Salesforce Financial Services Cloud (FSC) Accredited Professional (AP): FINANCIAL-SERVICES-CLOUD

Which of these statements is true for the Person Accounts Model? (2 correct answers)

A. The Person Account record type can be used when a client is a business or an institution.

B. The Person Account model uses the standard Account object to hold all of the details about a person. The Account object has been extended with custom fields, record types, and more.

C. Person Accounts can not be related to cases, tasks, or calls.

D. The Person Account represents all aspects of the person. Data includes personhood details, such as birth date or tax ID number, and dealings with your organization, such as review frequency or service tier

What feature allows a user to group campaigns within a specific marketing program or initiative?

A. Campaign members

B. Campaign lists

C. Campaign Hierarchy

D. Campaign influence

Universal Containers uses a custom field on the account object to capture the account credit status. The sales team wants to display the account credit status on opportunities.

Which feature should a system administrator use to meet the requirements?

A. Look-up Field

B. Roll-up summary field

C. Workflow field update

D. Cross-object formula field