Study with Salesforce : Financial-Services-Cloud Exam Torrent as your best preparation materials

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?

• A. Assign the integration user to the System Administrator profile.
• B. Update the System Administrator profile to include the API Only User.
• C. Create a dedicated Integration User.
• D. Create a new customprofile and ensure API Only is selected.

Early in the discovery and solution meetings, it was determined that the client would primarily use out-of-the- box Financial Services Cloud (FSC) objects and components with minimal custom objects needed. In addition, it was decided that records should be private, but the managerial chain would require visibility into all their direct reports' records.
Which three security settings must be set up in Salesforce to meet these requirements?

• A. The Role Hierarchy in setup should be configured to allow for managers to automatically see records of those under them.
• B. Organization-wide sharing defaults should be set to meet sharing requirements for all objects in use.
• C. Only Custom Profiles should be configured and assigned to all users to use FSC components and field- level security. The ^ administrator should configure custom profiles and assign them to all users
• D. Each object sharing should be set up, explicitly sharing each user's record with the manager.
• E. Custom permission sets and out-of-the-boxFSC permission sets should be configured or updated and assigned to all users for the use of FSC components and field-level security.

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

• A. Accounts & Groups
• B. Accounts & Businesses
• C. Accounts & Peers
• D. Accounts & Members

A consulting firm is asked to add Events and Milestones to a Lightning record page to give financialadvisors 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?

• A. Special event types
• B. Single event types
• C. Once-in-a-Lifetime event types
• D. Unique event types

Which two statements are true about Group Membership in Financial Services Cloud?

• A. Group Membership is modeled using the Account-Group Relationship object.
• B. With Group Membership settings you can define if a Group is the member's primaryGroup.
• C. Group Membership defines the role of the member within the Group.
• D. With Group Membership settings you can define who is the primary and who is the secondary member within the Group.