NO.40 Lake Tahoe Bank wants to onboard a client digitally and without asking the client for information that the bank already has on file. The process has multiple steps and can have branching (conditional) logic that asks for different information depending on the responses. Which Salesforce feature should be used for this digital onboarding process?

NO.41 Person accounts store information about individual people by combining certain account and contact fields into a single record. Using the Object Manager, on which Object do you configure the Person Account Page Layout?

NO.42 Which of the following objects do support Group-Level Rollups7

NO.43 One administrator user at a financial services company needs to help management build reports and gain insights into business performance by including branch management reportable objects.
Which two considerations should the administrator include when configuring the report?

NO.44 What does a page layout allow an administrator to control?

NO.45 A Salesforce Admin is configuring a new Action Plan Template. One task in that template needs to be picked up by the next available Advisor. What assignment logic should the Admin use when configuring this template task?

NO.46 Which three things must an admin keep in mind when creating Action Plan Templates’5

NO.47 Which chart type can be used to display summary values from two different levels of grouping in a report. (2 answers)

NO.48 A system administrator at universal containers created a new account record type. However, sales users are unable to select record type when creating new account records.
What is a possible reason for this? (2 answers)

NO.49 A marketing user has received a file of leads to import. What tool can be used to avoid duplicate leads?

NO.50 What functionality is included in the Financial Services Cloud Extension license? (2 correct answers)

NO.51 What object do you use to model a client in Financial Services Cloud?

NO.52 Cumulus Insurance has created a Delegated Administrator group for its franchise users to reduce the workload on head office support staff.
Which three functions should be added to the Delegated Administrator group?

NO.53 Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?

NO.54 Cumulus Bank is migrating its CRM software from a legacy application to Salesforce Financial Services Cloud (FSC). The bank hired Salesforce Professional Services to configure/deploy the new Salesforce FSC org and migrate data.
Which order should a consultant follow when performing the data migrations?