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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)
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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?
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Question 59 - Certified Financial Services Cloud discussion

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Which three of the following statements are correct about the Actionable Relationship Center Manager (ARC)?

A.
To enable users to see the ARC, you will need to add the component for ARC to the page layout.
Answers
A.
To enable users to see the ARC, you will need to add the component for ARC to the page layout.
B.
ARC displays up to 5 related lists that have a configured compact layout.
Answers
B.
ARC displays up to 5 related lists that have a configured compact layout.
C.
ARC is certified to work with Person Accounts and Individual Accounts.
Answers
C.
ARC is certified to work with Person Accounts and Individual Accounts.
D.
The Salesforce Admin has to create a permission set for granting access to the ARC -- FSC Lightning component.
Answers
D.
The Salesforce Admin has to create a permission set for granting access to the ARC -- FSC Lightning component.
E.
The Association Type picklist controls the account-account relationship that display in the ARC.
Answers
E.
The Association Type picklist controls the account-account relationship that display in the ARC.
Suggested answer: A, B, E

Explanation:

The following statements are correct about the Actionable Relationship Center Manager (ARC):

To enable users to see the ARC, you will need to add the component for ARC to the page layout. The ARC is a Lightning component that can be added to any Lightning page that supports components, such as record pages, app pages, or Home pages. You can use the Lightning App Builder to drag and drop the ARC component to the desired location on the page layout.

ARC displays up to 5 related lists that have a configured compact layout. The ARC shows a graphical representation of the account-account relationships for a selected record, as well as related lists of other records that are associated with the account, such as contacts, financial accounts, or opportunities. The ARC can display up to 5 related lists at a time, and each related list must have a compact layout configured to show relevant fields.

The Association Type picklist controls the account-account relationship that display in the ARC. The Association Type picklist is a field on the Account Relationship object that defines the type of relationship between two accounts, such as Household Member, Business Owner, Trustee, or Friend. The ARC uses this field to filter and display the account-account relationships for a selected record. You can customize this picklist to add or remove values according to your business needs. Verified

Reference: : Salesforce Help Article3: Salesforce Help Article4: Salesforce Help Article5

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asked 23/09/2024
Jonathan Correa
45 questions
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