Salesforce Financial-Services-Cloud Valid Dumps Ppt, Practice Test Financial-Services-Cloud Fee

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q55-Q60):

NEW QUESTION # 55
The administrator at universal containers will create a custom field to track a specific Tier 2 support user on a case record.
What data type should be used while creating this custom field?

A. Formula
B. Lookup relationship
C. Lookup Filter
D. Hierarchical relationship

Answer: B

NEW QUESTION # 56
Which field settings can you control in the Page Layout Editor? (3 answers)

A. Visible
B. Dependent
C. Read only
D. Required
E. Controlling

Answer: A,C,D

NEW QUESTION # 57
Which three of these statements are true for Rollup By Lookup (RBL) in FSC?

A. The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the client and group levels.
B. Rollup By Lookup (RBL) do not require a lot of processing power.
C. An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances.
D. Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.
E. Salesforce does not recommend or provide support for creation or customization of FSC RBL rules.

Answer: C,D,E

NEW QUESTION # 58
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?

A. When Branch Unit is the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects.
B. Bankers with Branches with Opportunities, Accounts. Leads, and Contacts report types are available for creating reports with Branch Unit Related Records.
C. Branch Unit Related Record report types have related object names including Lead, Account, and Contact but exclude Financial Account.
D. The reportable objects include Banker. Branch Unit, Branch Unit Related Records, and Branch Unit Customer.

Answer: B,D

Explanation:
The following considerations should be included when configuring the report with branch management reportable objects:
Bankers with Branches with Opportunities, Accounts, Leads, and Contacts report types are available for creating reports with Branch Unit Related Records. These are standard report types that allow users to create reports that show data from Banker, Branch Unit, Opportunity, Account, Lead, Contact, and Branch Unit Related Record objects.
The reportable objects include Banker, Branch Unit, Branch Unit Related Records, and Branch Unit Customer. These are custom objects that are part of the branch management feature in Financial Services Cloud. Banker is an object that represents a banker or an employee who works at a branch unit. Branch Unit is an object that represents a physical location where bankers provide services to customers. Branch Unit Related Record is an object that represents a record that is related to a branch unit, such as an opportunity, an account, a lead, or a contact. Branch Unit Customer is an object that represents a customer who has a relationship with a branch unit.
When Branch Unit is the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects. This means that the administrator can create reports that show data from Branch Unit and its related objects by using lookup fields or junction objects

NEW QUESTION # 59
The Salesforce Administrator for Lake Tahoe Bank is receiving a report that a members FinancialAccount Balances are not adding up to the Financial Summary field in the related Household. Which two steps should the admin take to troubleshoot the issue?

A. Ensure the Primary Group flag in the Account record is checked.
B. Ensure a RollUpByLookup batch job is scheduled to run every 15 mins.
C. Ensure the reported Household is the Primary Group for the member
D. EnsureRollUpByLookup Configuration is Active
E. Ensure that the member is the Primary Member in that Household

Answer: C,D

Explanation:
To troubleshoot the issue of Financial Account Balances not adding up to the Financial Summary field in the related Household, the Admin should take the following steps:
Ensure RollUpByLookup Configuration is Active, which is a custom setting that enables or disables the Rollup By Lookup (RBL) feature. RBLis a feature that allows users to aggregate data from financial accounts and display it at the client and group levels1.
Ensure the reported Household is the Primary Group for the member, which is a field on the Account object that indicates whether an account is the primary group for a contact or an individual. The primary group determines which financial summary fields are displayed on the contact or individual page2. Verified References: 12

NEW QUESTION # 60
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Salesforce Financial-Services-Cloud Valid Dumps Ppt, Practice Test Financial-Services-Cloud Fee

Practice Test Financial-Services-Cloud Fee - Financial-Services-Cloud Latest Learning Materials

Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q55-Q60):

Financial-Services-Cloud exam materials & Financial-Services-Cloud practice questions & Financial-Services-Cloud study guide