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NEW QUESTION 25
How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level?

A. Add a custom Rollup By Lookup (RBL) rule.B. Financial Goals can not be summarized at the household level.C. Create a formula field and add it to the Account page layoutD. Update the selection in "Activities & Objects to Roll Up' to indude Financial Goals

Answer: D

 

NEW QUESTION 26
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. To open. edit, or create a Flow in Flow Builder, the user needs the Run Flows permission.B. Flows can be used to provide step-by-step guidance for address changes, without the need for then agent to navigate to different screens.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

Answer: B,C,D

 

NEW QUESTION 27
What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?

A. Referral Approval ProcessesB. Einstein Referral Scoring for Financial Services CloudC. Referral Routing RulesD. Intelligent Need-Based Referrals and Scoring

Answer: D

 

NEW QUESTION 28
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