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During a project's design phase, a consultant must provide a Financial Services Cloud solution that...

During a project's design phase, a consultant must provide a Financial Services Cloud solution that can support CompliantData Sharing (CDS). What are three things the consultant should consider regarding CDS?

A.

Participant Roles provide another way to grant data access without overwriting sharing behavior from existing sharing features.

B.

A financial services company wants to track different categories of financial accounts in its org. Relationship managers must be able to see all of these financial accounts in one place on the customer's Account record page grouped by categories. Which three steps should an administratortake to configure the Financial Account object and the Account Lightning record page to meet the design?

C.

Compliance managers and Salesforce administrators can enable CDS for Account and Opportunity objects.

D.

Role Hierarchy—based sharing is disabled bydefault in CDS.

E.

In a standard Salesforce org, Role Hierarchy for Account and Opportunity objects is enabled by default and can't be turned off.

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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