A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees.
How should the administrator configure sharing rules in Financial Services Cloud to meet these requirements?
A client has called their Financial Advisor to open an Education Savings Account for their first child. What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?
A major Japanese bank is expanding geographically and opening additional branches in Asi a. As such, they hired a regional consulting firm to implement Financial Services Cloud (FSC) locally.
What are the two expectations from implementing multi language features in FSC?
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