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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?

Show Suggested Answer Hide 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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Willie
4 days ago
Ah, the age-old question of Interest Tags vs. Topics. I'm going with A and D - let's keep it simple and focus on the Tag Categories!
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Helene
14 days ago
This is a tough one, but I think A and D are the winners. Who even uses Topics these days? Tag Categories is where it's at!
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Latonia
5 days ago
I agree, Tag Categories are definitely important for showing Interest Tags in the report.
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Martina
22 days ago
Hmm, I'd say B and D are the way to go. Topics might not be the right primary object, but filtering by object name is definitely the way to build this report.
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Azalee
11 days ago
Yeah, Topics might not be the best primary object, but it's important to filter by object name.
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Fairy
14 days ago
I agree, filtering by object name is key to showing Interest Tags.
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Linn
25 days ago
I'm not sure, but I think D) To show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name.
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Ligia
29 days ago
I'm not sure about A, but D definitely sounds like the way to go. Filtering the report to show the Interest Tags for specific objects is the key.
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Marguerita
10 days ago
I agree, filtering the report by specific objects is important to show the Interest Tags accurately.
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Adell
11 days ago
D) To show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name.
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Felicidad
19 days ago
A) When the user defines the custom report type, Tag Categories should be selected as the Primary Object.
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Percy
29 days ago
I agree with Royal, selecting Tag Categories as the Primary Object makes sense for showing Interest Tags.
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Royal
1 months 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
1 months 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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Frankie
14 days ago
Definitely, having the correct configuration will make the report more useful.
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Wendell
17 days ago
That makes sense. It's important to have the right setup for the report.
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Robt
18 days ago
Yes, I agree. And we can use D to filter for specific objects.
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Sage
24 days ago
That's correct! By selecting Tag Categories as the primary object and adding a filter for specific objects, the report will show Interest Tags accurately.
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Broderick
27 days ago
I think A is correct, Tag Categories should be the primary object.
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Vilma
29 days ago
D) To show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name.
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Yesenia
30 days ago
A) When the user defines the custom report type, Tag Categories should be selected as the Primary Object.
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