories are not required when creating a record alert, but they help keep alerts
organized.
A Financial Services Cloud (FSC) administrator is assigning permission set licenses to users, including
personal bankers. Which permission set license is recommended for this set of users?

1. FSC Foundations permission set license

2. FSC Basic permission set license
3. FSC Extension permission set license
4. FSC Standard permission set license

A consulting firm is asked to add Events and Milestones to a Lightning record page to give financial
advisors deeper insights into their customers’ lives. What should the consultant configure to enable
advisors to capture Once-in-a-Lifetime events and, at the same time, prevent users from accidentally

creating more than one event of such an event type?

1. Once-in-a-Lifetime event types

2. Special event types
3. Single event types
4. Unique event types

A Bank of the Future customer calls the bank to update the address on their account. The call center
agent handling the call needs to enter a new address into the system. The agent enters the new contact
information using an Omni Script and then needs to generate a prefilled PDF with the new address that
can be shared with the customer.

Which two Omni Studio tools should a consultant recommend to generate the prefilled PDF?

1. Document Generation
2. Data Raptor
3. Calculation Procedure
4. Integration Procedure
5. OmniStudio Action

While working for an insurance client implementing Financial Services Cloud, an API integration between
Salesforce and a risk control system has been configured. The consultant is asked to ensure the correct
profiles and permissions were set up for this connection. Which two steps should the consultant take?

1. Update the System Administrator profile to include the API Only User.
2. Create a dedicated Integration User.
3. Assign the integration user to the System Administrator profile.
4. Create a new custom profile and ensure API Only is selected.
How should developers configure customized nodes for display in the Actionable Relationship Center
(ARC)?

1. Reference the Lightning web component in the Display properties of the custom ARC
relationship graph.
2. Select Use Flex Card from the node Display tab to show the node in a Flex Card
3. Reference the flex Card in the Display properties of the custom ARC relationship graph.
4. Select Omni Script from the node Actions tab to show the node in an Omni Script.

A Financial Services Cloud (FSC) administrator is setting up a permission set for the Actionable
Relationship Center. Which license should the administrator select on the Permission Set setup page?

1. Omni Studio
2. FSC Basic
3. FSC Extension
4. FSC Standard

During the delivery stage of a Financial Services Cloud (FSC) implementation, a consultant needs to think
about how to utilize FSC-related objects. Which three things should the consultant consider when
adopting such objects?

1. In a household, each household member is modeled as a Contact, and the household is modeled
as an Account.
2. In a household, each of the household members is modeled as a Person Account and the
household is modeled as an Account.
3. Role Hierarchy-based sharing can be disabled for the Financial Deal object but can't be disabled
for the Opportunity object.
4. Both the Financial Deal object and the Opportunity object support Compliant Data Sharing.
5. Interaction Summary is an enhancement of the standard Activity object. FSC implementations
should use Interaction Summary as a replacement for the Activity object.

Which three related lists are visible within the Actionable Relationship Center associated with the
Account object?

1. Household Financial Accounts

2. Cases
3. Client Financial Goals
4. Financial Holdings
5. Notes and Attachments
The Bank of the Future wants its call center agents to be able to see person accounts but wants to
restrict access to financial accounts to protect the privacy of its clients.

Which two steps should an administrator take to ensure that all users can see person accounts but only
specific users can view financial accounts?

1. Edit the Lightning page assigned to the Financial Advisor Profile and remove the Financial
Accounts tab.
2. Change organization-wide defaults (OWD) sharing on the Person Accounts object to Public
Read Only.
3. Change organization-wide defaults (OWD) sharing on the Financial Accounts object to Public
Read Only.
4. Change organization-wide defaults (OWD) sharing on the Financial Accounts object to Private.

How should developers configure customized nodes for display in ARC?

1. Reference the Lightning Web Component in the Display properties of the custom ARC
relationship graph.
2. Select Use LWC from the node Display tab to show the node in a Lightning Web Component
3. Select Use flex Card from the node Display tab to show the node in a flex Card
4. Reference the Flex Card in the Display properties of the custom ARC relationship graph

Omni Script represents processes with fast, personalized, and consistent responses. This type extends
the metadata type and inherits its full name field. To use the Omni Script metadata type, what should
the administrator enable in the Salesforce org?

1. Discovery Framework
2. Lightning Experience for Financial Services Cloud
3. Custom Domain
4. Einstein Relationship Insights

A financial services company offers special deposit products for its employees. These employees have
customer records in Salesforce so that they can be serviced like normal customers. Only customer
service employees within a specific group should be able to see these special deposit products in
Salesforce to protect the personal financial information of bank employees.

How should the administrator configure sharing rules in Financial Services Cloud to meet these
requirements?

1. Create a Financial Account sharing rule based on criteria

2. Create a Financial Account sharing rule based on record owner.
3. Create an Account sharing rule based on the record owner.
4. Create Account sharing rules based on criteria.
A corporate investment banking associate at Cumulus Capital works with a trusted analyst to create
pitch books, analyze market data, and generate reports. The banking associate is looking to capture
sensitive deal information in Salesforce. They wish to share the deal information with the trusted analyst
only, without giving access to Salesforce users up the management chain in the Role Hierarchy.

