May, 2024 Financial-Services-Cloud Practice Questions

Unique Spoto Salesforce Financial-Services-Cloud Practice Questions

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Sample Question 1

A System Administrator has received a note from one of theportfolio managers that theActionableRelationship Center (ARC) is not visible when the portfolio manager was tryingto set up relationships between two accounts. The portfolio manager has also mentionedthat other colleagues in the same role have accessto it and are able to use it to managetheir customer's relationships. What is a possible cause for this?

A. The portfolio manager has not been given the permissions that enable users to view andmanage ARC
B. The portfolio manager does not have access tothe Lightning page that has the ARCcomponent added
C. The portfolio manager does not have access to the account records that he is trying tocreate for.
D. The ARC Component has not been added to the page layout

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Sample Question 2

Financial Services Cloud (FSC) contains a number of custom objects to model a client'sfinancial information, and each object can be configured to appear as tabs in your org. Forexample, if a consultant wanted to create a financial goal for a customer, they could usethe Financial Goal object in FSC.What are three objects in FSC?

A. Billing
B. Financial Holding
C. Financial Goal
D. Inheritance
E. Revenue

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Sample Question 3

A new custom object has been created, and the records of this object will be createdthroughintegration with another system What should a consultant do to ensure the data isloading into the correct fields in Financial Services Cloud?

A. Create a junction object between the external system and the new customer objectwhere the data will reside
B. Ensure custom metadata is configured and each custom metadata record details wherethe data will be sent
C. Use a CSV file with the data created and use Data Loader to map to the correct field
D. Utilize a field mapping file with the external system (allocation and the correspondingfield in Salesforce

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