What benefits do Flows for Financial Services Cloud offer to support customer onboarding?

• A.Flows systematically capture and visualize important customer Life Events to drive more personalized and need-based engagements.
• B.Flows enable customers to schedule appointments via customer communities, mobile apps. or websites.
• C.Flows enable customers to schedule appointments via customer communities, motxie apps. or websites.
• D.Flows enable customers to book appointments with the nght specialist at the right time and place through self-service scheduling
• E.Flows provide step-by-step guidance for common service requests, such as change of address, or change of beneficiary, without the need to * navigate to different screens.

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

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Lake Tahoe Bank, an existing Salesforce customer, is planning to implement Financial Services Cloud. Their Salesforce Admin is considering whether to use a new Salesforce org or upgrade the existing org. Which three of the considerations below indicate that a new Salesforce org is the better choice9

• A.The bank wants to use this project as an opportunity to retire customization
• B.The current implementation is using a product-centric view and the bank wants to move to a customer-centric view.
• C.Data migration is a big concern The current org has a large amount of data and the Bank wants to minimize data migration efforts.
• D.The bank has limited redesign opportunities for business capabilities.
• E.Existing business capabilities and processes can be redesigned to deliver a higher business impact

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Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in the client onboarding process. Where can Hank see Action Plan Tasks? (2 options)

• A.Once the Action Plan is assigned, Hank can see the related Tasks on the Timeline.
• B.Hank will be able to see the Action Plan Tasks assigned to him on his calendar.
• C.Hank will be able to see the Action Plan Tasks assigned to him on the standard Salesforce task list.
• D.Hank will be able to see the Action Plan tasks on the related list of the Account page layout.

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Which two statements are true for a Group in Financial Services Cloud?

• A.Financial Services Cloud includes a group record type for businesses
• B.A group is a type of account record that people and businesses can be related to through the Financial Account relationship object
• C.A group is a type of account record that people and businesses can be related to through the account contact relationship object.
• D.Financial Services Cloud includes a group record type for households

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