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A bank needs help with many of its processes taking too long to complete. Many of its challenges are due to issues with handoffs between teams. The challenges also include users transferring control to the wrong person or team or forgetting to transfer it at all. Which two Financial Services Cloud capabilities should help address these challenges?
A. Action Plans
B. Financial Accounts
C. Omni Scripts
D. Roll-up Summaries
Explanation:
Reference: [Reference: Action Plans in Financial Services Cloud for Admins | Salesforce Trailhead and [OmniScript Overview | Vlocity Developer Docs], Explanation: Action Plans are a feature of Financial Services Cloud that allow users to create and execute repeatable tasks based on predefined templates. Action Plans can help streamline and standardize business processes, such as onboarding new clients, conducting annual reviews, or resolving service requests. Action Plans can also assign tasks to different users or teams, set deadlines and priorities, and track progress and status., Omni Scripts are a feature of Vlocity that allow users to create and run guided interactions based on predefined scripts. Omni Scripts can help automate and simplify complex workflows, such as opening new accounts, applying for loans, or updating personal information. Omni Scripts can also integrate with other systems, capture user inputs, perform calculations, and display dynamic content., , ]
The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to roll up customer data at the client and group levels. What functionality can Rollup By Lookup (RBL) provide for this requirement?
A. RBL calculations can not be disabled when importing data into your Salesforce org.
B. An RBL rule displays summary calculations of financial account information, such as account balances.
C. When you edit a financial account record or primary Group membership, the Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the client and Group levels.
D. Rollups for multiple joint owners are not supported
E. Rollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities.
Explanation:
The functionality that Rollup By Lookup (RBL) can provide for rolling up customer data at the client and group levels are as follows:
An RBL rule displays summary calculations of financial account information, such as account balances, net worth, total assets, total liabilities, and so on1.
When you edit a financial account record or primary group membership, the Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the client and group levels1.
Rollup By Lookup (RBL) displays associated records for Financial Accounts, Financial Goals, and Opportunities on the client and group pages1. Verified References: 1
What 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 Scoring
B. Einstein Analytics for Financial Services
C. The unmanaged extension package for Intelligent Need-Based Referrals and Scoring
D. Salesforce CRM Dashboards
Explanation:
The unmanaged extension package for Intelligent Need-Based Referrals and Scoring provides users access to referral dashboards and reports, as well as referral scoring and routing features.
The Salesforce Admin wants to make it easier for call center agents to complete some common tasks by setting up flows and launch them from the Retail Banking Console. What does the Admin have to keep in mind when setting up Flows?
A. Flows can be used to provide step-by-step guidance for address changes, without the need for then agent to navigate to different screens.
B. To open. edit, or create a Flow in Flow Builder, the user needs the Run Flows permission.
C. To use Financial Services Cloud Flows, you'll need the Financial Services Managed Package installed m the org and the Financial Services Cloud a permission set assigned to the user.
D. To use a Flow, a user must have access to the underlying object and its field
A wealth management firm is looking to start tracking its clients' hobbies for marketing purposes in Salesforce. Which Financial Services Cloud feature is most suitable for this?
A. Interest Tags
B. Alerts
C. Topics
D. Engagement Topics
Explanation:
The Financial Services Cloud feature that is most suitable for tracking clients’ hobbies for marketing purposes is Interest Tags. Interest Tags are features that allow users to add tags to contacts or individuals based on their interests or preferences. Users can create custom interest tags or use predefined ones from FSC. By using Interest Tags, the wealth management firm can capture its clients’ hobbies and use them for marketing segmentation or personalization.
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