Financial-Services-Cloud Exam Question 31
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?
Financial-Services-Cloud Exam Question 32
The system administrator team at a retail consumer bank just received data migration instructions and guidance on Data Loader from their Salesforce architect to upgrade the existing Service Cloud org to a Financial Services Cloud (FSC) org.
In what order should the Salesforce objects be uploaded during an FSC data migration?
In what order should the Salesforce objects be uploaded during an FSC data migration?
Financial-Services-Cloud Exam Question 33
Cumulus Bank has implemented Compliant Data Sharing in Financial Services Cloud. Which two things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private?
Financial-Services-Cloud Exam Question 34
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?
What FSC feature can Lake Tahoe Bank use to track this process?
Financial-Services-Cloud Exam Question 35
A new custom object has been created, and the records of this object will be created through integration with another system What should a consultant do to ensure the data is loading into the correct fields in Financial Services Cloud?
