Financial-Services-Cloud Exam Question 1
A financial services company wants to track different categories of financial accounts in its org. Relationship managers must be able to see all of these financial accounts in one place on the customer's Account record page grouped by categories.
Which three steps should an administrator take to configure the Financial Account object and the Account Lightning record page to meet the design?
Which three steps should an administrator take to configure the Financial Account object and the Account Lightning record page to meet the design?
Financial-Services-Cloud Exam Question 2
Lake Tahoe Bank is implementing Financial Services Cloud. The bank's new business processes require that Financial Advisors can add individuals to more than one Group or Household using Multiple Relationship Groups. Where do Admins enable Multiple Relationship Groups?
Financial-Services-Cloud Exam Question 3
How should developers configure customized nodes for display in ARC?
Financial-Services-Cloud Exam Question 4
Lake Tahoe Bank's financial advisors are complaining that they can't see an accurate summary of their clients financial data as clients often change households. How can an Admin set up Financial Services Cloud to provide financial advisors with an accurate summary of their client's financial data?
Financial-Services-Cloud Exam Question 5
A consultant is working with a new customer and has gained a firm understanding of their business processes and systems in preparation for implementing Salesforce Financial Services Cloud.
What should the consultant create as a deliverable for the current state business process?
What should the consultant create as a deliverable for the current state business process?