s. A financial services company needs to capture a new type of referral that has different required fields than what is currently configured in the org. Which three steps should the administrator take to configure Financial Services Cloud correctly based on the scenario?

• A. Assign the record type to users.
• B. Create a new referral record type mapper record.
• C. Create a custom Referral object.
• D. Create a new record type " Referral " on the Lead object.
• E. Update the lead page layout.

Culmus Insurance has a franchise business model with a large number of franchisees who operate independently but report to regional managers who are Cumulus employees. The company would like the franchise owners and their employees to have access to the Cumulus Salesforce Financial Services Cloud (FSC) instance. The company plans to use the Role Hierarchy and sharing rules to implement this. What should the architect at Cumulus Insurance be aware of for this solution?

• A. Salesforce FSC only allows 1,024 public groups.
• B. Franchise users will need to switch their browsers to a platform that supports Lightning Web Components.
• C. The administrator can define up to 300 total sharing rules for each object.
• D. Franchise users can have multiple roles in the hierarchy.

A financial services company must add details to the default business hours record. For companywide holidays, the company wants the option to skip nonwork days in Action Plan when setting task completion dates. What should the administrator configure to meet the requirement? What should the administrator configure to meet the requirement?

• A. Add non-work days to the date offset when calculating the task completion date is automatic; no setup is required.
• B. Select Recurring Holidays as Action Plans and consider recurring holidays when determining the non- work days to skip.
• C. Omit the day ' s start and end time fields when the administrator wants to indicate a non-working day.
• D. Configure the day without business hours, it is considered a non-work day, even if the day is a recurring holiday.

Which Salesforce Financial Services Cloud feature enables financial advisors to track and manage client accounts?

• A. Client onboarding
• B. Financial accounts management
• C. Performance reporting
• D. Opportunity management

Cumulus Cloud Bank, a major financial services provider, has engaged Salesforce Professional Services to transform its operations with Financial Services Cloud (FSC).
The Addams family are wealth management clients with the following relationships:
The wife and her husband are part of the Addams Household. The wife is the primary member, and together the couple run the Addams Charitable Trust. The wife is also part of the Symonds Household with her father as the primary member.
Which tool should the Salesforce FSC consultant recommend so a wealth manager could make sense of this complex data to provide impeccable service to the Addams family and discover new business opportunities?

• A. Actionable Relationship Center (ARC), an advanced visualization engine
• B. Financial Services Cloud Einstein
• C. Data Visualization with Marketing Cloud Intelligence
• D. Data Filtering and Sorting in Tableau Desktop