Free Access Salesforce.Financial-Services-Cloud.v2026-01-01.q121 Practice Test (Page 16)

Question 71

What are the challenges Financial Institutions face? (Select all that apply)

A.Not enough data

B.Regulatory compliance

C.Rising class of new competitors

D.Isolated data and outdated systems

Question 72

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 theirclients. Which two steps can an admin take to ensure that all users see Person Accounts, but only specific users can view Financial Accounts?

A.Grant users access to the Financial Account object with permission set

B.Change Organization-wide Defaults (OWD) sharing on the 'Financial Accounts* object to Private'.

C.Change Organization-wide Defaults (OWD) sharing on the 'Person Accounts" object to 'Controlled by Parent.

D.Change Organization-wide Defaults (OWD) shanng on the "Financial Accounts' object toPublic Read
/Write'.

Question 73

Lake Tahoe Bank has been using Sales Cloud to support the business to consumer (B2C) activities. The VP of IT wants a better and more flexible data model that can support his B2C Banking use cases. He is considering upgrading to Financial Services Cloud, using Person Accounts. Which 2 of these statements are true for the Financial Services Cloud Person Account Data Model?

A.The Person Account record type can be used when a client is an agent for a broker firm that is doing business with the Financial Institution.

B.The Person Account is a virtual object displaying data from Accounts and Contacts objects. It represents all aspects of the person and includes D data such date of birth or tax ID number.

C.Person Accounts can be merged with Business Accounts in Financial Services Cloud

D.The Person Account model uses the standard Account object to hold all of the details about a person The Account object has been extended " with custom fields and a Person Account Record Type

E.To share a Person Account record the admin will need to create sharing rules Account and Contact objects

Question 74

How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level?

A.Create a formula field and add it to the Account page layout

B.Financial Goals can not be summarized at the household level.

C.Add a custom Rollup By Lookup (RBL) rule.

D.Update the selection in "Activities & Objects to Roll Up' to indude Financial Goals

Question 75

What feature allows a user to group campaigns within a specific marketing program or initiative?

A.Campaign members

B.Campaign Hierarchy

C.Campaign lists

D.Campaign influence

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Question 71

Question 72

Question 73

Question 74

Question 75

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