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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?
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 42 - Certified Financial Services Cloud discussion

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Lake Tahoe Bank branch manager is asking the Salesforce Administrator for improvements in Salesforce to speed up Loan Approval Processing. The Salesforce Admin is considering using Action Plans. Which 3 process improvements can be delivered using Action Plans?

A.
Action Plans create repeatable tasks and automate the task sequences when executed
Answers
A.
Action Plans create repeatable tasks and automate the task sequences when executed
B.
When you create an action plan from a template for a specific target record, items that have no assigned user are assigned to the owner of that ' target record.
Answers
B.
When you create an action plan from a template for a specific target record, items that have no assigned user are assigned to the owner of that ' target record.
C.
Action Plans can automatically schedule the next appointment with the Advisor.
Answers
C.
Action Plans can automatically schedule the next appointment with the Advisor.
D.
Action Plans enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.
Answers
D.
Action Plans enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.
E.
Action Plans can speed up the collection of a list of documents needed for the loan application
Answers
E.
Action Plans can speed up the collection of a list of documents needed for the loan application
Suggested answer: A, B, D

Explanation:

Action Plans are a feature that allows users to create templates for common client processes, such as loan approval, account opening, or financial review. Action Plans can create repeatable tasks and automate the task sequences when executed. When an action plan is created from a template for a specific target record, such as an account or an opportunity, items that have no assigned user are assigned to the owner of that target record. Action Plans can also enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.

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asked 23/09/2024
Aleh Patskevich
48 questions
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