Salesforce einstein Study guides, Class notes & Summaries

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...

Financial Service Cloud Certification Exam Q&A Spring 2023. 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 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 What are the challenges Financial Institutions face? (Select ...

CAN-SPAM Act is the US Federal standards for the sending of email messages. The Act requires that commerical emails, whose primary purpose is to deliver commercial content, meet a certain set of criteria Interaction Studio Interaction Studio allows you to get omnichannel next best action and orchestration from real-time insights into your customer journeys Northern Trail Outfitters' MC admin wants to ensure certain subscribers' opens and clicks are not tracked at their request, in accordanc...

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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