[FSC Features and Functionality]
The Salesforce Admin at Lake Tahoe Bank considering implementing Financial Services Cloud. What is thebest way for the Admin to access a Financial Services pre-configured org, including data and the right licenses, to learn about the product?
[FSC Features and Functionality]
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?
[FSC Data Model and Configuration]
The Salesforce Admin of Lake Tahoe Bank wants to implement Financial Services Cloud using the individual object model. What are the steps to disable person accounts? (Choose Three)
[Financial Accounts, Rollups, and Referrals]
Which three referral metrics aretracked with custom components included in Financial Services Cloud?
[Security, Permissions, and Integration]
To access Financial Services Cloud Lightning Components "My Domain" must be enabled. How does the System Admin accomplish this?