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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 119 - Certified Financial Services Cloud discussion

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A regional bank is implementing Financial Services Cloud (FSC). Today, relationship managers receive email reminders 2 days, 2 weeks, and 2 months after a new customer opens their first bank account to contact the customer for feedback. In addition, the bank wants the ability for relationship managers to track and report on progress in FSC.

What should the administrator do when designing the future state business process using FSC features?

A.
When creating an account, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.
Answers
A.
When creating an account, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.
B.
When a lead or referral is converted, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.
Answers
B.
When a lead or referral is converted, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.
C.
When an account status is changed to 'CustomlrfVTcreate an action plan with tasks to follow up in 2 days. 2 weeks, and 2 months.
Answers
C.
When an account status is changed to 'CustomlrfVTcreate an action plan with tasks to follow up in 2 days. 2 weeks, and 2 months.
D.
When an account status is changed to 'Customer', send emails to the Account Owner to follow up in 2 days, 2 weeks, and 2 months.
Answers
D.
When an account status is changed to 'Customer', send emails to the Account Owner to follow up in 2 days, 2 weeks, and 2 months.
Suggested answer: C

Explanation:

To design the future state business process using FSC features, the administrator should create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months when an account status is changed to ''Customer''. An action plan is a feature that allows users to create templates for common client processes, such as account opening, loan application, or financial review. An action plan template consists of action plan items that define the tasks, subtasks, and deadlines for each step of the process. By creating an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months when an account status is changed to ''Customer'', the administrator can automate the email reminder process and track and report on the progress in FSC

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asked 23/09/2024
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28 questions
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