What should a consultant do in Salesforce to build the required sharing model for sensitive deal data?

1. Use the Opportunity object to capture the deal data and use manual sharing to grant the analyst
access.
2. Use the Opportunity object to capture the deal data and use Compliant Data Sharing to grant
the analyst access.
3. Use the Financial Deal object to capture the deal data and use restriction rules to block user
access above the banking associate in the Role Hierarchy.
4. Use the Financial Deal object to capture the deal data and use Compliant Data Sharing to
grant the analyst access.

A financial services company would like its users to be able to relate two business accounts. 50m 10s

What should the administrator configure to meet the requirement?

1. Create a new Account Reciprocal Role for the required value.

2. Update the Role picklist on the Account-Account Relationship object with new value.
3. Update the Role picklist on the Account-Contact Relationship object with new value.
4. Create a new Contact Reciprocal Role for the required value.

Agents for an insurance company need to know the current and past weather conditions when creating
customer claims. The consultant implements a Flex Card for weather conditions in the console to ensure
the agents can access the information. The Flex Card needs to provide fields extracted from a weather
API and an account field from Salesforce.

Which method should the consultant use, according to best practices?

1. APEX classes
2. Streaming API
3. Data Raptor Extract
4. Integration Procedure
One administrator user at a financial services company needs to help management build reports and
gain insights into business performance by including branch management reportable objects.

Which two considerations should the administrator include when configuring the report?

1. Bankers with Branches with Opportunities, Accounts, Leads, and Contacts report types are
available for creating reports with Branch Unit Related Records.
2. Branch Unit Related Record report types have related object names including Lead, Account,
and Contact but exclude Financial Account.
3. The reportable objects include Banker, Branch Unit, Branch Unit Related Records, and Branch
Unit Customer.
4. When Branch Unit is the primary object, the administrator can select Branch Unit Customers or
Branch Unit Related Records as related objects.

SET 2:

+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Cumulus Cloud Bank must provide its customer service staff with real-time access to customer accounts,
including the ability to view current transactions and balances. As a result, the bank expects a high
volume of concurrent users at peak times.

Which option is most suitable?

1. Use the Data Consumption Framework to connect to the bank's middleware.

2. Use Salesforce Connect with External Objects to expose tables from the bank's core systems,
and use custom Lightning web components to the in the Salesforce Lightning UL.
3. Use Salesforce Connect With External Objects to expose tables from the bank's core systems,
and use the standard user interface (Ul) components to surface the records in the Salesforce
Lightning UI.
4. Embed custom Lightning web components on the Account and Financial Account pages, and use
custom Apex to make callouts to the core system services.

During a Financial Services Cloud implementation at an insurance company, a consultant needs to

design a broker data model for the broker web portal. The given requirements are:

1. Brokers are treated individually, even if they are associated with the same company.

2. Brokers should never have access to other brokers’ data.

3. Brokers can nominate their assistants to access the broker portal.

4. An assistant can sometimes work for multiple brokers.

Which two considerations should the consultant consider regarding the data model?

1. The Broker Assistant should be modeled as a Contact. Then, leverage Contact to Multiple
Account features if this assistant needs to work for multiple brokers.
2. Brokers should be modeled as Contact and the Broker company should be modeled as Account,
even if they're a legal entity individually.
3. Brokers need to be modeled as Account and Contact individually, as each broker is a legal
entity in Salesforce. Then, use a Group Account to model their company.
4. The Broker Assistant should be modeled as a Contact. Then, use Contact to Contact
association if they need work for multiple Brokers

Cumulus Insurance has created a Delegated Administrator group for its franchise users to reduce the
workload on head office support staff.

Which three functions should be added to the Delegated Administrator group?

1. Unlock users
2. Modify permission sets.
3. Set organization-wide sharing defaults on custom objects.
4. Assign or remove permission sets for users in their delegated groups.
5. Create and manage membership of specified public groups

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?

1. The share table records are deleted.

2. Share table records need to be manually deleted.
3. All opportunity participant records are deleted
4. The opportunity participant N are not deleted.

An insurance company wants to create a car insurance quote process for its website. The process should
include the following functionality:

+ The user has to enter contact and address information.

+ The user has to enter the driver's age and the car model and year.

- The process should calculate an insurance quote based on the data the customer provided and save
the offer to the client's record.

Which three Omni Studio tools should the consultant use to design a design that meets these
requirements?
 1. Omni Scripts
2. Integration Procedures
3. Flex Cards
4. APEX Code
5. Business Rules Engine

A consulting firm is asked to add Events and Milestones to a Lightning record page to give financial
advisors deeper insights into their customers’ lives.

What should the consultant configure to enable advisors to capture Once-in-a-Lifetime events and, at
the same time, prevent users from accidentally creating more than one event of such an event type?

1. Once-in-a-Lifetime event types

2. Special event types
3. Single event type
4. Unique event types

Salesforce provides a robust set of automation features to help save time and resources. For example, a
system administrator can use Flow Builder to automate most of an organization's repetitive business
processes.

Which use case is a suitable fit for Flow Builder?

1. Coordinate multiple flows and assign them to multiple teams or individuals.

2. Suggest offers and actions to users that are tailored to meet an organization's unique business
criteria.
3. Collect input from internal users with a form placed on a Lightning page NS by a button.
4. Perform an operation for more records than schedule-triggered flows allow:

Which three related lists are visible within Actionable Relationship Center associated with the Account
object?

