Which 3 options does the Financial Services Cloud application offer to view and update Account-Account. Account-Contact, and Contact-Contact Relationships?
Which 3 options does the Financial Services Cloud application offer to view and update Account-Account. Account-Contact, and Contact-Contact Relationships?
A . Actionable Relationship Center
B . Family Members Component
C . Relationship Map
D . Group Members Component
E . Life Events Component
Answer: A, C, D
Explanation:
The following options are available to view and update Account-Account, Account-Contact, and Contact-Contact Relationships in Financial Services Cloud:
Actionable Relationship Center: This is a Lightning component that displays a list of all the relationships for a client or a group. You can use it to view, create, edit, and delete relationships. Relationship Map: This is a Lightning component that displays a graphical representation of all the relationships for a client or a group. You can use it to visualize and navigate the relationship network.
Group Members Component: This is a Lightning component that displays a list of all the members of a group. You can use it to view, add, and remove group members.
Verified Reference: Salesforce
Financial Services Cloud User Guide, page 34.: Salesforce Financial Services Cloud User Guide, page 36.: Salesforce Financial Services Cloud User Guide, page 38.
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