Question 1

What must an administrator do when creating a record type?

Options :

A : Create a new page layout for the record type

B : Set the field-level security for the record type

C : Assign the record type to the appropriate profiles

D : Add the record type to the required user records

Answer: C

Question 2

Lake Tahoe Bank is rolling out Financial Services Cloud and the VP of IT is concerned about the cost of the licenses. The System 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?

Options :

A : Financial Services Cloud Standard

B : Client Segmentation

C : Financial Service Cloud Basic

D : Financial Service Cloud Extension

Answer: C

Question 3

Cumulus Cloud Bank needs help onboarding new customers. The business process requires updating the Know Your Customer (KYC) document checklist and performing internal tasks in a predefined order. However, during an internal audit, it was found that bankers often miss these tasks and still move to the next stage of the onboarding process. What should a consultant recommend?

Options :

A : Create an after-save trigger to generate reminder tasks.

B : Utilize Chatter notifications for reminders.

C : Utilize Action Plan and Action INan Template.

D : Utilize Financial Services Clouc flag Templates to flag missing items.

Answer: C

Question 4

Users at Lake Bank have been creating multiple events for once in a lifetime event such as birth. What should an Administrator do to prevent users from accidentally creating more than one event of such an event type?

Options :

A : Create an Apex trigger that will prevent the saving of multiple one-time events

B : Select the Unique checkbox on the picklist value for the Event Type field on the Person Life Event object

C : Remove user-s ability to create one-time events

D : Create a validation rule that will stop the user if they attempt to add multiple one-time events.

Answer: D

Question 5

Cumulus Bank has 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?

Options :

A : The share table records are deleted.

B : Share table records need to be manually deleted.

C : All opportunity participant records are delete

D : The opportunity participant records are not deleted.

Answer: A,D

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