Salesforce Exam Financial Services Cloud Topic 1 Question 37 Discussion

Actual exam question for Salesforce's Financial Services Cloud exam

Question #: 37
Topic #: 1

[All Financial Services Cloud Questions]

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?

AWhen the user defines the custom report type, Tag Categories should be selected as the Primary Object.

BWhen the user defines the custom report type, Topics should be selected as the Primary Object.

CThe user must build a report using the Topics object to view Interest Tags in the report.

DTo show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name.

Show Suggested Answer

Suggested Answer: B, D

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

by Charolette at May 13, 2024, 11:59 PM

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Gerald

11 months ago

D and A all the way! Though I have to admit, the idea of someone trying to use Topics to view Interest Tags just makes me giggle. It's like trying to find a needle in a haystack... with a blindfold on.

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Roosevelt

11 months ago

Hmm, this one's a bit tricky. I'm leaning towards D and A, but I have to say, the idea of building a report using the Topics object just sounds like a recipe for confusion. Let's keep it simple, folks!

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Fannie

10 months ago

I'm not so sure about D. I think A might be a better choice. Tag Categories as the Primary Object could be useful.

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Ena

10 months ago

I agree with you, Ena. D seems like the most practical option.

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Frederick

10 months ago

I think D is the way to go. Adding a filter for specific objects makes sense.

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Alease

11 months ago

Option D is the way to go, for sure. I mean, who wants to deal with Topics when all you need are those sweet, sweet Interest Tags?

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Mee

10 months ago

I agree, filtering by object name is the most straightforward way to show Interest Tags in the report.

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Julio

11 months ago

Option D is definitely the best choice. It's much easier to just filter by object name.

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Denny

11 months ago

I agree, filtering by object name is the most efficient way to show Interest Tags in the report.

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Carlota

11 months ago

Option D is definitely the best choice. It's much easier to just filter by object name.

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Norah

11 months ago

Definitely go with D and A. The admin can use a filter to select the specific objects they want to see the Interest Tags for. Easy peasy!

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Alison

12 months ago

D and A seem to be the correct options here. I'm not sure why we'd need to select Topics as the Primary Object - that doesn't seem relevant to showing Interest Tags.

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Rozella

11 months ago

D) To show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name.

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Charlie

11 months ago

A) When the user defines the custom report type, Tag Categories should be selected as the Primary Object.

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Isidra

11 months ago

D) To show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name.

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Thaddeus

11 months ago

A) When the user defines the custom report type, Tag Categories should be selected as the Primary Object.

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