Free Preparation Discussions
MENU
Salesforce Exam Financial Services Cloud Topic 1 Question 34 Discussion
Topic #: 1
Financial Services Cloud (FSC) contains a number of custom objects to model a client's financial information, and each object can be configured to appear as tabs in your org. For example, if a consultant wanted to create a financial goal for a customer, they could use the Financial Goal object in FSC.
What are three objects in FSC?
Financial Services Cloud contains a number of custom objects to model a client's financial information, and each object can be configured to appear as tabs in your org. Some of the custom objects are:
Financial Goal: An object that represents a client's financial objective, such as saving for retirement, buying a house, or paying off debt. A financial goal has fields to store information, such as name, amount, target date, priority, and status.
Financial Holding: An object that represents a holding in an investment account, such as a security, a mutual fund, or a bond. A financial holding has fields to store information, such as symbol, shares, price, gain/loss, and market value.
Revenue: An object that represents revenue generated from a client's financial accounts, such as an increase in stock value, a dividend payment, or an interest income. A revenue has fields to store information, such as type, amount, date, and source.
alina mike
3 months agoKeith
11 months agoCarline
10 months agoDaniel
10 months agoCorinne
10 months agoRuth
10 months agoCorinne
10 months agoDaren
10 months agoIsadora
10 months agoLaquanda
10 months agoDoretha
11 months agoLauna
11 months agoJacqueline
11 months agoBrock
12 months agoGerald
12 months agoTegan
12 months agoVincenza
12 months agoArdella
11 months agoJacklyn
11 months agoBrittni
11 months agoLenna
12 months agoJacqueline
1 years agoElvera
1 years agoVilma
1 years agoKristofer
1 years agoKirk
1 years agoAshlyn
1 years agoJennifer
1 years agoEvette
11 months agoKassandra
11 months agoShayne
12 months ago