- Email support@dumps4free.com
A Financial Services Cloud (FSC) administrator is setting up a permission set for Actionable Relationship Center. Which license should the administrator select on the Permission Set setup page?
A. FSC Standard
B. FSC Basic
C. OmniStudio
D. FSC Extension
Explanation:
To set up a permission set for Actionable Relationship Center (ARC), the administrator should select FSC Standard as the license on the Permission Set setup page. FSC Standard is a permission set license that enables user access to a license with contractual restrictions for Financial Services Cloud and provides access to core objects and features, including ARC1. By selecting FSC Standard as the license, the administrator can grant users access to ARC and its related objects and fields
An investment bank is implementing Financial Services Cloud (FSC) to manage the deal pipeline. Each opportunity has confidential information 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 Deal Management
B. Sharing Rules
C. Complianthata Sharing
D. Profiles
E. Interaction Summaries
Explanation:
The following FSC features should be part of the solution design for managing confidential deal information and notes sharing among deal team members:
• Financial Deal Management:
Financial Deal Management is a feature in Financial Services Cloud that allows you to track and manage complex deals that involve multiple parties, products, and stages. You can use Financial Deal Management to store confidential deal information such as deal name, amount, status, or participants. You can also use Financial Deal Management to associate opportunities, products, or tasks with a deal.
Lake Tahoe Bank wants to onboard a client digitally and without asking the client for information that the bank already has on file. The process has multiple steps and can have branching (conditional) logic that asks for different information depending on the responses. Which Salesforce feature should be used for this digital onboarding process?
A. Aclion Plans
B. Financial Goals
C. Actionable Relationship Center
D. Flows
Explanation:
The Salesforce feature that should be used for the digital onboarding process is Flows. Flows are a tool that can automate business processes and guide users or customers through screens that collect and display information. Flows can have multiple steps and branching logic that ask for different information depending on the responses. Flows can also integrate with existing data and prefill fields with information that the bank already has on file, reducing the need to ask the customer for redundant information. Flows can be embedded in Lightning pages, Experience Cloud sites, mobile apps, or websites to provide a seamless and engaging digital onboarding experience.
Verified References: : Salesforce Help Article 1 : Salesforce Help Article 2
A retail bank is using Financial Services Cloud to 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 solution should a consultant suggest the client explore?
A. A Marketing Cloud integration to manage client communications
B. An APEX solution to leverage the SendMail capabilities of Salesforce
C. Process Builder to create automatl&Socument requests for missing items
D. The Send Documents flow for Retail Banking
Explanation:
The solution that the consultant should suggest the client explore to improve its clients’ documentation submission and tracking is the Send Documents flow for Retail Banking. The Send Documents flow for Retail Banking is a prebuilt flow that allows users to send documents requests to clients via email and track the status of the requests in FSC. The flow uses DocuSign eSignature integration to enable clients to sign and return documents electronically. By using the Send Documents flow for Retail Banking, the consultant can help the client streamline and simplify its document management process and improve its customer service agents’ efficiency
Which three related lists are visible within the Actionable Relationship Center associated with the Account object?
A. Household Financial Accounts
B. Cases
C. Client Financial Goals
D. Financial Holdings
E. Notes and Attachments
Explanation:
Reference: [Reference: View Preconfigured ARC Graphs (Original ARC) - Salesforce, Explanation: The Actionable Relationship Center (ARC) is a feature of FSC that allows users to view their customers’ relationships in an easy-to-navigate graph. ARC helps users understand relationships between people, groups, accounts, contacts, opportunities, deals, and other records. ARC also allows users to view and manage related lists for each node in the graph. Related lists are collections of records that are related to another record by a lookup or master-detail relationship., The related lists that are visible within ARC depend on the node type and configuration. For example, for an Account node with Household record type, some of the related lists that are visible are:, Household Financial Accounts: This related list shows all the financial accounts that are related to the household members by either ownership or beneficiary relationships., Cases: This related list shows all the cases that are related to the household account or its members., Client Financial Goals: This related list shows all the financial goals that are related to the household account or its members., Other related lists that can be visible for different node types include:, Contacts, Opportunities, Financial Deals, Interaction Summaries, Action Plans, Notes, Attachments, ]
| Page 2 out of 35 Pages |
| Previous |