1. Cases
2. Notes and Attachments
3. Client Financial Goals
4. Financial Holdings
5. Household Financial Accounts
A Bank of the Future customer calls the bank to update the address on their account. The call center
agent handling the call needs to enter a new address into the system. The agent enters the new contact
information using an Omni Script and then needs to generate a prefilled PDF with the new address that
can be shared with the customer.

Which two Omni Studio tools should a consultant recommend to generate the prefilled PDF?

1. Omni Studio Action

2. Document Generation
3. Calculation Procedure
4. Data Raptor
5. Integration Procedure

A Financial Services Cloud (FSC) administrator is setting up a permission set for the Actionable
Relationship Center. Which license should the administrator select on the Permission Set setup page?

1. FSC Standard
2. FSC Basic
3. Omni Studio
4. FSC Extension

How should developers configure customized nodes for display in the Actionable Relationship Center
(ARC)?

1. Select Use Flex Card from the node Display tab to show the node in a Flex Card
2. Reference the Lightning web component in the Display properties of the custom ARC
relationship graph.
3. Select Omni Script from the node Actions tab to show the node in an Omni Script.
4. Reference the Flex Card in the Display properties of the custom ARC relationship graph.

A corporate investment banking associate at Cumulus Capital works with a trusted analyst to create
pitch books, analyze market data, and generate reports. The banking associate is looking to capture
sensitive deal information in Salesforce. They wish to share the deal information with the trusted analyst
only, without giving access to Salesforce users up the management chain in the Role Hierarchy. What
should a consultant do in Salesforce to build the required sharing model for sensitive deal data?

1. Use the Opportunity object to capture the deal data and use manual sharing to grant the analyst
access
2. Use the Financial Deal object to capture deal data and use Compliant Data Sharing to grant
the analyst access.
3. Use the Financial Deal object to capture the deal data and use restriction rules to block user
access above the banking associate in the Role Hierarchy.
 4. Use the Opportunity object to capture the deal data and use Compliant Data Sharing to grant
the analyst access.

A financial services company needs to capture a new type of referral that has different required fields
than what is currently configured in the org

Which three steps should the administrator take to configure Financial Services Cloud correctly based on
the scenario?

1. Assign the record type to users.

2. Create a new record type "Referral’ on the Lead object.
3. Create a new referral record type mapper record
4. Create a custom Referral object.
5. Update the lead page layout.

Which step is required to give a group of user’s access to a Financial Deal?

1. Change organization-wide defaults (OWD) sharing on the Financial Deal object to Public
Read/Write.
2. Create a Financial Deal permission set and assign it to the users that should have access to
Financial Deals.
3. Share a financial deal record with a group by adding them as participants to the record from
the Financial Deal Participants related list.
4. Update Industries Settings to give users access to the financial object.

A financial services company wants to use the Financial Services Cloud Person Account data model. The
company needs two Person Account record types, one to represent Individual customers and one to
represent Individual independent advisors that send referrals.

What should the administrator do to set up the new record types?

1. Create custom fields on the Person Account object

2. Configure "Individual Record Type Mapper” custom metadata.
3. Create a record type on the Contact object
4. Enable "Use Person Account” custom setting.

A financial services company would like its users to be able to relate two business accounts.

What should the administrator configure to meet the requirement?

1. Create a new Contact Reciprocal Role for the required value.

2. Update the Role picklist on the Account-Account Relationship object with new value.
3. Create a new Account Reciprocal Role for the required value.
4. Update the Role picklist on the account contact Relationship object with new value.
Cumulus Insurance's business processes are quite complex, and steps in the process may vary depending
on the information captured.

Which three actions regarding functionality and features should a consultant suggest exploring to help
guide Cumulus Insurance users through these processes?

1. Build custom Lightning pages that correspond to each stage of the business process
2. Configure Dynamic Actions for Lightning pages.
3. Enable In-App Guidance Ta walk-throughs.
4. Use flows to remove the need for complex Lightning pages.
5. Configure Dynamic Lightning pages.

A financial services company offers special deposit products for its employees. These employees have
customer records in Salesforce so that they can be serviced like normal customers. Only customer
service employees within a specific group should be able to see these special deposit products in
Salesforce to protect the personal financial information of bank employees.

How should the administrator configure sharing rules in Financial Services Cloud to meet these
requirements?

1. Create an Account sharing rule based on the record owner.

2. Create Account sharing rules based on criteria.
3. Create a Financial Account sharing rule based on record owner
4. Create a Financial Account sharing rule based on criteria

One administrator user at a financial services company needs to help management build reports and
gain insights into business performance by including branch management reportable objects. Which two
considerations should the administrator include when configuring the report?

1. Branch Unit Related Record report types have related object names including Lead, Account,
and Contact but exclude Financial Account
2. Bankers with Branches with Opportunities, Accounts, Leads, and Contacts report types are
available for creating reports with Branch Unit Related Records.
3. The reportable objects include Banker, Branch Unit, Branch Unit Related Records, and Branch
Unit Customer.
4. When Branch Unit is the primary object, the administrator can select Branch Unit Customers or
Branch Unit Related Records as related objects
A financial services company wants to track different categories of financial accounts in its org.
Relationship managers must be able to see all of these financial accounts in one place on the customer's
Account record page grouped by categories.

