Exam Financial Services Cloud Accredited Professional topic 1 question 57 discussion

Actual exam question from Salesforce's Financial Services Cloud Accredited Professional

Question #: 57
Topic #: 1

[All Financial Services Cloud Accredited Professional Questions]

The Bank of the Future wants its call center agents to be able to see person accounts but wants to restrict access to financial accounts to protect the privacy of its clients.
Which two steps should an administrator take to ensure that all users can see person accounts but only specific users can view financial accounts? (Choose two.)

A. Chance organization-wide defaults (OWD) sharing on the Financial Accounts object to Private
B. Edit the Lightning page assigned to the Financial Advisor Profile and remove the Financial Accounts tab.
C. Change organization-wide defaults (OWD) sharing on the Financial Accounts abject to Public Read Only.
D. Change organization-wide defaults (OWD) sharing on the Person Accounts object to Public Read Only.

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Suggested Answer: AB 🗳️

by justinhomme at Nov. 16, 2025, 9:20 a.m.

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justinhomme

1 week, 4 days ago

Selected Answer: AD

Removing a tab or component from a page layout is merely a User Interface (UI) change. It does not enforce data security. Users could still access the financial account data via reports or other methods if their OWD setting permits it.

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