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

Page 7 of 44
PDF with 170 Questions

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

Explanation:

The unmanaged extension package for Intelligent Need-Based Referrals and Scoring provides users access to referral dashboards and reports, as well as referral scoring and routing features.



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. Referral Group Process Builder

Answer(s): B

Explanation:

Referrals Rollups is a feature that enables users to see all the referrals for the members of a group, such as a branch or a team. It also allows users to filter referrals by status, priority, or owner.



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

Explanation:

Intelligent Need-Based Referrals and Scoring is a capability that helps bankers prioritize the most promising referrals by assigning a score based on the client's needs, preferences, and interactions. It also helps bankers route referrals to the best suited specialists or advisors.



Lake Tahoe Bank branch manager is asking the Salesforce Administrator for improvements in Salesforce to speed up Loan Approval Processing. The Salesforce Admin is considering 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 target record, 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

Explanation:

Action Plans are a feature that allows users to create templates for common client processes, such as loan approval, account opening, or financial review. Action Plans can create repeatable tasks and automate the task sequences when executed.
When an action plan is created from a template for a specific target record, such as an account or an opportunity, items that have no assigned user are assigned to the owner of that target record. Action Plans can also enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.






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