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| Section | Objectives |
|---|---|
| Topic 1: Security, Reporting, and Integration | - Reporting and dashboards in Financial Services Cloud - Integration with Salesforce ecosystem tools - Data security and sharing models |
| Topic 2: Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
| Topic 3: Client and Customer Management | - Client lifecycle management processes - Relationship Groups and role modeling |
| Topic 4: Financial Services Processes | - Wealth and insurance workflows - Sales and service process automation |
| Topic 5: Financial Services Cloud Fundamentals | - Industry use cases in banking and insurance - Core concepts and value proposition of Financial Services Cloud |
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NEW QUESTION # 87
A system administrator at a financial services company wants to build a report to show Interest Tags.
Which two things should the administrator consider when configuring the report?
Answer: A,B
Explanation:
Interest Tags are a feature of Financial Services Cloud that let users add custom tags to client records to capture client needs, interests, and prospecting opportunities. Some of the things to consider when configuring a report to show Interest Tags are:
When the user defines the custom report type, Topics should be selected as the Primary Object. Topics is the standard Salesforce object that stores the Interest Tags data4. The user can then add other objects as secondary objects, such as Accounts, Contacts,or Opportunities.
To show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name. For example, to show only Interest Tags related to Accounts, the user can add a filter for Entity Type equals Account5.
References:
Interest Tags
Build an Interest Tags Report
NEW QUESTION # 88
How should developers configure customized nodes for display in ARC?
Answer: C
Explanation:
To configure customized nodes fordisplay in ARC, developers should reference the Lightning Web Component in the Display properties of the custom ARC relationship graph. A Lightning Web Component is a custom framework for creating reusable web components that run natively in browsers andleverage modern web standards. A custom ARC relationship graph is a metadata type in Financial Services Cloud that defines how account-account relationships are displayed in ARC, such as node shape, color, size, label, or icon. You can use Lightning Web Components and custom ARC relationship graphs to create customized nodes for ARC that show additional information or functionality for each account. Verified References: : Salesforce Help Article [9] : Salesforce Help Article [10]
NEW QUESTION # 89
Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?
Answer: D
Explanation:
To add custom icons to the Life Events and Business Milestones, you need to upload them as static resources in Setup > Custom Code > Static Resources. You also need to update the Icon Name field on the Life Event and Business Milestone objects to match the name of the static resource. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 58.
NEW QUESTION # 90
A financial services company must add details to the default business hours record. For companywide holidays, the company wants the option to skip nonwork days in Action Plan when setting task completion dates. What should the administrator configure to meet the requirement? What should the administrator configure to meet the requirement?
Answer: D
Explanation:
Action Plans can calculate task due dates while excluding configured nonworking days. Salesforce requires administrators to define working and nonworking time in the organization ' s default Business Hours record.
To designate a day as nonworking, the administrator leaves that day ' s start and end time fields blank. This is the method used to identify a nonworking day for Action Plan date calculations.
Companywide holidays are configured separately under Setup, Holidays. Importantly, recurring holidays are not treated the same way for Action Plan nonwork-day calculations, so administrators must configure applicable holidays in the supported form rather than assuming recurring-holiday settings will automatically be skipped.
After business hours and holidays are configured, Action Plans can use Skip Nonwork Days when calculating task completion-date offsets. This ensures that tasks with relative due dates do not fall on organizational nonworking days where the feature is configured accordingly.
No automatic configuration occurs merely because Action Plans are enabled. The administrator must establish the working calendar correctly. Therefore, leaving start and end times blank for a nonworking day is the required business-hours configuration.
NEW QUESTION # 91
Which three standard fields are available to track a customer's retirement gial progress?
Answer: B,C,E
Explanation:
The following standard fields are available to track a customer's retirement goal progress:
Actual value, which is a currency field that represents the current value of the goal.
Target value, which is a currency field that represents the desired value of the goal.
Target Date, which is a date field that represents the expected date of achieving the goal.
NEW QUESTION # 92
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