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NEW QUESTION 41
Not all life events or business milestones apply to every customer. To create a better customer experience, you can hide the life events or business milestones a customer hasn’t achieved or is unlikely to achieve in the future.
Which of the following statements are correct?
- A. The option to hide life event types or business milestone types is not available in the Communities version of the Life Events or Business Milestones component.
- B. Life Events can not be displayed on the Household level of the Account Record
- C. It is possible to hide Sensitive Life Event or Business Milestone Types in the Insurance Agent Portal.
- D. When you hide a life event or business milestone type, it doesn’t appear on the component until you add an event or milestone of that type.
Answer: C,D
NEW QUESTION 42
Lake Tahoe Bank needs to conduct periodic reviews with their customers to review credit & debit card usage, review account payables and discuss credit needs. The bank wants to ensure such activities are tracked and exceptions are reported & followed up on in a timely manner. How can Financial Services Cloud support these requirements?
- A. Use Lightning Scheduler to periodically schedule tasks for account owners.
- B. Train account owners to create required tasks periodically and set due dates for tracking.
- C. Run a nightly process to create tasks and assign them to account owners for follow-ups
- D. Create an Action Plan Template with associated pre-determined Tasks and automate the periodical creation of Action Plans for customer accounts.
Answer: D
NEW QUESTION 43
What actions can a Wealth Advisor take from the Life Events card7
- A. Request Record Approval
- B. Create Opportunity
- C. Open an Account
- D. Create Lead & Referral
- E. Create Case
Answer: B,D,E
NEW QUESTION 44
Lake Tahoe Bank branch manager Sue Berry wants to encourage all Personal Bankers to use Action Plans to capture repeatable tasks and automate the task sequences, improving collaboration and productivity. Which three of the following statements about Action Plans are true?
- A. Action Plans require a monthly license fee per user
- B. Action Plans can be used to schedule appointments with the Bankers.
- C. When you work with Action Plans, you first create Action Plan Templates.
- D. Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance.
- E. Action Plans can be used to automatically assign task owners and deadlines for specific client engagements.
Answer: B
NEW QUESTION 45
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