How can the Salesforce Admin help agents who deal with a large number of customers on a daily basis, quickly scan the Life Events component and find the information they need without much effort?

• A.The Admin can customize the order of life events to be set in chronological order.
• B.The Admin can change the color of important life events to red.
• C.The user can customize the order of life events to be set in chronological order
• D.The user can change the color of important life events to red.

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What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?

• A.Referral Routing Rules
• B.Referral Approval Processes
• C.Einstein Referral Scoring for Financial Services Cloud
• D.Intelligent Need-Based Referrals and Scoring

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An administrator is logged into 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.
Assuming there are no other issues, what should happen when the administrator uploads the import file?

• A.The import will succeed, and the Account Owner field will be left blank.
• B.The import will succeed, and the administrator will be prompted to select a user.
• C.The import will fail, since all records in Salesforce must have an owner.
• D.The import will succeed, and the administrator will be named as the default Account Owner.

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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.Create a Financial Account sharing rule based on criteri
• B.Create a Financial Account sharing rule based on record owner.
• C.Create an Account sharing rule based on record owner.
• D.Create Account sharing rules based on criteria.

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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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