What are the valid organization-wide default options for the Account Object?

A. Public Read/Write/Transfer

B. Private

C. No Access

D. Public Read/Write/Delete

Rollup summary fields aren't available in a Partial Copy sandbox. What is one way you can solve for this limitation?

A. Create a Full sandbox or install the Financial Services Cloud managed package in a Partial Copy sandbox

B. Contact Salesforce to enable Rollup Summary fields in the partial sandbox

C. Configure Rollup Summary using Formula fields

A user is not able to see the Actionable Relationship Center tab in his Financial Services Cloud Wealth Management App. What steps should the Salesforce Admin take to troubleshoot this issue? (2 correct answers)

A. Check the user's permission assignments and make sure the Financial Services Cloud Extension License and the Financial Services Cloud Extension Permission Set are assigned to that user.

B. Log a Salesforce support ticket to add the Actionable Relationship Center tab to the Wealth Management App.

C. Check if the Actionable Relationship Center Tab was created as a custom tab and the Lighting Component was added to the page layout.

D. Remove the Relationship Map.

Which of the following are FSC components that visualize groups and relationships in Lightning pages? (Check the 2 that apply)

A. Relationship Map and Group Builder

B. Related Accounts

C. Goal to Group Member Mapping

D. Person Life Events

Which one of the following statements is not correct about Action Plans?

A. Enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client engagement, such as account openings, loan approvals, and claims processing.

B. Capture repeatable tasks in templates and then automate the task sequences with an action plan.

C. Automatically schedule the next appointment with the Advisor

D. Manage customer engagements consistently and collaboratively with automated and compliant task orchestration.