For which of the following records does Salesforce support Document Checklist Items out of the box?

Our Personal Banker Hank Burton wants to encourage his customers to provide required documents for a loan application. He creates Document Checklist Items that help his customers to manage file uploads to speed up loan approval.

For which of the following records does Salesforce support Document Checklist Items out of the box? (Choose Three)
A . Contact
B . Lead
C . Account
D . Residential Loan Application
E . Opportunity

View Answer

Answer: CDE

Explanation:

The following records support Document Checklist Items out of the box in Financial Services Cloud: Account: An Account is a record that represents a person or an organization that has a business relationship with your company. You can use Document Checklist Items to request and track documents from your account holders, such as identity proofs, tax forms, or contracts.

Residential Loan Application: A Residential Loan Application is a record that represents a request for a loan to purchase or refinance a residential property. You can use Document Checklist Items to request and track documents from your loan applicants, such as income statements, credit reports, or property appraisals.

Opportunity: An Opportunity is a record that represents a potential sale or deal for your products or services. You can use Document Checklist Items to request and track documents from your opportunity owners, such as proposals, quotes, or agreements.

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