The Salesforce Administrator at Lake Tahoe Bank is asked at make modifications to the Salesforce org to allow for more than one people being joint owners on a Financial Account.
What will be the recommended approach to model this requirement?
A . Map the primary owner and one joint owner to the Financial Account, because FSC, supports only two joint account owners.
B . Map additional owners using the Financial Account Role.
C . Map additional owners using the Actionable Relationship Center.
D . Create lookup fields on the Financial Account object to support additional owners
Answer: B
Explanation:
To model a requirement where more than one person can be joint owners on a Financial Account, the Admin can map additional owners using the Financial Account Role. The Financial Account Role is a junction object that links a contact or an individual to a financial account and defines their role or relationship with that account. By using Financial Account Role, the Admin can add multiple owners to a Financial Account and specify their ownership percentage, primary status, and other details.
Latest Financial Services Cloud Dumps Valid Version with 128 Q&As
Latest And Valid Q&A | Instant Download | Once Fail, Full Refund