Financial Services Cloud Accredited ProfessionalDemo

By Salesforce · Question Mode

QuestionQ62

Define/Design

A financial institution has custom security and visibility rules under which certain users must view specific records even though they are not normally engaged with that Account. This includes legal and compliance members who must be involved in particular deals.

Which Financial Services Cloud capability can accommodate this request?

  • A Business Rules Engine
  • B Interaction Summaries
  • C Compliant Data Sharing
  • D Custom Sharing Rules
Explanation

Compliant Data Sharing provides advanced, role-based sharing for specific records. Users or groups can be added as record participants with defined access, allowing legal and compliance stakeholders to access only the Accounts or deal records for which they are required participants.

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