Free FINANCIAL-SERVICES-CLOUD Exam Braindumps (page: 8)

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[FSC Features and Functionality]
What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?

  1. The managed extension package for intelligent Need-Based Referrals and Scoring
  2. Einstein Analytics for Financial Services
  3. The unmanaged extension package for Intelligent Need-Based Referrals and Scoring
  4. Salesforce CRM Dashboards

Answer(s): C



[Financial Accounts, Rollups, and Referrals]
What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?

  1. Referral Scoring
  2. Referrals Rollups
  3. Group Member Referrals
  4. ReferralGroup Process Builder

Answer(s): B



[Financial Accounts, Rollups, and Referrals]
What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?

  1. Referral Approval Processes
  2. Intelligent Need-Based Referrals and Scoring
  3. Einstein Referral Scoring for Financial Services Cloud
  4. Referral Routing Rules

Answer(s): B



[Action Plans and Workflows]
Lake Tahoe Bank branch manager is asking the Salesforce Administrator for improvements in Salesforce to speed up Loan Approval Processing. The Salesforce Admin isconsidering using Action Plans.
Which 3 process improvements can be delivered using Action Plans?

  1. Action Plans create repeatable tasks and automate the task sequences when executed
  2. When you create an action plan from a template for a specific targetrecord, items that have no assigned user are assigned to the owner of that " target record.
  3. Action Plans can automatically schedule the next appointment with the Advisor.
  4. Action Plans enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.
  5. Action Plans can speed up the collection of a list of documents needed for the loan application

Answer(s): A,B,D






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