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Question 26 - Certified Financial Services Cloud discussion

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Planter Farm Credit Union provides loan and insurance products to farmers who operate individually as well as in collaboration with other neighboring farms & farmers. The collaboration can be seasonal or for a limited timeframe. What construct in Financial Services Cloud is most appropriate to represent such collaborative customer business operations?

A.
Contact-Contact Relationship
Answers
A.
Contact-Contact Relationship
B.
Custom Relationship Group
Answers
B.
Custom Relationship Group
C.
Account with Record Type = Business
Answers
C.
Account with Record Type = Business
D.
Standard Household
Answers
D.
Standard Household
Suggested answer: B

Explanation:

A Custom Relationship Group is a construct in Financial Services Cloud that allows you to model complex and dynamic relationships between clients and accounts. You can use it to represent collaborative customer business operations that are not captured by standard household or account structures. Verified

Reference: : Salesforce Financial Services Cloud Implementation Guide, page 67.

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asked 23/09/2024
Saley SEINI
34 questions
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