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Quiz Financial-Services-Cloud - Salesforce Financial Services Cloud (FSC) Accredited Professional–Professional Reliable Test Test

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q140-Q145):

NEW QUESTION # 140
How are identification documents, other assets, liabilities, goals, and revenue modeled, in an existing Financial Services Cloud org using the individual account model?

A. Document, Note, and Attachment objects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the person account.
B. An administrator is logged in to Data Loader with their own credentials to insert new Business Account records into their Salesforce environment. They forget to specify the Account Owner field in the import file.
C. Custom obiects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the Account oJ Nj.
D. Assuming there are no other issues, what should happen when the administrator uploads the import file?
The Attachment object is used to represent other assets, liabilities, and goals. In the individual model, these attachments are related to the Account object.

Answer: D

Explanation:
In an existing Financial Services Cloud org using the individual account model, custom objects are used to represent other assets, liabilities, and goals. These objects are related to the Account object via lookup relationships. For example:
The Other Asset object is used to represent non-financial assets owned by an account holder, such as real estate properties, vehicles, or jewelry.
The Other Liability object is used to represent non-financial liabilities owed by an account holder, such as mortgages, loans, or taxes.
The Financial Goal object is used to represent financial objectives pursued by an account holder, such as retirement planning, education funding, or debt reduction. Verified Reference: : Salesforce Help Article [10] : Salesforce Help Article [11] : Salesforce Help Article [12]

NEW QUESTION # 141
Which three related lists are visible within Actionable Relationship Center associated with the Account object?

A. Household Financial Accounts
B. Notes and Attachments
C. Financial Holdings
D. Client Financial Goals
E. Cases

Answer: A,C,D

Explanation:
Explanation
The following related lists are visible within Actionable Relationship Center (ARC) associated with the Account object:
Client Financial Goals, which is a related list that displays the financial goals of the account, such as retirement, education, or debt payoff.
Financial Holdings, which is a related list that displays the financial accounts of the account, such as bank accounts, investment accounts, or insurance policies.
Household Financial Accounts, which is a related list that displays the financial accounts of the account's primary group, such as household or business group.

NEW QUESTION # 142
A wealth advisor is trying to relate a client to their attorney using the Add Contact option on the relationship tree but can't find any reciprocal roles displayed in the related role lookup. What are two reasons for this?

A. Sharing rules have not been set up for reciprocal roles.
B. The user should be using the Edit Group button to access reciprocal roles.
C. The user should be using the Member Relationship button under the Actionable Relationship Center.
D. Reciprocal roles have not been created in the org.

Answer: B,D

NEW QUESTION # 143
How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level?

A. Financial Goals can not be summarized at the household level.
B. Update the selection in "Activities & Objects to Roll Up' to indude Financial Goals
C. Create a formula field and add it to the Account page layout
D. Add a custom Rollup By Lookup (RBL) rule.

Answer: B

Explanation:
To change the configuration to summarize Financial Goals at the household level, you need to update the selection in "Activities & Objects to Roll Up" to include Financial Goals. This option is available in Setup > Financial Services Settings > Activities & Objects to Roll Up. By selecting Financial Goals, you enable Group-Level Rollups for Financial Goals, which display the total number of goals, completed goals, and completion percentage of all the goals that belong to a group. Verified Reference: : Salesforce Financial Services Cloud Implementation Guide, page 81.

NEW QUESTION # 144
Lake Tahoe Bank wants their customer reps to be able to see client records such as Person Accounts, but want to restrict access to Financial Accounts to protect the privacy of their clients. Which two steps can an admin take to ensure that all users see Person Accounts, but only specific users can view Financial Accounts?

A. Change Organization-wide Defaults (OWD) sharing on the 'Person Accounts" object to 'Controlled by Parent.
B. Change Organization-wide Defaults (OWD) sharing on the 'Financial Accounts* object to Private'.
C. Change Organization-wide Defaults (OWD) shanng on the "Financial Accounts' object to Public Read/Write'.
D. Grant users access to the Financial Account object with permission set

Answer: B,D

Explanation:
To ensure that all users see Person Accounts, but only specific users can view Financial Accounts, the Admin should take the following steps:
Grant users access to the Financial Account object with permission set, which is a collection of settings and permissions that give users access to various tools and functions. The Admin can use permission sets to grant access to the Financial Account object and its fields to specific users or groups of users1.
Change Organization-wide Defaults (OWD) sharing on the 'Financial Accounts' object to Private', which is a setting that determines the baseline level of access that users have to records they do not own or share. By setting the OWD sharing on the 'Financial Accounts' object to Private', the Admin can ensure that only the record owners and users above them in the role hierarchy can view the Financial Accounts. Verified Reference: 1

NEW QUESTION # 145
......

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