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The Best Salesforce Financial-Services-Cloud Exam Training materials
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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q111-Q116):
NEW QUESTION # 111
How can the Salesforce Administrator make sure that highly sensitive Life Events or Business Milestones will not be shown until the event actually happened?
- A. Hide the Event or Milestone on the Events & Business Milestones Lightning Component page properties.
- B. Remove the Event or Milestone from the Lightning Component in the Developer Console.
- C. Life Events are part of the FSC managed package, therefore the Salesforce Admin must contact Salesforce Support to remove the Event from the Lightning Component.
- D. Delete the value from the Event Type picklist on the Life Event Object or the Milestone type on the Business Milestone object
Answer: A
Explanation:
To hide highly sensitive Life Events or Business Milestones until they happen, the Admin can hide them on the Events & Business Milestones Lightning Component page properties. The Events & Business Milestones Lightning Component is a component that displays a timeline of life events and business milestones for a client or a group. The Admin can use the page properties to customize the component and select which event types or milestone types to show or hide on the timeline2. Verified Reference: 2
NEW QUESTION # 112
Which feature in Financial Services Cloud helps businesses identify, track, and route customer needs?
- A. Lightning App Builder
- B. Relationship Builder and Map
- C. Surveys
- D. Intelligent Needs-Based Referrals
Answer: D
NEW QUESTION # 113
Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which threesteps should a Data Architect take to ensure a successful migration?
- A. Use a CSV field to map PersonRecordTypeld to the Person Account RecoroTypeld and use Data Loader to update Client Records
- B. Log a case with Salesforce to perform the conversion from the indrvkJual Model to Person Accounts.
- C. Ensure Person Accounts is enabled on the org
- D. Configure your Person Account record types m the Indrvidual Record Type Mapper.
- E. Enable 'Individual to Person Account Migration' in Custom Settings.
Answer: A,C,D
Explanation:
The following steps are required to migrate customer records from the Individual Model to Person Accounts in Financial Services Cloud:
Ensure Person Accounts is enabled on the org. You need to have Person Accounts enabled before you can convert Individual Model records to Person Accounts. You can enable Person Accounts by contacting Salesforce Support or by using the Enable Person Accounts option in Setup > Account Settings.
Configure your Person Account record types in the Individual Record Type Mapper. You need to map your existing Individual Model record types to the corresponding Person Account record types. You can do this by using the Individual Record Type Mapper option in Setup > Financial Services Settings.
Use a CSV file to map PersonRecordTypeId to the Person Account RecordTypeId and use Data Loader to update Client Records. You need to update the Client records with the correct PersonRecordTypeId value that matches the Person Account RecordTypeId value. You can do this by using a CSV file andData Loader to perform a bulk update operation. Verified References: : Salesforce Help Article 1 : Salesforce Help Article 2 :
Salesforce Help Article 3
NEW QUESTION # 114
Which of these statements is true for the Person Accounts Model? (2 correct answers)
- A. The Person Account record type can be used when a client is a business or an institution.
- B. Person Accounts can not be related to cases, tasks, or calls.
- C. The Person Account model uses the standard Account object to hold all of the details about a person. The Account object has been extended with custom fields, record types, and more.
- D. The Person Account represents all aspects of the person. Data includes personhood details, such as birth date or tax ID number, and dealings with your organization, such as review frequency or service tier
Answer: C,D
NEW QUESTION # 115
What can an administrator configure for users on the search results? (3 answers)
- A. Filters by which users can narrow down results
- B. Objects included in the search
- C. Columns displayed for each object.
- D. Fields being searched on for each object.
- E. Number of records displayed for each object.
Answer: C,D,E
NEW QUESTION # 116
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