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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Implementation and Configuration | 10% | - Best practices for deployment - Setup and configuration basics - Security model considerations |
| Topic 2: Analytics and Reporting | 12% | - Key metrics for financial advisors - Custom reporting requirements - Financial Services Cloud reports and dashboards |
| Topic 3: Wealth Management Capabilities | 20% | - Financial goals and planning - Performance monitoring - Asset allocation tracking - Investment portfolio management |
| Topic 4: Data Model and Architecture | 18% | - Individual and Household data model - Financial Account and Financial Holding objects - Custom objects for financial products - Relationship mapping between accounts and contacts |
| Topic 5: Client Management | 15% | - Client profiling and segmentation - Client lifecycle management - Relationship types and hierarchy - Household management |
| Topic 6: Banking and Lending Features | 15% | - Account aggregation - Digital lending workflows - Compliance and regulatory considerations |
| Topic 7: Financial Services Cloud Overview | 10% | - Key differentiators from standard Salesforce CRM - Use cases for Banking, Wealth Management, and Insurance - Core capabilities of Financial Services Cloud |
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NEW QUESTION # 35
Which three record type options should an advisor configure for a Lead object configuration?
Answer: A,B,E
Explanation:
Reference: Financial Services Cloud - Account and Contact Record Types | Salesforce Help Explanation: Record types are a way to categorize records in Salesforce based on different business processes or requirements. Record types can have different page layouts, picklist values, and business logic. For the Lead object, a financial services company can create different record types to capture different types of leads based on their source, interest, or qualification. Some examples of record types for the Lead object are:
Referral: This record type can be used to capture leads that are referred by existing clients or partners.
Referral leads can have fields such as Referrer Name, Referrer Account, and Referral Type to track the source and nature of the referral.
General: This record type can be used to capture leads that are generated from general marketing campaigns or events. General leads can have fields such as Campaign Name, Campaign Source, and Lead Score to track the effectiveness and potential of the marketing efforts.
Retirement Planning: This record type can be used to capture leads that are interested in retirement planning services or products. Retirement planning leads can have fields such as Retirement Age, Retirement Goal, and Current Savings to assess the needs and suitability of the leads.
NEW QUESTION # 36
Cumulus Cloud Bank, a major financial services provider, has engaged Salesforce Professional Services to transform its operations with Financial Services Cloud (FSC). The Addams family are wealth management clients with the following relationships:
* The wife and her husband are part of the Addams Household.
The wife is the primary member, and together the couple run the Addams Charitable Trust.
* The wife is also part of the Symonds Household with her father as the primary member. Which tool should the Salesforce FSC consultant recommend so a wealth manager could make sense of this complex data to provide impeccable service to the Addams family and discover new business opportunities?
Answer: B
Explanation:
Actionable Relationship Center (ARC) is a tool that aSalesforce FSC consultant can recommend to a wealth manager who needs to make sense of complex client relationships and discover new business opportunities. ARC is an advanced visualization engine that provides a holistic view of customers and their relationships with actionable insights, all in one place5. ARC helps users understand relationships among people and businesses by presenting them in interactive components, such as graphs, cards, lists, and filters6. ARC also allows users to perform actions on the customer data, such as creating tasks, sending emails, or updating records7.
References:
ActionableRelationship Center (ARC)
Get Started with Actionable Relationship Center
Work with Actionable Relationship Center
NEW QUESTION # 37
The Salesforce Admin wants to make it easier for call center agents to complete some common tasks by setting up flowsand launch them from the Retail Banking Console. What does the Admin have to keep in mind when setting up Flows?
Answer: A
NEW QUESTION # 38
Users at Lake Bank have been creating multiple events for once in a lifetime event such as birth. What should an Administrator do to prevent users from accidentally creating more than one event of such anevent type?
Answer: A
Explanation:
To prevent users from accidentally creating more than one event of such an event type, the Admin should create a validation rule that will stop the user if they attempt to add multiple one-time events. A validation rule is a rule that verifies that the data a user enters in a record meets the standards you specify before the user can save the record. By creating a validation rule, the Admin can ensure that only one event of a certain type can be created for each contact.
NEW QUESTION # 39
Cumulus Insurance has a franchise business model with a large number of franchisees who operate independently but report to regional managers who are Cumulus employees. The company would like the franchise owners and their employees to have access to the Cumulus Salesforce Financial Services Cloud (FSC) instance. The company plans to use the Role Hierarchy and sharing rules to implement this. What should the architect at Cumulus Insurance be aware of for this solution?
Answer: A
Explanation:
The architect at Cumulus Insurance should be aware of the limitation that the administrator can define up to
300 total sharing rules for each object when using the Role Hierarchy and sharing rules to implement the franchise business model. Sharing rules are a way of granting additional access to records based on criteria, such as record owner, role, or field values. The Role Hierarchy is a way of organizing users into a hierarchy that reflects the reporting structure of the company. The Role Hierarchy and sharing rules can be used together to control the access and visibility of records for different users in Financial Services Cloud.
However, there is a limit of 300 sharing rules per object, which means that the administrator may need to use other methods, such as public groups or manual sharing, to grant access to records beyond this limit.
References:
[Sharing Rules]
[Role Hierarchy]
[Sharing Rule Limits]
NEW QUESTION # 40
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