Which three standard fields are available to track a customer's retirement gial progress?

• A.Contributions
• B.Actual value
• C.Total Value
• D.Target value
• E.Target Date

Comment: *

Name: *

Email: *

Verification: *

Lake Tahoe Bank wants their customer reps to be able to see client records such as Person Accounts, but what actions should an Admin take to ensure that all users see Person Accounts, but only specific users can view Financial Accounts (2 correct answers)

• A.Change OWD sharing on the "Financial Accounts" object to "Private"
• B.Financial Account visibility inherits the related Person Account visibility settings
• C.Change OWD sharing on the "Financial Accounts" object to "Controlled by Parent"
• D.Grant users access to Financial Account object with profile settings or permission set.
• E.Change OWD sharing on the "Financial Accounts" object to "Public Read/Write"

Comment: *

Name: *

Email: *

Verification: *

Not all life events or business milestones apply to every customer. To create a better customer experience, you can hide the life events or business milestones a customer hasn't achieved or is unlikely to achieve in the future. Which of the following statements are correct?

• A.When you hide a life event or business milestone type, it doesn't appear on the component until you add an event or milestone of that type.
• B.The option to hide life event types or business milestone types is not available in the Communities version of the Life Events or Business Milestones component.
• C.Life Events can not be displayed on the Household level of the Account Record.
• D.It is possible to hide Sensitive Life Event or Business Milestone Types in the Insurance Agent Portal.

Comment: *

Name: *

Email: *

Verification: *

A major Japanese bank is expanding geographically and opening additional branches in Asi a. As such, they hired a regional consulting firm to implement Financial Services Cloud (FSC) locally.
What are the two expectations from implementing multi language features in FSC?

• A.Referrals in Singapore and Hong Kong will be shared in English, but in Macau, referrals will be shared in Portuguese.
• B.Bankers in Japan have been accessing FSC in Japanese, but the new bankers in China will be accessing FSC in Chinese.
• C.In Tokyo branches, the names of the Account, Prospect & Contact are in Japanese, but the package Advisor, Personal Banker, D Relationship Manager, and Client Associate profiles are in English.
• D.In Seoul, South Korea, the branch managers will be reviewing their FSC dashboards every morning in Korean, while their colleagues in " Shanghai, China, will be doing so in Chinese.

Comment: *

Name: *

Email: *

Verification: *

A regional bank is implementing Financial Services Cloud (FSC). Today, relationship managers receive email reminders 2 days, 2 weeks, and 2 months after a new customer opens their first bank account to contact the customer for feedback. In addition, the bank wants the ability for relationship managers to track and report on progress in FSC.
What should the administrator do when designing the future state business process using FSC features?

• A.When creating an account, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.
• B.When a lead or referral is converted, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.
• C.When an account status is changed to "CustomlrfVTcreate an action plan with tasks to follow up in 2 days. 2 weeks, and 2 months.
• D.When an account status is changed to "Customer", send emails to the Account Owner to follow up in 2 days, 2 weeks, and 2 months.

Comment: *

Name: *

Email: *

Verification: *