Salesforce Financial-Services-Cloud Dumps Questions Answers

Change organization-wide defaults (OWD) sharing on the Financial Deal object to Public Read/Write.

Create a Financial Deal permission set and assign it to the users that should have access to Financial Deals.

Share a financial deal record with a group by adding them as participants to the record from the Financial Deal Participants related list,

Update Industries Settings to give users access to the Financial Dew object.

The import will succeed, and the Account Owner field will be left blank.

The import will succeed, and the administrator will be prompted to select a user.

The import will fail, since all records in Salesforce must have an owner.

The import will succeed, and the administrator will be named as the default Account Owner.

If there is a business process for tracking the customer life events and milestones, and timely reminding of opportunities, the Action Plan component is recommended to use.

If there is a business process for limiting role-based data visibility, the Interaction Summaries component is recommended to use.

If there is a business process for taking detailed notes for client meetings and adding action items, the Action Plan component is recommended to use.

If there is a business process for showing common interests and needs across the company's clients, the Interaction Summaries component is recommended to use.