Q42. The Salesforce Admin of Lake Tahoe Wealth Management Company needs to update an existing, published Action Plan Template to accommodate a change in the firm’s annual client review process. What steps should the Admin take to make that change?

Q43. Cumulus Bank has implemented Compliant Data Sharing in Financial Services Cloud. Which two things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private?

Q44. Which statement about the products and price books is true? (2 answers)

Q45. Which of the following are FSC components that visualize groups and relationships in Lightning pages? (Check the 2 that apply)

Q46. A consultant advising Cumulus Bank wants to ensure that the bank is compliant with Identity Verification Regulations when customers contact the bank.
Which two features should a consultant leverage to design this business process?

Q47. Which feature in Financial Services Cloud helps businesses identify, track, and route customer needs?

Q48. Which of these statements is not correct about the visibility of Action Plan Tasks?

Q49. What Report functionality would you use in order to quickly categorize report records without creating a formula or a custom field?

Q50. Which is a feature of Chatter? (3 answers)

Q51. Which three types of preassembled flows can be utilized from the Financial Services Cloud (FSC) packages and the Lightning Flow for FSC package?

Q52. Which Financial Services object would you use to store Bank Accounts data?

Q53. When adding an Account-Account relationship using ARC (Actionnable Relationship Center), what 2 options does the banker have to represent a group of accounts, where one of the accounts is the parents of a number of other accounts ? (2 answers)

Q54. 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?

Q55. Users at Lake Bank have been creating multiple events for once in a lifetime event such as birth. What should an Administrator do to prevent users from accidentally creating more than one event of such an event type?

Q56. The Salesforce Administrator at Lake Tahoe Bank is asked at make modifications to the Salesforce org to allow for more than one people being joint owners on a Financial Account. What will be the recommended approach to model this requirement?

Q57. 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?