Lake Tahoe Bank is rolling out Financial Services Cloud and the VP of IT is concerned about the cost of the licenses. The System Admin recommends using restricted licenses for users that need only limited access to Financial Service Cloud features. Which Financial Services Cloud permission set license enables user access to a license with contractual restrictions for Financial Services Cloud and can be used to grant restricted access to users like Bank Tellers?
Cumulus Bank has implemented Compliant Data Sharing in Financial Services Cloud. Which two things
happen when an opportunity record that has opportunity participants with associated share table entries is set to Private?
A financial services company would like its users to be able to relate two business accounts. What should the
administrator configure to meet the requirement?
A private equity company with only one administrator wants to upgrade Financial Services Cloud (FSC) from
a Sales Cloud Unlimited Edition (UE) org. The company decided to install FSC greenfield on a new org to
minimize the transfer of existing tech debt. In preparation for data migration, the administrator has been
exporting backup files of the current org for a month.
What should the administrator do as part of the preparation for the data migration process?