Financial-Services-Cloud Practice Exam Questions and Answers

A.  

FSC Standard

B.  

FSC Basic

C.  

OmniStudio

D.  

FSC Extension

A.  

When creating an account, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.

B.  

When a lead or referral is converted, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.

C.  

When an account status is changed to "CustomlrfVTcreate an action plan with tasks to follow up in 2 days. 2 weeks, and 2 months.

D.  

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.  

Cases

B.  

Notes and Attachments

C.  

Client Financial Goals

D.  

Financial Holdings

E.  

Household Financial Accounts

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.

A.  

Create a junction object between the external system and the new customer object where the data will reside

B.  

Ensure custom metadata is configured and each custom metadata record details where the data will be sent

C.  

Use a CSV file with the data created and use Data Loader to map to the correct field

D.  

Utilize a field mapping file with the external system (allocation and the corresponding field in Salesforce

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

A.  

Account-Account Relationship

B.  

Contact-Contact Relationship and the Reciprocal Rote

C.  

Reciprocal Role

D.  

Account-Contact Relationship and the Reciprocal Role

A.  

Referral Approval Processes

B.  

Intelligent Need-Based Referrals and Scoring

C.  

Einstein Referral Scoring for Financial Services Cloud

D.  

Referral Routing Rules

A.  

Create an Apex trigger that will prevent the saving of multiple one-time events

B.  

Select the Unique checkbox on the picklist value for the Event Type field on the Person Life Event object

C.  

Remove user’s ability to create one-time events

D.  

Create a validation rule that will stop the user if they attempt to add multiple one-time events.

A.  

Use the 'task creator' tool to create a new task and associate with the existing Action Plan

B.  

Contact her Salesforce Administrator and get her to make the change to the Action Plan for her.

C.  

Use the Action Plan item feature to add an additional task to a published Action Plan.

D.  

Create an independent Task not related to original Action Plan