Salesforce Exam Financial Services Cloud Topic 4 Question 46 Discussion

Actual exam question for Salesforce's Financial Services Cloud exam

Question #: 46
Topic #: 4

[All Financial Services Cloud Questions]

A consultant advising Cumulus Bank wants to ensure that the bank is compliant with Identity Verification Regulations when customers contact the bank.

Which two features should a consultant leverage to design this business process?

AOmni Studio

BProcess Builder

CDiscovery Framework

DScreen Flows

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 Maybelle at Sep 08, 2024, 11:02 PM

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Reyes

2 months ago

B) and D) for sure. Although I do wonder if the consultant would consider using Omni Studio to make the process more visually appealing. You know, put a nice little bank logo on there or something.

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Lashanda

10 days ago

Using Omni Studio for a bank logo sounds like a good idea. B) and D) are essential for compliance.

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Fausto

13 days ago

I agree, B) and D) are key. A visually appealing process could enhance the customer experience.

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Lettie

1 months ago

B) and D) are definitely important for compliance. Adding a bank logo could be a nice touch.

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Goldie

2 months ago

Hmm, I'm going with B) and D) as well. Can't imagine a consultant would suggest using Omni Studio or Discovery Framework for this use case.

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Portia

2 months ago

Definitely B) and D). Omni Studio and Discovery Framework don't really scream 'identity verification' to me.

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Beata

16 days ago

A: Let's focus on leveraging B) and D) to ensure compliance with Identity Verification Regulations.

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Maile

21 days ago

B: Yeah, Omni Studio and Discovery Framework don't seem as relevant for this specific process.

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Lemuel

29 days ago

A: I agree, B) and D) seem like the best options for identity verification.

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Tatum

2 months ago

I think the answer is B) Process Builder and D) Screen Flows. Those sound like the most relevant features for managing identity verification processes.

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Joseph

24 days ago

It's important for Cumulus Bank to leverage the right tools to design a secure and efficient identity verification process.

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Cherri

30 days ago

I agree, those features would definitely help ensure compliance with Identity Verification Regulations.

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Shawnda

1 months ago

Process Builder and Screen Flows are great options for managing identity verification processes.

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Shawna

3 months ago

I'm not sure about Discovery Framework and Omni Studio. They might not be as relevant for ensuring compliance with Identity Verification Regulations.

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Della

3 months ago

I agree with Allene. Process Builder can help automate the verification process, and Screen Flows can guide customers through the identity verification steps.

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Allene

3 months ago

I think Process Builder and Screen Flows would be the best features to use for this.

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