Which three steps should an administrator take to configure the Financial Account object and the
Account Lightning record page to meet the design?

1. Add the Financial Account List component to the Account Lightning record page.
2. Configure the Financial Account List components for each required category.
3. Create Account lookup fields on the Financial Account object to link the Financial Accounts to
an Account.
4. Create a custom picklist on 1 Financial Account object to track the Type
5. Configure Financial Account record types to match the required categories.

A financial services company needs to add new values for how a customer can be related to a financial
account.

Which object/field should the administrator add new values on?

1. Object: Financial Account Role;

Field: Role

2. Object: Financial Account;

Field: Primary Owner

3. Object: Financial Account;

Field: Joint Owner

4. Object: Account-Account Relationship;

Field: Related Role

A new custom object has been created, and the records of this object will be created through
integration with another system. What should a consultant do to ensure the data is loading into the
correct fields in Financial Services Cloud?

1. Create a junction object between the external system and the new customer object where the
data will reside
2. Ensure custom metadata is configured and each custom metadata record details where the
data will be sent
3. Use a CSV file with the data created and use Data Loader to map to the correct field
4. Utilize a field mapping file with the external system $ location and the corresponding field in
Salesforce
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?

1. Create a new type of person account so trust group details roll down to the beneficiary’s level.
2. Create a Custom Field Set solely for the Wealth Managers without affecting the Investment
Bankers.
3. Assign the Custom Field Set to the Financial Summary component.
4. Create and assign the TS Field Set permission set to all users
5. Assign the Custom Field Set to a Lightning component.

A financial services company has found that more than two-thirds of customer onboarding processes
are manually done by client specialists, consuming large amounts of time and resulting in errors in the
sales process. The company contacts a consultant to learn how to leverage Financial Services Cloud
features to improve the current state.

What should the consultant consider from a customer onboarding perspective?

1. If the company struggles with the low efficiency of collecting data in questionnaires and meeting
compliance with the company policies, Action Plan can be used to improve the current state.
2. If the company struggles with the low efficiency of tracking required documents for its
customers and creating templates for checklists, Discovery Framework is recommended to
improve the current state.
3. If the company struggles with the low efficiency of tracking required documents for its
customers and creating templates for checklists, Action Plan is recommended to improve the
current state.
4. If the company struggles with the low efficiency of collecting data in questionnaires and meeting
compliance with the company policies, Discovery Framework can be used to improve the
current state.

A consultant is building an agent console for an insurance company using Flex Cards to provide a 360-
degree view of its customers. An Integration Procedure will be used to retrieve Account, Opportunity,
and Contract data. The agent wants the

following information displayed

+ Account information including account name, phone, and website

+ Active opportunities related to the Account

+ Active insurance policies related to the Account

+ The ability to view and renew policies

How should the consultant design the Flex Cards to meet these requirements?

1. Parent Flex Card with single Child and Card Actions

2. Parent Flex Card with multiple child Flex Cards and Card Actions
3. Parent Flex Card with multiple C ren and different Card States
4. Parent Flex Card with single Child and multiple Card States

How should developers configure customized nodes for display in ARC?

1. Select Use LWC from the node Display tab to show the node in a Lightning Web Component
2. Reference the Lightning web component in the Display properties of the custom ARC
relationship graph
3. Select Use Flex Card from the rode Display tab to show the node in a Flex Card
4. Reference the Flex Card in the Display properties of the custom ARC relationship graph

A banking client currently manages its onboarding process manually with paper forms. To optimize the
process, the client wants to digitize and automate as much as possible. The bank wants its clients to
manage the forms in a portal and leverage e-signatures for processing.

Which three steps are needed to document this requirement following the discovery session?

1. Document the business process flow

2. Design the solution using the Financial Services Cloud components.
3. Create a visual flow diagram
4. Understand the journey, for the multiple personas involved in the process.
5. Determine the best e-signature solution to use

The investor relations director of a large insurance company just published a press release after the
company's Quarterly Earnings Call to report about its digital transformation implementing Salesforce
Financial Services Cloud (FSC)

Which three value outcomes should the company's stakeholders expect?

1. Achieved higher CSAT & NPS scores attributed to personalized customer experiences driven by
shorter waits due to decreased average case handle times and improved self-service solutions
via Einstein Bots for FSC
2. Streamlined the entire deal lifecycle with FSC, leveraging relationship maps and interaction
history in business development/discovery to accelerate pipe management and research
3. Improved customer onboarding experiences by fast-tracking and simplifying document
tracking and approvals via FSC Action Plans
4. Drove Advisor productivity with a daily task list, client life events, opportunities, and
aggregated household information directly from the FSC Home page.
 5. Automated claims orchestration via straight through processing workflow rules from Omni
Studio with minimal human intervention from insurance adjusters or underwriters, allowing
claims to be completed faster and at scale

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?

1. The administrator can ask the business manager on the investment bank team to review the file
directly.
2. 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.
3. 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.
4. 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.

