The Salesforce Administrator at Lake Tahoe Bank is asked at make modifications to the Salesforce org to allow for more than one people being joint owners on a Financial Account. What will be the recommended approach to model this requirement?

• A.Map the primary owner and one joint owner to the Financial Account, because FSC, supports only two joint account owners.
• B.Map additional owners using the Financial Account Role.
• C.Map additional owners using the Actionable Relationship Center.
• D.Create lookup fields on the Financial Account object to support additional owners

Comment: *

Name: *

Email: *

Verification: *

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

Comment: *

Name: *

Email: *

Verification: *

What actions can a Wealth Advisor take from the Life Events card7

• A.Create Case
• B.Create Lead & Referral
• C.Open an Account
• D.Request Record Approval
• E.Create Opportunity

Comment: *

Name: *

Email: *

Verification: *

A consulting firm is asked to add Events and Milestones to a Lightning record page to give financial advisors deeper insights into their customers' lives.
What should the consultant configure to enable advisors to capture Once-in-a-Lifetime events and, at the same time, prevent users from accidentally creating more than one event of such an event type?

• A.Once-in-a-Lifetime event types
• B.Special event types
• C.Single event types
• D.Unique event types

Comment: *

Name: *

Email: *

Verification: *

During a project's design phase, a consultant must provide a Financial Services Cloud solution that can support Compliant Data Sharing (CDS). What are three things the consultant should consider regarding CDS?

• A.A financial services company wants to track different categories of financial accounts in its org.
  Relationship managers must be able to see all of these financial accounts in one place on the customer's Account record page grouped by categories. Which three steps should an administrator take to configure the Financial Account object and the Account Lightning record page to meet the design?
• B.Compliance managers and Salesforce administrators can enable CDS for Account and Opportunity objects.
• C.Participant Roles provide another way to grant data access without overwriting sharing behavior from existing sharing features.
• D.Role Hierarchy-based sharing is disabled by default in CDS.
• E.In a standard Salesforce org, Role Hierarchy for Account and Opportunity objects is enabled by default and can't be turned off.

Comment: *

Name: *

Email: *

Verification: *