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Salesforce Financial Services Cloud (FSC) Accredited Professional (AP-208) Exam Financial-Services-Cloud Question # 16 Topic 2 Discussion

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Salesforce Financial Services Cloud (FSC) Accredited Professional (AP-208) Exam Financial-Services-Cloud Question # 16 Topic 2 Discussion

Financial-Services-Cloud Exam Topic 2 Question 16 Discussion:
Question #: 16
Topic #: 2

Lake Tahoe Bank has duplicate client records in their current CRM system because they come from a different systems of record. Any changes made in Salesforce should be updated in the source system. What can a Salesforce Administrator do to help bankers get a consolidated view of the individual in the Financial Services Cloud?
A.

Leverage Financial Services Cloud Relationship Groups to link duplicate client records and create a consolidated view.

B.

Implement deduplication rules in Salesforce and let the integration handle the updates to the source system.

C.

Create a custom Person Account hierarchy to link duplicate client records.

D.

Create custom components to provide a single view of the client.

E.

Link individuals using related contacts to link duplicate client records

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Actual exam question for Salesforce Financial-Services-Cloud exam by Zara34710 at Dec 29, 2025, 8:28:50 PM

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