Become Salesforce Certified with updated Financial-Services-Cloud exam questions and correct answers
Cumulus Cloud Bank needs help onboarding new customers. The business process requires updating the Know Your Customer (KYC) document checklist and performing internal tasks in a predefined order. However, during an internal audit, it was found that bankers often miss these tasks and still move to the next stage of the onboarding process. What should a consultant recommend?
What benefits do Flows for Financial Services Cloud offer to support customer onboarding?
Cumulus Bank has implemented Compliant Data Sharing in Financial Services Cloud. Which two things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private?
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