Salesforce Exam Financial Services Cloud Topic 3 Question 55 Discussion

Actual exam question for Salesforce's Financial Services Cloud exam

Question #: 55
Topic #: 3

[All Financial Services Cloud Questions]

What should a Financial Advisor use to model the relationship between a business contact and a client that is modeled as a person account?

AAccount-Account Relationship

BContact-Contact Relationship and the Reciprocal Rote

CReciprocal Role

DAccount-Contact Relationship and the Reciprocal Role

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 Vernell at Jan 13, 2025, 09:48 AM

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Titus

10 days ago

Hmm, I think option D is the correct answer here. The Account-Contact Relationship and the Reciprocal Role seem to be the most relevant to modeling the relationship between a business contact and a client that is modeled as a person account.

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