Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) exam
Last Update Jun 9, 2023
Total Questions : 71
Why Choose ClapGeek
Last Update Jun 9, 2023
Total Questions : 71
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Salesforce Financial-Services-Cloud
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A System Administrator has received a note from one of the portfolio managers that the Actionable Relationship Center (ARC) is not visible when the portfolio manager was trying to set up relationships between two accounts. The portfolio manager has also mentioned that other colleagues in the same role have access to it and are able to use it to manage their customer's relationships. What is a possible cause for this?
Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?
Users at Lake Bank have been creating multiple events for once in a lifetime event such as birth. What should an Administrator do to prevent users from accidentally creating more than one event of such an event type?
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