Free Questions for Financial-Services-Cloud by
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Shared by Livingston on 18-08-2022
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Question 1
Question Type: MultipleChoice
What is the maximum number of fields that can be displayed on the ARC Record Card?
Options:
A- 5
B- 2
C- 3
D- 10
Answer:
B
Question 2
Question Type: MultipleChoice
The Salesforce Admin wants to change the fields that are showing on the Actionable Relationship Center Household Card. How can the
Admin achieve this?
Options:
A- Change the fields directly from the card.
B- Edit Household Page Compact Layout on the Account Object.
C- Edit Household Page Compact Layout on the Contact Object.
D- Use the Schema Builder to update the field on the Household Card.
Answer:
B
Question 3
Question Type: MultipleChoice
Kim Johnson, a client of Lake Tahoe Bank, hired Liz Obrian from Pine Cone Law Firm as her new lawyer. The Advisor wants to capture
that information in the Actionable Relationship Center. What entities in Financial Services Cloud will the Advisor use to create this
relationship?
Options:
A- Account-Account relationship to add Pine Cone Law Firm and Contact-Contact relationship to add Liz Obrian.
B- Account-Account relationship to add Pine Cone Law Firm and Account-Contact relationship to add Liz Obrian.
C- Account-Contact relationship to add Pine Cone Law Firm, Contact-Contact relationship to add Liz Obrian.
Answer:
A
Question 4
Question Type: MultipleChoice
The Actionable Relationship Center can display which of the following relationships in the tree pane? Select 3 answers.
Options:
A- Account-Account Relationships
B- Any Related List for the selected object record
C- Up to 5 Related Lists for an Account Record
D- Account-Contact Relationships
E- Up to 5 Related Lists for a non-Account Record
Answer:
A, D, E
Question 5
Question Type: MultipleChoice
A user is not able to see the Actionable Relationship Center tab in his Financial Services Cloud Wealth Management App. What steps
should the Salesforce Admin take to troubleshoot this issue? (2 correct answers)
Options:
A- Check the user's permission assignments and make sure the Financial Services Cloud Extension License and the Financial Services
Cloud Extension Permission Set are assigned to that user.
B- Log a Salesforce support ticket to add the Actionable Relationship Center tab to the Wealth Management App.
C- Check if the Actionable Relationship Center Tab was created as a custom tab and the Lighting Component was added to the page
layout.
D- Remove the Relationship Map.
Answer:
A, C
Question 6
Question Type: MultipleChoice
Kim Johnson, a client of Lake Tahoe Bank, hired Liz Obrian from Pine Cone Law Firm as her new lawyer. The Advisor wants to capture
that information in the Actionable Relationship Center. What entities in Financial Services Cloud will the Advisor use to create this
relationship?
Options:
A- Account-Account relationship to add Pine Cone Law Firm and Contact-Contact relationship to add Liz Obrian.
B- Account-Account relationship to add Pine Cone Law Firm and Account-Contact relationship to add Liz Obrian.
C- Account-Contact relationship to add Pine Cone Law Firm, Contact-Contact relationship to add Liz Obrian.
Answer:
A
Question 7
Question Type: MultipleChoice
A user is not able to see the Actionable Relationship Center tab in his Financial Services Cloud Wealth Management App. What steps
should the Salesforce Admin take to troubleshoot this issue? (2 correct answers)
Options:
A- Check the user's permission assignments and make sure the Financial Services Cloud Extension License and the Financial Services
Cloud Extension Permission Set are assigned to that user.
B- Log a Salesforce support ticket to add the Actionable Relationship Center tab to the Wealth Management App.
C- Check if the Actionable Relationship Center Tab was created as a custom tab and the Lighting Component was added to the page
layout.
D- Remove the Relationship Map.
Answer:
A, C
Question 8
Question Type: MultipleChoice
The Actionable Relationship Center can display which of the following relationships in the tree pane? Select 3 answers.
Options:
A- Account-Account Relationships
B- Any Related List for the selected object record
C- Up to 5 Related Lists for an Account Record
D- Account-Contact Relationships
E- Up to 5 Related Lists for a non-Account Record
Answer:
A, D, E
Question 9
Question Type: MultipleChoice
What is the maximum number of fields that can be displayed on the ARC Record Card?
Options:
A- 5
B- 2
C- 3
D- 10
Answer:
B
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