Question: What Community Licenses Are Needed To Enable Sharing Of Financial Account Records Across Multiple Owners?

What is Salesforce community license?

A community license works like a standard Salesforce internal license: external users with a member-based license (that is, a license that is assigned to a specific user) are able to access a community as many times as they want.

However, external users do not have access to the internal org..

What can you do with action plans?

Action Plans allow you to capture repeatable tasks and then automate the task sequences—improving collaboration and productivity. Using action plans, a team can automatically assign task owners and deadlines for specific client engagements.

Who sees what in communities Salesforce?

Within a community, a user can see all groups in the community and join them. The user can’t see groups from other communities that they’re a member of. Can create groups.

How much does Salesforce for nonprofits cost?

Salesforce for Nonprofits Pricing Overview Salesforce for Nonprofits pricing starts at $36.00 per month.

What is the maximum number of tasks you can add to an action plan template?

100 tasksYou can add a maximum of 100 tasks or other items to an action plan template.

What is Einstein AI?

Salesforce Einstein is the first comprehensive AI for CRM. It’s an integrated set of AI technologies that makes Salesforce Customer 360 smarter and brings AI to trailblazers everywhere.

What feature in FSC gives users access to policy details?

To access insurance objects and features, users need the FSC Insurance permission set license. Give agents access to the master list of coverage types. With access to this list, an agent can better sell policies and help customers with their existing policies.

What is a 30 60 90 day plan?

A 30-60-90 day plan is what it sounds like: a document that articulates your intentions for the first 30, 60, and 90 days of a new job. It lists your high-level priorities and actionable goals, as well as the metrics you’ll use to measure success in those first three months.

What an action plan looks like?

Specifically, in project management, it’s a document that lists the steps needed to achieve a goal. That is, an action plan clarifies what resources you’ll need to reach that goal, makes a timeline for the tasks to get to that goal and determines what team members you’ll need to do it all.

What is Salesforce Einstein AI?

What is Salesforce Einstein? Salesforce Einstein integrates AI technology with Salesforce’s Software-as-a-Service (SaaS) CRM. It uses data gathered on every user action to provide predictive analytics, natural language processing (NLP) capabilities, and machine learning to Salesforce customers.

How much is Salesforce community license?

Salesforce Community Cloud Pricing Overview Salesforce Community Cloud pricing starts at $250.00 per month. They do not have a free version.

What kind of an application is financial services cloud?

Financial Services Cloud is an integrated platform designed to drive stronger client relationships that last generations. Powered by Lightning, Financial Services Cloud makes it easy for advisors to deliver a concierge level of service with the personalized, proactive advice clients expect.

What is Einstein vision?

Suggest Edits. Einstein Vision enables you to tap into the power of AI and train deep learning models to recognize and classify images at scale. You can use pre-trained classifiers or train your own custom classifiers to solve unique use cases.

What is meant by a successful action plan?

An action plan is a detailed plan outlining actions needed to reach one or more goals. Alternatively, it can be defined as a “sequence of steps that must be taken, or activities that must be performed well, for a strategy to succeed”.

How does the Einstein platform help admins and developers?

Einstein Prediction Builder allows admins and developers to build AI models to predict the outcome of any Salesforce field or object with a few clicks of the declarative setup tool. … For example, a developer can build a custom prediction score to help companies identify which employees are most likely to resign.

Does financial services cloud require lightning?

Financial Services Cloud requires that users are in Lightning Experience. If you are not using Lightning Experience, the vast majority of the underlying FSC functionality won’t work. Data will not look accurate, and users will be frustrated. If you’re going to pay for the feature, you should use it as intended.

What is financial cloud?

What is Financial Cloud? We are an industry-leading financial services software company, specialising in enterprise solutions to exceed business goals. All Financial Cloud software works seamlessly together, allowing our client organisations to build their own solutions and create great customer journeys with ease.

Which of the following are FSC components that visualize groups and relationships on lightning pages?

Several components visualize groups and relationships in Lightning pages. Relationship Map and Group Builder—Build and visualizes memberships and relationships. Use at the person and group levels. Group Members (Configurable)—Displays members of a person’s primary group.