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What is the recommended approach for implementing Financial Services Cloud at Lake Tahoe Bank?
Lake Tahoe Bank is evaluating Financial Services Cloud to help them deliver a customer-centric view. They currently have a heavily customized Salesforce implementation with a product-centric design. Lake Tahoe Bank wants to make sure planned changes have a minimal impact on users during implementation. What is the recommended approach for...
Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?
Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?A . Lightning Page Layout > Life Events and Business Milestones Lightning Component > Page Icon PropertiesB . Setup > Custom Code > Static ResourcesC . Setup > User Interface > icons > Life...
What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?
What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?A . Referral ScoringB . Referrals RollupsC . Group Member ReferralsD . Referral Group Process BuilderView AnswerAnswer: B Explanation: Referrals Rollups is a feature that enables users to see...
Which three of the considerations below indicate that a new Salesforce org is the better choice?
Lake Tahoe Bank, an existing Salesforce customer, is planning to implement Financial Services Cloud. Their Salesforce Admin is considering whether to use a new Salesforce org or upgrade the existing org. Which three of the considerations below indicate that a new Salesforce org is the better choice?A . The bank...
What assignment logic should the Admin use when configuring this template task?
A Salesforce Admin is configuring a new Action Plan Template. One task in that template needs to be picked up by the next available Advisor. What assignment logic should the Admin use when configuring this template task?A . Action Plan CreatorB . Specific UserC . Account TeamD . RoleE ....
Which two statements are true about Group Membership in Financial Services Cloud?
Which two statements are true about Group Membership in Financial Services Cloud?A . Group Membership defines the role of the member within the Group.B . With Group Membership settings you can define if a Group is the member's primary Group.C . With Group Membership settings you can define who is...
What type of relationship should the Wealth Advisor create in Financial Services Cloud for Rachel and her attorney before assigning the reciprocal role of "Attorney"?
Rachel is the primary member of the Adams household hired a new attorney. What type of relationship should the Wealth Advisor create in Financial Services Cloud for Rachel and her attorney before assigning the reciprocal role of "Attorney"?A . Create an Account-Contact relationship between the Adams Household and the attorney.B...
For which of the following records does Salesforce support Document Checklist Items out of the box?
Our Personal Banker Hank Burton wants to encourage his customers to provide required documents for a loan application. He creates Document Checklist Items that help his customers to manage file uploads to speed up loan approval. For which of the following records does Salesforce support Document Checklist Items out of...
Which three of the following statements are correct about the Actionable Relationship Center Manager (ARC)?
Which three of the following statements are correct about the Actionable Relationship Center Manager (ARC)?A . To enable users to see the ARC, you will need to add the component for ARC to the page layout.B . ARC displays up to 5 related lists that have a configured compact layout.C...
What should an Administrator do to prevent users from accidentally creating more than one event of such an event type?
Users at Lake Bank have been creating multiple events for once in a lifetime event such as birth. What should an Administrator do to prevent users from accidentally creating more than one event of such an event type?A . Create an Apex trigger that will prevent the saving of multiple...
