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NEW QUESTION # 100
The Actionable Relationship Center can display which of the following relationships in the tree pane? Select 3 answers.
Answer: A,B,D
NEW QUESTION # 101
When the multiple currencies feature is enabled, which currency is used as the basics for all currency conversion rates?
Answer: D
NEW QUESTION # 102
How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level?
Answer: D
Explanation:
Explanation
To change the configuration to summarize Financial Goals at the household level, you need to update the selection in "Activities & Objects to Roll Up" to include Financial Goals. This option is available in Setup > Financial Services Settings > Activities & Objects to Roll Up. By selecting Financial Goals, you enable Group-Level Rollups for Financial Goals, which display the total number of goals, completed goals, and completion percentage of all the goals that belong to a group. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 81.
NEW QUESTION # 103
Early in the discovery and solution meetings, it was determined that the client would primarily use out-of-the-box Financial Services Cloud (FSC) objects and components with minimal custom objects needed.
In addition, it was decided that records should be private, but the managerial chain would require visibility into all their direct reports' records.
Which three security settings must be set up in Salesforce to meet these requirements?
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