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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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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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Question 139 - Certified Financial Services Cloud discussion

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A consultant is configuring a demo for a customer but cannot create new residential loan application records. What is prohibiting the consultant from creating a new residential loan application?

A.
The Residential Loan Application flow was not enabled in the setup.
Answers
A.
The Residential Loan Application flow was not enabled in the setup.
B.
The administrator did not enable 'Allow Mortgage Access' in Setup.
Answers
B.
The administrator did not enable 'Allow Mortgage Access' in Setup.
C.
The user does not have 'Mortgage User' checked in their user record.
Answers
C.
The user does not have 'Mortgage User' checked in their user record.
D.
The administrator did not assign the Mortgage permission set to the user.
Answers
D.
The administrator did not assign the Mortgage permission set to the user.
Suggested answer: D

Explanation:

The administrator did not assign the Mortgage permission set to the user. The Mortgage permission set is required to access the Residential Loan Application object and its related objects, such as Loan Application Form, Loan Assessment, and Loan Product. Without this permission set, the user cannot create, edit, or view residential loan application records. The administrator can assign the Mortgage permission set to the user from the user detail page in Setup.

Reference: [Mortgage Permission Set], [Residential Loan Application Object]

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asked 23/09/2024
Rowan Cele
46 questions
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