Valid Financial-Services-Cloud Dumps shared by ExamDiscuss.com for Helping Passing Financial-Services-Cloud Exam! ExamDiscuss.com now offer the newest Financial-Services-Cloud exam dumps, the ExamDiscuss.com Financial-Services-Cloud exam questions have been updated and answers have been corrected get the newest ExamDiscuss.com Financial-Services-Cloud dumps with Test Engine here:
A financial services company needs to add new values for how a customer can be related to a financial account. Which object/field should the administrator add new values on?
Correct Answer: A
To add new values for how a customer can be related to a financial account, the administrator should add new values on the Role field of the Financial Account Role object. The Financial Account Role object is a junction object that links a contact or an individual to a financial account and defines their role or relationship with that account. The Role field is a picklist field that specifies the role of the contact or individual for the financial account, such as owner, beneficiary, trustee, or custodian. By adding new values on the Role field of the Financial Account Role object, the administrator can create new categories of financial account relationships for customers.
Recent Comments (The most recent comments are at the top.)
Al - Nov 07, 2024
The name of the field is "Name" not "Role" The remaining options do not exist in salesforce
Recent Comments (The most recent comments are at the top.)
The name of the field is "Name" not "Role"
The remaining options do not exist in salesforce