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Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?
Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?A . Referral ConversionB . Assigning a ReferralC . Round Robin Referral RoutingD . Accepting a ReferralE . Referral Automated ApprovalsView AnswerAnswer: A, B, D Explanation: The following out of the box capabilities come with...
How can Lake Tahoe Bank SF Admin configure FSC to capture and display commercial customer and its parent company?
Lake Tahoe Bank would like to capture their commercial customers in FSC. A commercial customer can be owned by multiple groups. How can Lake Tahoe Bank SF Admin configure FSC to capture and display commercial customer and its parent company? (3 correct answers)A . Add the Business record type to...
What steps should the Admin take to make that change?
The Salesforce Admin of Lake Tahoe Wealth Management Company needs to update an existing, published Action Plan Template to accommodate a change in the firm’s annual client review process. What steps should the Admin take to make that change?A . Edit the published Action Plan Template directly.B . Set the...
Which two limitations should a Salesforce Administrator consider before enabling Person Accounts?
Which two limitations should a Salesforce Administrator consider before enabling Person Accounts?A . Person Accounts can be enabled and disabled only by contacting Salesforce SupportB . Person Accounts cannot be disabled once they were enabledC . Creating a client record via Salesforce Inbox is not supported.D . AppExchange packages will...
What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?
What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?A . The managed extension package for intelligent Need-Based Referrals and ScoringB . Einstein Analytics for Financial ServicesC . The unmanaged extension package for Intelligent Need-Based Referrals and ScoringD . Salesforce CRM DashboardsView AnswerAnswer:...
What can a Salesforce Administrator do to help bankers get a consolidated view of the individual in the Financial Services Cloud?
Lake Tahoe Bank has duplicate client records in their current CRM system because they come from a different systems of record. Any changes made in Salesforce should be updated in the source system. What can a Salesforce Administrator do to help bankers get a consolidated view of the individual in...
What benefits do Flows for Financial Services Cloud offer to support customer onboarding? (Choose Two)
What benefits do Flows for Financial Services Cloud offer to support customer onboarding? (Choose Two)A . Flows enable customers to schedule appointments via customer communities, mobile apps. or websites.B . Flows provide step-by-step guidance for common service requests, such as change of address, or change of beneficiary, without the need...
When is the Referral Score updated?
Personal Banker Hank Burton is questioning his Referral Score shown in Salesforce Financial Services Cloud. When is the Referral Score updated?A . The Referral Score updated when a referral is convened to an Opportunity or closed.B . The Referral Score updated when a lead is created using the referral record...
Which 3 options does the Financial Services Cloud application offer to view and update Account-Account. Account-Contact, and Contact-Contact Relationships?
Which 3 options does the Financial Services Cloud application offer to view and update Account-Account. Account-Contact, and Contact-Contact Relationships?A . Actionable Relationship CenterB . Family Members ComponentC . Relationship MapD . Group Members ComponentE . Life Events ComponentView AnswerAnswer: A, C, D Explanation: The following options are available to view...
Which three steps should a Data Architect take to ensure a successful migration?
Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which three steps should a Data Architect take to ensure a successful migration?A . Ensure Person Accounts is enabled on the orgB . Configure your Person Account record types m the Indrvidual Record Type Mapper.C ....
