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Sam is the Salesforce Admin for Valley Bank. The bank's financial advisors are complaining they can't see an accurate summary of their client's financial data as clients often change households. Sam wants to give his financial advisors a better view of the client's complete financial situation.
How can he set this up using FSC?
- A . Create a custom object to track the client's financial data
B. Use Process Builder to create a workflow to summarize data at the Person Account level
C. Set client's financial data to be rolled up using Primary Group feature
Suggested Answer: C
Posted : 11/02/2023 7:31 pm