A retail bank is using Financial Services Cloudto 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 solutionshould a consultant suggest the client explore?
A. A Marketing Cloud integration to manage client communicationsWhich setting can a system administrator enable in the user interface? (2 answers)
A. Customizable recent tagsAn investment bank is implementing Financial Services Cloud (FSC) to manage the deal pipeline. Each opportunity has confidentialinformation that the deal team members must only view. In addition, each member needs the ability to take and share notes directly within Salesforce with others on the team.
Which three FSC features should be part of the solution design?
A. Financial DealManagementAgents for an insurance company need to know the current and past weather conditions when creating customer claims. The consultant implements a Flex Card for weather conditions in the console to ensure the agents can access the information. The Flex Card needs to provide fields extracted from a weather API and an account field from Salesforce.
Which method should the consultant use, according to best practices?
A. APEX classesA financial services company wants to use the Financial Services Cloud Person Account data model. The company needs two Person Account record types, one to represent Individual customer and one to represent Individual independent advisors that send referrals.
What should the administrator do to set up the new record types?
A. Create custom fields on the Person Account object.The Salesforce Administrator at Lake Tahoe Bank is asked at make modifications to the
Salesforce org to allow for more than one people being joint owners on a Financial Account. What will be the recommended approach to model this requirement?
A. Map the primary owner and one joint owner to the Financial Account, because FSC, supports only two joint account owners.Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?
A. Lightning PageLayout > Life Events and Business Milestones Lightning Component > Page Icon PropertiesLake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which threesteps should a Data Architect take to ensure a successful migration?
A. Ensure Person Accounts is enabled on the orgWhat 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 ScoringIt has been determined that integration with an external system is required, as the data needed by a wealth management client resides in another system. This data will be sent from the external system via an API, and Salesforce needs to be configured in preparation for the data.
Which two items should be configured?
A. Objects and fields to store the dataNowadays, the certification exams become more and more important and required by more and more enterprises when applying for a job. But how to prepare for the exam effectively? How to prepare for the exam in a short time with less efforts? How to get a ideal result and how to find the most reliable resources? Here on Vcedump.com, you will find all the answers. Vcedump.com provide not only Salesforce exam questions, answers and explanations but also complete assistance on your exam preparation and certification application. If you are confused on your FINANCIAL-SERVICES-CLOUD exam preparations and Salesforce certification application, do not hesitate to visit our Vcedump.com to find your solutions here.