Salesforce einstein - Study guides, Class notes & Summaries

Which is the Report Format that allow users to summarize by both Rows and Columns? A. Joined Reports B. Matrix C. Tabular D. Summary Correct answersAnswer: B During the Framing and Scoping process, which of the following is the first step for researchers to undertake? A. Articulate the opportunity for design B. Understand the need C. Create a project plan D. Identify measures of success and potential risk E. Establish the problem-solving approach Correct answersAnswer: B What feat...

Does FSC require Lightning? - Yes What is included in an FSC license? A. Lightning Scheduler B. Action Plans C. Einstein Analytics for Financial Services D. FSC for Community - B. Action Plans Which of the following is NOT an area that Salesforce Financial Services Cloud serves? A. Asset Management B. Corporate & Institutional Banking C. Legal Services D. Lending Services - C. Legal Services What are the challenges Financial Institutions face? (Select all that apply) A. Regulatory co...

What are Entitlement processes? Entitlement processes are a collection of milestones that form a response timeline. Note all entitlements require a process. Entry and exit terms/criteria can be set Versioning: multiple version at same time allowed 4 steps to manage your SLAs with service contracts with an Entitlement Process 1) Create Milestones 2) Create Entitlement Processes 3) Add Milestones (with Target dates) 4) Add Milestone Actions 5) Apply the process to a customer's entitle...

What is included in an FSC license? A. Lightning Scheduler B. Action Plans C. Einstein Analytics for Financial Services D. FSC for Community B. Action Plans Which of the following is NOT an area that Salesforce Financial Services Cloud serves? A. Asset Management B. Corporate & Institutional Banking C. Legal Services D. Lending Services C. Legal Services What are the challenges Financial Institutions face? (Select all that apply) A. Regulatory compliance B. Rising class of new comp...

What is included in an FSC A. Lightning Scheduler B. Action Plans C. Einstein Analytics for Financial Services D. FSC for Community B. Action Plans Which of the following is NOT an area that Salesforce Financial Services Cloud serves? A. Asset Management B. Corporate & Institutional Banking C. Legal Services D. Lending Services C. Legal Services What are the challenges Financial Institutions face? (Select all that apply) A. Regulatory compliance B. Rising class of new competitors ...

What is included in an FSC license? A. Lightning Scheduler B. Action Plans C. Einstein Analytics for Financial Services D. FSC for Community B. Action Plans Which of the following is NOT an area that Salesforce Financial Services Cloud serves? A. Asset Management B. Corporate & Institutional Banking C. Legal Services D. Lending Services C. Legal Services What are the challenges Financial Institutions face? (Select all that apply) A. Regulatory compliance B. Rising class of new comp...

Does FSC require Lightning? Yes What is included in an FSC license? A. Lightning Scheduler B. Action Plans C. Einstein Analytics for Financial Services D. FSC for Community B. Action Plans Which of the following is NOT an area that Salesforce Financial Services Cloud serves? A. Asset Management B. Corporate & Institutional Banking C. Legal Services D. Lending Services C. Legal Services What are the challenges Financial Institutions face? (Select all that apply) A. Regulatory compl...

Does FSC require Lightning? - Yes What is included in an FSC license? A. Lightning Scheduler B. Action Plans C. Einstein Analytics for Financial Services D. FSC for Community - B. Action Plans Which of the following is NOT an area that Salesforce Financial Services Cloud serves? A. Asset Management B. Corporate & Institutional Banking C. Legal Services D. Lending Services - C. Legal Services What are the challenges Financial Institutions face? (Select all that apply) A. Regulat...

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