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What steps should the Salesforce Admin take to troubleshoot this issue?

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(@pochethurman)
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A user is not able to see the Actionable Relationship Center tab in his Financial Services Cloud Wealth Management App.

What steps should the Salesforce Admin take to troubleshoot this issue? (2 correct answers)

  • A . Check the user's permission assignments and make sure the Financial Services Cloud Extension License and the Financial Services Cloud Extension Permission Set are assigned to that user.
    B. Log a Salesforce support ticket to add the Actionable Relationship Center tab to the Wealth Management App.
    C. Check if the Actionable Relationship Center Tab was created as a custom tab and the Lighting Component was added to the page layout.
    D. Remove the Relationship Map.

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Suggested Answer: A,C
 
Posted : 16/11/2022 9:11 am

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