Cumulus Cloud Bank needs help onboarding new customers. The business process requires updating the
Know Your Customer (KYC) document checklist and performing internal tasks in a predefined order.
However, during an internal audit, it was found that bankers often miss these tasks and still move to the
next stage of the onboarding process

What should a consultant recommend?

1. Create an after-save trigger to generate reminder tasks.

2. Utilize Chatter notifications for reminders.
3. Utilize Action Plan and Action plan Template.
4. Utilize Financial Services Cloud Flow Templates to flag missing items.

A consultant is working with a new customer and has gained a firm understanding of their business
processes and systems in preparation for implementing Salesforce Financial Services Cloud.

What should the consultant create as a deliverable for the current state business process?

1. A Word document telling the story of the process from the user's perspective
2. An Excel spreadsheet with steps of the process as rows, and systems and personas in columns
3. An end-to-end visual map of the process using personas, systems, inputs, and outcomes
4. A Powerpoint deck ¥ screenshots of the current systems and callouts to what is happening on
each slide
When importing records from a system outside of Salesforce, which ID should be used to prevent the
data import from creating duplicates?

1. User ID
2. Data Load ID
3. External ID
4. Org ID

What are the three building blocks of Flow Orchestration?

1. Steps
2. Blocks
3. Stages
4. Process
5. Work Items

How are identification documents, other assets, liabilities, goals, and revenue modeled, in an existing
Financial Services Cloud org using the individual account model?

1. An administrator is logged in to Data Loader with their own credentials to insert new Business
Account records into their Salesforce environment. They forget to specify the Account Owner
field in the import file. Assuming there are no other issues, what should happen when the
administrator uploads the import file?
2. The Attachment object is used to represent other assets, liabilities, and goals. In the individual
model, these attachments are related to the Account object.
3. Custom objects are used to represent other assets, liabilities, and goals. In the individual
model, these objects are related to the Account object.
4. Document, Note, and Attachment objects are used to represent other assets, liabilities, and
goals. In the individual model, these objects are related to the person account.

A large insurance company hired a consulting firm to improve customer experiences for customers that
want to complete standard processes online, such as getting an insurance quote or submitting a claim

Which three standard Insurance Platform components can digitally enable these core insurance
operations?

1. Policy Administration
2. Claims Management
3. Quote, Rate, and Apply
4. Quote Creation Toolbox
5. Mobile Claim submission
A regional bank is implementing Financial Services Cloud (FSC). Today, relationship managers receive
email reminders 2 days, 2 weeks, and 2 months after a new customer opens their first bank account to
contact the customer for feedback. In addition, the bank wants the ability for relationship managers to
track and report on progress in FSC.

What should the administrator do when designing the future state business process using FSC features?

1. When creating an account, create an action plan with tasks to follow up in 2 days, 2 weeks, and
2 months
2. When a lead or referral is converted, create an action plan with tasks to follow up in 2 days, 2
weeks, and 2 months.
3. When an account status is changed to "Custom Y create an action plan with tasks to follow up in
2 days, 2 weeks, and 2 months
4. When an account status is changed to "Customer’, send emails to the Account Owner to follow
up in 2 days, 2 weeks, and 2 months.

A retail bank is using Financial Services Cloud to support its operations. The bank has received
complaints that its client’s documentation is often submitted late and when clients call, customer
service agents are struggling with multiple systems to determine where the documentation is.

Which solution should a consultant suggest the client explore?

1. A Marketing Cloud integration to manage client communications

2. An APEX solution to leverage the Send Mail capabilities of Salesforce
3. Process Builder to create automat document requests for missing items
4. The Send Documents flow for Retail Banking

A wealth management firm is looking to start tracking its clients’ hobbies for marketing purposes in
Salesforce.

Which Financial Services Cloud feature is most suitable for this?

1. Interest Tags
2. Alerts
3. Topics
4. Engagement topics

A financial services company needs a custom field for reporting when relating two-person accounts to
each other.

Which object should the Financial Services Cloud consultant configure the custom field on?

1. Account Contact Relationship

 2. Contact-Contact Relationship
3. Person Account
4. Account Account Relationship

A financial institution has custom security and visibility rules where certain users need to see specific
records even though they are not typically engaged in that Account. This includes legal and compliance
members who must be engaged for particular deals.

Which Financial Services Cloud capability provides the ability to accommodate this request?

1. Compliant Data Sharing

2. Custom Sharing Rules
3. Business Rules Engine
4. Interaction Summaries

Early in the discovery and solution meetings, it was determined that the client would primarily use out-
of-the-box Financial Services Cloud (FSC) objects and components with minimal custom objects needed.
In addition, it was decided that records should be private, but the managerial chain would require
visibility into all their direct reports’ records.

Which three security settings must be set up in Salesforce to meet these requirements?

1. Only Custom Profiles should be configured and assigned to all users to use FSC components and
field-level security. The administrator should configure custom profiles and assign them to all
users
2. Organization-wide sharing defaults should be set to meet sharing requirements for all objects
in use
3. Each object sharing should be set up, explicitly sharing each user's record with the manager.
4. The Role HN in setup should be configured to allow for managers to automatically see records
of those under them
5. Custom perm Bn sets and out-of-the-box FSC permission sets should be configured or updated
and assigned to all users for the use of FSC components and field-level security.

