One administrator user at a financial services company needs to help management build reports and gain insights into business performance by including branch management reportable objects.
Which two considerations should the administrator include when configuring the report?

Question

One administrator user at a financial services company needs to help management build reports and gain insights into business performance by including branch management reportable objects.

Which two considerations should the administrator include when configuring the report?

FB Kalaidji · Accepted Answer

Bankers with Branches with Opportunities, Accounts. Leads, and Contacts report types are available for creating reports with Branch Unit Related Records.

FB Kalaidji · Accepted Answer

The reportable objects include Banker. Branch Unit, Branch Unit Related Records, and Branch Unit Customer.

FB Kalaidji · Answer

Branch Unit Related Record report types have related object names including Lead, Account, and Contact but exclude Financial Account.

FB Kalaidji · Answer

When Branch Unit is the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects.

Question list

List of questions

Question 1

(0)

Question 2

(0)

Question 3

(0)

Question 4

(0)

Question 5

(0)

Question 6

(0)

Question 7

(0)

Question 8

(0)

Question 9

(0)

Question 10

(0)

Related questions

Question 112 - Certified Financial Services Cloud discussion

Suggested answer: B, C

0 comments