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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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Our Personal Banker Hank Burton wants to encourage his customers to provide required documents for a loan application. He creates Document Checklist Items that help his customers to manage file uploads to speed up loan approval. For which of the following records does Salesforce support Document Checklist Items out of the box? (Choose Three)
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Cumulus Cloud Bank, a major financial services provider, has engaged Salesforce Professional Services to transform its operations with Financial Services Cloud (FSC). The Addams family are wealth management clients with the following relationships: * The wife and her husband are part of the Addams Household. The wife is the primary member, and together the couple run the Addams Charitable Trust. * The wife is also part of the Symonds Household with her father as the primary member. Which tool should the Salesforce FSC consultant recommend so a wealth manager could make sense of this complex data to provide impeccable service to the Addams family and discover new business opportunities?
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Question 145 - Certified Financial Services Cloud discussion

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Cumulus Bank wants to use Interactions to capture conversations that investment bankers have with their clients. Due to the sensitive nature of the interactions, the bank needs to carefully limit access to the detailed notes for certain groups. Basic information about attendees and meeting dates is not sensitive.

Which three options should a consultant recommend?

A.
Enable Compliant Data Sharing for Interactions.
Answers
A.
Enable Compliant Data Sharing for Interactions.
B.
Enable Compliant Data Sharing for Interaction Summaries.
Answers
B.
Enable Compliant Data Sharing for Interaction Summaries.
C.
Disable Role-Hierarchy-Based Sharing for Engagement Interactions.
Answers
C.
Disable Role-Hierarchy-Based Sharing for Engagement Interactions.
D.
Use Interaction Summary Participants to provide the right access to individuals or groups.
Answers
D.
Use Interaction Summary Participants to provide the right access to individuals or groups.
E.
Disable Role-Hierarchy-Based Sharing for Interaction Summaries.
Answers
E.
Disable Role-Hierarchy-Based Sharing for Interaction Summaries.
Suggested answer: B, D, E

Explanation:

Enable Compliant Data Sharing for Interaction Summaries, Use Interaction Summary Participants to provide the right access to individuals or groups, and Disable Role-Hierarchy-Based Sharing for Interaction Summaries.

Compliant Data Sharing is a feature that allows granular control over access to sensitive data in Financial Services Cloud. By enabling Compliant Data Sharing for Interaction Summaries, the bank can restrict access to the detailed notes field on the Interaction Summary object. By using Interaction Summary Participants, the bank can grant access to specific individuals or groups who need to see the notes for certain interactions. By disabling Role-Hierarchy-Based Sharing for Interaction Summaries, the bank can prevent users from inheriting access to Interaction Summaries from their managers or peers in the role hierarchy.

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asked 23/09/2024
TJOE INKAWATI
29 questions
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