The Salesforce Admin wants to change the fields that are showing on the Actionable Relationship Center Household Card. How can the Admin achieve this?
Universal Containers wants to create a custom object to capture account survey dat a. Users must be able to select an account from the survey record. Users also need the ability to view related surveys on the account record.
How should the system administrator meet this requirement? (2 answers)
Lake Tahoe Bank's System Administrator is implementing intelligent Need-Based Referrals in Salesforce. Referrals are modeled on the Lead object. Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?
Which setting in Action Plans helps to avoid non working hours, company holidays, and other non working days for deadline calculation?
Lake Tahoe Bank is evaluating Financial Services Cloud to help them deliver a customer-centric view. They currently have a heavily customized Salesforce implementation with a product-centric design. Lake Tahoe Bank wants to make sure planned changes have a minimal impact on users during implementation. What is the recommended approach for implementing Financial Services Cloud at Lake Tahoe Bank?
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