A financial services company needs to alert advisors about changes in client records that require action. What should the administrator consider when configuring Record Alerts?

• A.When the administrator adds a new Record Alert Category, the severity value in the alert category is the default value on the record alerts advisors create and cannot be changed.
• B.When the admin creates a value for the Severity field, the warning icon is associated with the field automatically, and advisors cannot change the icon.
• C.With permissions for Record Alerts, users can create record alerts on all custom objects and standard objects such as Financial Account.
• D.Record alert categories are not required when creating a record alert, but they help keep alerts organized.

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A financial services company needs a custom field for reporting when relating two-person accounts to each other. Which object should the Financial Services Cloud consultant configure the custom field on?

• A.Account Contact Relationship
• B.Contact-Contact Relationship
• C.Person Account
• D.Account Account Relationship

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Which 3 options does the Financial Services Cloud application offer to view and update Account-Account.
Account-Contact, and Contact-Contact Relationships?

• A.Actionable Relationship Center
• B.Family Members Component
• C.Relationship Map
• D.Group Members Component
• E.Life Events Component

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Lake Tahoe Bank's financial advisors are complaining that they can't see an accurate summary of their clients financial data as clients often change households. How can an Admin set up Financial Services Cloud to provide financial advisors with an accurate summary of their client's financial data?

• A.Create a roll-up field on the Opportunity object to track client's Financial Account balance and display the summary amount on the Person Account object.
• B.Set clients financial data to be rolled up using Financial Services Cloud Primary Group.
• C.Create a custom obiect to track client's financial data
• D.Use Process Builder to create a workflow to summarize data at the Person Account level.

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What is the purpose of the ideas community? (2 answers)

• A.To provide access to articles that answer questions around an idea theme
• B.To invite customers, partners, and employees to submit ideas
• C.To comment on and vote for ideas posted by other community members
• D.To post customer ideas by logging cases on the Ideas tab of the portal

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