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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...
Which three of the following statements about Action Plans are true?
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?
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?
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...
