Question 41
A financial services company wants to use the Financial Services Cloud Person Account data model. The company needs two Person Account record types, one to represent Individual customer and one to represent Individual independent advisors that send referrals.
What should the administrator do to set up the new record types?
What should the administrator do to set up the new record types?
Question 42
A company wants to convert its Salesforce Financial Services Cloud implementation from using the individual account model to using person accounts.
Which three things should a consultant do to prepare for the conversion?
Which three things should a consultant do to prepare for the conversion?
Question 43
Which three referral metrics are tracked with custom components included in Financial Services Cloud?
Question 44
Scott Adams is opening a savings account at his mom's bank. The personal banker Hank Burton wants to make sure all Scott's financial data is rolling up to his parent's household, Adams Household. Rachel Adams, Scott's mom already is the primary member of the Adams Household. How can the banker accomplish this?
Question 45
Which three types of Account-Account relationships are displayed in the Actionable Relationship Center?
