Salesforce Exam Financial Services Cloud Topic 4 Question 46 Discussion

Actual exam question for Salesforce's Financial Services Cloud exam

Question #: 46
Topic #: 4

[All Financial Services Cloud 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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Kimbery

2 months ago

Ha! I bet the administrator is already regretting this job. Configuring reports is like trying to herd cats, am I right?

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Rolande

2 months ago

Definitely C. You can't go wrong with the Topics object. That's where all the cool kids hang out these days.

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Royce

1 months ago

C: I'm with you on this one, C is the way to go. Topics object is the way to go for Interest Tags.

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Mari

1 months ago

B: I disagree, D seems more practical. Adding a filter for specific objects is key.

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Kina

1 months ago

A: I think A is the way to go. Tag Categories should be the Primary Object.

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Nada

3 months ago

I'm pretty sure B is the way to go. Topics are where the action is at, you know? Gotta keep up with the latest trends!

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Sheron

2 months ago

I'm with you, Sheron. D seems like the best option for showing Interest Tags.

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Berry

2 months ago

I disagree, I believe D is the way to go. Adding a filter for specific objects is key.

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Julie

2 months ago

I think A is the right choice. Tag Categories should be the Primary Object.

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Cordell

3 months ago

I agree with Lanie, filtering by object name is crucial for showing Interest Tags accurately.

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Lanie

3 months ago

I disagree, I believe option D is more suitable as it allows for filtering by specific objects.

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Cecilia

3 months ago

I think option A is the correct one because Tag Categories should be the primary object for Interest Tags.

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Chandra

3 months ago

A and D are the correct options. Tag Categories are the way to go, and adding a filter for the object is key. Easy peasy!

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Casie

2 months ago

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

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Sabra

2 months ago

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

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Toshia

2 months ago

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

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Albert

3 months ago

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

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