Financial-Services-Cloud 무료 덤프문제 온라인 액세스

Cumulus Insurance's business processes are quite complex, and steps in the process may vary depending on the information captured.
Which three actions regarding functionality and features should a consultant suggest exploring to help guide Cumulus Insurance users through these processes?

• A.Build custom Lightning pages that correspond to each stage of the business process.
• B.Use flows to remove the neea for complex Lightning pages.
• C.Configure Dynamic Lightning pages.
• D.Enable In-App Guidance to provide walk-throughs.
• E.Configure Dynamic Actions for Lightning pages.

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

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)

• A.Remove Person Account record types from the Individual Record Type Mapper.
• B.Log a case with Salesforce to perform the conversion from Person Accounts to the individual model.
• C.Assign the Individual record type to the user profiles.
• D.Assign the Person Account record type to the user profiles.
• E.Disable the Person Account custom setting.

A wealth management division manages the financial assets of many wealthy clients.
Which three steps should the Financial Services Cloud consultant take to offer ahigh level of customization to boost user productivity?

• A.Create a new type of person account so trust group details roll down to the beneficiaries level.
• B.Assign the Custom Field Set to the Financial Summary component.
• C.Assign the Custom Field Set To a Lightning component.
• D.Create and assign the Cuslhm Field Set permission set to all users.
• E.Create a Custom Field Set solely for the Wealth Managers without affecting the Investment Bankers.

What benefits do Flows for Financial Services Cloud offer to support customer onboarding? (Choose Two)

• 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 appointments via customer communities, mobile apps. or websites.
• C.Flows enable customers to schedule appointments via customer communities, motxie apps. or websites.
• D.Flows systematically capture and visualize important customer Life Events to drive more personalized and need-based engagements.
• E.Flows enable customers to book appointments with the nght specialist at the right time and place through self-service scheduling