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| Section | Weight | Objectives |
|---|---|---|
| Financial Services Cloud Overview | 10% | - Core capabilities of Financial Services Cloud - Use cases for Banking, Wealth Management, and Insurance - Key differentiators from standard Salesforce CRM |
| Wealth Management Capabilities | 20% | - Asset allocation tracking - Financial goals and planning - Investment portfolio management - Performance monitoring |
| Banking and Lending Features | 15% | - Digital lending workflows - Compliance and regulatory considerations - Account aggregation |
| Data Model and Architecture | 18% | - Relationship mapping between accounts and contacts - Custom objects for financial products - Financial Account and Financial Holding objects - Individual and Household data model |
| Client Management | 15% | - Client profiling and segmentation - Relationship types and hierarchy - Client lifecycle management - Household management |
| Implementation and Configuration | 10% | - Security model considerations - Setup and configuration basics - Best practices for deployment |
| Analytics and Reporting | 12% | - Key metrics for financial advisors - Custom reporting requirements - Financial Services Cloud reports and dashboards |
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NEW QUESTION # 41
Cumulus Bank is migrating its CRM software from a legacy application to Salesforce Financial Services Cloud (FSC). The bank hired Salesforce Professional Services to configure/deploy the new Salesforce FSC org and migrate data.
Which order should a consultant follow when performing the data migrations?
Answer: D
Explanation:
The order that the consultant should follow when performing the data migrations is Individuals, then Financial Accounts, then Financial Account Roles, then Financial Account Transactions. This order ensures that the data dependencies and relationships are maintained and that the data integrity and quality are preserved. By migrating Individualsfirst, the consultant can create the records that represent the customers of the bank. By migrating Financial Accounts next, the consultant can create the records that represent the financial products or services that the customers own or use. By migrating Financial Account Roles next, the consultant can create the records that link the individuals to the financial accounts and define their roles or relationships with those accounts. By migrating Financial Account Transactions last, the consultant can create the records that represent the transactions or activities that occur on the financial accounts.
NEW QUESTION # 42
What steps does the Salesforce Administrator have to take to create a new Business Milestone Type?
Answer: A
Explanation:
A new Business Milestone Type is created by adding a value to the Milestone Type picklist on the Business Milestone object. Salesforce does not require creating a new custom field for every milestone type.
The configuration sequence is to open Setup, go to Object Manager, select Business Milestone, open Fields and Relationships, select the Milestone Type field, and add the required picklist value. The equivalent Event Type field on Person Life Event is used when administrators create additional life-event types.
This distinction reflects the Agentforce Financial Services data model. Person Life Event represents significant events affecting an individual, while Business Milestone represents meaningful events affecting a business or organizational Account. The Events and Milestones component can then present these records in chronological or other configured order, helping users identify customer circumstances and potential engagement opportunities.
Option B incorrectly uses the Person Life Event object for a Business Milestone requirement. Option A incorrectly introduces a new field instead of extending the existing Milestone Type taxonomy.
Therefore, the administrator should select the Business Milestone object and add a new Milestone Type picklist value, making option C the correct configuration.
NEW QUESTION # 43
An insurance company needs to ensure the record rollups aggregate information from related records for several objects in the Financial Services Cloud at a client orgroup level.
What should the administrator configure to meet the requirement?
Answer: A
Explanation:
According to the Salesforce documentation1, record rollups at the group level allow you to aggregate information from related records for several objects in Financial Services Cloud. When you enable record rollups at the group level, all correspondingrecords are stamped with the Primary Group in the Rollup__c lookup field. This field is added to the Account, Contact, Account Contact Relationship, and Financial Account objects. You can then use this field to create reports and dashboards that show aggregated data for each group.
NEW QUESTION # 44
Which setting in Action Plans helps to avoid non working hours, company holidays, and other non working days for deadline calculation?
Answer: A
Explanation:
The setting in Action Plans that helps toavoid non working hours, company holidays, and other non working days for deadline calculation is Skip Non-Work Days for Deadlines. This is a custom setting that determines whether to exclude non work days when calculating the due date for action plan items based on the action plan item template duration. By enabling this setting, the Admin can ensure that the deadlines are realistic and achievable
NEW QUESTION # 45
A financial services company would like its users to be able to relate two business accounts. Whatshould the administrator configure to meet the requirement?
Answer: B
Explanation:
To configure Financial Services Cloud to allow users to relate two business accounts, the administrator should update the Role picklist on the Account-Account Relationship object with new value. The Role picklist is a field onthe Account-Account Relationship object that defines the type of relationship between two accounts, such as Household Member, Business Owner, Trustee, or Friend. The Role picklist is used to filter and display the account-account relationships in the Actionable Relationship Center (ARC). To update the Role picklist, you need to go to Setup > Object Manager > Account-Account Relationship > Fields & Relationships
> Role and add or remove values according to your business needs. Verified References: : Salesforce Help Article [10] : Salesforce Help Article [11]
NEW QUESTION # 46
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