Salesforce Exam Financial Services Cloud Topic 1 Question 4 Discussion

Actual exam question for Salesforce's Financial Services Cloud exam

Question #: 4
Topic #: 1

[All Financial Services Cloud 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

Show Suggested Answer

Suggested Answer: C

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

Limited Time Offer

25%

Off

Get Premium Financial Services Cloud Questions as Interactive Web-Based Practice Test or PDF

Contribute your Thoughts:

Submit Cancel

Currently there are no comments in this discussion, be the first to comment!