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Salesforce Financial Services Cloud Accredited Professional (AP-208) Exam - Topic 3 Question 38 Discussion

An asset management firm that is moving to Salesforce from its old CRM wants to be able to bring over its client data on drivers' licenses and passports. 55m 058Which Financial Services Cloud object should a consultant recommend?
C) Identification Document
A) Document Checklist Item
B) Received Document
D) Identity Document

Salesforce Financial Services Cloud Accredited Professional (AP-208) Exam - Topic 3 Question 38 Discussion

Actual exam question for Salesforce's Financial Services Cloud Accredited Professional (AP-208) exam
Question #: 38
Topic #: 3
[All Financial Services Cloud Accredited Professional (AP-208) Questions]

An asset management firm that is moving to Salesforce from its old CRM wants to be able to bring over its client data on drivers' licenses and passports. 55m 058

Which Financial Services Cloud object should a consultant recommend?

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Suggested Answer: C

To skip non-work days in Action Plan when setting task completion dates, the administrator should configure the day without business hours, as it is considered a non-work day, even if the day is a recurring holiday. This means that the administrator should leave the start and end time fields blank for any day that is not a working day, such as Saturday or Sunday.Action Plans will then automatically omit those days when calculating the task completion dates based on the business hours1.Recurring holidays are not considered by Action Plans when determining the non-work days to skip2.


Set Business Hours

Set Up Company-wide Holidays

by Alison at May 20, 2024, 02:54 AM

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Tom
6 months ago
Surprised there's even a debate! C is clearly the best option.
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Matilda
6 months ago
A is not the right fit for this.
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Buck
7 months ago
Wait, isn't it D, Identity Document? I'm not so sure.
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Geraldo
7 months ago
Definitely agree with that! C seems spot on.
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Dorthy
7 months ago
I think the right choice is C, Identification Document.
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Leonida
7 months ago
Received Document seems like it could work too, but I recall it being more about tracking submissions rather than storing specific client IDs.
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Kati
8 months ago
I'm leaning towards Identity Document, but I feel like I need to double-check the definitions of each option.
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Jesusita
8 months ago
I remember discussing Document Checklist Item in class, but I don't think that's the best fit for client data like licenses and passports.
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Domingo
8 months ago
I think the right object might be Identification Document, but I'm not completely sure. It sounds familiar from our practice questions.
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Rex
8 months ago
Hmm, I'm a bit unsure about this one. The options all seem related to identification documents, but I'm not entirely sure which one would be the best fit for the scenario described. I'll need to think it through carefully and maybe even reference the Salesforce documentation to make sure I select the right answer.
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Mozell
8 months ago
I think the answer is probably "Received Document". That object seems like it would be the most appropriate for storing and managing client data on things like drivers' licenses and passports. I'm fairly confident in this, but I'll re-read the options just to make sure.
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Harley
8 months ago
Okay, let's see here. The question is asking about the right object to use, and it seems like it's related to client identification documents. I'm leaning towards either "Identification Document" or "Identity Document", but I'll need to double-check the definitions to be sure.
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King
8 months ago
Hmm, this seems like a straightforward question about the appropriate Financial Services Cloud object to use for client data on drivers' licenses and passports. I'll need to carefully review the options and think through the best fit.
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Louisa
8 months ago
Ah, I think I've got it! Based on the question, the "Identification Document" object seems like the most appropriate choice. It's specifically designed for storing and managing client identification documents like drivers' licenses and passports. I feel pretty good about this answer.
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Diane
8 months ago
Okay, let's see. CI attributes, prefix, and temporary seem like the most relevant options based on my understanding. I'll go with those three and hope I'm right.
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Krissy
8 months ago
This looks like a routing question, so I'll need to carefully analyze the network topology and configuration details to determine the expected next hop.
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Ettie
8 months ago
I'm a little confused by this question. I'm not sure if any of these options are actually legal or ethical. I'll need to be careful in my response.
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Sabine
1 year ago
Ooh, a trick question! They're really trying to catch us out with all these similar-sounding options. I'm going with B, Received Document, just to be different.
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Jina
12 months ago
Actually, I think the best option is C, Identity Verification. That object is specifically designed for storing identification documents like drivers' licenses and passports.
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Shawn
12 months ago
I agree with you, Individual makes the most sense for storing personal client information.
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Carli
1 year ago
I think the correct answer is A, Individual. That's where you would store client data like drivers' licenses and passports.
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Bettina
1 year ago
If they can't figure out which object to use, they might as well just stick to their old CRM. It's not like Salesforce is rocket science or anything.
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Jonelle
1 year ago
Exactly, it's the best option for managing client data in Salesforce.
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Jerlene
1 year ago
Yeah, that makes sense. It's designed to store personal information like drivers' licenses and passports.
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Louis
1 year ago
I think they should recommend using the Individual object.
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Stephane
1 year ago
Finally, a question that doesn't require knowledge of obscure Salesforce features! I'm going with D, Identity Document, for the win.
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Michal
1 year ago
Option A, Document Checklist Item, seems a bit too generic. I'd recommend going with C or D for this use case.
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Jesusita
12 months ago
Yes, Household could be a good option for grouping related client information together.
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Coletta
12 months ago
Option D, Household, could also work well for organizing client data on drivers' licenses and passports.
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Johna
1 year ago
I agree, Individual would allow for more specific client information to be stored.
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Sharee
1 year ago
I think Option C, Individual, would be the best choice for bringing over client data on drivers' licenses and passports.
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Alishia
1 year ago
I'm torn between C and D, but I think D would be the better choice. Identity Document seems more comprehensive.
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Scot
1 year ago
Definitely go with option C. Identification Document. It sounds like the perfect fit for what they're trying to do.
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Vilma
1 year ago
I agree, that object seems like the most suitable for their needs.
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Wai
1 year ago
Option C: Identification Document is the best choice for bringing over client data on drivers' licenses and passports.
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Reita
1 year ago
I'm not sure, but I think Received Document could also work for this scenario.
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Pansy
1 year ago
I agree with Stephane, Identification Document makes the most sense for bringing over client data on drivers' licenses and passports.
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Stephane
1 year ago
I think the consultant should recommend Identification Document.
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