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NEW QUESTION 27
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. Use Process Builder to create a workflow to summarize data at the Person Account level
- B. Create a custom object to track the client’s financial data
- C. Set client’s financial data to be rolled up using Primary Group feature
Answer: C
NEW QUESTION 28
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?
- A. Lightning Page Editor
- B. Profiles
- C. Object Settings
- D. Custom Settings
Answer: D
NEW QUESTION 29
How can you relate an opportunity to a campaign? (2 answers)
- A. You cannot relate an opportunity to a campaign
- B. Use the Campaign influence Related List on the Opportunity
- C. Use the Campaign Hierarchy Related List on the Opportunity
- D. Select the Primary Campaign Source for the Opportunity
Answer: B,D
NEW QUESTION 30
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