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What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?
A. Referral Approval Processes
B. Intelligent Need-Based Referrals and Scoring
C. Einstein Referral Scoring for Financial Services Cloud
D. Referral Routing Rules
Explanation:
Intelligent Need-Based Referrals and Scoring is a capability that helps bankers prioritize the most promising referrals by assigning a score based on the client’s needs, preferences, and interactions. It also helps bankers route referrals to the best suited specialists or advisors.
An insurance company needs to ensure the record rollups aggregate information from related records for several objects in the Financial Services Cloud at a client or group level. What should the administrator configure to meet the requirement?
A. To show all Primary Group member cases on a related list at the group level, the administrator should add Cases as a picklist value to the Rollup__c field on Account Contact Relationship.
B. Client-level records are aggregated by setting up client-level rollups to all primary group members.
C. When the administrator enables record rollups at the group level, all corresponding records are stamped with the Primary Group in the Rallup_c lookup field
D. To show all Primary Group member opportunities on a related list at the group level, the administrator should add Opportunities as a picklist value to the Household__c field on Account Contact Relationship.
Explanation:
According to the Salesforce documentation1, record rollups at the group level allow you to aggregate information from related records for several objects in Financial Services Cloud. When you enable record rollups at the group level, all corresponding records are stamped with the Primary Group in the Rollup__c lookup field. This field is added to the Account, Contact, Account Contact Relationship, and Financial Account objects. You can then use this field to create reports and dashboards that show aggregated data for each group.
Scott Adams is opening a joint savings account with his mom, Rachel Adams. Rachel Adams is the primary member of the Adams Household. Personal Banker Hank Burton wants to make sure that Scott's data is rolling up to the Adams Household. How can the Banker accomplish this?
A. Make the Adams Household Scott's primary Group and edit tie Activities & Objects to ft* Up.
B. Add Scon as a Related Contact to the Adams Household.
C. Make the Adams Household Scotts pnmary Group and make Scott the pnmary member
D. Disable the Primary Group setting fof Scon on the Adams Household
Explanation:
To make sure that Scott’s data is rolling up to the Adams Household, the Banker should make the Adams Household Scott’s primary Group and edit the Activities & Objects to Roll Up. A primary Group is a construct in Financial Services Cloud that allows you to define the main group for a client. You can use primary Group to roll up financial data from all the financial accounts that are related to the client or the group. By making the Adams Household Scott’s primary Group, the Banker can ensure that Scott’s financial data is included in the household summary. The Banker can also edit the Activities & Objects to Roll Up to specify which items, such as financial accounts, goals, or referrals, should be rolled up for Scott. Verified References: : Salesforce Help Article 4
The Salesforce Administrator for Lake Tahoe Bank is receiving a report that a members Financial Account Balances are not adding up to the Financial Summary field in the related Household. Which two steps should the admin take to troubleshoot the issue?
A. Ensure the Primary Group flag in the Account record is checked.
B. Ensure RollUpByLookup Configuration is Active
C. Ensure a RollUpByLookup batch job is scheduled to run every 15 mins.
D. Ensure that the member is the Primary Member in that Household
E. Ensure the reported Household is the Primary Group for the member
Explanation:
To troubleshoot the issue of Financial Account Balances not adding up to the Financial Summary field in the related Household, the Admin should take the following steps:
Ensure RollUpByLookup Configuration is Active, which is a custom setting that enables or disables the Rollup By Lookup (RBL) feature. RBL is a feature that allows users to aggregate data from financial accounts and display it at the client and group levels1.
Ensure the reported Household is the Primary Group for the member, which is a field on the Account object that indicates whether an account is the primary group for a contact or an individual. The primary group determines which financial summary fields are displayed on the contact or individual page2. Verified References: 12
Lake Tahoe Bank would like to reslricl their Financial Services Cloud users from viewing certain types of milestones that might be irrelevant to their customers or might cause negative sentiment. How can the Salesforce Admin implement such a requirement?
A. The Salesforce Admin can manage sensitive Life Evenls using sharing rules.
B. The Salesforce Admin can hide the life Event or Business Milestone type, by removing it from the Event Type picklist.
C. The Salesforce Admin can hide sensitive Life Events on Ihe Life Events component on the Lightning Page using the Properties pane.
D. The Salesforce Admin can manage sensitive Life Events using Permission Sets.
Explanation:
The Salesforce Admin can hide sensitive Life Events on the Life Events component on the Lightning Page using the Properties pane. The Life Events component is a Lightning component that displays a timeline of life events and business milestones for a client or a group. The Admin can use the Properties pane to customize the component and select which event types to show or hide on the timeline.
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