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Lake Tahoe Bank wants their customer reps to be able to see client records such as Person Accounts, but want to restrict access to Financial Accounts to protect the privacy of their clients. Which two steps can an admin take to ensure that all users see Person Accounts, but only specific users can view Financial Accounts?
The Salesforce Admin at Lake Tahoe Wealth Management Company wants to ensure that the advisors at his firm can quickly see the most important client data in the Actionable Relationship Center (ARC). What must the Admin configure for each object to display the most important fields on the side panel of ARC?
What actions can a Wealth Advisor take from the Life Events card7
Cumulus Cloud Bank, a major financial services provider, has engaged Salesforce Professional Services to transform its operations with Financial Services Cloud (FSC). The Addams family are wealth management clients with the following relationships: * The wife and her husband are part of the Addams Household. The wife is the primary member, and together the couple run the Addams Charitable Trust. * The wife is also part of the Symonds Household with her father as the primary member. Which tool should the Salesforce FSC consultant recommend so a wealth manager could make sense of this complex data to provide impeccable service to the Addams family and discover new business opportunities?
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?
Our Personal Banker Hank Burton wants to encourage his customers to provide required documents for a loan application. He creates Document Checklist Items that help his customers to manage file uploads to speed up loan approval. For which of the following records does Salesforce support Document Checklist Items out of the box? (Choose Three)
What benefits do Flows for Financial Services Cloud offer to support customer onboarding? (Choose Two)
The Salesforce Admin wants to make it easier for call center agents to complete some common tasks by setting up flows and launch them from the Retail Banking Console. What does the Admin have to keep in mind when setting up Flows?
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?
The Salesforce Admin of Lake Tahoe Bank wants to implement Financial Services Cloud using the individual object model. What are the steps to disable person accounts? (Choose Three)

Question 5 - Certified Financial Services Cloud discussion

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Rachel is the primary member of the Adams household hired a new attorney. What type of relationship should the Wealth Advisor create in Financial Services Cloud for Rachel and her attorney before assigning the reciprocal role of 'Attorney'?

A.
Create an Account-Contact relationship between the Adams Household and the attorney.
Answers
A.
Create an Account-Contact relationship between the Adams Household and the attorney.
B.
Create an Account-Account relationship between the Adams Household and the attorney
Answers
B.
Create an Account-Account relationship between the Adams Household and the attorney
C.
Create a Contact-Contact Relationships between the primary member of the Adams Household and the attorney.
Answers
C.
Create a Contact-Contact Relationships between the primary member of the Adams Household and the attorney.
D.
Create an Account-Account Relationship between the Addams Family Trust and the attorney.
Answers
D.
Create an Account-Account Relationship between the Addams Family Trust and the attorney.
Suggested answer: C

Explanation:

To create a relationship between Rachel and her attorney before assigning the reciprocal role of ''Attorney'', the Wealth Advisor should create a Contact-Contact Relationship between the primary member of the Adams Household and the attorney.A Contact-Contact Relationship is a junction object that links two contacts or individuals and defines their relationship with each other2.By using Contact-Contact Relationship, the Wealth Advisor can capture Rachel's extended network of relationships with people outside of her household. Verified

Reference:2

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asked 23/09/2024
Mk Cheng
43 questions
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