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An investment bank client wants all its users to track client engagements with Interaction Summaries.

An investment bank client wants all its users to track client engagements with Interaction Summaries. In addition, those call logs need to be shared with specialists in other lines of business so they can assist in specific types of deals.

Which three Financial Services Cloud standard objects should be used to help accommodate these business requirements?

A.

Interaction Summary Participant

B.

Financial DealParticipant

C.

Participant Role

D.

Interaction Participant

E.

Opportunity Participant

Salesforce Financial-Services-Cloud Summary

  • Vendor: Salesforce
  • Product: Financial-Services-Cloud
  • Update on: Jul 31, 2025
  • Questions: 168
Price: $52.5  $149.99
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