Lake Tahoe Bank's financial advisors are complaining that they can't see an accurate summary of their clients financial data as clients often change households. How can an Admin set up Financial Services Cloud to provide financial advisors with an accurate summary of their client's financial data?

Question

test testsers · Accepted Answer

Set clients financial data to be rolled up using Financial Services Cloud Primary Group.

test testsers · Answer

Create a roll-up field on the Opportunity object to track client's Financial Account balance and display the summary amount on the Person Account object.

test testsers · Answer

Create a custom obiect to track client's financial data

test testsers · Answer

Use Process Builder to create a workflow to summarize data at the Person Account level.

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