Câu 28: Salesforce Financial Services Cloud Accredited Professional
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…
Nội dung câu hỏi
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?
Các lựa chọn
Đáp án được giữ gọn theo nhãn A, B, C, D trong phần bình chọn tương tác.
- A. Create an after-save trigger to generate reminder tasks.
- B. Utilize Action Plan and Action Plan Template — đáp án hiện tại
- C. Utilize Chatter notifications for reminders.
- D. Utilize Financial Services Cloud Flow Templates to flag missing items.
Cộng đồng
0 bình luận công khai. Tên thành viên được ẩn một phần.