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What steps does the Salesforce Administrator have to take to create a new Business Milestone Type?
Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?
What actions can a Wealth Advisor take from the Life Events card7
Planter Farm Credit Union provides loan and insurance products to farmers who operate individually as well as in collaboration with other neighboring farms & farmers. The collaboration can be seasonal or for a limited timeframe. What construct in Financial Services Cloud is most appropriate to represent such collaborative customer business operations?
What should a Financial Advisor use to model the relationship between a business contact and a client that is modeled as a person account?
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