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A wealth management division manages the financial assets of many wealthy clients.

A wealth management division manages the financial assets of many wealthy clients.

Which three steps should the Financial Services Cloud consultant take to offer ahigh level of customization to boost user productivity?

A.

Create a new type of person account so trust group details roll down to the beneficiaries level.

B.

Create a Custom Field Set solely for the Wealth Managers without affecting the Investment Bankers.

C.

Assign the Custom Field Set to the Financial Summary component.

D.

Create and assign the Cuslhm Field Set permission set to all users.

E.

Assign the Custom Field Set To a Lightning component.

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