What type of relationship should the Wealth Advisor create in Financial Services Cloud for Rachel and her attorney before assigning the reciprocal role of "Attorney"?

Rachel is the primary member of the Adams household hired a new attorney.

What type of relationship should the Wealth Advisor create in Financial Services Cloud for Rachel and her attorney before assigning the reciprocal role of "Attorney"?
A . Create an Account-Contact relationship between the Adams Household and the attorney.
B . Create an Account-Account relationship between the Adams Household and the attorney
C . Create a Contact-Contact Relationships between the primary member of the Adams Household and the attorney.
D . Create an Account-Account Relationship between the Addams Family Trust and the attorney.

View Answer

Answer: C

Explanation:

To create a relationship between Rachel and her attorney before assigning the reciprocal role of “Attorney”, the Wealth Advisor should create a Contact-Contact Relationship between the primary member of the Adams Household and the attorney. A Contact-Contact Relationship is a junction object that links two contacts or individuals and defines their relationship with each other2. By using Contact-Contact Relationship, the Wealth Advisor can capture Rachel’s extended network of relationships with people outside of her household.

Verified Reference: 2