Salesforce Financial Services Cloud Accredited Professional — Question 2

A consulting firm is asked to add Events and Milestones to a Lightning record page to give financial advisors deeper insights into their customers’ lives.
What should the consultant configure to enable advisors to capture Once-in-a-Lifetime events and, at the same time, prevent users from accidentally creating more than one event of such an event type?

Answer options

• A. Single event types
• B. Unique event types
• C. Once-in-a-Lifetime event types
• D. Special event types

Correct answer: C

Explanation

The correct answer is C, as configuring Once-in-a-Lifetime event types allows financial advisors to capture unique significant events without the risk of duplicates. Options A and B do not address the requirement to prevent accidental duplication, while option D does not specify the uniqueness necessary for such important events.