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1. Lake Tahoe Bank branch manager is asking the Salesforce Administrator for improvements in Salesforce to speed up Loan Approval Processing. The Salesforce Admin isconsidering using Action Plans. Which 3 process improvements can be delivered using Action Plans?
A) Action Plans can speed up the collection of a list of documents needed for the loan application
B) Action Plans enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.
C) When you create an action plan from a template for a specific targetrecord, items that have no assigned user are assigned to the owner of that " target record.
D) Action Plans can automatically schedule the next appointment with the Advisor.
E) Action Plans create repeatable tasks and automate the task sequences when executed
2. An investment bank is implementing Financial Services Cloud (FSC) to manage the deal pipeline. Each opportunity has confidentialinformation that the deal team members must only view. In addition, each member needs the ability to take and share notes directly within Salesforce with others on the team.
Which three FSC features should be part of the solution design?
A) Financial DealManagement
B) Sharing Rules
C) Interaction Summaries
D) Complianthata Sharing
E) Profiles
3. A private equity company with only one administrator wants to upgrade Financial Services Cloud (FSC) from a Sales Cloud Unlimited Edition (UE) org. The company decided to install FSC greenfield on a new org to minimize the transfer of existing tech debt. In preparation for data migration, the administrator has been exporting backup files of the current org for a month.
What should the administrator do as part of the preparation for the data migration process?
A) After running the backup data export manually for 2 weeks, the administrator can schedule this job to run weekly every Sunday to review the file on Mondays atthe start of the week for data comparisons
/analysis.
B) The administrator can ask the business manager on the investment bank team to review the file directly.
C) To start, the administrator can run a daily backup dataexport for a week, then continue to run this job weekly until they are ready for data migration.
D) As a dry run, the administrator can test this process via a data export request from the primary sandbox to the existing Sales Cloud UE org.
4. It has been determined that integration with an external system is required, as the data needed by a wealth management client resides in another system. This data will be sent from the external system via an API, and Salesforce needs to be configured in preparation for the data.
Which two items should be configured?
A) Objects and fields to store the data
B) A Lightning web component to restrict data from users
C) An integration User and Integration Profile to enable the connection
D) A flow to get the data into Salesforce
5. A Financial Services Cloud (FSC) administrator wants to create a new FSC permission set that includes the Access Interest Tags for Financial Services Cloud permission.
Which two permission sets should be cloned to create this new permission set and give access to interest tags?
A) FSC Basic permission set
B) FSC Standard permission set
C) FSC Extension permission set
D) FSC Foundations permission set
Solutions:
| Question # 1 Answer: B,C,E | Question # 2 Answer: A,B,C | Question # 3 Answer: C | Question # 4 Answer: A,C | Question # 5 Answer: C,D |
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