Salesforce Financial Services Cloud Accredited Professional — Question 4

Which three related lists are visible within Actionable Relationship Center associated with the Account object? (Choose three.)

Answer options

• A. Notes and Attachments
• B. Cases
• C. Client Financial Goals
• D. Household Financial Accounts
• E. Financial Holdings

Correct answer: B, C, D

Explanation

The correct answers are B, C, and D because these lists are specifically designed to provide insights and management options related to an account. Options A and E are not included in the Actionable Relationship Center for the Account object, as they pertain to different functionalities or data types.