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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...
What is a possible cause for this?
A System Administrator has received a note from one of the portfolio managers that the Actionable Relationship Center (ARC) is not visible when the portfolio manager was trying to set up relationships between two accounts. The portfolio manager has also mentioned that other colleagues in the same role have access...
Which three of the following names are Association Type picklist field values?
The Actionable Relationship Center (ARC) is using the Association Type picklist to control the account-account relationships. Which three of the following names are Association Type picklist field values?A . MemberB . GroupC . TrustD . FamilyE . PeerView AnswerAnswer: C, D, E Explanation: The following names are Association Type picklist...
What should a Financial Advisor use to model the relationship between a business contact and a client that is modeled as a person account?
What should a Financial Advisor use to model the relationship between a business contact and a client that is modeled as a person account?A . Account-Account RelationshipB . Contact-Contact Relationship and the Reciprocal RoteC . Reciprocal RoleD . Account-Contact Relationship and the Reciprocal RoleView AnswerAnswer: B Explanation: A Contact-Contact Relationship...
