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| Section | Objectives |
|---|---|
| Topic 1: Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
| Topic 2: Security, Reporting, and Integration | - Data security and sharing models - Reporting and dashboards in Financial Services Cloud - Integration with Salesforce ecosystem tools |
| Topic 3: Financial Services Cloud Fundamentals | - Industry use cases in banking and insurance - Core concepts and value proposition of Financial Services Cloud |
| Topic 4: Financial Services Processes | - Wealth and insurance workflows - Sales and service process automation |
| Topic 5: Data Model and Architecture | - Financial accounts and household structures - Accounts, Contacts, Households, and Relationships |
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NEW QUESTION # 50
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 # 51
Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?
Answer: D
Explanation:
To add custom icons to the Life Events and Business Milestones, you need to upload them as static resources in Setup > Custom Code > Static Resources. You also need to update the Icon Name field on the Life Event and Business Milestone objects to match the name of the static resource. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 58.
NEW QUESTION # 52
A consultant is configuring a demo for a customer but cannot create new residential loan application records.
What is prohibiting the consultant from creating a new residential loan application?
Answer: D
Explanation:
Mortgage functionality in Agentforce Financial Services is controlled through the appropriate permission-set and user-access configuration. A user who must create or work with Residential Loan Application records needs access to the mortgage feature and to the mortgage-related objects. Consequently, failure to assign the required Mortgage permissions prevents the consultant from creating the application record.
Salesforce ' s Financial Services setup guidance includes assigning the Mortgage permission set as part of granting users access to mortgage functionality. Salesforce also provides enhanced mortgage permission-set configurations for personas such as loan officers and underwriters.
Current configuration guidance shows that mortgage-oriented permission sets must grant the system permission that licenses the user to access mortgage functionality in Financial Services and must provide the necessary object permissions for Residential Loan Applications and related Loan Applicant and Loan Application objects.
The issue is therefore not resolved by enabling a Residential Loan Application flow or by selecting a user- level Mortgage User checkbox. Nor is there a general Allow Mortgage Access setup switch corresponding to the required user entitlement. Access is established through the prescribed mortgage permissions and associated object-level access.
NEW QUESTION # 53
Which three of these statements are true for Rollup By Lookup (RBL) in Financial Services Cloud?
Answer: B,C,D
Explanation:
The following statements are true for Rollup By Lookup (RBL) in Financial Services Cloud:
An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances. You can use RBL rules to aggregate financial account data across different levels of client relationships.
The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels. You can use RBL configuration to define which fields are rolled up and howthey are calculated for each diem and group type.
Salesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules. RBL rules are complex and require extensive testing and validation. If you need to create or customize RBL rules, you should contact a certified Salesforce partner or consultant. Verified References: :
Salesforce Financial Services Cloud Implementation Guide, page 75. : Salesforce Financial Services Cloud Implementation Guide, page 76. : Salesforce Financial Services Cloud Implementation Guide, page 77.
NEW QUESTION # 54
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: A,B,E
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 # 55
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