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NEW QUESTION 50
Which chart type can be used to display summary values from two different levels of grouping in a report. (2 answers)

• A. Funnel chart
• B. Stacked bar chart
• C. Grouped line chart
• D. Donut chart

Answer: B,C

NEW QUESTION 51
The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to rollup financial data at the client and group levels? What functionality can Rollup By Lookup (RBL) provide for this requirement?

• A. Rollup By Lookup (RBL) displays associated records for Financial Accounts, Financial Goals and Opportunities.
• B. An RBL rule displays summary calculations of financial account information, such as account balances.
• C. Rollups for multiple joint owners are not supported.
• D. RBL calculations can't be disabled when importing data into your Salesforce org.
• E. When you edit a financial account record or primary Group membership, the Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the client and Group levels.

Answer: A,B,E

NEW QUESTION 52
Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?

• A. Referral Conversion
• B. Assigning a Referral
• C. Accepting a Referral
• D. Referral Automated Approvals
• E. Round Robin Referral Routing

Answer: A,B,C

NEW QUESTION 53
Which of these Object Types are part of the Financial Services Cloud Data Model (Select 3)

• A. FSC Standard Objects
• B. FSC Packaged Objects
• C. FSC Marketing Objects
• D. Sales or Service Objects
• E. Action Plan Objects

Answer: A,B,D

NEW QUESTION 54
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