A System Administrator has received a note from one of the portfolio managers that the Actionable Relationship Center (ARC) is not visible when the portfolio manager was trying to set up relationships between two accounts. The portfolio manager has also mentioned that other colleagues in the same role have access to it and are able to use it to manage their customer's relationships. What is a possible cause for this?

• A.The ARC Component has not been added to the page layout
• B.The portfolio manager does not have access to the Lightning page that has the ARC component added
• C.The portfolio manager does not have access to the account records that he is trying to create for.
• D.The portfolio manager has not been given the permissions that enable users to view and manage ARC

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Financial Advisors can create a financial goal to track a client's progress toward major purchases, retirement savings, or other life goals. Which statements are correct?

• A.You can only create savings-oriented goals.
• B.You can't create a goal for paying down a debt.
• C.You can associate a goal with a specific financial account.
• D.Financial Goals require the Financial Goals permission set to be visible to a user.

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Where do you enable Enable Multiple Relationship Groups?

• A.Custom Settings
• B.Object Settings
• C.Lighting Page Editor

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Personal Banker Hank Burton is questioning his Referral Score shown in Salesforce Financial Services Cloud. When is the Referral Score updated?

• A.The Referral Score updated when an opportunity associated with the Referral is Closed Won
• B.The Referral Score updated when a referral is convened to an Opportunity or closed.
• C.The Referral Score updated when a lead is created using the referral record type.
• D.The Referral Score updated when a referral is assigned from the queue to a user.

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What can an administrator configure for users on the search results? (3 answers)

• A.Fields being searched on for each object.
• B.Objects included in the search
• C.Number of records displayed for each object.
• D.Filters by which users can narrow down results
• E.Columns displayed for each object.

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