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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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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 168 - Certified Financial Services Cloud discussion

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During the design phase of a project, a consultant needs to provide a Financial Services Cloud (FSC) solution for a business requirement that forces a customer to answer a number of assessment questions to complete the onboarding process.

What are three things to consider regarding Discovery Framework?

A.
Discovery Framework creates highly capable forms with integrations and advanced logic.
Answers
A.
Discovery Framework creates highly capable forms with integrations and advanced logic.
B.
Discovery Framework forms cannot be deployed to Communities,
Answers
B.
Discovery Framework forms cannot be deployed to Communities,
C.
Discovery Framework is built based on Salesforce Flow.
Answers
C.
Discovery Framework is built based on Salesforce Flow.
D.
Discovery Framework can create both standard and hierarchical questions.
Answers
D.
Discovery Framework can create both standard and hierarchical questions.
E.
FSC Discovery Framework allows archiving questions.
Answers
E.
FSC Discovery Framework allows archiving questions.
Suggested answer: A, D, E

Explanation:

Discovery Framework is a scalable assessment framework that financial institutions use to gather and evaluate customer information through digital and human channels. Some of the things to consider regarding Discovery Framework are:

Discovery Framework creates highly capable forms with integrations and advanced logic.The forms can be customized with various types of questions, validations, calculations, branching, and integrations with external systems1.

Discovery Framework can create both standard and hierarchical questions. Standard questions are single-level questions that can be grouped into sections.Hierarchical questions are multi-level questions that can have subquestions based on the answer to the parent question2.

FSC Discovery Framework allows archiving questions. Archiving a question removes it from the active question pool and prevents it from being added to new forms.Archived questions can be restored if needed3.

Discovery Framework

Create Questions for Discovery Framework

Archive Questions for Discovery Framework

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asked 23/09/2024
ce temp2
42 questions
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