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Question 66 - Certified Financial Services Cloud discussion

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A financial services company needs to capture a new type of referral that has different required fields than what is currently configured in the org.

Which three steps should the administrator take to configure Financial Services Cloud correctly based on the scenario?

A.
Assign the record type to users.
Answers
A.
Assign the record type to users.
B.
Create a new record type Referral' on the Lead object.
Answers
B.
Create a new record type Referral' on the Lead object.
C.
Create a new referral record type mapper record.
Answers
C.
Create a new referral record type mapper record.
D.
Create a custom Referral object.
Answers
D.
Create a custom Referral object.
E.
Update the lead page layout.
Answers
E.
Update the lead page layout.
Suggested answer: A, B, E

Explanation:

The following steps should be taken by the administrator to configure Financial Services Cloud correctly based on the scenario:

Assign the record type to users. You need to assign the new record type to the user profiles or permission sets that need to create or access referrals of that type. You can assign record types by going to Setup > Profiles > Object Settings > Leads > Record Types or Setup > Permission Sets > Object Settings > Leads > Record Types.

Create a new record type Referral' on the Lead object. You need to create a new record type on the Lead object and name it Referral. You can use this record type to distinguish referrals from other types of leads and apply different page layouts, business processes, or validation rules for referrals.

Update the lead page layout. You need to update the page layout for the Referral record type and add or remove fields according to the requirements. You can also make some fields required or read-only on the page layout level. You can edit page layouts by going to Setup > Object Manager > Lead > Page Layouts. Verified

Reference: : Salesforce Help Article3: Salesforce Help Article [4] : Salesforce Help Article [5]

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asked 23/09/2024
Reatlehile Motaung
25 questions
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