Salesforce Exam Financial Services Cloud Topic 3 Question 55 Discussion

Actual exam question for Salesforce's Financial Services Cloud exam

Question #: 55
Topic #: 3

[All Financial Services Cloud Questions]

What should a Financial Advisor use to model the relationship between a business contact and a client that is modeled as a person account?

AAccount-Account Relationship

BContact-Contact Relationship and the Reciprocal Rote

CReciprocal Role

DAccount-Contact Relationship and the Reciprocal Role

Show Suggested Answer

Suggested Answer: B, D

Interest Tags are a feature of Financial Services Cloud that let users add custom tags to client records to capture client needs, interests, and prospecting opportunities. Some of the things to consider when configuring a report to show Interest Tags are:

When the user defines the custom report type, Topics should be selected as the Primary Object.Topics is the standard Salesforce object that stores the Interest Tags data4. The user can then add other objects as secondary objects, such as Accounts, Contacts, or Opportunities.

To show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name.For example, to show only Interest Tags related to Accounts, the user can add a filter for Entity Type equals Account5.

Interest Tags

Build an Interest Tags Report

by Vernell at Jan 13, 2025, 09:48 AM

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Alyce

1 months ago

Wait, so we're modeling business contacts and clients as person accounts? That's like trying to teach a fish to climb a tree. Good luck with that one, folks!

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Cherri

17 days ago

I know, it does sound like a challenge.

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Arthur

1 months ago

I heard the correct answer involves a secret handshake and a decoder ring. Where do I sign up for that?

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Carylon

1 months ago

Hmm, I'm going to have to go with option C on this one. The Reciprocal Role just feels right, you know? Plus, it's the shortest answer, so it's gotta be the easiest, right?

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Vilma

17 days ago

I think option C is the way to go too. It just makes sense.

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Sina

2 months ago

Option D all the way! This is a classic case of using the Account-Contact Relationship and the Reciprocal Role to model these types of relationships. Easy peasy.

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Dana

2 months ago

I'm not sure about this one. I was leaning towards option B, but the Reciprocal Role part is throwing me off. Guess I'll have to review my study materials again.

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Beth

19 days ago

Maybe reviewing the study materials again will help clarify the concept of modeling person accounts in this scenario.

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Josefa

24 days ago

I agree, the Reciprocal Role is a key factor in modeling the relationship between a business contact and a client.

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Lizette

1 months ago

I think option B is correct because the Reciprocal Role is important in modeling the relationship.

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Titus

2 months ago

Hmm, I think option D is the correct answer here. The Account-Contact Relationship and the Reciprocal Role seem to be the most relevant to modeling the relationship between a business contact and a client that is modeled as a person account.

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Justine

4 days ago

I'm glad we all agree on using the Account-Contact Relationship and Reciprocal Role for this modeling situation.

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Sarah

6 days ago

Yes, those options make sense for modeling the relationship between a business contact and a client.

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Tiera

17 days ago

I think the Account-Contact Relationship and Reciprocal Role would be the best options to use in this scenario.

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Thaddeus

1 months ago

Yes, the Account-Contact Relationship and the Reciprocal Role make sense in this context.

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Hermila

1 months ago

I agree, option D does seem like the most relevant choice for modeling that relationship.

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Cletus

2 months ago

I agree, option D does seem to be the most relevant for modeling that relationship.

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Timothy

3 months ago

I'm not sure, but I think it makes sense to consider both the account and contact in the relationship.

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Emilio

3 months ago

I agree with Micaela, because a Financial Advisor needs to model the relationship between a business contact and a client.

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Micaela

3 months ago

I think the answer is D) Account-Contact Relationship and the Reciprocal Role.

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