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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 86 - Certified Financial Services Cloud discussion

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A financial services company wants to use the Financial Services Cloud Person Account data model. The company needs two Person Account record types, one to represent Individual customer and one to represent Individual independent advisors that send referrals.

What should the administrator do to set up the new record types?

A.
Create custom fields on the Person Account object.
Answers
A.
Create custom fields on the Person Account object.
B.
Configure Individual Record Type Mapper' custom metadata.
Answers
B.
Configure Individual Record Type Mapper' custom metadata.
C.
Create a record type on the Contact object.
Answers
C.
Create a record type on the Contact object.
D.
Enable 'Use Person Account' custom setting.
Answers
D.
Enable 'Use Person Account' custom setting.
Suggested answer: B

Explanation:

To set up the new record types for Person Accounts, the administrator should configure Individual Record Type Mapper custom metadata. The Individual Record Type Mapper is a custom metadata type in Financial Services Cloud that defines how records are created when using certain features, such as Einstein Data Capture or Salesforce Inbox. The Individual Record Type Mapper maps Person Account record types to Individual record types, so that when a new Individual record is created from an email or calendar event, it automatically creates a corresponding Person Account record with the same record type. To configure Individual Record Type Mapper custom metadata, you need to go to Setup > Custom Metadata Types > Individual Record Type Mapper > Manage Records and create a new record for each Person Account record type and its matching Individual record type. Verified

Reference: : Salesforce Help Article [8] : Salesforce Help Article [9]

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asked 23/09/2024
Kurt Van Rymenant
44 questions
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