Question 76
Lake Tahoe Bank would like to reslricl their Financial Services Cloud users from viewing certain types of milestones that might be irrelevant to their customers or might cause negative sentiment. How can the Salesforce Admin implement such a requirement?
Question 77
A time dependent action is placed in the work flow queue when the record is created.
When will the action be removed from the queue? (2 answers)
When will the action be removed from the queue? (2 answers)
Question 78
A System Administrator has received a note from one of the portfolio managers that the Actionable Relationship Center (ARC) is not visible when the portfolio manager was trying to set up relationships between two accounts. The portfolio manager has also mentioned that other colleagues in the same role have access to it and are able to use it to manage their customer's relationships. What is a possible cause for this?
Question 79
When importing records from a system outside of Salesforce, which ID should be used to prevent the data import from creating duplicates?
Question 80
Cumulus Bank's mortgage department is currently using spreadsheets to gather client data for mortgage applications. The bank is interested in improving the efficiency of this process.
Which two features should a consultant suggest to Cumulus Bank to implement?
Which two features should a consultant suggest to Cumulus Bank to implement?