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Which of the following statements are correct when creating Financial Goals?
Which of the following statements are correct when creating Financial Goals?A . Users can only create savings oriented goals.B . Users require the Financial Goals permission set to works with Financial GoalsC . Users can associate a goal with a specific Financial Account.D . Users can create goals for paying...
What is the best way for the Admin to access a Financial Services pre-configured org, including data and the right licenses, to learn about the product?
The Salesforce Admin at Lake Tahoe Bank considering implementing Financial Services Cloud. What is the best way for the Admin to access a Financial Services pre-configured org, including data and the right licenses, to learn about the product?A . Request a 30-day Financial Services Cloud trial orgB . Request a...
Which 3 process improvements can be delivered using Action Plans?
Lake Tahoe Bank branch manager is asking the Salesforce Administrator for improvements in Salesforce to speed up Loan Approval Processing. The Salesforce Admin is considering using Action Plans. Which 3 process improvements can be delivered using Action Plans?A . Action Plans create repeatable tasks and automate the task sequences when...
What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?
A client has called their Financial Advisor to open an Education Savings Account for their first child. What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?A . Create a Life Event for the birth of the child and a Referral for...
What must the Admin configure for each object to display the most important fields on the side panel of ARC?
The Salesforce Admin at Lake Tahoe Wealth Management Company wants to ensure that the advisors at his firm can quickly see the most important client data in the Actionable Relationship Center (ARC). What must the Admin configure for each object to display the most important fields on the side panel...
Where do Admins enable Multiple Relationship Groups?
Lake Tahoe Bank is implementing Financial Services Cloud. The bank's new business processes require that Financial Advisors can add individuals to more than one Group or Household using Multiple Relationship Groups. Where do Admins enable Multiple Relationship Groups?A . Object SettingsB . Custom SettingsC . Lightning Page EditorD . ProfilesView...
What step is required to give users access to the Financial Services Cloud Commercial Banking features?
What step is required to give users access to the Financial Services Cloud Commercial Banking features?A . Update Industries Settings to give users access to the Commercial Banking Console Lightning app.B . Assign permission sets to give users access to the Commercial Banking Console Lightning app.C . Update the user...
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...
