Changed Financial-Services-Cloud Exam Questions

Reference: [Reference: Financial Services Cloud - Account and Contact Record Types | Salesforce Help, Explanation: Record types are a way to categorize records in Salesforce based on different business processes or requirements. Record types can have different page layouts, picklist values, and business logic. For the Lead object, a financial services company can create different record types to capture different types of leads based on their source, interest, or qualification. Some examples of record types for the Lead object are:, Referral: This record type can be used to capture leads that are referred by existing clients or partners. Referral leads can have fields such as Referrer Name, Referrer Account, and Referral Type to track the source and nature of the referral., General: This record type can be used to capture leads that are generated from general marketing campaigns or events. General leads can have fields such as Campaign Name, Campaign Source, and Lead Score to track the effectiveness and potential of the marketing efforts., Retirement Planning: This record type can be used to capture leads that are interested in retirement planning services or products. Retirement planning leads can have fields such as Retirement Age, Retirement Goal, and Current Savings to assess the needs and suitability of the leads., , , ]

Reference: [Reference: Configure Reciprocal Roles - Salesforce, Explanation: Some possible reasons why the user can’t find any reciprocal roles displayed in the related role lookup are:, Reciprocal roles have not been created in the org. Reciprocal roles are custom objects that define the possible roles for users who need access to Account or Contact records. For example, a reciprocal role can be Advisor, Client, Specialist, or Decision Maker. Each reciprocal role has an associated access level that determines what data fields the user can view or edit. To create reciprocal roles, the administrator needs to do the following steps:, From Setup, open Object Manager., In the Quick Find box, enter Reciprocal Role, and then select Reciprocal Role., Click Fields & Relationships, and then select Role Name., Click New to create a new picklist value for the Role Name field., Enter a label and a value for the new role, such as Attorney or Client., Click Save., The user should be using the Edit Group button to access reciprocal roles. The Add Contact option on the relationship tree only allows the user to add existing contacts as members of a relationship group, such as a household or a business group. The user cannot specify reciprocal roles for the members using this option. To specify reciprocal roles for the members of a relationship group, the user needs to do the following steps:, Click Edit Group on the relationship group record page., In the Edit Group window, click Member Relationships., For each member of the group, select a role from the Role picklist and a related role from the Related Role lookup., Click Save., , ]