Question 1

What are two language-related limitations of Financial Services Cloud?
  • Question 2

    Which three referral metrics are tracked with custom components included in Financial Services Cloud?
  • Question 3

    A commercial loan due diligence process is handled by multiple individuals at Lake Tahoe Bank. Lake Tahoe Bank wants an easy way for managers to distribute the work, to understand the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks. What FSC feature can Lake Tahoe Bank use to track this process?
  • Question 4

    An investment bank client wants all its users to track client engagements with Interaction Summaries. In addition, those call logs need to be shared with specialists in other lines of business so they can assist in specific types of deals.
    Which three Financial Services Cloud standard objects should be used to help accommodate these business requirements?
  • Question 5

    Which three types of Account-Account relationships are displayed in the Actionable Relationship Center?