What construct in Financial Services Cloud is most appropriate to represent such collaborative customer business operations?
Planter Farm Credit Union provides loan and insurance products to farmers who operate individually as well as in collaboration with other neighboring farms & farmers. The collaboration can be seasonal or for a limited timeframe.
What construct in Financial Services Cloud is most appropriate to represent such collaborative customer business operations?
A . Contact-Contact Relationship
B . Custom Relationship Group
C . Account with Record Type = Business
D . Standard Household
Answer: B
Explanation:
A Custom 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 it to represent collaborative customer business operations that are not captured by standard household or account structures.
Verified Reference: Salesforce Financial Services Cloud Implementation Guide, page 67.
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