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| Section | Objectives |
|---|---|
| Topic 1: Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
| Topic 2: Financial Services Cloud Fundamentals | - Core concepts and value proposition of Financial Services Cloud - Industry use cases in banking and insurance |
| Topic 3: Financial Services Processes | - Sales and service process automation - Wealth and insurance workflows |
| Topic 4: Security, Reporting, and Integration | - Integration with Salesforce ecosystem tools - Data security and sharing models - Reporting and dashboards in Financial Services Cloud |
| Topic 5: Data Model and Architecture | - Financial accounts and household structures - Accounts, Contacts, Households, and Relationships |
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NEW QUESTION # 39
A Bank of the Future customer calls the bank to update the address on their account. The call center agent handling the call needs to enter a new address into the system. The agent enters the new contact information using an OmniScript and then needs to generate a prefilled PDF with the new address that can be shared with the customer. Which two OmniStudio tools should a consultant recommend to generate the prefilled PDF?
Answer: A,E
Explanation:
The required architecture combines Document Generation with a DataRaptor, now called an OmniStudio Data Mapper in current Salesforce terminology.
Document Generation merges Salesforce or OmniStudio data into predefined document templates and can produce documents that are subsequently converted to PDF. It is designed for outputs such as forms, contracts, proposals, reports, and customer correspondence where variable information must be populated dynamically.
The DataRaptor or Data Mapper supplies the data used to populate the template. An Extract retrieves fields from Salesforce, while mapping capabilities connect those extracted values to document tokens. Salesforce document-generation architecture supports automatic resolution of template token data from configured mappings such as DataRaptor Extracts.
In this scenario, the customer ' s newly entered address must populate predetermined address placeholders in the generated document. Document Generation produces the document, while the DataRaptor or Data Mapper provides and maps the Salesforce data.
Calculation Procedures perform calculations, and Integration Procedures orchestrate integrations. Neither replaces the dedicated document-generation and data-mapping capabilities required to create the prefilled PDF.
NEW QUESTION # 40
What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?
Answer: B
Explanation:
Intelligent Need-Based Referrals and Scoring is a capability that helps bankers prioritize the most promising referrals by assigning a score based on the client's needs, preferences, and interactions. It alsohelps bankers route referrals to the best suited specialists or advisors.
NEW QUESTION # 41
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: A,B
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 # 42
Which three of the following statements are correct about the Actionable Relationship Center Manager (ARC)?
Answer: A,B,C
Explanation:
The following statements are correct about the Actionable Relationship Center Manager (ARC):
To enable users to see the ARC, you will need to add the component forARC to the page layout. The ARC is a Lightning component that can be added to any Lightning page that supports components, such as record pages, app pages, or Home pages. You can use the Lightning App Builder to drag and drop the ARC component to the desired location on the page layout.
ARC displays up to 5 related lists that have a configured compact layout. The ARC shows a graphical representation of the account-account relationships for a selected record, as well as related lists of other records that are associated with the account, such as contacts, financial accounts, or opportunities. The ARC can display up to 5 related lists at a time, and each related list must have a compact layout configured to show relevant fields.
The Association Type picklist controls the account-account relationship that display in the ARC. The Association Type picklist is a field on the Account Relationship object that defines the type of relationship between two accounts, such as Household Member, Business Owner, Trustee, orFriend. The ARC uses this field to filter and display the account-account relationships for a selected record. You can customize this picklist to add or remove values according to your business needs. Verified References: : Salesforce Help Article 3 : Salesforce Help Article 4 : Salesforce Help Article 5
NEW QUESTION # 43
A wealth management firm is looking to start tracking its clients' hobbies for marketing purposes in Salesforce. Which Financial Services Cloud feature is most suitable for this?
Answer: B
Explanation:
The Financial Services Cloud featurethat is most suitable for tracking clients' hobbies for marketing purposes is Interest Tags. Interest Tags are features that allow users to add tags to contacts or individuals based on their interests or preferences. Users can create custom interest tags or use predefined ones from FSC. By using Interest Tags, the wealth management firm can capture its clients' hobbies and use them for marketing segmentation or personalization.
NEW QUESTION # 44
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