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Salesforce Exam Financial Services Cloud Topic 3 Question 38 Discussion

Actual exam question for Salesforce's Financial Services Cloud exam
Question #: 38
Topic #: 3
[All Financial Services Cloud 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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Sabine
1 months 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
2 days 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
5 days ago
I agree with you, Individual makes the most sense for storing personal client information.
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Carli
9 days 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
2 months 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 months ago
Exactly, it's the best option for managing client data in Salesforce.
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Jerlene
1 months ago
Yeah, that makes sense. It's designed to store personal information like drivers' licenses and passports.
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Louis
1 months ago
I think they should recommend using the Individual object.
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Stephane
2 months 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
2 months 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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Coletta
1 days ago
Option D, Household, could also work well for organizing client data on drivers' licenses and passports.
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Johna
1 months ago
I agree, Individual would allow for more specific client information to be stored.
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Sharee
1 months 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
2 months 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
2 months 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 months ago
I agree, that object seems like the most suitable for their needs.
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Wai
2 months ago
Option C: Identification Document is the best choice for bringing over client data on drivers' licenses and passports.
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Reita
2 months ago
I'm not sure, but I think Received Document could also work for this scenario.
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Pansy
2 months 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
2 months ago
I think the consultant should recommend Identification Document.
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