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Question 111 - Certified Financial Services Cloud discussion

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A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees.

How should the administrator configure sharing rules in Financial Services Cloud to meet these requirements?

A.
Create an Account sharing rule based on record owner.
Answers
A.
Create an Account sharing rule based on record owner.
B.
Create Account sharing rules based on criteria.
Answers
B.
Create Account sharing rules based on criteria.
C.
Create a Financial Account sharing rule based on record owner.
Answers
C.
Create a Financial Account sharing rule based on record owner.
D.
Create a Financial Account sharing rule based on criteri
Answers
D.
Create a Financial Account sharing rule based on criteri
Suggested answer: D

Explanation:

To meet the requirements of sharing special deposit products for employees, the administrator should create a Financial Account sharing rule based on criteria. A Financial Account sharing rule is a sharing rule that grants access to financial account records based on record owner or field values. A sharing rule based on criteria is a type of sharing rule that grants access to records that meet certain criteria. By creating a Financial Account sharing rule based on criteria, the administrator can share the special deposit products with the customer service employees within a specific group based on a field value that indicates the product type.

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asked 23/09/2024
Eusebio Adrian
33 questions
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