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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 76 - Certified Financial Services Cloud discussion

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Which two statements are true for a Group in Financial Services Cloud?

A.
Financial Services Cloud includes a group record type for households
Answers
A.
Financial Services Cloud includes a group record type for households
B.
A group is a type of account record that people and businesses can be related to through the Financial Account relationship object
Answers
B.
A group is a type of account record that people and businesses can be related to through the Financial Account relationship object
C.
A group is a type of account record that people and businesses can be related to through the account contact relationship object.
Answers
C.
A group is a type of account record that people and businesses can be related to through the account contact relationship object.
D.
Financial Services Cloud includes a group record type for businesses
Answers
D.
Financial Services Cloud includes a group record type for businesses
Suggested answer: A, C

Explanation:

The following statements are true for a Group in Financial Services Cloud:

Financial Services Cloud includes a group record type for households, which is a record type that represents a collection of individuals who share financial goals, such as family members or roommates.

A group is a type of account record that people and businesses can be related to through the account contact relationship object, which is a junction object that links an account to a contact or an individual and defines their role or relationship with that account.

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asked 23/09/2024
Anouar Ettahery
35 questions
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