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| Section | Weight | Objectives |
|---|---|---|
| Client Management | 15% | - Household management - Client profiling and segmentation - Relationship types and hierarchy - Client lifecycle management |
| 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 |
| Data Model and Architecture | 18% | - Relationship mapping between accounts and contacts - Individual and Household data model - Custom objects for financial products - Financial Account and Financial Holding objects |
| Implementation and Configuration | 10% | - Best practices for deployment - Setup and configuration basics - Security model considerations |
| Analytics and Reporting | 12% | - Custom reporting requirements - Financial Services Cloud reports and dashboards - Key metrics for financial advisors |
| Wealth Management Capabilities | 20% | - Asset allocation tracking - Investment portfolio management - Performance monitoring - Financial goals and planning |
| Banking and Lending Features | 15% | - Digital lending workflows - Compliance and regulatory considerations - Account aggregation |
>> Exam Salesforce AP-208 Reference <<
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NEW QUESTION # 32
Which 3 options does the Financial Services Cloud application offer to view and update Account-Account, Account-Contact, and Contact-Contact Relationships?
Answer: B,C,D
Explanation:
Agentforce Financial Services provides several specialized components for understanding and maintaining complex customer relationships. The relevant options here are Actionable Relationship Center, Relationship Map, and Group Members.
Actionable Relationship Center renders an interactive relationship hierarchy for accounts and contacts and combines multiple Financial Services relationship types in a single visual experience. It can work with Account-Account Relationship, Account-Contact Relationship, Contact-Contact Relationship, and reciprocal- role information.
The Relationship Map provides a visual representation of relationships involving Accounts, Contacts, and individuals. It helps users navigate interconnected customer relationships and understand how people, households, and organizations relate to one another.
The Group Members component displays the members of a relationship group and their associated information. Financial Services provides group-member experiences that enable users to work with household or group membership and related customer information.
The Family Members component is not one of the standard Financial Services relationship-management components represented in this architecture. The Life Events component serves a different purpose: it presents significant events and business milestones so advisors can identify changes in customer circumstances and take timely action.
Therefore, the relationship-oriented Financial Services components are Actionable Relationship Center, Relationship Map, and Group Members.
NEW QUESTION # 33
Which three types of preassembled flows can be utilized from the Agentforce Financial Services packages and the Lightning Flow for Financial Services package?
Answer: C,D,E
Explanation:
Salesforce provides three primary sets of preassembled Financial Services flows: Mortgage, Retail Banking, and Insurance. These templates accelerate implementation by supplying guided business processes that consultants can clone and adapt rather than constructing every user journey from the beginning.
Financial Services includes different sets of preassembled flows tailored to specific business requirements:
mortgage flows, insurance flows, and retail banking flows. Mortgage flows are supplied with Financial Services Cloud, while insurance and retail banking flows are provided through the Lightning Flow for Financial Services package. The installed flows are delivered as standard flow templates and can be cloned and customized according to organizational processes.
Mortgage templates support activities associated with collecting borrower information and assets and liabilities. Retail banking and insurance packages similarly include predefined service-request flows.
Commercial Banking and Institutional Banking have dedicated Financial Services capabilities, but they are not the three categories of preassembled flow sets described by this package architecture. Therefore, the correct selections are Mortgage, Retail Banking, and Insurance.
NEW QUESTION # 34
A bank needs help with many of its processes taking too long to complete. Many of its challenges are due to issues with handoffs between teams. The challenges also include users transferring control to the wrong person or team or forgetting to transfer it at all.
Which two Financial Services Cloud capabilities should help address these challenges?
Answer: B,D
Explanation:
Reference: Action Plans in Financial Services Cloud for Admins | Salesforce Trailhead and [OmniScript Overview | Vlocity Developer Docs] Explanation: ActionPlans are a feature of Financial Services Cloud that allow users to create and execute repeatable tasks based on predefined templates. Action Plans can help streamline and standardize business processes, such as onboarding new clients, conducting annual reviews, or resolving service requests. Action Plans can also assign tasks to different users or teams, set deadlines and priorities, and track progress and status.
Omni Scripts are a feature of Vlocity that allow users to create and run guided interactionsbased on predefined scripts. Omni Scripts can help automate and simplify complex workflows, such as opening new accounts, applying for loans, or updating personal information. Omni Scripts can also integrate with other systems, capture user inputs, perform calculations, and display dynamic content.
NEW QUESTION # 35
A wealth advisor is trying to relate a client to their attorney using the Add Contact option on the relationship tree but can ' t find any reciprocal roles displayed in the related role lookup. What are two reasons for this?
Answer: A,C
NEW QUESTION # 36
A bank recently sold its wealth management division and wants to improve its customers' digital experience.
The bank engaged Salesforce Professional Services to upgrade its existing Salesforce CRM to Financial Services Cloud and deliver its Bank of the Future vision.
Which three expected outcomes can serve as return on investment (ROI) justifications to the bank's chief financial officer (CFO)and investment committee?
Answer: B,D,E
Explanation:
Unify and improve team collaboration by sharing and managing customer leads and referrals across multiple lines of business at the bank to drive customers' financialneeds and deepen client relationships; Deliver connected and personalized digital experiences to the bank's customers thanks to a 360-degree view of its customer data consolidating multiple customer databases and sources from diverse channels at the bank; Modernize client-advisor experiences from engagement to relationship management to effectively drive long- term, trusted relationships.
Reference: Financial Services Cloud | Salesforce
Explanation: Financial Services Cloud is a platform that enables banks to deliver seamless and personalized customerexperiences across multiple channels and devices. Financial Services Cloud can help banks achieve the following outcomes:
Unify and improve team collaboration by sharing and managing customer leads and referrals across multiple lines of business at the bank to drive customers' financial needs and deepen client relationships. Financial Services Cloud provides tools such as Lead Conversion, Referral Management, Relationship Groups, and Compliant Data Sharing to facilitate cross-team collaboration and coordination.
Deliver connected and personalized digital experiences to the bank's customers thanks to a 360-degree view of its customer data consolidating multiple customer databases and sources from diverse channels at the bank.
Financial Services Cloud providesa unified data model that integrates customer data from various sources, such as core banking systems, online banking portals, mobile apps, social media, and third-party providers.
Financial Services Cloud also provides features such as Customer Profile,Actionable Relationship Center, Interaction Summaries, and Einstein Analytics to provide a comprehensive and holistic view of the customer' s financial situation, needs, preferences, and interactions.
Modernize client-advisor experiences from engagement torelationship management to effectively drive long- term, trusted relationships. Financial Services Cloud provides features such as Client Onboarding, Action Plans, Goals-Based Planning, Financial Accounts, Financial Deals, Next Best Action, and Einstein Bots to enable advisors to deliver proactive and personalized advice, recommendations, and solutions to their clients.
NEW QUESTION # 37
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