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Question 13/35
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?
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The correct answer is E
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.
We can not use deduplication rule as the question is asking to update the original system record based on salesforce update. This require to keep the records in salesforce. D is correct answer
It's important to avoid duplicate records. Duplication rules can help to find dupes and inform/block users to create/edit. A good integration has a mandatory master external ID, other systems could also have their external id, however not mandatory.
FSC has a feature where you can group contacts that looks similar, duplicate rules only ensures that the user is notified and blocked from creating a new record, am I wrong ? please check this answer