Salesforce Exam Financial-Services-Cloud Topic 4 Question 46 Discussion

Actual exam question for Salesforce's Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam exam

Question #: 46
Topic #: 4

[All Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam Questions]

A system administrator at a financial services company wants to build a report to show Interest Tags.

Which two things should the administrator consider when configuring the report?

AWhen the user defines the custom report type, Tag Categories should be selected as the Primary Object.

BWhen the user defines the custom report type, Topics should be selected as the Primary Object.

CThe user must build a report using the Topics object to view Interest Tags in the report.

DTo show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name.

Show Suggested Answer

Suggested Answer: B, D

Interest Tags are a feature of Financial Services Cloud that let users add custom tags to client records to capture client needs, interests, and prospecting opportunities. Some of the things to consider when configuring a report to show Interest Tags are:

When the user defines the custom report type, Topics should be selected as the Primary Object.Topics is the standard Salesforce object that stores the Interest Tags data4. The user can then add other objects as secondary objects, such as Accounts, Contacts, or Opportunities.

To show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name.For example, to show only Interest Tags related to Accounts, the user can add a filter for Entity Type equals Account5.

Interest Tags

Build an Interest Tags Report

by Maybelle at Sep 08, 2024, 11:02 PM

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