Question 11

Scott Adams is opening a joint savings account with his mom, Rachel Adams. Rachel Adams is the primary member of the Adams Household. Personal Banker Hank Burton wants to make sure that Scott's data is rolling up to the Adams Household. How can the Banker accomplish this?
  • Question 12

    Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?
  • Question 13

    Which of the following is NOT an area that Salesforce Financial Services Cloud serves?
  • Question 14

    The Actionable Relationship Center (ARC) is using the Association Type picklist to control the account-account relationships. Which three of the following names are Association Type picklist field values?
  • Question 15

    A consultant is working with a new customer and has gained a firm understanding of their business processes and systems in preparation for implementing Salesforce Financial Services Cloud.
    What should the consultant create as a deliverable for the current state business process?