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

• A.Referral Scoring
• B.Referrals Rollups
• C.Group Member Referrals
• D.Referral Group Process Builder

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What functionality is included in the Financial Services Cloud Extension license? (2 correct answers)

• A.It enables user access to the Action Plans feature
• B.It enables user access to the Actionable Relationship Center Lightning component
• C.Analytics Templated Apps
• D.It enables user to configure Compliant Data Sharing
• E.It enables user access to Download Analytics Data and Install

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A financial services company is migrating a legacy customer relationship management system to Financial Services Cloud (FSC). The company is requesting that its consulting partner introduce specific customer interaction features mapped to its business processes.
What should the consultant consider when introducing the FSC features?

• A.If there is a business process for taking detailed notes for client meetings and adding action items, the Action Plan component is recommended to use.
• B.If there is a business process for showing common interests and needs across the company's clients, the Interaction Summaries component is recommended to use.
• C.If there is a business process for limiting role-based data visibility, the Interaction Summaries component is recommended to use.
• D.If there is a business process for tracking the customer life events and milestones, and timely reminding of opportunities, the Action Plan component is recommended to use.

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Which three types of Account-Account relationships are displayed in the Actionable Relationship Center?

• A.Accounts & Businesses
• B.Accounts & Members
• C.Accounts & Peers
• D.Accounts & Groups

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Lake Tahoe Bank, an existing Salesforce customer, is planning to implement FSC. Their Salesforce Admin is considering whether to use a new Salesforce org for the FSC users, or upgrade the existing org. Which considerations indicate that upgrading the existing Salesforce org is the better choice?

• A.The bank wants to use this project as an opportunity to retire customizations.
• B.Data migration is a big concern. The current org has a large amount of data and the bank wants to minimize data migration efforts.
• C.The bank is currently using several ISV solutions and re-implementing them would be a big effort.
• D.The bank has limited redesign opportunities for business capabilities.
• E.The current implementation is using a product-centric view and the bank wants to move to a customer-centric view.

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