Free Access Salesforce.Financial-Services-Cloud.v2026-01-01.q121 Practice Test (Page 7)

Question 26

A private equity company with only one administrator wants to upgrade Financial Services Cloud (FSC) from a Sales Cloud Unlimited Edition (UE) org. The company decided to install FSC greenfield on a new org to minimize the transfer of existing tech debt. In preparation for data migration, the administrator has been exporting backup files of the current org for a month.
What should the administrator do as part of the preparation for the data migration process?

A.The administrator can ask the business manager on the investment bank team to review the file directly.

B.After running the backup data export manually for 2 weeks, the administrator can schedule this job to run weekly every Sunday to review the file on Mondays at the start of the week for data comparisons/analysis.

C.As a dry run, the administrator can test this process via a data export request from the primary sandbox to the existing Sales Cloud UE org.

D.To start, the administrator can run a daily backup data export for a week, then continue to run this job weekly until they are ready for data migration.

Question 27

The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to roll up customer data at the client and group levels. What functionality can Rollup By Lookup (RBL) provide for this requirement?

A.When you edit a financial account record or primary Group membership, the Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the client and Group levels.

B.Rollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities.

C.Rollups for multiple joint owners are not supported

D.An RBL rule displays summary calculations of financial account information, such as account balances.

E.RBL calculations can not be disabled when importing data into your Salesforce org.

Question 28

When converting a lead, how can an administrator capture custom lead data on the converted contact?

A.Map custom lead field to the standard lead field

B.Use the data loader to move the custom lead data

C.Use the lead conversion wizard to select the fields

D.Map custom lead fields to custom contact fields

Question 29

Lake Tahoe Bank's financial advisors are complaining that they can't see an accurate summary of their clients financial data as clients often change households. How can an Admin set up Financial Services Cloud to provide financial advisors with an accurate summary of their client's financial data?

A.Set clients financial data to be rolled up using Financial Services Cloud Primary Group.

B.Create a roll-up field on the Opportunity object to track client's Financial Account balance and display the summary amount on the Person Account object.

C.Create a custom obiect to track client's financial data

D.Use Process Builder to create a workflow to summarize data at the Person Account level.

Question 30

What Report functionality would you use in order to quickly categorize report records without creating a formula or a custom field?

A.Export

B.Schedule

C.Matrix Report

D.Joined Report

E.Bucketing

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Question 26

Question 27

Question 28

Question 29

Question 30

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