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Question 148 - Certified Financial Services Cloud discussion

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A financial services company needs to alert advisors about changes in client records that require action. What should the administrator consider when configuring Record Alerts?

A.
When the administrator adds a new Record Alert Category, the severity value in the alert category is the default value on the record alerts advisors create and cannot be changed.
Answers
A.
When the administrator adds a new Record Alert Category, the severity value in the alert category is the default value on the record alerts advisors create and cannot be changed.
B.
When the admin creates a value for the Severity field, the warning icon is associated with the field automatically, and advisors cannot change the icon.
Answers
B.
When the admin creates a value for the Severity field, the warning icon is associated with the field automatically, and advisors cannot change the icon.
C.
With permissions for Record Alerts, users can create record alerts on all custom objects and standard objects such as Financial Account.
Answers
C.
With permissions for Record Alerts, users can create record alerts on all custom objects and standard objects such as Financial Account.
D.
Record alert categories are not required when creating a record alert, but they help keep alerts organized.
Answers
D.
Record alert categories are not required when creating a record alert, but they help keep alerts organized.
Suggested answer: C

Explanation:

Record Alerts are a feature of Financial Services Cloud that allow users to create and display alerts on records that require action or attention. Record Alerts can help users prioritize their work, communicate important information, and collaborate with other users. Record Alerts can be created on any custom object or standard object that supports custom fields, such as Financial Account, Contact, or Opportunity.

To create record alerts, users need to have the following permissions:

Read and Edit access to the record that they want to create an alert for

Create access to the Record Alert object

Read access to the Record Alert Category object

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asked 23/09/2024
Maria Lockhart
27 questions
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