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A financial services company needs to alert advisors about changes in client records that require...

A financial services company needs to alert advisors about changes in client records that require action. What should the administrator consider when configuring Record Alerts?

A.

When the administrator adds a new Record Alert Category, the severity value in the alert category is the default value on the record alerts advisors create and cannot be changed.

B.

When the admin creates a value for the Severity field, the warning icon is associated with the field automatically, and advisors cannot change the icon.

C.

With permissions for Record Alerts, users can create record alerts on all custom objects and standard objects such as Financial Account.

D.

Record alert categories are not required when creating a record alert, but they help keep alerts organized.

Salesforce Financial-Services-Cloud Summary

  • Vendor: Salesforce
  • Product: Financial-Services-Cloud
  • Update on: Dec 30, 2025
  • Questions: 168
Price: $52.5  $149.99
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