Financial Services Cloud Accredited Professional v1.0

A consultant is building an agent console for an insurance company using FlexCards to provide a 360-degree view of its customers. An Integration Procedure will be used to retrieve Account, Opportunity, and Contract data. The agent wants the following information displayed:
Account information including account name, phone, and website
Active opportunities related to the Account
Active insurance policies related to the Account
The ability to view and renew policies
How should the consultant design the FlexCards to meet these requirements?

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?

A wealth client owns a boutique shoe store called Smith’s Shoes. Their financial advisor would like to add this relationship to Financial Services Cloud (FSC) to track the complete picture of relationships related to the wealth client’s household.
Which three options should the Financial Services Cloud consultant use when mapping this relationship in FSC? (Choose three.)

An investment bank is implementing Financial Services Cloud (FSC) to manage the deal pipeline. Each opportunity has confidential information that the deal team members must only view. In addition, each member needs the ability to take and share notes directly within Salesforce with others on the team.
Which three FSC features should be part of the solution design? (Choose three.)

A corporate investment banking associate at Cumulus Capital works with a trusted analyst to create pitch books, analyze market data, and generate reports. The banking associate is looking to capture sensitive deal information in Salesforce. They wish to share the deal information with the trusted analyst only, without giving access to Salesforce users up the management chain in the Role Hierarchy.
What should a consultant do in Salesforce to build the required sharing model for sensitive deal data?

A Salesforce administrator updating a record page to add a Chatter component to the Action Plan Lightning record page is unable to find the Chatter components for selection.
What is the reason for this?

A wealth management firm is looking to start tracking its clients’ hobbies for marketing purposes in Salesforce.
Which Financial Services Cloud feature is most suitable for this?

A regional bank is implementing Financial Services Cloud (FSC). Today, relationship managers receive email reminders 2 days, 2 weeks, and 2 months after a new customer opens their first bank account to contact the customer for feedback. In addition, the bank wants the ability for relationship managers to track and report on progress in FSC.
What should the administrator do when designing the future state business process using FSC features?

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 financial services company needs to transform the individual data model to person accounts in Financial Services Cloud (FSC), and its consulting partner is helping decide the sequence of the user stories in the design phase.
What should the implementation team do as the top priority during planning?

While working for an insurance client implementing Financial Services Cloud, an API integration between Salesforce and a risk control system has been configured. The consultant is asked to ensure the correct profiles and permissions were set up for this connection.
Which two steps should the consultant take? (Choose two.)

Cumulus Bank wants to use Interactions to capture conversations that investment bankers have with their clients. Due to the sensitive nature of the interactions, the bank needs to carefully limit access to the detailed notes for certain groups. Basic information about attendees and meeting dates is not sensitive.
Which three options should a consultant recommend? (Choose three.)

Cumulus Cloud Bank is asking the consultant to explain some tools available to integrate Salesforce into several of its back-end/core systems.
Which three capabilities should a consultant recommend? (Choose three.)

A financial institution is concerned about contacting clients or sharing their data when they have requested not to be contacted.
Which action should the consultant take in Financial Services Cloud to address the institution’s concern?