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Salesforce Exam Financial Services Cloud Topic 3 Question 38 Discussion

Actual exam question for Salesforce's Financial Services Cloud exam
Question #: 38
Topic #: 3
[All Financial Services Cloud Questions]

An asset management firm that is moving to Salesforce from its old CRM wants to be able to bring over its client data on drivers' licenses and passports. 55m 058

Which Financial Services Cloud object should a consultant recommend?

Show Suggested Answer Hide Answer
Suggested Answer: C

To skip non-work days in Action Plan when setting task completion dates, the administrator should configure the day without business hours, as it is considered a non-work day, even if the day is a recurring holiday. This means that the administrator should leave the start and end time fields blank for any day that is not a working day, such as Saturday or Sunday.Action Plans will then automatically omit those days when calculating the task completion dates based on the business hours1.Recurring holidays are not considered by Action Plans when determining the non-work days to skip2.


Set Business Hours

Set Up Company-wide Holidays

by Alison at May 20, 2024, 02:54 AM

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Stephane
2 days ago
Finally, a question that doesn't require knowledge of obscure Salesforce features! I'm going with D, Identity Document, for the win.
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Michal
6 days ago
Option A, Document Checklist Item, seems a bit too generic. I'd recommend going with C or D for this use case.
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Alishia
7 days ago
I'm torn between C and D, but I think D would be the better choice. Identity Document seems more comprehensive.
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Scot
14 days ago
Definitely go with option C. Identification Document. It sounds like the perfect fit for what they're trying to do.
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Wai
14 hours ago
Option C: Identification Document is the best choice for bringing over client data on drivers' licenses and passports.
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Reita
20 days ago
I'm not sure, but I think Received Document could also work for this scenario.
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Pansy
21 days ago
I agree with Stephane, Identification Document makes the most sense for bringing over client data on drivers' licenses and passports.
upvoted 0 times
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Stephane
22 days ago
I think the consultant should recommend Identification Document.
upvoted 0 times
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