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NEW QUESTION 31
Lake Tahoe Bank's financial advisors are complaining that they can't see an accurate summary of their clients financial data as clients often change households. How can an Admin set up Financial Services Cloud to provide financial advisors with an accurate summary of their client's financial data?

A. Create a roll-up field on the Opportunity object to track client's Financial Account balance and display the summary amount on the Person Account object.B. Set clients financial data to be rolled up using Financial Services Cloud Primary Group.C. Use Process Builder to create a workflow to summarize data at the Person Account level.D. Create a custom obiect to track client's financial data

Answer: B

 

NEW QUESTION 32
How can the Salesforce Admin help agents who deal with a large number of customers on a daily basis, quickly scan the Life Events component and find the information they need without much effort?

A. The user can customize the order of life events to be set in chronological orderB. The Admin can change the color of important life events to red.C. The Admin can customize the order of life events to be set in chronological order.D. The user can change the color of important life events to red.

Answer: A

 

NEW QUESTION 33
What happens when you make changes to a Financial account record or primary group membership?

A. The rollup by lookup (RBL) configuration automatically updates the corresponding RBL summaries at the client and group levels.B. The Admin needs to update the rollup by lookup (RBL) rules.C. The Admin has to deactivate the Rollup By Lookup (RBL) rules and then force RBL recalculations.

Answer: A

 

NEW QUESTION 34
Which of the following objects do support Group-Level Rollups7

A. Financial AccountsB. TasksC. Action PlansD. AlertsE. Opportunities

Answer: A,B,E

 

NEW QUESTION 35
A feature that captures, refers, routes, and prioritizes customer needs across business lines

A. Expressed InterestB. ReportC. OpportunityD. Referrals

Answer: D

 

NEW QUESTION 36
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