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What actions can a Wealth Advisor take from the Life Events card7
What actions can a Wealth Advisor take from the Life Events card7A . Create CaseB . Create Lead & ReferralC . Open an AccountD . Request Record ApprovalE . Create OpportunityView AnswerAnswer: BDE Explanation: From the Life Events card, a Wealth Advisor can take the following actions: Create Lead &...
Which of the 2 considerations does the Salesforce Admin have to keep in mind when it comes to dealing with multiple currencies?
Lake Tahoe Bank has branch offices in many countries around the world and they are planning to roll out Financial Services Cloud. Which of the 2 considerations does the Salesforce Admin have to keep in mind when it comes to dealing with multiple currencies?A . For each user, the user...
How can an Admin set up Financial Services Cloud to provide financial advisors with an accurate summary of their client's financial data?
Lake Tahoe Bank's financial advisors are complaining that they can't see an accurate summary of their clients financial data as clients often change households. How can an Admin set up Financial Services Cloud to provide financial advisors with an accurate summary of their client's financial data?A . Create a roll-up...
Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?
Lake Tahoe Bank's System Administrator is implementing intelligent Need-Based Referrals in Salesforce. Referrals are modeled on the Lead object. Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?A . Lead RoutingB . Web to-LeadC . Lead Assignment RulesD . Lead ApprovalE . Einstein Lead ScoringView AnswerAnswer:...
Which 2 of these statements are true for the Financial Services Cloud Person Account Data Model?
Lake Tahoe Bank has been using Sales Cloud to support the business to consumer (B2C) activities. The VP of IT wants a better and more flexible data model that can support his B2C Banking use cases. He is considering upgrading to Financial Services Cloud, using Person Accounts. Which 2 of...
What does the Admin have to keep in mind when setting up Flows?
The Salesforce Admin wants to make it easier for call center agents to complete some common tasks by setting up flows and launch them from the Retail Banking Console. What does the Admin have to keep in mind when setting up Flows?A . Flows can be used to provide step-by-step...
How can the Salesforce Admin implement such a requirement?
Lake Tahoe Bank would like to reslricl their Financial Services Cloud users from viewing certain types of milestones that might be irrelevant to their customers or might cause negative sentiment. How can the Salesforce Admin implement such a requirement?A . The Salesforce Admin can manage sensitive Life Evenls using sharing...
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...
