What can a Salesforce Administrator do to help bankers get a consolidated view of the individual in the Financial Services Cloud?

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?
A . Leverage Financial Services Cloud Relationship Groups to link duplicate client records and create a consolidated view.
B . Implement deduplication rules in Salesforce and let the integration handle the updates to the source system.
C . Create a custom Person Account hierarchy to link duplicate client records.
D . Create custom components to provide a single view of the client.
E . Link individuals using related contacts to link duplicate client records

Answer: A

Explanation:

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.

Verified Reference: Salesforce Financial Services Cloud Implementation Guide, page 67.

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