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NEW QUESTION 28
What benefits do Flows for FSC offer to support customer onboarding?

A. Flows provide step-by-step guidance for common service requests, such as change of address, or change of beneficiary without the need to navigate to different screens.B. Flows enable customers to schedule appointment via customer communities, mobile apps, or websites.C. Flows enable customers to book appointments with the right specialist at the right time and place through self-service schedulingD. Flows systematically capture and visualize important customer Life Events to drive more personalized and need-based engagements.E. Flows enable customers to schedule appointments via customer communities, mobile apps, or websites.

Answer: A

 

NEW QUESTION 29
A client has called their Financial Advisor to open an Education Savings Account for their first child. What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?

A. Create a Life Event for the birth of the child and a Referral for the Education Savings AccountB. Create a Referral for the Banker for an Education Savings AccountC. Create a Life Event for the birth of the child and a Financial Goal for the Education Savings AccountD. Create a case and include the target Savings amount for the Education Savings Account and relate the case to the child's Person Account.E. Create two Life Events, one for the birth of the child and one for the Education Savings Account.

Answer: D,E

 

NEW QUESTION 30
When importing data, what happens if some records do NOT met the data validation criteria?

A. Import process fails only for the records with invalid data.B. Import process aborts when it encounters the first invalid recordC. Import process ignores the data validation criteriaD. Import process requires user authorization to import the invalid records

Answer: A

 

NEW QUESTION 31
Sam is the Salesforce Admin for Valley Bank. The bank's financial advisors are complaining they can't see an accurate summary of their client's financial data as clients often change households. Sam wants to give his financial advisors a better view of the client's complete financial situation. How can he set this up using FSC?

A. Set client's financial data to be rolled up using Primary Group featureB. Create a custom object to track the client's financial dataC. Use Process Builder to create a workflow to summarize data at the Person Account level

Answer: A

 

NEW QUESTION 32
What standard object has a one-to-many relationship with the account object? (3 answers)

A. OpportunityB. LeadC. ContactD. CaseE. Campaign

Answer: A,C,D

 

NEW QUESTION 33
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