Question 1

What benefits do Flows for Financial Services Cloud offer to support customer onboarding?

Options :

A : Flows enable customers to schedule appointments via customer communities, mobile apps. or websites.

B : Flows provide step-by-step guidance for common service requests, such as change of address, or change of beneficiary, without the need to * navigate to different screens.

C : Flows systematically capture and visualize important customer Life Events to drive more personalized and need-based engagements.

D : Flows enable customers to book appointments with the nght specialist at the right time and place through self-service scheduling

E : Flows enable customers to schedule appointments via customer communities, motxie apps. or websites.

Answer: A,B

Question 2

The Salesforce Admin at Lake Tahoe Bank considering implementing Financial Services Cloud. What is the best way for the Admin to access a Financial Services pre-configured org, including data and the right licenses, to learn about the product?

Options :

A : Request a 30-day Financial Services Cloud trial org

B : Request a Salesforce developer org.

C : Purchase one license of Financial Services Cloud and install it in a production org.

D : Spin up a Salesforce sandbox org.

Answer: A

Question 3

The Lake Tahoe Bank Salesforce Admin is planning to migrate data into the new Financial Services Cloud org. The Admin can control whether Rollup By Lookup (RBL) rules or record rollups are queried and calculated. Before initiating data insert or update operations, the Admin wants to disable rollups to speed up data loading. Where in Salesforce would the Admin temporarily disable rollups to accelerate uploads?

Options :

A : Object Settings

B : Company Settings

C : App Manager

D : Custom Settings

Answer: D

Question 4

A banking client currently manages its onboarding process manually with paper forms. To optimize the process, the client wants to digitize and automate as much as possible. The bank wants its clients to manage the forms in a portal and leverage e-signatures for processing. Which three steps are needed to document this requirement following the discovery session?

Options :

A : Document the business process flows.

B : Design the solution using the Financial Services Cloud components.

C : Create a visual flow diagram.

D : Understand the journey!for the multiple personas involved in the process.

E : Determine the best e-sigTiature solution to use.

Answer: A,D

Question 5

What are three examples of proper use of Financial Goals?

Options :

A : Measure progress toward paying off a Mortgage.

B : Tracking money saved each year to pay for a vacation, depending on destination and budget.

C : Displaying the current amount and percentage of target value for a College Savings Account.

D : Displaying the amount and percentage of the remaining balance for an Auto Loan.

E : Measure progress toward a down payment amount for a new home.

Answer: A,B,C

Free Financial-Services-Cloud Mock Exam – Practice Online Confidently

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