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Salesforce Financial Services Cloud (FSC) Accredited Professional (AP-208) Exam Financial-Services-Cloud Question # 48 Topic 5 Discussion

Salesforce Financial Services Cloud (FSC) Accredited Professional (AP-208) Exam Financial-Services-Cloud Question # 48 Topic 5 Discussion

Financial-Services-Cloud Exam Topic 5 Question 48 Discussion:
Question #: 48
Topic #: 5

A wealth advisor is trying to relate a client to their attorney using the Add Contact option on the relationship tree but can't find any reciprocal roles displayed in the related role lookup. What are two reasons for this?


A.

The user should be using the Member Relationship button under the Actionable Relationship Center.


B.

Reciprocal roles have not been created in the org.


C.

Sharing rules have not beenset up for reciprocal roles.


D.

The user should be using the Edit Group button to access reciprocal roles.


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