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

Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?

Options :

A : Referral Conversion

B : Assigning a Referral

C : Round Robin Referral Routing

D : Accepting a Referral

E : Referral Automated Approvals

Answer: A,B,D

Question 3

Sam is the Salesforce Admin for Valley Bank. The bank's financial advisors are complaining they can't see anaccurate summary of their client's financial data as clients often change households. Sam wants to give hisfinancial advisors a better view of the client's complete financial situation. How can he set this up using FSC?

Options :

A : Create a custom object to track the client-s financial data

B : Use Process Builder to create a workflow to summarize data at the Person Account level

C : Set client-s financial data to be rolled up using Primary Group feature

Answer: C

Question 4

One administrator user at a financial services company needs to help management build reports and gain insights into business performance by including branch management reportable objects. Which two considerations should the administrator include when configuring the report?

Options :

A : Branch Unit Related Record report types have related object names including Lead, Account, and Contact but exclude Financial Account.

B : Bankers with Branches with Opportunities, Accounts. Leads, and Contacts report types are available for creating reports with Branch Unit Related Records.

C : The reportable objects include Banker. Branch Unit, Branch Unit Related Records, and Branch Unit Customer

D : When Branch Unit is the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects.

Answer: B,C

Question 5

Which chart type can be used to display summary values from two different levels of grouping in a report. (2

answers)

Options :

A :

Stacked bar chart

B :

Funnel chart

C : Donut chart

D : Grouped line chart

Answer: A,D

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