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Question 151 - Certified Financial Services Cloud discussion

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A system administrator at a financial services company wants to build a report to show Interest Tags.

Which two things should the administrator consider when configuring the report?

A.
When the user defines the custom report type, Tag Categories should be selected as the Primary Object.
Answers
A.
When the user defines the custom report type, Tag Categories should be selected as the Primary Object.
B.
When the user defines the custom report type, Topics should be selected as the Primary Object.
Answers
B.
When the user defines the custom report type, Topics should be selected as the Primary Object.
C.
The user must build a report using the Topics object to view Interest Tags in the report.
Answers
C.
The user must build a report using the Topics object to view Interest Tags in the report.
D.
To show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name.
Answers
D.
To show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name.
Suggested answer: B, D

Explanation:

Interest Tags are a feature of Financial Services Cloud that let users add custom tags to client records to capture client needs, interests, and prospecting opportunities. Some of the things to consider when configuring a report to show Interest Tags are:

When the user defines the custom report type, Topics should be selected as the Primary Object.Topics is the standard Salesforce object that stores the Interest Tags data4. The user can then add other objects as secondary objects, such as Accounts, Contacts, or Opportunities.

To show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name.For example, to show only Interest Tags related to Accounts, the user can add a filter for Entity Type equals Account5.

Interest Tags

Build an Interest Tags Report

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asked 23/09/2024
Cristian Bello Henriquez
34 questions
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