A financial services company wants to track different categories of financial accounts in its org. Relationship managers must be able to see all of these financial accounts in one place on the customer's Account record page grouped by categories.
Which three steps should an administrator take to configure the Financial Account object and the Account Lightning record page to meet the design?

Question

A financial services company wants to track different categories of financial accounts in its org. Relationship managers must be able to see all of these financial accounts in one place on the customer's Account record page grouped by categories.

Which three steps should an administrator take to configure the Financial Account object and the Account Lightning record page to meet the design?

Terry Mergl · Accepted Answer

Configure the Financial Account List components for each required category.

Terry Mergl · Accepted Answer

Create Account lookup fields on the Financial Account object to link the Financial Accounts to an Account.

Terry Mergl · Accepted Answer

Create a custom picklist on the Financial Account object to track the Typ

Terry Mergl · Answer

Add the Financial Account List component to the Account Lightning record page.

Terry Mergl · Answer

Configure Financial Account record types to match the required categories.

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