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Question No. 1
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
Answer: C
Question No. 2
Which three referral metrics are tracked with custom components included in Financial Services Cloud?
A. Web to Lead Referrals
B. Expressed interests
C. My Top Referrers
D. My Approved Referrals
E. Referrals Assigned to me
Answer: B, C, E
Question No. 3
A client has called their Financial Advisor to open an Education Savings Account for their first child. What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?
A. Create a Life Event for the birth of the child and a Referral for the Education Savings Account
B. Create a case and include the target Savings amount for the Education Savings Account and relate the case to the child's Person Account.
C. Create a Referral for the Banker for an Education Savings Account
D. Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account
E. Create two Life Events, one for the birth of the child and one for the Education Savings Account.
Answer: A, D
Question No. 4
How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level?
A. Add a custom Rollup By Lookup (RBL) rule.
B. Financial Goals can not be summarized at the household level.
C. Create a formula field and add it to the Account page layout
D. Update the selection in "Activities & Objects to Roll Up' to indude Financial Goals
Answer: D
Question No. 5
What benefits do Flows for Financial Services Cloud offer to support customer onboarding? (Choose Two)
A. Flows enable customers to schedule appointments via customer communities, mobile apps. or websites.
B. Flows provide step-by-step guidance for common service requests, such as change of address, or change of beneficiary, without the need to * navigate to different screens.
C. Flows systematically capture and visualize important customer Life Events to drive more personalized and need-based engagements.
D. Flows enable customers to book appointments with the nght specialist at the right time and place through self-service scheduling
E. Flows enable customers to schedule appointments via customer communities, motxie apps. or websites.
Answer: B, E