Which accounts are automatically synchronized on Salesforce classic

• A.Accounts that the users own
• B.Any account created in the last 30 days
• C.All recently accessed accounts
• D.Accounts selected with the sync button

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What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?

• A.The managed extension package for intelligent Need-Based Referrals and Scoring
• B.Einstein Analytics for Financial Services
• C.The unmanaged extension package for Intelligent Need-Based Referrals and Scoring
• D.Salesforce CRM Dashboards

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Scott Adams is opening a joint savings account with his mom, Rachel Adams. Rachel Adams is the primary member of the Adams Household. Personal Banker Hank Burton wants to make sure that Scott's data is rolling up to the Adams Household. How can the Banker accomplish this?

• A.Disable the Primary Group setting fof Scon on the Adams Household
• B.Add Scon as a Related Contact to the Adams Household.
• C.Make the Adams Household Scott's primary Group and edit tie Activities & Objects to ft* Up.
• D.Make the Adams Household Scotts pnmary Group and make Scott the pnmary member

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Lake Tahoe Bank branch manager Sue Barry wants to encourage all Personal Bankers to use Action Plans to capture repeatable tasks and automate the task sequences, improving collaboration and productivity. Which three of the following statements about Action Plans are true?

• A.When you work with Action Plans, you first create Action Plan Templates
• B.Action Plans require a monthly license fee per user
• C.Action Plans can be used to schedule appointments with the Bankers
• D.Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance
• E.Action Plans can be used to automatically assign task owners and deadlines for specific client engagements

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Cumulus Bank's mortgage department is currently using spreadsheets to gather client data for mortgage applications. The bank is interested in improving the efficiency of this process.
Which two features should a consultant suggest to Cumulus Bank to implement?

• A.The standard mortgage flow templates to build a mortgage flow in Financial Services Cloud
• B.Flow Builder to automate these business processes
• C.A Mortgage Application' custom object to hold the collected client data
• D.Data Import Wizard to upload the data collected in spreadsheets

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