Financial-Services-Cloud Practice Test

Salesforce Spring 25 Release
171 Questions

Which three types of Account-Account relationships are displayed in the Actionable Relationship Center?

A. Accounts & Businesses

B. Accounts & Members

C. Accounts & Peers

D. Accounts & Groups

A.   Accounts & Businesses
C.   Accounts & Peers
D.   Accounts & Groups

Explanation:
The following types of Account-Account relationships are displayed in the Actionable Relationship Center (ARC):
Accounts & Businesses: This type of relationship shows the accounts that are related to a business account, such as owners, partners, or beneficiaries. You can use this type of relationship to understand the ownershipstructure and financial interests of a business account. Accounts & Peers: This type of relationship shows the accounts that are related to another account by a peer-to-peer relationship, such as friends, colleagues, or associates. You can use this type ofrelationship to identify potential referrals and cross-selling opportunities from an account’s network.
Accounts & Groups: This type of relationship shows the accounts that are related to a group account, such as household members, trust members, or business group members. You can use this type of relationship to view the aggregated financial data and activities of a groupaccount.

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