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| Section | Objectives |
|---|---|
| Security, Reporting, and Integration | - Data security and sharing models - Integration with Salesforce ecosystem tools - Reporting and dashboards in Financial Services Cloud |
| Data Model and Architecture | - Financial accounts and household structures - Accounts, Contacts, Households, and Relationships |
| Financial Services Processes | - Wealth and insurance workflows - Sales and service process automation |
| Financial Services Cloud Fundamentals | - Core concepts and value proposition of Financial Services Cloud - Industry use cases in banking and insurance |
| Client and Customer Management | - Client lifecycle management processes - Relationship Groups and role modeling |
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NEW QUESTION # 99
Which three objects should a Financial Services Cloud administrator use when planning to use the Mortgage Data Model to integrate with external Loan Origination and Customer Onboarding applications to accurately track the pipeline?
Answer: B,C,D
Explanation:
The following objects should be used when planning to use the Mortgage Data Model to integratewith external Loan Origination and Customer Onboarding applications to accurately track the pipeline:
Opportunity: An Opportunity is a standard object that represents a potential sale or deal for your products or services. You can use the Opportunity object to track and manage the stages, amounts, probabilities, and expected revenue of your deals. You can also use the Opportunity object to associate products, price books, quotes, contracts, orders, or assets with your deals.
Account: An Account is a standard object that represents a person or an organization that has a business relationship with your company. You can use the Account object to store information about your customers, such as name, address, phone number, website, industry, or rating. You can also use the Account object to associate contacts, opportunities, activities, cases, or notes with your customers.
Financial Account: A Financial Account is a custom object in Financial Services Cloud that represents a financial product or service that is owned by an account holder or related to an account holder's financial goal. You can use the Financial Account object to store information about your customers' financial accounts, such as type, balance, status, or interestrate. You can also use the Financial Account object to associate financial transactions, financial account roles, or financial goals with your customers' financial accounts.
Verified References: : Salesforce Help Article [6] : Salesforce Help Article [7] : Salesforce Help Article [8]
NEW QUESTION # 100
How should developers configure customized nodes for display in Actionable Relationship Center (ARC)?
Answer: D
Explanation:
ARC custom nodes can be enhanced with OmniStudio FlexCards so that users see contextual information directly within the relationship graph. Salesforce's configuration sequence is explicit: open or create an ARC relationship graph, select the required node, navigate to the node ' s Display tab, and select Use FlexCard for this Node. The administrator or developer then identifies the FlexCard that should render the node.
FlexCards are suitable because they provide compact, contextual displays and can expose relevant actions without forcing users to leave the relationship visualization. Developers build and activate the FlexCard in OmniStudio and associate it with the ARC node through the graph configuration. An OmniStudio license is required when FlexCards are used for ARC node customization.
The distinction in the answer choices is important. ARC does not require the developer merely to reference an arbitrary Lightning web component in the node ' s display properties. Similarly, an OmniScript action has a different purpose: it can launch a guided process, but it is not the mechanism used to control the node ' s visual representation. The Use FlexCard option on the node's Display tab is the supported configuration for customized ARC node presentation.
NEW QUESTION # 101
Which Salesforce Financial Services Cloud feature enables financial advisors to track and manage clientaccounts?
Answer: C
Explanation:
Financial accounts management is a Salesforce Financial Services Cloud feature that enables financial advisors totrack and manage client accounts. A financial account is any account managed by a financial institution, such as a bank, an insurance company, or an investment firm. Financial Services Cloud supports many kinds of financial accounts, such as checking accounts, savings accounts, mortgages, credit cards, investment accounts, insurance policies, and more3. Financial advisors can use Financial Services Cloud to view, create, update, and delete financial accounts for their clients, as well as link them to other objects, such as households, goals, referrals, or opportunities4.
References:
Financial Accounts
Manage FinancialAccounts
NEW QUESTION # 102
Which two statements are true for a Group inFinancial Services Cloud?
Answer: B,D
Explanation:
The following statements are true for a Group in FinancialServices Cloud:
Financial Services Cloud includes a group record type for households, which is a record type that represents a collection of individuals who share financial goals, such as family members or roommates.
A group is a type of account record that people and businesses can be related to through the account contact relationship object, which is a junction object that links an account to a contact or an individual and defines their role or relationship with that account.
NEW QUESTION # 103
Our Personal Banker Hank Burton wants to encourage his customers to provide required documents for a loan application. He creates Document Checklist Items that help his customers to manage file uploads to speed up loan approval. For which of the following records does Salesforce support Document Checklist Items out of the box? (Choose Three)
Answer: A,C,D
Explanation:
The following records support Document Checklist Items out of the box in Financial Services Cloud:
Account: An Account is a record that represents a person or anorganization that has a business relationship with your company. You can use Document Checklist Items to request and track documents from your account holders, such as identity proofs, tax forms, or contracts.
Residential Loan Application: A Residential Loan Application is a record that represents a request for a loan to purchase or refinance a residential property. You can use Document Checklist Items to request and track documents from your loan applicants, such as income statements, credit reports, or property appraisals.
Opportunity: An Opportunity is a record that represents a potential sale or deal for your products or services.
You can use Document Checklist Items to request and track documents from your opportunity owners, such as proposals, quotes,or agreements. Verified References: : Salesforce Help Article 2 : Salesforce Help Article 3 : Salesforce Help Article 4
NEW QUESTION # 104
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