Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam (SU24)
Last Update: 14-Oct-2024
Questions: 168 Answers With Expert Explanation
Buy Now
Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam (SU24)
Last Update: 14-Oct-2024
Questions: 168
Buy Now
Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam (SU24)
Last Update: 14-Oct-2024
Questions: 168 Answers With Expert Explanation
Buy Now
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A corporate investment banking associate at Cumulus Capital works with a trusted analyst to create pitch books, analyze market data, and generate reports. The banking associate is looking to capture sensitive deal information in Salesforce. They wish to share the deal information with the trusted analyst only, without giving access to Salesforce users up the management chain in the Role Hierarchy.
What should a consultant do in Salesforce to build the required sharing model for sensitive deal data?
The Salesforce Administrator at Lake Tahoe Bank is asked at make modifications to the
Salesforce org to allow for more than one people being joint owners on a Financial Account. What will be the recommended approach to model this requirement?
The Salesforce Admin at Lake Tahoe Wealth Management Company wants to ensure that the advisors at his firm can quickly see the most important client data in the Actionable Relationship Center (ARC). What must the Admin configure for each object to display the most important fields on the side panel of ARC?
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