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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q34-Q39):

NEW QUESTION # 34
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. Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.
C. RBL rules do not require a lot of processing power.
D. An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances.
E. The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels

Answer: A,D,E

NEW QUESTION # 35
What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?

A. Referral Routing Rules
B. Intelligent Need-Based Referrals and Scoring
C. Referral Approval Processes
D. Einstein Referral Scoring for Financial Services Cloud

Answer: A

NEW QUESTION # 36
What tab setting on a profile makes a tab NOT accessible on the All Tabs page or visible in any apps?

A. Default Off
B. Default On
C. Read-Only
D. Tab Hidden

Answer: D

NEW QUESTION # 37
If a client is associated with more than one Household or Group, where will this clients records get rolled up to?

A. to the Household where the client is the primary member
B. to all the parent households and groups
C. to the household selected by the advisor for record rollups.
D. to the household with the client's primary address

Answer: C

Explanation:
If a client is associated with more than one Household or Group, their records will get rolled up to the household selected by the advisor for record rollups. A Household or Group is a construct in Financial Services Cloud that allows you to group related accounts together and view their aggregated financial data and activities. A client can belong to multiple Households or Groups, but only one of them can be selected as their primary Group for record rollups. The primary Group determines which Household or Group will display the client's records in its summary components or related lists. The advisor can select or change the primary Group for a client using the Primary Group field on the client's record page. Verified Reference: : Salesforce Help Article 6

NEW QUESTION # 38
What type of field allows users to input text, images, and links?

A. Text area
B. Text area (rich)
C. Text and Image area
D. Input area

Answer: B

NEW QUESTION # 39
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