A financial services company needs a custom field for reporting when relating two business accounts to
each other. Which object should the administrator configure the custom field on?

1. Contact-Contact Relationship
2. Account
3. Account Account Relationship
4. Account Contact Relationship

Which three objects should a Financial Services Cloud administrator use when planning to use the
Mortgage Data Model to integrate with external Loan Origination and Customer Onboarding
applications to accurately track the pipeline?

1. Assets & Liabilities

 2. Opportunity
3. Case
4. Account
5. Financial Account

Which three insurance processes are managed by the Policy Administration component?

1. Payments
2. Approvals
3. Commissions
4. Underwriting
5. Endorsements

A financial services company wants to plan ahead for designing the Financial Services Cloud (FSC)
implementation.

Which three activities should the implementation team prioritize during planning?

1. Prepare for integrations with transactional systems, external data sources, custodians, and
any other platforms that the company's business relies on.
2. Beyond the preconfigured settings, evaluate whether they need advanced customizations.
3. Enable and configure person accounts in FSC, and assign users with permission set licenses.
4. Review the out-of-the-box capabilities and compare them to the company's current needs
5. Design the modifications to fields, picklists, layouts, and required features to support business
processes.

An investment bank is implementing Financial Services Cloud (FSC) to manage the deal pipeline. Each
opportunity has confidential information that the deal team members must only view. In addition, each
member needs the ability to take and share notes directly within Salesforce with others on the team.

Which three FSC features should be part of the solution design?

1. Financial Deal Management

2. Sharing Rules
3. Complies Sharing
4. Profiles
5. Interaction Summaries

Which three processes are part of Claims Management?

1. Auto Adjudication
2. Reserve Management
3. Quoting
4. Underwriting
 5. Payment

Cumulus Bank is migrating its CRM software from a legacy application to Salesforce Financial Services
Cloud (FSC). The bank hired Salesforce Professional Services to configure/deploy the new Salesforce FSC
org and migrate data.

Which order should a consultant follow when performing the data migrations?

1. Individuals, then Financial Account Roles, then Financial Accounts, then Financial Account
Transactions
2. Individuals, then Financial Accounts, then Financial Account Roles, then Financial Account
Transactions
3. Financial Accounts, then Financial Account Roles, then BY the Financial Account Transactions
4. Financial Accounts, then Financial Account Transactions, then financial Account Roles, then
Individuals

A major Japanese bank is expanding geographically and opening additional branches in Asia. As such,
they hired a regional consulting firm to implement Financial Services Cloud (FSC) locally.

What are the two expectations from implementing multi language features in FSC?

1. Referrals in Singapore and Hong Kong will be shared in English, but in Macau, referrals will be
shared in Portuguese
2. Bankers in Japan have been accessing FSC in Japanese, but the new bankers in China will be
accessing FSC in Chinese.
3. In Tokyo branches, the names of the Account, Prospect & Contact are in Japanese, but the
package Advisor, Personal Banker, Relationship Manager, and Client Associate profiles are in
English.
4. In Seoul, South Korea, the branch managers will be reviewing their FSC dashboards every
morning in Korean, while their colleagues in Shanghai, China, will be doing so in Chinese.

In the Financial Services Cloud, what is the criteria for commas and symbols to be displayed correctly on
the Financial Account Summary component?

1. User currency must match org default currency.

2. Account currency must match org default currency.
3. User's locale must match the user's currency.
4. User's locale and language must match the user's currency.
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Q. A company wants to convert its Salesforce Financial Services Cloud implementation from
using the individual account model to using person accounts.

Which three things should a consultant do to prepare for the conversion?

1. Update all opportunities linked to individual account records to be owned by the

individual account record's owner.
2. Ensure each account.phone field in the individual account record is blank.
3. Ensure all individual account records to be converted are only linked to exactly
one contact record.
4. Test out the conversion in a sandbox, including all integrations and
customizations.
5. Ensure each individual account to be converted is not a parent account of any
other account records.

Q. To access all Financial Services Cloud (FSC) functionalities available out of the box, a
consultant must install the FSC Managed Package and the Unmanaged Extension Packages.
Which two functionalities are included in the FSC Unmanaged Extension Packages?
1. Custom objects to track Financial Accounts and Household
2. The Commercial Banking dashboard
3. Field sets that configure how fields display in the client and household profiles
4. Predefined list views of clients and households

Q. Awealth advisor is trying to relate a client to their attorney using the Add Contact option on
the relationship tree but can't find any reciprocal roles displayed in the related role lookup. What
are two reasons for this?
1. The user should be using the Member Relationship button under the Actionable
Relationship Center.
2. Reciprocal roles have not been created in the org.
3. Sharing rules have not been set up for reciprocal roles.
4. The user should be using the Edit Group button to access reciprocal roles.

Q. An insurance company needs to ensure the record rollups aggregate information from
related records for several objects in the Financial Services Cloud at a client or group level.

What should the administrator configure to meet the requirement?

 1. To show all Primary Group member cases on a related list at the group level, the
administrator should add Cases as a picklist value to the Rollup__c field on Account
Contact Relationship.
2. Client-level records are aggregated by setting up client-level rollups to all primary group
members.
3. When the administrator enables record rollups at the group level, all
corresponding records are stamped with the Primary Group in the Rallup_c
lookup field
4. To show all Primary Group member opportunities on a related list at the group level, the
administrator should add Opportunities as a picklist value to the Household__c field on
Account Contact Relationship.

