What steps does the Salesforce Administrator have to take to create a new Business Milestone Type?

• A.In the Object Manager go to the Business Milestone object and create a new field using the name of the new milestone.
• B.Find Business Milestone using the Object Manager and add a new picklist value on the Milestone Type Field
• C.In the Lightning Page Editor add the new Milestone Type to the Life Events & Business Milestones Lightning component
• D.Find Person Life Event using the Object Manager and add a new picklist value on the Milestone Type Field.

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How are identification documents, other assets, liabilities, goals, and revenue modeled, in an existing Financial Services Cloud org using the individual account model?

• A.An administrator is logged in to Data Loader with their own credentials to insert new Business Account records into their Salesforce environment. They forget to specify the Account Owner field in the import file.
• B.Assuming there are no other issues, what should happen when the administrator uploads the import file?
  The Attachment object is used to represent other assets, liabilities, and goals. In the individual model, these attachments are related to the Account object.
• C.Custom obiects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the Account oJ Nj.
• D.Document, Note, and Attachment objects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the person account.

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How can you set up Referral creation?

• A.As a global action
• B.As a standard action
• C.As a Flow
• D.On a Community

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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 portfolio manager has not been given the permissions that enable users to view and manage ARC
• 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 ARC Component has not been added to the page layout

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Which of these statements is true for the Person Accounts Model? (2 correct answers)

• A.The Person Account record type can be used when a client is a business or an institution.
• B.Person Accounts can not be related to cases, tasks, or calls.
• C.The Person Account represents all aspects of the person. Data includes personhood details, such as birth date or tax ID number, and dealings with your organization, such as review frequency or service tier
• D.The Person Account model uses the standard Account object to hold all of the details about a person. The Account object has been extended with custom fields, record types, and more.

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