Exam Financial-Services-Cloud Topic 2 Question 133 Discussion

Actual exam question for Salesforce's Financial-Services-Cloud exam
Question #: 133
Topic #: 2
Lake Tahoe Bank has duplicate client records in their current CRM system because they come from a different systems of record. Any changes made in Salesforce should be updated in the source system. What can a Salesforce Administrator do to help bankers get a consolidated view of the individual in the Financial Services Cloud?

Suggested Answer: A Vote an answer

Explanation
A Relationship Group is a construct in Financial Services Cloud that allows you to model complex and dynamic relationships between clients and accounts. You can use Relationship Groups to link duplicate client records and create a consolidated view of their financial data, activities, and interactions. You can also use Relationship Groups to sync data between Salesforce and the source system using external IDs and integration tools. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 67.

by Dora at Jan 26, 2025, 09:56 PM

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