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NEW QUESTION 45
The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to roll up customer data at the client and group levels. What functionality can Rollup By Lookup (RBL) provide for this requirement?

• A. Rollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities.
• B. When you edit a financial account record or primary Group membership, the Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the client and Group levels.
• C. Rollups for multiple joint owners are not supported
• D. An RBL rule displays summary calculations of financial account information, such as account balances.
• E. RBL calculations can not be disabled when importing data into your Salesforce org.

Answer: A,B,D

NEW QUESTION 46
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?

• A. Action Plans require a monthly license fee per user
• B. Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance
• C. Action Plans can be used to automatically assign task owners and deadlines for specific client engagements
• D. Action Plans can be used to schedule appointments with the Bankers
• E. When you work with Action Plans, you first create Action Plan Templates

Answer: B,C,E

NEW QUESTION 47
Which of these statements is correct?

• A. To give users access to the new action plans feature, you must add the Action Plans permission set to the user.
• B. To assign the Action Plans permission set the user must have a Financial Services Cloud license.
• C. Lightning is not required to enable Action Plans
• D. Assigning the Action Plan permission set automatically assigns an Action Plans permission set license to the user.

Answer: A

NEW QUESTION 48
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