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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Analytics and Reporting | 12% | - Key metrics for financial advisors - Custom reporting requirements - Financial Services Cloud reports and dashboards |
| Topic 2: Wealth Management Capabilities | 20% | - Financial goals and planning - Asset allocation tracking - Performance monitoring - Investment portfolio management |
| Topic 3: Implementation and Configuration | 10% | - Security model considerations - Best practices for deployment - Setup and configuration basics |
| Topic 4: Banking and Lending Features | 15% | - Account aggregation - Compliance and regulatory considerations - Digital lending workflows |
| Topic 5: Data Model and Architecture | 18% | - Relationship mapping between accounts and contacts - Individual and Household data model - Financial Account and Financial Holding objects - Custom objects for financial products |
| Topic 6: Financial Services Cloud Overview | 10% | - Use cases for Banking, Wealth Management, and Insurance - Key differentiators from standard Salesforce CRM - Core capabilities of Financial Services Cloud |
| Topic 7: Client Management | 15% | - Relationship types and hierarchy - Client profiling and segmentation - Client lifecycle management - Household management |
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NEW QUESTION # 93
A financial services company wants to track different categories of financial accounts in its org. Relationship managers must be able to see all of these financial accounts in one place on the customer ' s Account record page grouped by categories. Which three steps should an administrator take to configure the Financial Account object and the Account Lightning record page to meet the design?
Answer: A,C,E
Explanation:
The Financial Account data model already provides the structures required to represent different classes of financial products. Salesforce defines Financial Account record types for categories such as bank accounts, checking accounts, savings accounts, credit cards, mortgages, loans, HELOCs, and investment accounts.
Therefore, an administrator should use Financial Account record types to represent the required categories rather than introducing a redundant custom Type picklist.
To present those accounts on the customer ' s Account record page, the administrator adds the Financial Account List component to the Lightning page. The component supports configuration based on Financial Account record types, allowing separate component instances to display different categories.
Accordingly, the administrator can place multiple Financial Account List components on the customer page and configure each one for the relevant category. Creating additional Account lookup fields is unnecessary because Agentforce Financial Services already provides its financial-account ownership and relationship model. The correct solution therefore uses the existing component, record-type architecture, and per- component filtering rather than duplicating relationships or classification fields.
NEW QUESTION # 94
Lake Tahoe Bank has been using Sales Cloud to support the business to consumer (B2C) activities. The VP of IT wants a better and more flexible data model that can supporthis B2C Banking use cases. He is considering upgrading to Financial Services Cloud, using Person Accounts. Which 2 of these statements are true for the Financial Services Cloud Person Account Data Model?
Answer: C,E
Explanation:
The following statements are true for the Financial Services Cloud Person Account Data Model:
The Person Account is a virtual object displaying data from Accounts and Contacts objects. It represents all aspects of the person and includes data such as date of birth or tax ID number. You can use Person Accounts to store information about individual people by combining certain Account and Contact fields into a single record.
The Person Account model uses the standard Account object to hold all of the details about a person. The Account object has been extended with custom fields and a Person Account Record Type. You can use Person Accounts to simplify your data model and reduce the number of records you need to manage.
NEW QUESTION # 95
An investment bank is implementing Financial Services Cloud (FSC) to manage the deal pipeline. Each opportunity has confidentialinformation that the deal team members must only view. In addition, each member needs the ability to take and share notes directly within Salesforce with others on the team.
Which three FSC features should be part of the solution design?
Answer: B,C,E
Explanation:
The following FSC features should be part of the solution design for managing confidential deal information and notes sharing among deal teammembers:
Financial Deal Management: Financial Deal Management is a feature in Financial Services Cloud that allows you to track and manage complex deals that involve multiple parties, products, and stages. You can use Financial Deal Management to store confidential deal information such as deal name, amount, status, or participants. You can also use Financial Deal Management to associate opportunities, products, or tasks with a deal.
NEW QUESTION # 96
A client has called their Financial Advisor to open an Education Savings Account for their first child. What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?
Answer: A,B
Explanation:
The following steps should be taken by the Financial Advisor in Financial Services Cloud App to capture the information about opening an Education Savings Account for their client's first child:
Create a Life Event for the birth of the childand a Referral for the Education Savings Account. A Life Event is a construct in Financial Services Cloud that allows you to track significant events in your client's life that may affect their financial needs or goals. You can use Life Events to create arecord for the birth of the child and link it to the client's account. A Referral is a construct in Financial Services Cloud that allows you to capture a customer need or interest and assign it to another advisor or line of business. You can use Referralsto create a record for the Education Savings Account and route it to the appropriate banker.
Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account. A Financial Goal is a construct in Financial Services Cloudthat allows you to track your client's financial objectives and measure their progress towards achieving them. You can use Financial Goals to create a record for the Education Savings Account and associate it with the client's account and financial accounts. Verified References: : Salesforce Financial Services Cloud User Guide, page 29. : Salesforce Financial Services Cloud User Guide, page 30. : Salesforce Financial Services Cloud User Guide, page 33.
NEW QUESTION # 97
Lake Tahoe Bank would like to reslricl their Financial Services Cloud users from viewing certain types of milestones that might be irrelevant to their customersor might cause negative sentiment. How can the Salesforce Admin implement such a requirement?
Answer: C
Explanation:
The Salesforce Admin can hide sensitive Life Events on the Life Events component on the Lightning Page using the Properties pane. The Life Events component is a Lightning component that displays a timeline of life events and business milestones for aclient or a group. The Admin can use the Properties pane to customize the component and select which event types to show or hide on the timeline.
NEW QUESTION # 98
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