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Which two steps can an admin take to ensure that all users see Person Accounts, but only specific users can view Financial Accounts?
Lake Tahoe Bank wants their customer reps to be able to see client records such as Person Accounts, but want to restrict access to Financial Accounts to protect the privacy of their clients. Which two steps can an admin take to ensure that all users see Person Accounts, but only...
Which of the following objects do support Group-Level Rollups?
Which of the following objects do support Group-Level Rollups?A . TasksB . AlertsC . Financial AccountsD . Action PlansE . OpportunitiesView AnswerAnswer: CDE Explanation: The following objects do support Group-Level Rollups: Financial Accounts: You can use Group-Level Rollups to display the total balance, total market value, and total cost basis...
Which Salesforce feature should be used for this digital onboarding process?
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...
How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level?
How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level?A . Add a custom Rollup By Lookup (RBL) rule.B . Financial Goals can not be summarized at the household level.C . Create a formula field and add it to the Account page layoutD ....
Which three referral metrics are tracked with custom components included in Financial Services Cloud?
Which three referral metrics are tracked with custom components included in Financial Services Cloud?A . Web to Lead ReferralsB . Expressed interestsC . My Top ReferrersD . My Approved ReferralsE . Referrals Assigned to meView AnswerAnswer: B, C, E Explanation: The following referral metrics are tracked with custom components included...
Which Financial Services Cloud permission set license enables user access to a license with contractual restrictions for Financial Services Cloud and can be used to grant restricted access to users like Bank Tellers?
Lake Tahoe Bank is rolling out Financial Services Cloud and the VP of IT is concerned about the cost of the licenses. The System Admin recommends using restricted licenses for users that need only limited access to Financial Service Cloud features. Which Financial Services Cloud permission set license enables user...
How can the Salesforce Admin help agents who deal with a large number of customers on a daily basis, quickly scan the Life Events component and find the information they need without much effort?
How can the Salesforce Admin help agents who deal with a large number of customers on a daily basis, quickly scan the Life Events component and find the information they need without much effort?A . The Admin can customize the order of life events to be set in chronological order.B...
What will be the recommended approach to model this requirement?
The Salesforce Administrator at Lake Tahoe Bank is asked at make modifications to the Salesforce org to allow for more than one people being joint owners on a Financial Account. What will be the recommended approach to model this requirement?A . Map the primary owner and one joint owner to...
What FSC feature can Lake Tahoe Bank use to track this process?
A commercial loan due diligence process is handled by multiple individuals at Lake Tahoe Bank. Lake Tahoe Bank wants an easy way for managers to distribute the work, to understand the % completion of the due diligence process per client and report on the performance of the department to show...
What steps does the Salesforce Administrator have to take to create a new Business Milestone Type?
What steps does the Salesforce Administrator have to take to create a new Business Milestone Type?A . In the Object Manager go to the Business Milestone object and create a new field using the name of the new milestone.B . Find Person Life Event using the Object Manager and add...
