Salesforce Exam Financial Services Cloud Topic 4 Question 46 Discussion

Actual exam question for Salesforce's Financial Services Cloud exam

Question #: 46
Topic #: 4

[All Financial Services Cloud Questions]

A consultant advising Cumulus Bank wants to ensure that the bank is compliant with Identity Verification Regulations when customers contact the bank.

Which two features should a consultant leverage to design this business process?

AOmni Studio

BProcess Builder

CDiscovery Framework

DScreen Flows

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 Maybelle at Sep 08, 2024, 11:02 PM

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Shawna

20 days ago

I'm not sure about Discovery Framework and Omni Studio. They might not be as relevant for ensuring compliance with Identity Verification Regulations.

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Della

21 days ago

I agree with Allene. Process Builder can help automate the verification process, and Screen Flows can guide customers through the identity verification steps.

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Allene

22 days ago

I think Process Builder and Screen Flows would be the best features to use for this.

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