Which step is required to give a group of users access to a Financial Deal?

• A. Share a financial deal record with a group by adding them as participants to the record from the Financial Deal Participants related list.
• B. Change organization-wide defaults (OWD) sharing on the Financial Deal object to Public Read/Write.
• C. Update Industries Settings to give users access to the Financial Deal object.
• D. Create a Financial Deal permission set and assign it to the users that should have access to Financial Deals.

An exact management firm that is moving to Subadvisor from its old CMM wants to be able to bring over its client data on drivers ' licenses and passports.
Which Financial Services Cloud object should a consultant recommend?

• A. Identity Document
• B. Resolved Document
• C. Document Checklist Item
• D. Identification Document

A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees. How should the administrator configure sharing rules in Agentforce Financial Services to meet these requirements?

• A. Create a Financial Account sharing rule based on criteria.
• B. Create a Financial Account sharing rule based on record owner.
• C. Create an Account sharing rule based on record owner.
• D. Create Account sharing rules based on criteria.

One administrator user at a financial services company needs to help management build reports and gain insights into business performance by including branch management reportable objects. Which two considerations should the administrator include when configuring the report?

• A. When Branch Unit is the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects.
• B. The reportable objects include Banker, Branch Unit, Branch Unit Related Records, and Branch Unit Customer.
• C. Bankers with Branches with Opportunities, Accounts, Leads, and Contacts report types are available for creating reports with Branch Unit Related Records.
• D. Branch Unit Related Record report types have related object names including Lead, Account, and Contact but exclude Financial Account.

A financial services company has found that more than two-thirds of customer onboarding processes are manually done by client specialists, consuming large amounts of time and resulting in errors in the sales process. The company contacts a consultant to learn how to leverage Financial Services Cloud features to improve the current state. What should the consultant consider from a customer onboarding perspective?

• A. If the company struggles with the low efficiency of tracking required documents for its customers and creating templates for checklists, Discovery Framework is recommended to improve the current state.
• B. If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies, Discovery Framework can be used to improve the current state.
• C. If the company struggles with the low efficiency of tracking required documents for its customers and creating templates for checklists, Action Plan is recommended to improve the current state.