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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Banking and Lending Features | 15% | - Account aggregation - Digital lending workflows - Compliance and regulatory considerations |
| Topic 2: Client Management | 15% | - Household management - Relationship types and hierarchy - Client profiling and segmentation - Client lifecycle management |
| Topic 3: Data Model and Architecture | 18% | - Relationship mapping between accounts and contacts - Financial Account and Financial Holding objects - Individual and Household data model - Custom objects for financial products |
| Topic 4: Wealth Management Capabilities | 20% | - Financial goals and planning - Investment portfolio management - Performance monitoring - Asset allocation tracking |
| Topic 5: Financial Services Cloud Overview | 10% | - Use cases for Banking, Wealth Management, and Insurance - Core capabilities of Financial Services Cloud - Key differentiators from standard Salesforce CRM |
| Topic 6: Implementation and Configuration | 10% | - Security model considerations - Best practices for deployment - Setup and configuration basics |
| Topic 7: Analytics and Reporting | 12% | - Key metrics for financial advisors - Financial Services Cloud reports and dashboards - Custom reporting requirements |
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NEW QUESTION # 97
Lake Tahoe Bank would like to capture their commercial customers in FSC. A commercial customer can be owned by multiple groups. How can Lake Tahoe Bank SF Admin configure FSC to capture and display commercial customer and its parent company ? (3 correct answers)
Answer: A,C,D
Explanation:
To capture and display commercial customersand their parent companies, Lake Tahoe Bank SF Admin can use the following steps:
Add the Business record type to the Group record type mapper, which is a custom metadata type that defines which record types can be added as members of a group1.
Leverage Groups to capture the majority owner of acommercial customer, which is a business entity that has a stake in another business entity1. Groups are a feature that allows users to create and managehousehold and business relationships1.
Use Account hierarchy to capture minority owners of a commercial customer, which are business entities that have less than 50% stake in another business entity2. Account hierarchy is a feature that allows users to see how accounts are related to each other in a parent-child relationship2.
Link multiple owners to the business entity as a Group, which allows users to see all the stakeholders of a commercial customer in one place1
NEW QUESTION # 98
A financial services company would like its users to be able to relate two business accounts. What should the administrator configure to meet the requirement?
Answer: D
Explanation:
Relationships between two business accounts are modeled through Account-Account Relationships, with reciprocal relationship definitions specifying the role each account plays relative to the other. Therefore, the administrator should create the appropriate Account Reciprocal Role rather than simply adding an arbitrary value to a relationship-object picklist.
Salesforce Financial Services relationship modeling supports connections among households, businesses, trusts, professional organizations, and other entities. Reciprocal roles describe the meaning of each side of a relationship-for example, Proprietor and Business, or another organization-specific pair. Salesforce provides commonly used reciprocal role records and permits administrators to configure additional roles when the packaged options do not represent the organization ' s business relationships.
The Account-Account Relationship object is the structural record that relates business accounts, while the relationship-role definition supplies the semantics of that relationship.
Account-Contact and Contact reciprocal roles apply to relationships involving contacts or individuals, so they do not satisfy a two-business-account requirement. The proper configuration is therefore a new Account Reciprocal Role.
NEW QUESTION # 99
A wealth client owns a boutique shoe store called Smith ' s Shoes. Their financial advisor would like to add this relationship to Agentforce Financial Services to track the complete picture of relationships related to the wealth client ' s household. Which three options should the Agentforce Financial Services consultant use when mapping this relationship in Agentforce Financial Services?
Answer: A,C,D
Explanation:
The household and the client ' s business are both represented as account-based entities. The client ' s household is modeled using an Account with the Household classification or record type, while Smith ' s Shoes is modeled as a Business Account. The relationship between those two account entities is represented using the Account-Account Relationship model.
Salesforce ' s Financial Services relationship architecture supports organizing customers into households while connecting those households with related businesses and organizations. Current documentation describes a household as a business account associated with a Party Relationship Group and related organizations as additional business-account records.
Salesforce also demonstrates the same pattern with a household and a related trust. The household is represented by a household account or group, the trust is represented as a business account, and the relationship is represented through account-to-account relationship modeling. ARC can use Account Account Relationship as a junction object to visualize these many-to-many connections.
A Contact object is not sufficient to model Smith ' s Shoes because the store is an organization, not an individual. Account Contact Relationship is primarily used to relate an individual or contact to an account.
Since the requirement is to connect the household account to a business account, the correct combination is Household Account, Business Account, and Account Account Relationship.
NEW QUESTION # 100
A commercial loan due diligence process is handled by multiple individuals at Lake Tahoe Bank. Lake Tahoe Bank wants an easy way for managers to distribute the work, to understand the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks.
What FSC feature can Lake Tahoe Bank use to track this process?
Answer: B
Explanation:
Again, Action Plans are a feature that can help users track and manage common client processes. For a commercial loan due diligence process, users can create an Action Plan Template with tasks such as verifying income, checking credit history, appraising collateral, etc. Users can also assign different task owners and deadlines for each task to distribute the work and monitor the progress. Users can also use dashboards and reports to view the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks.
NEW QUESTION # 101
Which Salesforce Financial Services Cloud feature enables financial advisors to track and manage client accounts?
Answer: B
Explanation:
Financial Account Management provides the Agentforce Financial Services data model and user experience used to represent and manage customers ' financial-product relationships. A Financial Account can represent a checking or savings account, investment account, credit card, mortgage, loan, or another financial product.
Related objects can represent account parties, balances, addresses, transactions, and associated information.
Salesforce ' s Financial Services architecture provides Financial Account and associated objects specifically to model financial accounts and their related information. Administrators provide appropriate permissions to advisors, personal bankers, integration users, or other personas that require access.
Financial Services also provides Financial Account Summary experiences on the customer ' s Account page.
Advisors can use them to view financial account details and related information in the context of the client relationship. This creates the consolidated account-level visibility financial advisors need for servicing and relationship management.
Performance reporting analyzes business results but is not the underlying client-account management capability. Client onboarding handles customer acquisition and setup processes. Opportunity management addresses potential sales or revenue-generating activities rather than established client financial products.
Therefore, Financial Account Management is the feature directly responsible for representing, tracking, and servicing customers ' financial accounts.
NEW QUESTION # 102
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