Financial Services Cloud Accredited ProfessionalDemo

By Salesforce · Question Mode

QuestionQ61

Define/Design

Cumulus Bank wants to use Interactions to record conversations that investment bankers have with their clients. Because these interactions are sensitive, the bank must carefully restrict access to detailed notes for certain groups. Basic attendee information and meeting dates are not sensitive.

Which three options should a consultant recommend?

Choose three
  • A Disable Role Hierarchy Based Sharing for Engagement Interactions.
  • B Use Interaction Summary Participants to provide the right access to individuals or groups.
  • C Enable Compliant Data Sharing for Interaction Summaries.
  • D Enable Compliant Data Sharing for Interactions.
  • E Disable Role-Hierarchy-Based Sharing for Interaction Summaries.
Explanation

Detailed notes are captured in Interaction Summaries. Enabling Compliant Data Sharing for Interaction Summaries permits controlled, participant-based access, and Interaction Summary Participants can share a summary with the appropriate users or groups. Disabling Role-Hierarchy-Based Sharing for Interaction Summaries prevents automatic access through the role hierarchy, protecting confidential notes while leaving non-sensitive interaction details outside this restricted sharing configuration.

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