What actions can a Wealth Advisor take from the Life Events card7

• A.Create Case
• B.Create Lead & Referral
• C.Open an Account
• D.Request Record Approval
• E.Create Opportunity

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If a client is associated with more than one Household or Group, where will this client's records get rolled up to?

• A.To the household selected by the advisor for record rollups.
• B.To the Household where the client is the primary member.
• C.To the household with the client's primary address.
• D.To all the parent households and groups

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What should an administrator consider when setting up case feed?

• A.The Use Case Feed permission is automatically active for all profiles
• B.Chatter Feed tracking must be enabled for the case object.
• C.Case feed requires the Service Cloud User feature license
• D.Case feed replaces the standard case detail page by default

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Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which threesteps should a Data Architect take to ensure a successful migration?

• A.Ensure Person Accounts is enabled on the org
• B.Configure your Person Account record types m the Indrvidual Record Type Mapper.
• C.Enable 'Individual to Person Account Migration' in Custom Settings.
• D.Use a CSV field to map PersonRecordTypeld to the Person Account RecoroTypeld and use Data Loader to update Client Records
• E.Log a case with Salesforce to perform the conversion from the indrvkJual Model to Person Accounts.

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Lake Tahoe Bank wants their customer reps to be able to see client records such as Person Accounts, but want to restrict access to Financial Accounts to protect the privacy of their clients. Which two steps can an admin take to ensure that all users see Person Accounts, but only specific users can view Financial Accounts?

• A.Change Organization-wide Defaults (OWD) sharing on the 'Financial Accounts* object to Private'.
• B.Change Organization-wide Defaults (OWD) shanng on the "Financial Accounts' object to Public Read/Write'.
• C.Change Organization-wide Defaults (OWD) sharing on the 'Person Accounts" object to 'Controlled by Parent.
• D.Grant users access to the Financial Account object with permission set

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