Salesforce Exam Financial Services Cloud Topic 3 Question 55 Discussion

Actual exam question for Salesforce's Financial Services Cloud exam

Question #: 55
Topic #: 3

[All Financial Services Cloud Questions]

A system administrator at a financial services company wants to build a report to show Interest Tags.

Which two things should the administrator consider when configuring the report?

AWhen the user defines the custom report type, Tag Categories should be selected as the Primary Object.

BWhen the user defines the custom report type, Topics should be selected as the Primary Object.

CThe user must build a report using the Topics object to view Interest Tags in the report.

DTo show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name.

Show Suggested Answer

Suggested Answer: B, D

Interest Tags are a feature of Financial Services Cloud that let users add custom tags to client records to capture client needs, interests, and prospecting opportunities. Some of the things to consider when configuring a report to show Interest Tags are:

When the user defines the custom report type, Topics should be selected as the Primary Object.Topics is the standard Salesforce object that stores the Interest Tags data4. The user can then add other objects as secondary objects, such as Accounts, Contacts, or Opportunities.

To show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name.For example, to show only Interest Tags related to Accounts, the user can add a filter for Entity Type equals Account5.

Interest Tags

Build an Interest Tags Report

by Vernell at Jan 13, 2025, 09:48 AM

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Royal

6 days ago

I think A) When the user defines the custom report type, Tag Categories should be selected as the Primary Object.

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Vannessa

7 days ago

A and D seem like the right options here. The admin should select Tag Categories as the primary object and then add a filter to show the Interest Tags for specific objects.

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