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| Section | Objectives |
|---|---|
| Data Model and Architecture | - Households and Relationships - Financial Accounts and Client Data Structure |
| Reporting and Integration | - Standard Reporting Capabilities - Data Integration and External Systems |
| Security, Compliance, and Data Access | - Role-Based Access Control - Financial Data Security Considerations |
| Financial Services Cloud Core Concepts | - Overview of Financial Services Cloud - Industry Use Cases (Banking, Wealth, Insurance) |
| Client Management and Engagement | - Interaction and Activity Tracking - Client Lifecycle Management |
| Automation and Configuration | - Customization in Financial Services Cloud - Business Process Automation |
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NEW QUESTION # 24
Early in the discovery and solution meetings, it was determined that the client would primarily use out-of-the-box Financial Services Cloud (FSC) objects and components with minimal custom objects needed.
In addition, it was decided that records should be private, but the managerial chain would require visibility into all their direct reports' records.
Which three security settings must be set up in Salesforce to meet these requirements?
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