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NEW QUESTION 38
Can Household be a part of a Group in Financial Services Cloud?
- A. No
- B. Yes
Answer: B
NEW QUESTION 39
A commercial loan due diligence process is handled by multiple individuals at Lake Tahoe Bank. Lake Tahoe Bank wants an easy way for managers to distribute the work, to understand the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks. What FSC feature can Lake Tahoe Bank use to track this process?
- A. Action Plans
- B. Flows
- C. Apex Tnggers on the task object
- D. Workflow Rules/Process Builder
Answer: A
NEW QUESTION 40
Which Financial Services object would you use to store Bank Accounts data?
- A. Financial Holding
- B. Assets and Liabilities
- C. Charges and Fees
- D. Financial Account
Answer: D
NEW QUESTION 41
Financial Advisors can create a financial goal to track a client's progress toward major purchases, retirement savings, or other life goals. Which statements are correct?
- A. You can only create savings-oriented goals.
- B. You can't create a goal for paying down a debt.
- C. You can associate a goal with a specific financial account.
- D. Financial Goals require the Financial Goals permission set to be visible to a user.
Answer: A,B
NEW QUESTION 42
Which 2 considerations should a SF Admin review before enabling Person Account?
- A. PA can be enabled and disabled only by contacting SF Support
- B. Lightning Flow for FSC is not available for the individual object model
- C. AppExchange packages will not work if PA are enabled
- D. PA cannot be disabled once they were enabled
Answer: B,D
NEW QUESTION 43
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