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 Cloud support these requirements?

• A.Use Lightning Scheduler to periodically schedule tasks for account owners.
• B.Train account owners to create required tasks periodically and set due dates for tracking.
• C.Run a nightly process to create tasks and assign them to account owners for follow-ups
• D.Create an Action Plan Template with associated pre-determined Tasks and automate the periodical creation of Action Plans for customer accounts.

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Which three things must an admin keep in mind when creating Action Plan Templates'5

• 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 plan creator can choose whether the date calculation is based on calendar or working days.
• C.An Action Plan is a run-time instance of the template that allows you to automate the sequence of the tasks you defined in the template.
• D.When you create an Action Plan from a template for a specific target record, item deadlines are calculated using the start date and date offset " defined in the Action Plan Template
• E.The Action Plan Template permission set must be added to all users that want to use Action Plans.

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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 and associate with the existing Action Plan
• B.Contact her Salesforce Administrator and get her to make the change to the Action Plan for her.
• C.Use the Action Plan item feature to add an additional task to a published Action Plan.
• D.Create an independent Task not related to original Action Plan

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Which two statements are true about Group Membership in Financial Services Cloud?

• A.With Group Membership settings you can define if a Group is the member's primary Group.
• B.Group Membership is modeled using the Account-Group Relationship object.
• C.With Group Membership settings you can define who is the primary and who is the secondary member within the Group.
• D.Group Membership defines the role of the member within the Group.

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When converting a lead, how can an administrator capture custom lead data on the converted contact?

• A.Map custom lead fields to custom contact fields
• B.Use the data loader to move the custom lead data
• C.Use the lead conversion wizard to select the fields
• D.Map custom lead field to the standard lead field

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