Question 1

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

Options :

A : An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances.

B : Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.

C : The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels

D : Salesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules

E : RBL rules do not require a lot of processing power.

Answer: A,C,D

Question 2

A Bank of the Future customer calls the bank to update the address on their account. The call center agent handling the call needs to enter a new address into the system. The agent enters the new contact information using an OmniScript and then needs to generate a prefilled PDF with the new address that can be shared with the customer. Which two OmniStudio tools should a consultant recommend to generate the prefilled PDF?

Options :

A : OmniStudio Action Document Generation

B : Calculation Procedure

C : DataRapto

D : Integration Procedure

Answer: A,C

Question 3

The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to roll up customer data at the client and group levels. What functionality can Rollup By Lookup (RBL) provide for this requirement?

Options :

A : RBL calculations can not be disabled when importing data into your Salesforce org.

B : An RBL rule displays summary calculations of financial account information, such as account balances.

C : When you edit a financial account record or primary Group membership, the Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the client and Group levels.

D : Rollups for multiple joint owners are not supported

E : Rollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities.

Answer: A,B,C

Question 4

When creating a Custom Summary Formula in a Report, what are the four valid Summary Types which you can select? (4 answers)

Options :

A : Average

B : Previous

C : Total

D : Min

E : Max

F : Sum

Answer: A,D

Question 5

A financial services company wants to plan ahead for designing the Financial Services Cloud (FSC) implementation. Which three activities should the implementation team prioritize during planning?

Options :

A : Prepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company-s business relies on.

B : Beyond the preconfigured settings, evaluate whether they need advanced customizations

C : Enable and configure person accounts in FSC, and assign users with permission set licenses

D : Review the out-of-the-box capabilities and compare them to the company-s current needs.

E : Design the modifications to fields, picklists, layouts, and othKrequired features to support business processes

Answer: A,B,D

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