Salesforce Financial Services Cloud Accredited Professional — Question 7

The Bank of the Future wants its call center agents to be able to see person accounts but wants to restrict access to financial accounts to protect the privacy of its clients.
Which two steps should an administrator take to ensure that all users can see person accounts but only specific users can view financial accounts? (Choose two.)

Answer options

• A. Chance organization-wide defaults (OWD) sharing on the Financial Accounts object to Private
• B. Edit the Lightning page assigned to the Financial Advisor Profile and remove the Financial Accounts tab.
• C. Change organization-wide defaults (OWD) sharing on the Financial Accounts abject to Public Read Only.
• D. Change organization-wide defaults (OWD) sharing on the Person Accounts object to Public Read Only.

Correct answer: A, B

Explanation

The correct answer, A, ensures that financial accounts are only accessible to specific users by setting the sharing model to Private. Option B is also correct as removing the Financial Accounts tab from the Lightning page for the Financial Advisor Profile restricts access to those accounts. The other options would either allow broader access or not effectively limit visibility as intended.