Salesforce Exam Financial-Services-Cloud Topic 1 Question 4 Discussion

Actual exam question for Salesforce's Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam exam

Question #: 4
Topic #: 1

[All Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam Questions]

Sam is the Salesforce Admin for Valley Bank. The bank's financial advisors are complaining they can't see an accurate summary of their client's financial data as clients often change households. Sam wants to give his financial advisors a better view of the client's complete financial situation. How can he set this up using FSC?

ACreate a custom object to track the client's financial data

BUse Process Builder to create a workflow to summarize data at the Person Account level

CSet client's financial data to be rolled up using Primary Group feature

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Suggested Answer: C

by Jennie at Aug 22, 2022, 01:29 PM

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