Free Access Salesforce.Financial-Services-Cloud.v2026-01-01.q121 Practice Test (Page 24)

Question 111

What item appears in a user's My Unresolved items after synchronization (2 answers)

A.Cases not assigned to a contact

B.Emails not associated to a record

C.Contacts not assigned to an account

D.Note not associated to a record

Question 112

Lake Tahoe Bank, an existing Salesforce customer, is planning to implement Financial Services Cloud. Their Salesforce Admin is considering whether to use a new Salesforce org or upgrade the existing org. Which three of the considerations below indicate that a new Salesforce org is the better choice9

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

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

C.Existing business capabilities and processes can be redesigned to deliver a higher business impact

D.The bank wants to use this project as an opportunity to retire customization

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 113

A regional bank is implementing Financial Services Cloud (FSC). Today, relationship managers receive email reminders 2 days, 2 weeks, and 2 months after a new customer opens their first bank account to contact the customer for feedback. In addition, the bank wants the ability for relationship managers to track and report on progress in FSC.
What should the administrator do when designing the future state business process using FSC features?

A.When creating an account, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.

B.When a lead or referral is converted, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.

C.When an account status is changed to "CustomlrfVTcreate an action plan with tasks to follow up in 2 days. 2 weeks, and 2 months.

D.When an account status is changed to "Customer", send emails to the Account Owner to follow up in 2 days, 2 weeks, and 2 months.

Question 114

How can knowledge articles be used? (2 answers)

A.To display for customer self-service

B.To display Salesforce answers

C.To resolve customer cases

D.To display Salesforce solutions

Question 115

An insurance companyaims to improve a call center's productivity. A detailed analysis discovered that agents spend a lot of time capturing data while adding and updating beneficiary details. Capturing premium payment details (payment date and frequency) is another time-consuming task. Which action should a Financial Services Cloud consultant take to resolve the issue?

A.Utilize Insurance Flow Templates.

B.Create an Action Plan Template for capturing beneficiary data and payment information.

C.Provide a better user interfaceby building Lightning web components for beneficiary data and payment information.

D.Install an Insurance Data AppExchange package.

Other Version: 2071Salesforce.Financial-Services-Cloud.v2025-04-02.q131; 1182Salesforce.Financial-Services-Cloud.v2023-03-08.q50

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Question 111

Question 112

Question 113

Question 114

Question 115

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