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An asset management firm that is moving to Salesforce from its old CRM wants to...

An asset management firm that is moving to Salesforce from its old CRM wants to be able to bring over its client data on drivers’ licenses and passports. 55m 058

Which Financial Services Cloud object should a consultant recommend?

A.

Document Checklist Item

B.

Received Document

C.

Identification Document

D.

Identity Document

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