FINANCIAL-SERVICES-CLOUD practice question 16 of 25
[FSC Features and Functionality] Lake Tahoe Bank has duplicate client records in their current CRM system because they come from a different systems…
Choose your answer, then check it against the explanation.
[FSC Features and Functionality]
Lake Tahoe Bank has duplicate client records in their current CRM system because they come from a
different systems of record. Any changes made in Salesforce should be updated in the source system.
What can a Salesforce Administrator do to help bankers get a consolidated view of the individual in
the Financial Services Cloud?
Question 16 of 25
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