Sales representatives at universal containers should not be able to create leads, delete their own accounts, or send mass emails How can an administrator meet these requirements?

• A.Create a custom profile.
• B.Modify a standard profile.
• C.Change the organization-wide default settings.
• D.Create a sharing rule.

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Lake Tahoe Bank wants to onboard a client digitally and without asking the client for information that the bank already has on file. The process has multiple steps and can have branching (conditional) logic that asks for different information depending on the responses. Which Salesforce feature should be used for this digital onboarding process?

• A.Aclion Plans
• B.Financial Goals
• C.Actionable Relationship Center
• D.Flows

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In Financial Services Cloud, what is the criteria for commas and symbols to be displayed correctly on the Financial Account Summary component?

• A.User currency must match org default currency.
• B.Account currency must match org default currency.
• C.User's locale must match user's currency.
• D.User's locale and language must match user's currency.

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A consultant is working with a new customer and has gained a firm understanding of their business processes and systems in preparation for implementing Salesforce Financial Services Cloud.
What should the consultant create as a deliverable for the current state business process?

• A.Word document telling the story of the process from the user's perspective
• B.An Excel spreadsheet with steps of the process as rows, and systems and personas in columns
• C.An end-to-end visualjmap of the process using personas, systems, inputs, and outcomes
• D.A Powerpoint deck wftJscreenshots of the current systems and callouts to what is happening on each slide

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Which step is required to give a group of users access to a Financial Deal?

• A.Change organization-wide defaults (OWD) sharing on the Financial Deal object to Public Read/Write.
• B.Create a Financial Deal permission set and assign it to the users that should have access to Financial Deals.
• C.Share a financial deal record with a group by adding them as participants to the record from the Financial Deal Participants related list,
• D.Update Industries Settings to give users access to the Financial Dew object.

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