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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?
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Question 40 - Certified Financial Services Cloud discussion

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Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which three steps should a Data Architect take to ensure a successful migration?

A.
Ensure Person Accounts is enabled on the org
Answers
A.
Ensure Person Accounts is enabled on the org
B.
Configure your Person Account record types m the Indrvidual Record Type Mapper.
Answers
B.
Configure your Person Account record types m the Indrvidual Record Type Mapper.
C.
Enable 'Individual to Person Account Migration' in Custom Settings.
Answers
C.
Enable 'Individual to Person Account Migration' in Custom Settings.
D.
Use a CSV field to map PersonRecordTypeld to the Person Account RecoroTypeld and use Data Loader to update Client Records
Answers
D.
Use a CSV field to map PersonRecordTypeld to the Person Account RecoroTypeld and use Data Loader to update Client Records
E.
Log a case with Salesforce to perform the conversion from the indrvkJual Model to Person Accounts.
Answers
E.
Log a case with Salesforce to perform the conversion from the indrvkJual Model to Person Accounts.
Suggested answer: A, B, D

Explanation:

The following steps are required to migrate customer records from the Individual Model to Person Accounts in Financial Services Cloud:

Ensure Person Accounts is enabled on the org. You need to have Person Accounts enabled before you can convert Individual Model records to Person Accounts. You can enable Person Accounts by contacting Salesforce Support or by using the Enable Person Accounts option in Setup > Account Settings.

Configure your Person Account record types in the Individual Record Type Mapper. You need to map your existing Individual Model record types to the corresponding Person Account record types. You can do this by using the Individual Record Type Mapper option in Setup > Financial Services Settings.

Use a CSV file to map PersonRecordTypeId to the Person Account RecordTypeId and use Data Loader to update Client Records. You need to update the Client records with the correct PersonRecordTypeId value that matches the Person Account RecordTypeId value. You can do this by using a CSV file and Data Loader to perform a bulk update operation. Verified

Reference: : Salesforce Help Article1: Salesforce Help Article2: Salesforce Help Article3

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asked 23/09/2024
Shahir Kazmi
42 questions
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