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Lake Tahoe Bank wants their customer reps to be able to see client records such as Person Accounts, but want to restrict access to Financial Accounts to protect the privacy of their clients. Which two steps can an admin take to ensure that all users see Person Accounts, but only specific users can view Financial Accounts?
The Salesforce Admin at Lake Tahoe Wealth Management Company wants to ensure that the advisors at his firm can quickly see the most important client data in the Actionable Relationship Center (ARC). What must the Admin configure for each object to display the most important fields on the side panel of ARC?
What actions can a Wealth Advisor take from the Life Events card7
Cumulus Cloud Bank, a major financial services provider, has engaged Salesforce Professional Services to transform its operations with Financial Services Cloud (FSC). The Addams family are wealth management clients with the following relationships: * The wife and her husband are part of the Addams Household. The wife is the primary member, and together the couple run the Addams Charitable Trust. * The wife is also part of the Symonds Household with her father as the primary member. Which tool should the Salesforce FSC consultant recommend so a wealth manager could make sense of this complex data to provide impeccable service to the Addams family and discover new business opportunities?
A financial services company is migrating a legacy customer relationship management system to Financial Services Cloud (FSC). The company is requesting that its consulting partner introduce specific customer interaction features mapped to its business processes. What should the consultant consider when introducing the FSC features?
Our Personal Banker Hank Burton wants to encourage his customers to provide required documents for a loan application. He creates Document Checklist Items that help his customers to manage file uploads to speed up loan approval. For which of the following records does Salesforce support Document Checklist Items out of the box? (Choose Three)
What benefits do Flows for Financial Services Cloud offer to support customer onboarding? (Choose Two)
The Salesforce Admin wants to make it easier for call center agents to complete some common tasks by setting up flows and launch them from the Retail Banking Console. What does the Admin have to keep in mind when setting up Flows?
A financial services company needs to alert advisors about changes in client records that require action. What should the administrator consider when configuring Record Alerts?
The Salesforce Admin of Lake Tahoe Bank wants to implement Financial Services Cloud using the individual object model. What are the steps to disable person accounts? (Choose Three)

Question 10 - Certified Financial Services Cloud discussion

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Lake Tahoe Bank wants their customer reps to be able to see client records such as Person Accounts, but want to restrict access to Financial Accounts to protect the privacy of their clients. Which two steps can an admin take to ensure that all users see Person Accounts, but only specific users can view Financial Accounts?

A.
Grant users access to the Financial Account object with permission set
Answers
A.
Grant users access to the Financial Account object with permission set
B.
Change Organization-wide Defaults (OWD) sharing on the 'Financial Accounts* object to Private'.
Answers
B.
Change Organization-wide Defaults (OWD) sharing on the 'Financial Accounts* object to Private'.
C.
Change Organization-wide Defaults (OWD) sharing on the 'Person Accounts' object to 'Controlled by Parent.
Answers
C.
Change Organization-wide Defaults (OWD) sharing on the 'Person Accounts' object to 'Controlled by Parent.
D.
Change Organization-wide Defaults (OWD) shanng on the 'Financial Accounts' object to Public Read/Write'.
Answers
D.
Change Organization-wide Defaults (OWD) shanng on the 'Financial Accounts' object to Public Read/Write'.
Suggested answer: A, B

Explanation:

To ensure that all users see Person Accounts, but only specific users can view Financial Accounts, the Admin should take the following steps:

Grant users access to the Financial Account object with permission set, which is a collection of settings and permissions that give users access to various tools and functions.The Admin can use permission sets to grant access to the Financial Account object and its fields to specific users or groups of users1.

Change Organization-wide Defaults (OWD) sharing on the 'Financial Accounts' object to Private', which is a setting that determines the baseline level of access that users have to records they do not own or share.By setting the OWD sharing on the 'Financial Accounts' object to Private', the Admin can ensure that only the record owners and users above them in the role hierarchy can view the Financial Accounts. Verified

Reference:1

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asked 23/09/2024
Marcel Engelbrecht
44 questions
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