Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) exam
Last Update Apr 27, 2024
Total Questions : 170
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Lake Tahoe Bank branch manager Sue Barry 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?
Which three related lists are visible within Actionable Relationship Center associated with the Account object?
A financial institution is concerned about contacting clients or sharing their data when they have requested not to be contacted.
Which action should the consultant take in Financial Services Cloud to address the institution's concern?
Which three permission sets grant access or extend permissions for record alerts in Financial Services Cloud (FSC)?