Financial Services CloudAdvancedfsc-searchsearchadvisor
Design FSC global search optimization for advisor lookup across Household and FA
Real World Scenario
Advisors search client by partial account number or nickname; default Salesforce search returns irrelevant Leads missing Financial Account matches.
Expected Answer
• Enable Einstein Search personalization advisor context
• Search layout include Financial Account number masked last four nickname
• SOSL custom search Apex wrapper FA external ID custodian number
• FSC search configuration Household member name alternate spellings
• Synonyms client nickname table searchable custom field
• Search analytics tune promoted fields quarterly
• Mobile advisor app search parity desktop indexed fields
Follow-Up Questions & Answers
Click to expand — each follow-up includes a direct, interview-ready answer
Main difference: use case and scale. Enable Einstein Search personalization advisor context. Search layout include Financial Account number masked last four nickname. Pick based on your integration pattern and team capability. Advisor search must index FA identifiers—out-of-box Account search alone fails wealth use cases. Optimize for scale and operational observability.
Architect Perspective
Advisor search must index FA identifiers—out-of-box Account search alone fails wealth use cases.