Financial-Services-Cloud Practice Test

Salesforce Spring 25 Release
171 Questions

Which 3 options does the Financial Services Cloud application offer to view and update Account-Account. Account-Contact, and Contact-Contact Relationships?

A. Actionable Relationship Center

B. Family Members Component

C. Relationship Map

D. Group Members Component

E. Life Events Component

A.   Actionable Relationship Center
C.   Relationship Map
D.   Group Members Component

Explanation:
The following options are available to view and update Account-Account, Account-Contact, and Contact-Contact Relationships in Financial Services Cloud:
Actionable Relationship Center: This is a Lightning component that displays a list of all the relationships for a client or a group. You can use it to view, create, edit, and delete relationships.
Relationship Map: This is a Lightning component that displays a graphical representation of all the relationships for a client or a group. You can use it to visualize and navigate the relationship network.
Group Members Component: This is a Lightning component that displays a list of all the members of a group. You can use it to view, add, and remove group members.
Verified References: : Salesforce Financial Services Cloud User Guide, page 34. : Salesforce Financial Services Cloud User Guide, page 36. : Salesforce Financial Services Cloud User Guide, page 38.

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