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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...
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...
