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[FSC Features and Functionality]
An investment banker is looking to take detailed meeting notes and share them easily with his colleagues while specifying confidentiality and meeting attendees. Which Financial Services Cloud feature should a consultant recommend in this scenario?
[FSC Features and Functionality]
Which two statements are true for a Group inFinancial Services Cloud?
[Relationship and Group Management]
Which 3 options does the Financial Services Cloud application offer to view and update Account-Account. Account-Contact, and Contact-Contact Relationships?
[Financial Accounts, Rollups, and Referrals]
The Salesforce Administrator at Lake Tahoe Bank is asked at make modifications to the
Salesforce org to allow for more than one people being joint owners on a Financial Account. What will be the recommended approach to model this requirement?
[Financial Accounts, Rollups, and Referrals]
A financial services company needs to capture a new type of referral that has different required fields than what is currently configured inthe org.
Which three steps should the administrator take to configure Financial Services Cloud correctly based on the scenario?
