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What construct in Financial Services Cloud is most appropriate to represent such collaborative customer business operations?
Planter Farm Credit Union provides loan and insurance products to farmers who operate individually as well as in collaboration with other neighboring farms & farmers. The collaboration can be seasonal or for a limited timeframe. What construct in Financial Services Cloud is most appropriate to represent such collaborative customer business...
How can the Admin speed up and simplify Referral creation?
Scott Adams calls his Personal Banker Hank Burton to apply for a loan to buy a boat. Hanks wants to refer Scott to the loan department, but the current process is manual and time-consuming. Hank is asking the bank's System Administrator to automate Referral creation in Salesforce. How can the...
How can the Banker accomplish this?
Scott Adams is opening a joint savings account with his mom, Rachel Adams. Rachel Adams is the primary member of the Adams Household. Personal Banker Hank Burton wants to make sure that Scott's data is rolling up to the Adams Household. How can the Banker accomplish this?A . Make the...
Which two statements are true for a Group in Financial Services Cloud?
Which two statements are true for a Group in Financial Services Cloud?A . Financial Services Cloud includes a group record type for householdsB . A group is a type of account record that people and businesses can be related to through the Financial Account relationship objectC . A group is...
Which three standard fields are available to track a customer’s retirement gial progress?
Which three standard fields are available to track a customer’s retirement gial progress?A . ContributionsB . Actual valueC . Total ValueD . Target valueE . Target DateView AnswerAnswer: B, D, E Explanation: The following standard fields are available to track a customer’s retirement goal progress: Actual value, which is a...
What are the steps to disable person accounts?
The Salesforce Admin of Lake Tahoe Bank wants to implement Financial Services Cloud using the individual object model. What are the steps to disable person accounts? (Choose Three)A . Log a case with Salesforce to perform the conversion from Person Accounts to the individual model.B . Assign the Person Account...
How can Financial Services Cloud support these requirements?
Lake Tahoe Bank needs to conduct periodic reviews with their customers to review credit & debit card usage, review account payables and discuss credit needs. The bank wants to ensure such activities are tracked and exceptions are reported & followed up on in a timely manner. How can Financial Services...
What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?
What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?A . Referral Approval ProcessesB . Intelligent Need-Based Referrals and ScoringC . Einstein Referral Scoring for Financial Services CloudD . Referral Routing RulesView AnswerAnswer: B Explanation: Intelligent Need-Based Referrals and Scoring is...
If a client is associated with more than one Household or Group, where will this clients records get rolled up to?
If a client is associated with more than one Household or Group, where will this clients records get rolled up to?A . to the household with the client's primary addressB . to all the parent households and groupsC . to the household selected by the advisor for record rollups.D ....
How should Jen do this?
Jen, the Financial Advisor at Lake Tahoe Wealth Management Company wants to modify a published Action Plan to support an additional task she needs in order to complete an annual review for a client. How should Jen do this?A . Use the 'task creator' tool to create a new task...
