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Question 34/78
Which two statements are true about Group Membership in Financial Services Cloud?
Correct Answer: A,B
Group Membership is a construct in Financial Services Cloud that allows you to define the relationship between a group and its members. You can use Group Membership to specify the following information:
The role of the member within the group, such as Owner, Beneficiary, Trustee, etc.
Whether the group is the primary group for the member, which affects how financial data is rolled up and displayed. Verified References: : Salesforce Financial Services Cloud User Guide, page 38.
The role of the member within the group, such as Owner, Beneficiary, Trustee, etc.
Whether the group is the primary group for the member, which affects how financial data is rolled up and displayed. Verified References: : Salesforce Financial Services Cloud User Guide, page 38.
- Question List (78q)
- Question 1: A financial services company needs to alert advisors about c...
- Question 2: A financial services company needs a custom field for report...
- Question 3: Lake Tahoe Bank's System Administrator is implementing intel...
- Question 4: Acorporate investment banking associate at Cumulus Capital w...
- Question 5: Which three related lists are visible within the Actionable ...
- Question 6: What benefits do Flows for Financial Services Cloud offer to...
- Question 7: Which 3 options does the Financial Services Cloud applicatio...
- Question 8: A client has called their Financial Advisor to open an Educa...
- Question 9: What actions can a Wealth Advisor take from the Life Events ...
- Question 10: A system administrator at a financial services company wants...
- Question 11: A wealthy client owns aboutique shoe store called Smith's Sh...
- Question 12: An asset management firm that is moving to Salesforce from i...
- Question 13: The Salesforce Admin wants to make it easier for call center...
- Question 14: How should developers configure customized nodes for display...
- Question 15: An investment bank is implementing Financial Services Cloud ...
- Question 16: An investment banker is looking to take detailed meeting not...
- Question 17: The ActionableRelationship Center (ARC) is using the Associa...
- Question 18: The Salesforce Admin at Lake Tahoe Bank is implementing Fina...
- Question 19: Omni Script represents processes with fast, personalized, an...
- Question 20: What are two language-related limitations of Financial Servi...
- Question 21: Which three insurance processes are managed by the Policy Ad...
- Question 22: Which three processes are part of Claims Management?...
- Question 23: A large insurance company hired a consulting firm to improve...
- Question 24: While working for an insurance client implementing Financial...
- Question 25: What capability included in the Financial Services Cloud lic...
- Question 26: The Salesforce Administrator for Lake Tahoe Bank is receivin...
- Question 27: Which of the following objects do support Group-Level Rollup...
- Question 28: Which step is required to give a group of users access to a ...
- Question 29: Lake Tahoe Bank allows more than two owners on Financial Acc...
- Question 30: Cumulus Cloud Bank is asking the consultant to explain some ...
- Question 31: A financial services company needs to capture a new type of ...
- Question 32: Scott Adams is opening a joint savings account with his mom,...
- Question 33: Planter Farm Credit Union provides loan and insurance produc...
- Question 34: Which two statements are true about Group Membership in Fina...
- Question 35: An administrator is logged into Data Loader with their own c...
- Question 36: During the delivery stage of a Financial Services Cloud (FSC...
- Question 37: A financial services company offers special deposit products...
- Question 38: A Financial Services Cloud (FSC) administrator wants to crea...
- Question 39: Cumulus Cloud Bank must provide its customer service staff w...
- Question 40: Lake Tahoe Bank has duplicate client records in their curren...
- Question 41: Which 3 out of the box capabilities come with Financial Serv...
- Question 42: Which three types of preassembled flows can be utilized from...
- Question 43: A wealth advisor is trying to relate a client to their attor...
- Question 44: Rachel Addams belongs to two households: 1. The Addams house...
- Question 45: Permission setlicenses incrementally entitle users to access...
- Question 46: Which three standard fields are available to track a custome...
- Question 47: Lake Tahoe Bank branch manager is asking the Salesforce Admi...
- Question 48: The Salesforce Admin at Lake Tahoe Wealth Management Company...
- Question 49: Cumulus Insurance's business processes are quite complex, an...
- Question 50: Cumulus Bank has branches in multiple countries that are req...
- Question 51: Which three related lists are visible within Actionable Rela...
- Question 52: Lake Tahoe Bank's financial advisors are complaining that th...
- Question 53: During a Financial Services Cloud implementation at an insur...
- Question 54: A bankingclient currently manages its onboarding process man...
- Question 55: Cumulus Bank is migrating its CRM software from a legacy app...
- Question 56: An insurance company wants to create a car insurance quote p...
- Question 57: A wealth management firm is looking to start tracking its cl...
- Question 58: A financial services company wants to track different catego...
- Question 59: Which of the following statements are correct when creating ...
- Question 60: What should a Financial Advisor use to model the relationshi...
- Question 61: Cumulus Cloud Bank, a major financial services provider, has...
- Question 62: A Salesforce administrator updating a record page to add a C...
- Question 63: What feature does a Salesforce Administrator need to enable ...
- Question 64: Jen, the Financial Advisor at Lake Tahoe Wealth Management C...
- Question 65: Where should a Salesforce Administrator go to add custom ico...
- Question 66: Our Personal Banker Hank Burton wants to encourage his custo...
- Question 67: An insurance company needs to ensure the record rollups aggr...
- Question 68: Which three of the following statements are correct about th...
- Question 69: Personal Banker Hank Burton is questioning hisReferral Score...
- Question 70: Which three referral metrics aretracked with custom componen...
- Question 71: Cumulus Bank wants to use Interactions to capture conversati...
- Question 72: A financial services company has found that more than two-th...
- Question 73: The Salesforce Admin of Lake Tahoe Wealth Management Company...
- Question 74: How can the Salesforce Administrator make sure that highly s...
- Question 75: How should developers configure customized nodes for display...
- Question 76: Scott Adams calls his Personal Banker HankBurton to apply fo...
- Question 77: Which two statements are true for a Group inFinancial Servic...
- Question 78: What steps does the SalesforceAdministrator have to take to ...
