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- Question 51
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Question 51/74
Cumulus Cloud Bank, a major financial services provider, has engaged Salesforce Professional Services to transform its operations with Financial Services Cloud (FSC). The Addams family are wealth management clients with the following relationships:
* The wife and her husband are part of the Addams Household.
The wife is the primary member, and together the couple run the Addams Charitable Trust.
* The wife is also part of the Symonds Household with her father as the primary member. Which tool should the Salesforce FSC consultant recommend so a wealth manager could make sense of this complex data to provide impeccable service to the Addams family and discover new business opportunities?
* The wife and her husband are part of the Addams Household.
The wife is the primary member, and together the couple run the Addams Charitable Trust.
* The wife is also part of the Symonds Household with her father as the primary member. Which tool should the Salesforce FSC consultant recommend so a wealth manager could make sense of this complex data to provide impeccable service to the Addams family and discover new business opportunities?
Correct Answer: D
Actionable Relationship Center (ARC) is a tool that aSalesforce FSC consultant can recommend to a wealth manager who needs to make sense of complex client relationships and discover new business opportunities. ARC is an advanced visualization engine that provides a holistic view of customers and their relationships with actionable insights, all in one place5. ARC helps users understand relationships among people and businesses by presenting them in interactive components, such as graphs, cards, lists, and filters6. ARC also allows users to perform actions on the customer data, such as creating tasks, sending emails, or updating records7.
References:
ActionableRelationship Center (ARC)
Get Started with Actionable Relationship Center
Work with Actionable Relationship Center
References:
ActionableRelationship Center (ARC)
Get Started with Actionable Relationship Center
Work with Actionable Relationship Center
- Question List (74q)
- Question 1: Which three referral metrics aretracked with custom componen...
- Question 2: Lake Tahoe Bank is rolling out Financial Services Cloud and ...
- Question 3: Cumulus Bank has branches in multiple countries that are req...
- Question 4: An investment banker is looking to take detailed meeting not...
- Question 5: During a Financial Services Cloud implementation at an insur...
- Question 6: Cumulus Insurance has created a Delegated Administrator grou...
- Question 7: How should developers configure customized nodes for display...
- Question 8: Agents for an insurance company need to know the current and...
- Question 9: To access Financial Services Cloud Lightning Components "My ...
- Question 10: While working for an insurance client implementing Financial...
- Question 11: Rachel Addams belongs to two households: 1. The Addams house...
- Question 12: Lake Tahoe Bank branch manager Sue Barry wants to encourage ...
- Question 13: Financial Services Cloud (FSC) contains a number of custom o...
- Question 14: Which three processes are part of Claims Management?...
- Question 15: What actions can a Wealth Advisor take from the Life Events ...
- Question 16: What step is required to give users access to the FinancialS...
- Question 17: Which three of the following statements are correct about th...
- Question 18: Cumulus Cloud Bank needs help onboarding new customers. The ...
- Question 19: A regional bank is implementing Financial Services Cloud (FS...
- Question 20: A company wants to convert its Salesforce Financial Services...
- Question 21: What should a Financial Advisor use to model the relationshi...
- Question 22: Which of the following objects do support Group-Level Rollup...
- Question 23: Lake Tahoe Bank is implementingFinancial Services Cloud. The...
- Question 24: Lake Tahoe Bank's System Administrator is implementing intel...
- Question 25: A Bank of the Future customer calls the bank to update the a...
- Question 26: A consultant is looking to create a guided screen to be used...
- Question 27: It has been determined that integration with an external sys...
- Question 28: What benefits do Flows for Financial Services Cloud offer to...
- Question 29: A financial services company offers special deposit products...
- Question 30: Omni Script represents processes with fast, personalized, an...
- Question 31: A financial services company has found that more than two-th...
- Question 32: A Salesforce Admin is configuring a new Action Plan Template...
- 2 commentQuestion 33: For which three objects are Rollup By Lookup (RBL) summaries...
- Question 34: What is a key step in identifying different business process...
- Question 35: Scott Adams is opening a joint savings account with his mom,...
- Question 36: Acorporate investment banking associate at Cumulus Capital w...
- Question 37: A consultant is configuring ademo for a customer but cannot ...
- Question 38: Lake Tahoe Bank's financial advisors are complaining that th...
- Question 39: A consultant advising Cumulus Bank wants to ensure that the ...
- Question 40: Which three permission sets grant access or extend permissio...
- Question 41: Our Personal Banker Hank Burton wants to encourage his custo...
- Question 42: Rachel is the primary member of the Adams household hired a ...
- Question 43: A consultant is working with a new customer and has gained a...
- Question 44: A financial services company wants to plan ahead for designi...
- Question 45: Which 3 out of the box capabilities come with Financial Serv...
- Question 46: Which three types of Account-Account relationships are displ...
- Question 47: A financial services company needs a custom field for report...
- Question 48: A financial services company wants to track different catego...
- Question 49: An advisor is setting up a Household in Financial Services C...
- Question 50: The Salesforce Administrator for Lake Tahoe Bank is receivin...
- Question 51: Cumulus Cloud Bank, a major financial services provider, has...
- Question 52: What 2 considerations should the Salesforce Administrator re...
- Question 53: Which 3 out of the box capabilities come with Financial Serv...
- Question 54: Which setting in Action Plans helps to avoid non working hou...
- Question 55: Planter Farm Credit Union provides loan and insurance produc...
- Question 56: When importing records from a system outside of Salesforce, ...
- Question 57: What steps does the SalesforceAdministrator have to take to ...
- Question 58: Lake Tahoe Bank has been using Sales Cloud to support the bu...
- Question 59: Which of the following statements are correct when creating ...
- Question 60: A financial services company needs to alert advisors about c...
- Question 61: Which step is required to give a group of users access to a ...
- Question 62: Cumulus Insurance has a franchise business model with a larg...
- Question 63: Early in the discovery and solution meetings, it was determi...
- Question 64: How shoulddevelopers configure customized nodes for display ...
- Question 65: A Financial Services Cloud (FSC) administrator is setting up...
- Question 66: A consulting firm is asked to add Events and Milestones to a...
- Question 67: The Salesforce Administrator at Lake Tahoe Bank is asked at ...
- Question 68: Salesforce provides a robust set of automation features to h...
- Question 69: A private equity company with only one administrator wants t...
- Question 70: Which three objects should a Financial Services Cloud admini...
- Question 71: A bank needs help with many of its processes taking too long...
- Question 72: A wealth advisor is trying to relate a client to their attor...
- Question 73: Which two limitations should a Salesforce Administrator cons...
- Question 74: How can the Salesforce Admin change the configuration to sum...
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