Which two statements are true about Group Membership in Financial Services Cloud?

Which two statements are true about Group Membership in Financial Services Cloud?
A . Group Membership defines the role of the member within the Group.
B . With Group Membership settings you can define if a Group is the member’s primary Group.
C . With Group Membership settings you can define who is the primary and who is the secondary member within the Group.
D . Group Membership is modeled using the Account-Group Relationship object.

View Answer

Answer: A, B

Explanation:

Group Membership is a construct in Financial Services Cloud that allows you to define the relationship between a group and its members.

You can use Group Membership to specify the following information:

The role of the member within the group, such as Owner, Beneficiary, Trustee, etc.

Whether the group is the primary group for the member, which affects how financial data is rolled up and displayed.

Verified Reference: Salesforce Financial Services Cloud User Guide, page 38.