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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 120 - Certified Financial Services Cloud discussion

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A retail bank is using Financial Services Cloud to support its operations. The bank has received complaints that its clients' documentation is often submitted late and when clients call, customer service agents are struggling with multiple systems to determine where the documentation is.

Which solution should a consultant suggest the client explore?

A.
A Marketing Cloud integration to manage client communications
Answers
A.
A Marketing Cloud integration to manage client communications
B.
An APEX solution to leverage the SendMail capabilities of Salesforce
Answers
B.
An APEX solution to leverage the SendMail capabilities of Salesforce
C.
Process Builder to create automatl&Socument requests for missing items
Answers
C.
Process Builder to create automatl&Socument requests for missing items
D.
The Send Documents flow for Retail Banking
Answers
D.
The Send Documents flow for Retail Banking
Suggested answer: D

Explanation:

The solution that the consultant should suggest the client explore to improve its clients' documentation submission and tracking is the Send Documents flow for Retail Banking. The Send Documents flow for Retail Banking is a prebuilt flow that allows users to send documents requests to clients via email and track the status of the requests in FSC. The flow uses DocuSign eSignature integration to enable clients to sign and return documents electronically. By using the Send Documents flow for Retail Banking, the consultant can help the client streamline and simplify its document management process and improve its customer service agents' efficiency

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asked 23/09/2024
James DePhillip
45 questions
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