2025 Updated Verified Pass Financial-Services-Cloud Study Guides & Best Courses [Q50-Q72]

Q50. A marketing user needs to create a new campaign, but the New Button is NOT visible from the campaign home page. The system administrator has verified that the user has the “Create” profile permission for the campaign object.
How should the system administrator resolve the issue?

Q51. A consulting firm is asked to add Events and Milestones to a Lightning record page to give financial advisors deeper insights into their customers’ lives.
What should the consultant configure to enable advisors to capture Once-in-a-Lifetime events and, at the same time, prevent users from accidentally creating more than one event of such an event type?

Q52. Which is a feature of Chatter? (3 answers)

Q53. Our Personal Banker Hank Burton wants to encourage his customers to provide required documents for a loan application. He creates Document Checklist Items that help his customers to manage file uploads to speed up loan approval. For which of the following records does Salesforce support Document Checklist Items out of the box? (Choose Three)

Q54. Universal Containers has a marketing team set up as a public group. A sales representative would like to engage the marketing team on one opportunity.
What should the sales representative do to ensure the marketing team can access the opportunity?

Q55. Which field settings can you control in the Page Layout Editor? (3 answers)

Q56. A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees.
How should the administrator configure sharing rules in Financial Services Cloud to meet these requirements?

Q57. Lake Tahoe Bank is rolling out Financial Services Cloud and the VP of IT is concerned about the cost of the licenses. The System Admin recommends using restricted licenses for users that need only limited access to Financial Service Cloud features. Which Financial Services Cloud permission set license enables user access to a license with contractual restrictions for Financial Services Cloud and can be used to grant restricted access to users like Bank Tellers?

Q58. Lake Tahoe Bank has been using Sales Cloud to support the business to consumer (B2C) activities. The VP of IT wants a better and more flexible data model that can support his B2C Banking use cases. He is considering upgrading to Financial Services Cloud, using Person Accounts. Which 2 of these statements are true for the Financial Services Cloud Person Account Data Model?

Q59. What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?

Q60. Which three referral metrics are tracked with custom components included in Financial Services Cloud?

Q61. What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?

Q62. A financial services company needs to add new values for how a customer can be related to a financial account. Which object/field should the administrator add new values on?

Q63. What 3 options does the FSC application offer to view and update Account-Account, Account-Contact and Contact-Contact Relationships?

Q64. An insurance company wants to create a car insurance quote process for its website. The process should include the following functionality:
* The user has to enter contact and address information.
* The user has to enter the driver’s age and the car model and year.
* The process should calculate an insurance quote based on the data the customer provided and save the offer to the client’s record.
Which three OmniStudio tools should the consultant use to design a solution that meets these requirements?

Q65. An insurance company wants to create a car insurance quote process for its website. The process should include the following functionality:
* The user has to enter contact and address information.
* The user has to enter the driver’s age and the car model and year.
* The process should calculate an insurance quote based on the data the customer provided and save the offer to the client’s record.
Which three OmniStudio tools should the consultant use to design a solution that meets these requirements?

Q66. A user is having trouble logging into Salesforce. The users login history shows that this person has attempted to log in multiple times and has been locked out of the organization.
How can the system administrator help the user log into Salesforce? (2 answers)

Q67. A financial services company needs a custom field for reporting when relating two business accounts to each other. Which object should the administrator configure the custom field on?

Q68. Which three types of Account-Account relationships are displayed in the Actionable Relationship Center?

Q69. Which statement is true regarding an approval process? (2 answers)

Q70. Lakeshore Lending Company wants to create a community so borrowers can fill out their mortgage application online. Which template should they use?

Q71. Which three standard fields are available to track a customer’s retirement goal process?

Q72. How should developers configure customized nodes for display in Actionable Relationship Center (ARC)?