RELIABLE FINANCIAL-SERVICES-CLOUD TEST FORUM | TRUSTWORTHY FINANCIAL-SERVICES-CLOUD PDF

Reliable Financial-Services-Cloud Test Forum | Trustworthy Financial-Services-Cloud Pdf

Reliable Financial-Services-Cloud Test Forum | Trustworthy Financial-Services-Cloud Pdf

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q81-Q86):

NEW QUESTION # 81
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?

  • A. Create Account sharing rules based on criteria.
  • B. Create an Account sharing rule based on record owner.
  • C. Create a Financial Account sharing rule based on criteri
  • D. Create a Financial Account sharing rule based on record owner.

Answer: C

Explanation:
Explanation
To meet the requirements of sharing special deposit products for employees, the administrator should create a Financial Account sharing rule based on criteria. A Financial Account sharing rule is a sharing rule that grants access to financial account records based on record owner or field values. A sharing rule based on criteria is a type of sharing rule that grants access to records that meet certain criteria. By creating a Financial Account sharing rule based on criteria, the administrator can share the special deposit products with the customer service employees within a specific group based on a field value that indicates the product type.


NEW QUESTION # 82
Which three of these statements are true for Rollup By Lookup (RBL) in Financial Services Cloud?

  • A. Salesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules
  • B. The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels
  • C. An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances.
  • D. Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.
  • E. RBL rules do not require a lot of processing power.

Answer: A,B,C


NEW QUESTION # 83
Lake Tahoe Bank's System Administrator is implementing intelligent Need-Based Referrals in Salesforce. Referrals are modeled on the Lead object. Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?

  • A. Lead Approval
  • B. Lead Routing
  • C. Einstein Lead Scoring
  • D. Web to-Lead
  • E. Lead Assignment Rules

Answer: B,C,E

Explanation:
The System Admin can use the following Lead features for Intelligent Need-Based Referrals:
Lead Routing, which is a feature that allows users to distribute leads to the right users or queues based on criteria such as lead source, industry, or product interest.
Lead Assignment Rules, which are rules that specify how to assign leads to users or queues when they are created manually, captured from the web, or imported via Data Import Wizard.
Einstein Lead Scoring, which is a feature that uses artificial intelligence to analyze historical data and predict how likely a lead is to convert. Einstein Lead Scoring assigns a score and an insight to each lead, which can help users prioritize and follow up on the most promising leads.


NEW QUESTION # 84
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?

  • A. Unlock users.
  • B. Set organization-wide sharing defaults on custom objects.
  • C. Create and manage membership of specified public groups.
  • D. Modify permission sets.
  • E. Assign or remove permission sets for users in their delegated groups.

Answer: A,C,E

Explanation:
The following functions should be added to the Delegated Administrator group for its franchise users:
Unlock users, which is a function that allows delegated administrators to unlock users who have been locked out due to incorrect login attempts or password expiration.
Assign or remove permission sets for users in their delegated groups, which is a function that allows delegated administrators to grant or revoke additional permissions for users in their delegated groups by using permission sets.
Create and manage membership of specified public groups, which is a function that allows delegated administrators to create public groups for sharing purposes and add or remove users from those groups.


NEW QUESTION # 85
The support group at universal container wants agents to capture different information for product support and inquiry cases. In addition, the lifecycle for product support cases should have more steps than the lifecycle for inquiry cases.
What feature should an administrator use to meet the requirement? (3 answers)

  • A. Support processes
  • B. Record Types
  • C. Page layouts
  • D. Field-level Security
  • E. Permission sets

Answer: A,B,C


NEW QUESTION # 86
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