Financial Services Cloud V1

Lake Tahoe Bank branch manager Sue Barry wants to encourage all Personal Bankers to use Action Plans to capture repeatable tasks and automate the task sequences, improving collaboration and productivity. Which three of the following statements about Action Plans are true?A . When you work with Action Plans, you first...

Which three things must an admin keep in mind when creating Action Plan Templates?A . When creating Action Plan Templates with the Ul. you can designate a plan owner different from the plan creator.B . When you create an Action Plan from a template for a specific target record, the...

For which three objects are Rollup By Lookup (RBL) summaries are available?A . Life EventsB . Financial AccountsC . Assets and LiabilitiesD . ContactsE . ClaimsView AnswerAnswer: B, C, D Explanation: Rollup By Lookup (RBL) summaries are available for the following objects: Financial Accounts, which are records that represent financial...