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Financial-Services-Cloud Question Explanations | Reliable Finan

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    NEW QUESTION 26
    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 only create savings-oriented goals.
    • B. You can't create a goal for paying down a debt.
    • C. Financial Goals require the Financial Goals permission set to be visible to a user.
    • D. You can associate a goal with a specific financial account.

    Answer: A,B

     

    NEW QUESTION 27
    What feature allows a user to group campaigns within a specific marketing program or initiative?

    • A. Campaign lists
    • B. Campaign Hierarchy
    • C. Campaign members
    • D. Campaign influence

    Answer: B

     

    NEW QUESTION 28
    What capabilities included in the FSC license can assist bankers in focusing on the most promising referrals?

    • A. Intelligent Need-Based Referrals and Scoring
    • B. Einstein Referral Scoring for FSC
    • C. Referral Routing Rules
    • D. Referral Approval Processes

    Answer: A

     

    NEW QUESTION 29
    ......

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