Q.. A consultant is looking to create a guided screen to be used by customer service agents
answering the phone to authenticate the caller and positively identify them. The agent will ask
the caller to provide their full name and the last four digits of their social security number, which
is not stored in Salesforce. The agent will enter the provided information into a form, and upon
clicking submit, a web service call is made to an external authentication service to authenticate
the caller.
What should the consultant do to fulfill the needed requirements?

1. Create a screen flow.

2. Create a Lightning web component.
3. Create a Canvas application for the Authentication module.
4. Create an OmniScript flow.

Q.. It has been determined that integration with an external system is required, as the data
needed by a wealth management client resides in another system. This data will be sent from
the external system via an API, and Salesforce needs to be configured in preparation for the
data.
Which two items should be configured?
1. Objects and fields to store the data
2. A flow to get the data into Salesforce
3. A Lightning web component to restrict data from users
4. An integration User and Integration Profile to enable the connection

Q. Financial Services Cloud (FSC) contains a number of custom objects to model a client's
financial information, and each object can be configured to appear as tabs in your org. For
example, if a consultant wanted to create a financial goal for a customer, they could use the
Financial Goal object in FSC.

What are three objects in FSC?

1. Billing
 2. Financial Holding
3. Financial Goal
4. Inheritance
5. Revenue

Q, What is a key step in identifying different business processes and outlining encompassing
system flows based on the existing environment when setting up Salesforce Financial Services
Cloud (FSC)?
1. Creating a new Salesforce instance from scratch for the customer
2. Importing the customer's existing data into Salesforce FSC without any modifications
3. Implementing a generic, one-size-fits-all solution for all customers
4. Conducting a gap analysis between the customer's current processes and
Salesforce FSC capabilities

—------------------------------

Q. An administrator is logged into Data Loader with their own credentials to insert new Business
Account records into their Salesforce environment. They forget to specify the Account Owner
field in the import file.
Assuming there are no other issues, what should happen when the administrator uploads the
import file?

1. The import will succeed, and the Account Owner field will be left blank.
2. The import will succeed, and the administrator will be prompted to select a user.
3. The import will fail, since all records in Salesforce must have an owner.
4. The import will succeed, and the administrator will be named as the default
Account Owner.

Q. Which three types of preassembled flows can be utilized from the Financial Services Cloud
(FSC) packages and the Lightning Flow for FSC package?

1. Institutional Banking flow

2. Mortgage flow
3. Insurance flow
4. Retail Banking flows
5. Commercial Banking flow

Q. The system administrator team at a retail consumer bank just received data migration
instructions and guidance on Data Loader from their Salesforce architect to upgrade the existing
Service Cloud org to a Financial Services Cloud (FSC) org.

In what order should the Salesforce objects be uploaded during an FSC data migration?
 a) 1. Accounts and contacts
2. Financial accounts
3. Account groups and households

b) 1. Financial accounts
2. Accounts and contacts
3, Account groups

c) 1. Accounts and contacts

2. Households
3. Financial accounts

d) 1. Households
2. Financial accounts
3. Person accounts

Q.. A wealth advisor is trying to relate a client to their attorney using the Add Contact option on
the relationship tree but can't find any reciprocal roles displayed in the related role lookup. What
are two reasons for this?
1. The user should be using the Edit Group button to access reciprocal roles.
2. Sharing rules have not been set up for reciprocal roles.
3. Reciprocal roles have not been created in the org.
4. The user should be using the Member Relationship button under the Actionable
Relationship Center.

Q. A Financial Services Cloud (FSC) administrator wants to create a new FSC permission set
that includes the Access Interest Tags for Financial Services Cloud permission.
Which two permission sets should be cloned to create this new permission set and give access
to interest tags?
1. FSC Foundations permission set
2. FSC Extension permission set
3. FSC Standard permission set
4. FSC Basic permission set

Q. During the design phase of a project, a consultant needs to provide a Financial Services
Cloud (FSC) solution for a business requirement that forces a customer to answer a number of
assessment questions to complete the onboarding process.

What are three things to consider regarding Discovery Framework?

 1. Discovery Framework creates highly capable forms with integrations and
advanced logic.
2. Discovery Framework forms cannot be deployed to Communities,
3. Discovery Framework is built based on Salesforce Flow.
4. Discovery Framework can create both standard and hierarchical questions.
5. FSC Discovery Framework allows archiving questions.

Q. A system administrator at a financial services company wants to build a report to show

Interest Tags.
Which two things should the administrator consider when configuring the report?
1. When the user defines the custom report type, Tag Categories should be selected
as the Primary Object.
2. When the user defines the custom report type, Topics should be selected as the Primary
Object.
3. The user must build a report using the Topics object to view Interest Tags in the
report.
4. To show Interest Tags applied to specific objects, the user can add a filter in the report
and select the object name.

Q. The Compliant Data Sharing (CDS) feature lets administrators and compliance managers
configure advanced data-sharing rules so that they can improve compliance with regulations
and company policies.

Which three things should be considered when implementing CDS in Financial Services Cloud
(FSC)?

