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 suggestthe client explore?
A. A Marketing Cloud integration to manage client communications
B. An APEX solution to leverage the SendMail capabilities of Salesforce
C. Process Builder to create automatl&Socument requests for missing items
D. The Send Documents flow for Retail Banking
During a Financial Services Cloud implementation at an insurance company, a consultant needs to design a broker data model for the broker web portal. The given requirements are: 1. Brokers are treated individually, even if they are associated with the same company. 2. Brokers should never have access to other brokers' data. 3. Brokers can nominate their assistants to access the broker portal. 4. An assistant can sometimes work for multiple brokers. Which two considerations should the consultant consider regarding the data model?
A. The Broker Assistant should be modeled as a Contact. Then, leverage Contact toMultiple Account features if this assistant needs to work for multiple brokers.
B. Brokers should be modeled as Contact and the Broker company should be modeled asAccount, even if they're a legal entity '-' individually.
C. Brokers need to be modeled as Account and Contact individually, as each broker is alegal entity in Salesforce. Then, use a Group 1-1 Account to model their company.
D. The Broker Assistant should be modeled as a Contact. Then, use Contact to Contactassociation if they need work for multiple D Brokers.
Lake Tahoe Bank, an existing Salesforce customer, is planning to implement Financial Services Cloud. Their Salesforce Admin is considering whether to use a new Salesforce org or upgrade the existing org. Which three of the considerations below indicate that a new Salesforce org is the better choice9
A. The bank wants to use this project as an opportunity toretire customization
B. The current implementation is using a product-centric view and the bank wants to moveto a customer-centric view.
C. Data migration is a big concern The current org has a large amount of data and theBank wants to minimize data migration efforts.
D. The bank has limited redesign opportunities for business capabilities.
E. Existing business capabilities and processes can be redesigned to deliver a higherbusiness impact
Lake Tahoe Bank would like to reslricl their Financial Services Cloud users from viewing certain types of milestones that might be irrelevant to their customers or might cause negative sentiment. How can the Salesforce Admin implement such a requirement?
A. The Salesforce Admin can manage sensitive Life Evenls using sharing rules.
B. The Salesforce Admin can hide the life Event or Business Milestone type, by removing itfrom the Event Type picklist.
C. The Salesforce Admin can hide sensitive Life Events on Ihe Life Events component onthe Lightning Page using the Properties pane.
D. TheSalesforce Admin can manage sensitive Life Events using Permission Sets.
A financial services company wants to plan ahead for designing the Financial Services Cloud (FSC) implementation. Which three activitiesshould the implementation team prioritize during planning?
A. Prepare for integrations with transactional systems, external data sources, custodians,and any other platforms that the company's business relies on.
B. Beyond the preconfigured settings, evaluate whether they need advancedcustomizations.
C. Enable and configure person accounts in FSC, and assign users with permission setlicenses.
D. Review the out-of-the-box capabilities and compare them to the company's currentneeds.
E. Design the modifications to fields, picklists, layouts, and othKrequired features tosupport business processes.
What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?
A. The managed extension package for intelligent Need-Based Referrals and Scoring
B. Einstein Analytics for Financial Services
C. The unmanaged extension package for Intelligent Need-Based Referrals and Scoring
D. Salesforce CRM Dashboards
Which two limitations should a Salesforce Administrator consider before enabling Person Accounts?
A. Person Accounts can be enabled and disabled only by contacting Salesforce Support
B. Person Accounts cannot be disabled once they were enabled
C. Creating a client record via Salesforce Inbox is not supported.
D. AppExchange packages will not work if Person Accounts are enabled
What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?
A. Referral Scoring
B. Referrals Rollups
C. Group Member Referrals
D. ReferralGroup Process Builder
Which of the following statements are correct when creating Financial Goals?
A. Users can only create savings oriented goals.
B. Users require the Financial Goals permission set to works with Financial Goals
C. Users can associate a goal with a specific Financial Account.
D. Users can create goals for paying down debt
An investment banker is looking to take detailed meeting notes and share them easily with his colleagues while specifying confidentiality and meeting attendees. Which Financial Services Cloud feature should a consultant recommend in this scenario?
A. Notes
B. Events
C. Engagement Interaction
D. Interaction Summary