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NEW QUESTION # 11
Lake Tahoe Bank is implementing Financial Services Cloud. The bank's new business processes require that Financial Advisors can add individuals to more than one Group or Household using Multiple Relationship Groups. Where do Admins enable Multiple Relationship Groups?
Answer: C
NEW QUESTION # 12
Which two statements are true about Group Membership in Financial Services Cloud?
Answer: A,D
NEW QUESTION # 13
What steps does the Salesforce Administrator have to take to create a new Business Milestone Type?
Answer: C
NEW QUESTION # 14
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?
Answer: C,D
NEW QUESTION # 15
Scott Adams calls his Personal Banker Hank Burton to apply for a loan to buy a boat. Hanks wants to refer Scott to the loan department, but the current process is manual and time-consuming. Hank is asking the bank's System Administrator to automate Referral creation in Salesforce. How can the Admin speed up and simplify Referral creation?
Answer: C
NEW QUESTION # 16
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