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  1. Home
  2. Salesforce Certification
  3. Financial-Services-Cloud Exam
  4. Salesforce.Financial-Services-Cloud.v2024-04-18.q148 Dumps
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Question 36

Lake Tahoe Bank is rolling out Financial Services Cloud and the VP of IT is concerned about the cost of the licenses. The System Admin recommends using restricted licenses for users that need only limited access to Financial Service Cloud features. Which Financial Services Cloud permission set license enables user access to a license with contractual restrictions for Financial Services Cloud and can be used to grant restricted access to users like Bank Tellers?

Correct Answer: C
Explanation
To grant restricted access to users like Bank Tellers who need only limited access to Financial Services Cloud features, the Admin can use Financial Service Cloud Basic permission set license. This license enables user access to a license with contractual restrictions for Financial Services Cloud and provides access to core objects such as accounts, contacts, leads, opportunities, cases, activities, reports, dashboards, and custom objects. This license also provides access to some Financial Services Cloud features such as Action Plans, Actionable Relationship Center (ARC), Branch Management, Complaint Management, Data Consumption Framework (DCF), Discovery Framework (DF), Document Generation (DG), Groups (Householding), Intelligent Document Automation (IDA), Intelligent Need-Based Referrals and Scoring (INRS), Referral Management (RM), Relationship Builder (RB), Relationship Groups (RG), Relationship Map (RM), Timeline (TL).
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Question 37

Where can the multilingual solution search feature be enabled? (2 answers)

Correct Answer: A,D
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Question 38

Rachel is the primary member of the Adams household hired a new attorney. What type of relationship should the Wealth Advisor create in Financial Services Cloud for Rachel and her attorney before assigning the reciprocal role of "Attorney"?

Correct Answer: D
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Question 39

What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?

Correct Answer: D
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Question 40

How can knowledge articles be used? (2 answers)

Correct Answer: A,D
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