Free Access Salesforce.Financial-Services-Cloud.v2025-04-02.q131 Practice Test (Page 21)

Question 96

What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?

A.The managed extension package for intelligent Need-Based Referrals and Scoring

B.Einstein Analytics for Financial Services

C.The unmanaged extension package for Intelligent Need-Based Referrals and Scoring

D.Salesforce CRM Dashboards

Question 97

Universal Containers has a marketing team set up as a public group. A sales representative would like to engage the marketing team on one opportunity.
What should the sales representative do to ensure the marketing team can access the opportunity?

A.Change the opportunity owner to the public group.

B.Manually share the record with the public group.

C.Add the public group to the opportunity team.

D.Add the public group to an opportunity queue.

Question 98

Lake Tahoe Bank, an existing Salesforce customer, is planning to implement FSC. Their Salesforce Admin is considering whether to use a new Salesforce org for the FSC users, or upgrade the existing org. Which considerations indicate that upgrading the existing Salesforce org is the better choice?

A.The bank is currently using several ISV solutions and re-implementing them would be a big effort.

B.The current implementation is using a product-centric view and the bank wants to move to a customer-centric view.

C.The bank wants to use this project as an opportunity to retire customizations.

D.The bank has limited redesign opportunities for business capabilities.

E.Data migration is a big concern. The current org has a large amount of data and the bank wants to minimize data migration efforts.

Question 99

A user profile has login hour restrictions set to Monday through Friday 8am to 5pm. It is Tuesday and it is now 5.01 PM.
Which behavior of the application should the user expect?

A.The user will be able to continue working and start new sessions

B.The user will be logged out and any unsaved work-in-progress will be lost

C.The user will be logged out and any unsaved work-in-progress will be saved

D.The user will be able to continue working, but will be unable to start any new sessions

Question 100

Which two statements are true for a Group in Financial Services Cloud?

A.Financial Services Cloud includes a group record type for households

B.A group is a type of account record that people and businesses can be related to through the Financial Account relationship object

C.A group is a type of account record that people and businesses can be related to through the account contact relationship object.

D.Financial Services Cloud includes a group record type for businesses

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Question 96

Question 97

Question 98

Question 99

Question 100

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