Free FINANCIAL-SERVICES-CLOUD Web TestEngine Demo

Q6 Single choice

A regional bank is implementing Financial Services Cloud (FSC). Today, relationship managers receive email reminders 2 days, 2 weeks, and 2 months after a new customer opens their first bank account to contact the customerfor feedback. In addition, the bank wants the ability for relationship managers to track and report on progress in FSC.

What should the administrator do when designing the future state business process using FSC features?

A
When creating an account, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.
B
When a lead or referral is converted, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.
C
When an account status is changed to "CustomlrfVTcreate an action plan with tasks to follow up in 2 days. 2 weeks, and 2 months.
D
When an account status is changed to "Customer", send emails to the Account Owner to follow up in 2 days, 2 weeks, and 2 months.

FINANCIAL-SERVICES-CLOUD Web TestEngine demo