Financial Services Cloud Accredited ProfessionalDemo

By Salesforce · Question Mode

QuestionQ19

Delivery

During the delivery phase of a Financial Services Cloud (FSC) implementation, a consultant must consider how to use FSC-related objects. Which three considerations should the consultant make when adopting these objects?

Choose three
  • A Role Hierarchy-based sharing can be disabled for the Financial Deal object but can’t be disabled for the Opportunity object.
  • B In a household, each household member is modeled as a Contact, and the household is modeled as an Account.
  • C In a household, each of the household members is modeled as a Person Account and the household is modeled as an Account.
  • D Interaction Summary is an enhancement of the standard Activity object. FSC implementations should use Interaction Summary as a replacement for the Activity object.
  • E Both the Financial Deal object and the Opportunity object support Compliant Data Sharing.
Explanation

Financial Deal provides a dedicated setting for disabling role-hierarchy-based sharing, unlike Opportunity. In the FSC managed-package household model, the household is represented by an Account and its members by Contact records. Compliant Data Sharing supports both Financial Deal and Opportunity records; Interaction Summary is a distinct FSC interaction model rather than a replacement for Salesforce Activities.

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