ExamGecko
Search Search Login
Home Home / Salesforce / Certified Financial Services Cloud
Question list
Search
Search

List of questions

Search
Open VPLUS File
Convert VPLUS to PDF

Related questions

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?
What actions can a Wealth Advisor take from the Life Events card7
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?
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)
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?
What benefits do Flows for Financial Services Cloud offer to support customer onboarding? (Choose Two)
Which two limitations should a Salesforce Administrator consider before enabling Person Accounts?

Question 24 - Certified Financial Services Cloud discussion

Report
Export

Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?

A.
Lightning Page Layout > Life Events and Business Milestones Lightning Component > Page Icon Properties
Answers
A.
Lightning Page Layout > Life Events and Business Milestones Lightning Component > Page Icon Properties
B.
Setup > Custom Code > Static Resources
Answers
B.
Setup > Custom Code > Static Resources
C.
Setup > User Interface > icons > Life Events and Business Milestones
Answers
C.
Setup > User Interface > icons > Life Events and Business Milestones
D.
Setup > Financial Services > Icons > Life Events and Business Milestones
Answers
D.
Setup > Financial Services > Icons > Life Events and Business Milestones
Suggested answer: B

Explanation:

To add custom icons to the Life Events and Business Milestones, you need to upload them as static resources in Setup > Custom Code > Static Resources. You also need to update the Icon Name field on the Life Event and Business Milestone objects to match the name of the static resource. Verified

Reference: : Salesforce Financial Services Cloud Implementation Guide, page 58.

Show Answer
asked 23/09/2024
Bhavya AGGARWAL
41 questions
PreviousPreviousNextNext
User
Your answer:
0 comments
Sorted by

Leave a comment first

ExamGecko

Copyright @2023 ExamGecko | All right reserved

Mail us: [email protected]
About us
Contact us
Twitter X
Facebook
Medium
Convert VPLUS to PDF
Open VPLUS files Easily and Quickly
Privacy Policy
Disclaimer
Terms