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Question 114 - Certified Financial Services Cloud discussion

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A financial services company needs to add new values for how a customer can be related to a financial account. Which object/field should the administrator add new values on?

A.
Object: Financial Account Role; Field: Role
Answers
A.
Object: Financial Account Role; Field: Role
B.
Object: Financial Account; Field: Primary Owner
Answers
B.
Object: Financial Account; Field: Primary Owner
C.
Object: Financial Account; Field: Joint Owner
Answers
C.
Object: Financial Account; Field: Joint Owner
D.
Object: Account-Account Relationship; Field: Related Role
Answers
D.
Object: Account-Account Relationship; Field: Related Role
Suggested answer: A

Explanation:

To add new values for how a customer can be related to a financial account, the administrator should add new values on the Role field of the Financial Account Role object. The Financial Account Role object is a junction object that links a contact or an individual to a financial account and defines their role or relationship with that account. The Role field is a picklist field that specifies the role of the contact or individual for the financial account, such as owner, beneficiary, trustee, or custodian. By adding new values on the Role field of the Financial Account Role object, the administrator can create new categories of financial account relationships for customers.

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asked 23/09/2024
Walter van der Heijden
42 questions
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