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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 123 - Certified Financial Services Cloud discussion

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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?

A.
If there is a business process for tracking the customer life events and milestones, and timely reminding of opportunities, the Action Plan component is recommended to use.
Answers
A.
If there is a business process for tracking the customer life events and milestones, and timely reminding of opportunities, the Action Plan component is recommended to use.
B.
If there is a business process for limiting role-based data visibility, the Interaction Summaries component is recommended to use.
Answers
B.
If there is a business process for limiting role-based data visibility, the Interaction Summaries component is recommended to use.
C.
If there is a business process for taking detailed notes for client meetings and adding action items, the Action Plan component is recommended to use.
Answers
C.
If there is a business process for taking detailed notes for client meetings and adding action items, the Action Plan component is recommended to use.
D.
If there is a business process for showing common interests and needs across the company's clients, the Interaction Summaries component is recommended to use.
Answers
D.
If there is a business process for showing common interests and needs across the company's clients, the Interaction Summaries component is recommended to use.
Suggested answer: C

Explanation:

Action Plans are a feature of Financial Services Cloud that allow users to create and execute repeatable tasks based on predefined templates. Action Plans can help streamline and standardize business processes, such as onboarding new clients, conducting annual reviews, or resolving service requests. Action Plans can also capture detailed notes for client meetings and add action items to follow up.

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asked 23/09/2024
Susan Brady
47 questions
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