Financial Advisors can create a financial goal to track a client's progress toward major purchases, retirement savings, or other life goals. Which statements are correct?

• A.You can associate a goal with a specific financial account.
• B.You can't create a goal for paying down a debt.
• C.You can only create savings-oriented goals.
• D.Financial Goals require the Financial Goals permission set to be visible to a user.

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Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?

• A.Assigning a Referral
• B.Referral Automated Approvals
• C.Referral Conversion
• D.Accepting a Referral
• E.Round Robin Referral Routing

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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?

• 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 schedule appointments with the Bankers
• D.Action Plans can be used to automatically assign task owners and deadlines for specific client engagements
• E.When you work with Action Plans, you first create Action Plan Templates

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What is included in an FSC license?

• A.FSC for Community
• B.Action Plans
• C.Einstein Analytics for Financial Services
• D.Lightning Scheduler

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Kim Johnson, a client of Lake Tahoe Bank, hired Liz Obrian from Pine Cone Law Firm as her new lawyer. The Advisor wants to capture that information in the Actionable Relationship Center. What entities in Financial Services Cloud will the Advisor use to create this relationship?

• A.Account-Contact relationship to add Pine Cone Law Firm, Contact-Contact relationship to add Liz Obrian.
• B.Account-Account relationship to add Pine Cone Law Firm and Contact-Contact relationship to add Liz Obrian.
• C.Account-Account relationship to add Pine Cone Law Firm and Account-Contact relationship to add Liz Obrian.

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