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Download Salesforce Financial Services Cloud (FSC) Accredited Professional Exam Dumps
NEW QUESTION 26
When adding an Account-Account relationship using ARC (Actionnable Relationship Center), what 2 options does the banker have to represent a group of accounts, where one of the accounts is the parents of a number of other accounts ? (2 answers)
- A. From each subsidiary account, select ‘New’ in the ‘Member Relationships’ components and create a new relationship with the parent account
- B. From the parent account, select ‘New’ in the ‘Member Relationships’ components and create a new relationship with the subsidiary account
- C. From the parent account, select ‘New’ in the ‘Group Relationship’ components and create a new relationship with the subsidiary account
- D. From each subsidiary account, select ‘New’ in the ‘Group Relationship’ components and create a new relationship with the parent account
Answer: A,C
NEW QUESTION 27
Personal Banker Hank Burton receives a call from the client Rachel Adams. Rachel can’t access her checking account details. What FSC feature that links customers, financial accounts, or households to specify issues should Hank use to report this issue?
- A. Activities
- B. Service Requests
- C. Cases & Alerts
- D. Relationship Builder and Map
Answer: C
NEW QUESTION 28
What 3 options does the FSC application offer to view and update Account-Account, Account-Contact and Contact-Contact Relationships?
- A. Relationship Map
- B. Life Events Component
- C. Actionable Relationship Center
- D. Family Members Component
- E. Group Members Component
Answer: A,C,E
NEW QUESTION 29
What Report functionality would you use in order to quickly categorize report records without creating a formula or a custom field?
- A. Bucketing
- B. Export
- C. Schedule
- D. Matrix Report
- E. Joined Report
Answer: A
NEW QUESTION 30
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