1. To disable CDS for an object, any Participant Roles associated with that object
must be deleted first.
2. CDS in FSC allows record owners to grant access to their records to other FSC users.
3. CDS can only be applied to FSC objects and Account and Opportunity objects.
4. To get the benefits of CDS, administrators must set organization-wide sharing settings
for supported objects to the Private access model.
5. Users above the record owner in the Role Hierarchy and non-record owners with
Edit access granted through CDS have the same ability/access as record owners,

Q. Cumulus Cloud Bank is asking the consultant to explain some tools available to integrate
Salesforce into several of its back-end/core systems.
Which three capabilities should a consultant recommend?
1. Industry Integration Solutions with the MuleSoft Anypoint Platform
2. Data Processing Engine
3. OmniStudio Integration Procedures
4. Data Consumption Framework
5. OmniStudio DataRaptors
Q. What are the three building blocks of flow orchestration ?

1. Processes
2. Steps
3. Stages
4. Blocks
5. Work Items

Q. Cumulus Bank's mortgage department is currently using spreadsheets to gather client data
for mortgage applications. The bank is interested in improving the efficiency of this process.

Which two features should a consultant suggest to Cumulus Bank to implement?

1. The standard mortgage flow templates to build a mortgage flow in Financial Services
Cloud
2. Flow Builder to automate these business processes
3. A Mortgage Application’ custom object to hold the collected client data
4. Data Import Wizard to upload the data collected in spreadsheets

Q. A financial institution is concerned about contacting clients or sharing their data when they
have requested not to be contacted.
Which action should the consultant take in Financial Services Cloud to address the institution's
concern?
1. Integrate the Consent object with their Consent Platform to track it in Salesforce.
2. Hide the client's contact information and add an approval process for allowing a user to
access it to contact the client.
3. Implement Consent Management for Financial Services Cloud.
4. Enable and implement the iate Regulation checkbox on the client record to track their
request.

Q. A financial services company must add details to the default business hours record. For
company-wide holidays, the company wants the option to skip non-work days in Action Plan
when setting task completion dates.
What should the administrator configure to meet the requirement?
1. Omit the day's start and end time fields when the administrator wants to indicate a
non- working day.
2. Select Recurring Holidays as Action Plans and consider recurring holidays when
determining the non-work days to skip.
3. Configure the day without business hours, it is considered a non-work day, even if the
day is a recurring holiday.
4. Add non-work days to the date offset when calculating the task completion date is
automatic; no setup is required.
Q. Which Salesforce Financial Services Cloud feature enables financial advisors to track and
manage client accounts?
1. Financial accounts management
2. Performance reporting
3. Client onboarding
4. Opportunity management

Q. Cumulus Cloud Bank, a major financial services provider, has engaged Salesforce
Professional Services to transform its operations with Financial Services Cloud (FSC). The
Addams family are wealth management clients with the following relationships:
• The wife and her husband are part of the Addams Household.
The wife is the primary member, and together the couple run the Addams Charitable Trust.
• The wife is also part of the Symonds Household with her father as the primary member. Which
tool should the Salesforce FSC consultant recommend so a wealth manager could make sense
of this complex data to provide impeccable service to the Addams family and discover new
business opportunities?
1. Data Filtering and Sorting in Tableau Desktop
2. Financial Services Cloud Einstein
3. Data Visualization with Marketing Cloud Intelligence
4. Actionable Relationship Center (ARC), an advanced visualization engine

Q. Which three permission sets grant access or extend permissions for record alerts in Financial
Services Cloud (FSC)?
1. OmniStudio Admin permission set
2. FSC Standard permission set
3. FSC Foundations permission set
4. FSC Basic permission set
5. OmniStudio User permission set

Q. A financial services company needs to capture a new type of referral that has different
required fields than what is currently configured in the org. Which three steps should the
administrator take to configure Financial Services Cloud correctly based on the scenario?
1. Create a new record type "Referral" on the Lead object.
2. Update the lead page layout.
3. Create a custom Referral object.
4. Assign the record type to users.
5. Create a new referral record type mapper record.

Q. Cumulus Insurance has a franchise business model with a large number of franchisees who
operate independently but report to regional managers who are Cumulus employees. The
company would like the franchise owners and their employees to have access to the Cumulus
Salesforce Financial Services Cloud (FSC) instance. The company plans to use the Role
Hierarchy and sharing rules to implement this. What should the architect at Cumulus Insurance
be aware of for this solution?
1. Franchise users will need to switch their browsers to a platform that supports Lightning
Web Components.
2. Salesforce FSC only allows 1,024 public groups.
3. The administrator can define up to 300 total sharing rules for each object.
4. Franchise users can have multiple roles in the hierarchy.

Q. An insurance company aims to improve a call center's productivity. A detailed analysis

discovered that agents spend a lot of time capturing data while adding and updating beneficiary
details. Capturing premium payment details (payment date and frequency) is another time-
consuming task. Which action should a Financial Services Cloud consultant take to resolve the
issue?
1. Utilize Insurance Flow Templates.
2. Create an Action Plan Template for capturing beneficiary data and payment
information.
3. Provide a better user interface by building Lightning web components for beneficiary
data and payment information.
4. Install an Insurance Data AppExchange package.