Financial Services Cloud Accredited ProfessionalDemo

By Salesforce · Question Mode

QuestionQ56

Define/Design

A financial services company is moving a legacy customer relationship management system to Financial Services Cloud (FSC). The company asks its consulting partner to introduce particular customer-interaction features that align with its business processes.

What should the consultant consider when introducing the FSC features?

  • A If there is a business process for showing common Interests and needs across the company’s clients, the Interaction Summaries component is recommended to use.
  • B If there is a business process for tracking the customer life events and milestones, and timely reminding of opportunities, the Action Plan component is recommended to use.
  • C If there is a business process for taking detailed notes for client meetings and adding action items, the Action Plan component is recommended to use.
  • D If there is a business process for limiting role-based data visibility, the Interaction Summaries component is recommended to use.
Explanation

Interaction Summaries provide configurable sharing controls for interaction records and summaries. Administrators can disable role-hierarchy-based sharing to prevent users from automatically accessing records owned by or shared with subordinates, and can configure compliant data sharing rules where needed. Salesforce Help: Interaction Summaries

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