Salesforce Financial-Services-Cloud Exam With Confidence Using Practice Dumps

Rollup By Lookup (RBL) summaries are available for the following objects:

• Financial Accounts, which are records that represent financial products or services that a client owns or uses1.
• Assets and Liabilities, which are records that represent the value of what a client owns or owes1.
• Contacts, which are records that represent individuals who are associated with an account3.

 The following considerations should be included when configuring the report with branch management reportable objects:

• Bankers with Branches with Opportunities, Accounts, Leads, and Contacts report types are available for creating reports with Branch Unit Related Records. These are standard report types that allow users to create reports that show data from Banker, Branch Unit, Opportunity, Account, Lead, Contact, and Branch Unit Related Record objects.
• The reportable objects include Banker, Branch Unit, Branch Unit Related Records, and Branch Unit Customer. These are custom objects that are part of the branch management feature in Financial Services Cloud. Banker is an object that represents a banker or an employee who works at a branch unit. Branch Unit is an object that represents a physical location where bankers provide services to customers. Branch Unit Related Record is an object that represents a record that is related to a branch unit, such as an opportunity, an account, a lead, or a contact. Branch Unit Customer is an object that represents a customer who has a relationship with a branch unit.
• When Branch Unit is the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects. This means that the administrator can create reports that show data from Branch Unit and its related objects by using lookup fields or junction objects

The following related lists are visible within Actionable Relationship Center (ARC) associated with the Account object:

• Client Financial Goals, which is a related list that displays the financial goals of the account, such as retirement, education, or debt payoff.
• Financial Holdings, which is a related list that displays the financial accounts of the account, such as bank accounts, investment accounts, or insurance policies.
• Household Financial Accounts, which is a related list that displays the financial accounts of the account’s primary group, such as household or business group.