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1. Lake Tahoe Bank is rolling out Financial Services Cloud and the VP of IT is concerned about the cost of the licenses. TheSystem Admin recommends using restricted licenses for users that need only limited access to Financial Service Cloud features. Which Financial Services Cloud permission set license enables user access to a license with contractual restrictions for Financial Services Cloud and can be used to grant restricted access to users like Bank Tellers?
A) Financial Service Cloud Extension
B) Financial Service Cloud Basic
C) Financial Services Cloud Standard
D) Client Segmentation
2. A financial services company would like its users to be able to relate two business accounts. Whatshould the administrator configure to meet the requirement?
A) Update the Role picklist on the Account-Account Relationship object with new value.
B) Create a new Contact Reciprocal Role for the required value.
C) Create a new Account Reciprocal Role for the required value.
D) Update the Role picklist on the Account-(?ontact Relationship object with new value.
3. Which three related lists are visible within the Actionable Relationship Center associated with the Account object?
A) Client Financial Goals
B) Financial Holdings
C) Cases
D) HouseholdFinancial Accounts
E) Notes and Attachments
4. What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?
A) Intelligent Need-Based Referrals and Scoring
B) Referral Routing Rules
C) Referral Approval Processes
D) Einstein Referral Scoring for Financial Services Cloud
5. Cumulus Bankhas 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?
A) The opportunity participant records are not deleted.
B) All opportunity participant records are delete
C) Sharetable records need to be manually deleted.
D) The share table records are deleted.
Solutions:
| Question # 1 Answer: B | Question # 2 Answer: A | Question # 3 Answer: A,C,D | Question # 4 Answer: A | Question # 5 Answer: A,D |
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