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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
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?
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 needs to alert advisors about changes in client records that require action. What should the administrator consider when configuring Record Alerts?
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 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 6 - Certified Financial Services Cloud discussion

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Lake Tahoe Bank branch manager Sue Barry wants to encourage all Personal Bankers to use Action Plans to capture repeatable tasks and automate the task sequences, improving collaboration and productivity. Which three of the following statements about Action Plans are true?

A.
When you work with Action Plans, you first create Action Plan Templates
Answers
A.
When you work with Action Plans, you first create Action Plan Templates
B.
Action Plans require a monthly license fee per user
Answers
B.
Action Plans require a monthly license fee per user
C.
Action Plans can be used to schedule appointments with the Bankers
Answers
C.
Action Plans can be used to schedule appointments with the Bankers
D.
Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance
Answers
D.
Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance
E.
Action Plans can be used to automatically assign task owners and deadlines for specific client engagements
Answers
E.
Action Plans can be used to automatically assign task owners and deadlines for specific client engagements
Suggested answer: A, D, E

Explanation:

The following statements about Action Plans are true:

When you work with Action Plans, you first create Action Plan Templates, which are reusable sets of tasks that define a common client process1.

Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance.Users can use standard report types or custom report types to create reports on action plans, action plan templates, action plan items, action plan item templates, and action plan item owners1.

Action Plans can be used to automatically assign task owners and deadlines for specific client engagements.Users can specify task owners by using assignment logic such as specific user, role, queue, action plan creator, or account team1. Verified

Reference:1

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asked 23/09/2024
Ana Roque
36 questions
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