Free Access Salesforce.Financial-Services-Cloud.v2026-01-01.q121 Practice Test (Page 22)

Question 101

Jen, the Financial Advisor at Lake Tahoe Wealth Management Company wants to modify apublished Action Plan to support an additional task she needs in order to completean annual review for a client. How should Jen do this?

A.Use the 'task creator' tool to create a new task and associate with the existing Action Plan

B.Contact her Salesforce Administrator and get her to make the change to the Action Plan for her.

C.Usethe Action Plan item feature to add an additional task to a published Action Plan.

D.Create an independent Task not related to original Action Plan

Question 102

When adding an Account-Account relationship using ARC (Actionnable Relationship Center), what 2 options does the banker have to represent a group of accounts, where one of the accounts is the parents of a number of other accounts ? (2 answers)

A.From each subsidiary account, select 'New' in the 'Member Relationships' components and create a new relationship with the parent account

B.From the parent account, select 'New' in the 'Member Relationships' components and create a new relationship with the subsidiary account

C.From the parent account, select 'New' in the 'Group Relationship' components and create a new relationship with the subsidiary account

D.From each subsidiary account, select 'New' in the 'Group Relationship' components and create a new relationship with the parent account

Question 103

The Salesforce Admin at Lake Tahoe Wealth Management Company wants to ensure that the advisors at his firm can quickly see the most important client data in the Actionable Relationship Center (ARC). What must the Admin configure for each object to display the most important fields on the side panel of ARC?

A.Search Layout

B.Lightning Record Pages

C.Field Sets

D.Compact Layout

E.Page Layout

Question 104

Person accounts store information about individual people by combining certain account and contact fields into a single record. Using the Object Manager, on which Object do you configure the Person Account Page Layout?

A.The Person Account Record Type on the Contact Object

B.The Person Account Object

C.The Person Account Record Type on the Account Object

Question 105

What is a key step in identifying different business processes and outlining encompassing system flows based on the existing environment when setting up Salesforce Financial Services Cloud (FSC)?

A.Creating a new Salesforce instance from scratch for the customer

B.Importing the customer's existing data into Salesforce FSC without any modifications

C.Implementing a generic, one-size-fits-all solution for all customers

D.Conducting a gap analysis between the customer's current processes and Salesforce FSC capabilities

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Question 101

Question 102

Question 103

Question 104

Question 105

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