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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?
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Question 43 - Certified Financial Services Cloud discussion

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Lake Tahoe Bank needs to conduct periodic reviews with their customers to review credit & debit card usage, review account payables and discuss credit needs. The bank wants to ensure such activities are tracked and exceptions are reported & followed up on in a timely manner. How can Financial Services Cloud support these requirements?

A.
Run a nightly process to create tasks and assign them to account owners for follow-ups
Answers
A.
Run a nightly process to create tasks and assign them to account owners for follow-ups
B.
Train account owners to create required tasks periodically and set due dates for tracking.
Answers
B.
Train account owners to create required tasks periodically and set due dates for tracking.
C.
Use Lightning Scheduler to periodically schedule tasks for account owners.
Answers
C.
Use Lightning Scheduler to periodically schedule tasks for account owners.
D.
Create an Action Plan Template with associated pre-determined Tasks and automate the periodical creation of Action Plans for customer accounts.
Answers
D.
Create an Action Plan Template with associated pre-determined Tasks and automate the periodical creation of Action Plans for customer accounts.
Suggested answer: D

Explanation:

As explained in the previous question, Action Plans are a feature that can help users track and manage common client processes. By creating an Action Plan Template with associated pre-determined Tasks, such as reviewing credit & debit card usage, reviewing account payables, and discussing credit needs, users can ensure that these activities are tracked and followed up on in a timely manner. Users can also automate the periodical creation of Action Plans for customer accounts using Process Builder or Apex triggers.

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asked 23/09/2024
Jari Tetteroo
38 questions
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