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| Section | Weight | Objectives |
|---|---|---|
| Implementation and Configuration | 10% | - Security model considerations - Setup and configuration basics - Best practices for deployment |
| Banking and Lending Features | 15% | - Compliance and regulatory considerations - Digital lending workflows - Account aggregation |
| Analytics and Reporting | 12% | - Financial Services Cloud reports and dashboards - Custom reporting requirements - Key metrics for financial advisors |
| Client Management | 15% | - Client profiling and segmentation - Client lifecycle management - Household management - Relationship types and hierarchy |
| Financial Services Cloud Overview | 10% | - Key differentiators from standard Salesforce CRM - Core capabilities of Financial Services Cloud - Use cases for Banking, Wealth Management, and Insurance |
| Data Model and Architecture | 18% | - Custom objects for financial products - Individual and Household data model - Financial Account and Financial Holding objects - Relationship mapping between accounts and contacts |
| Wealth Management Capabilities | 20% | - Financial goals and planning - Performance monitoring - Asset allocation tracking - Investment portfolio management |
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18. Frage
s. A major Japanese bank is expanding geographically and opening additional branches in Asia. As such, they hired a regional consulting firm to implement Financial Services Cloud (FSC) locally. What are the two expectations from implementing multi language features in FSC?
Antwort: A,D
Begründung:
Agentforce Financial Services operates within Salesforce ' s localization framework, which allows individual users to work in supported languages based on their personal language and locale settings. Consequently, users in different countries can use the same Salesforce organization while viewing translated Salesforce user- interface elements in different supported languages. This supports the scenario in which Japanese bankers work in Japanese while users in China work in Chinese.
The same localization model applies to supported reporting and dashboard interfaces. Users can therefore interact with Salesforce dashboards in their configured language, which makes the Korean and Chinese branch-management scenario valid when those languages and translations are supported within the deployment.
Administrators must distinguish platform localization from specific packaged Financial Services content.
Some Financial Services fields, packaged values, flows, reciprocal-role values, or other assets can have translation limitations and may require Translation Workbench configuration.
The correct implementation approach is therefore to configure user language and locale settings appropriately and validate any Financial Services-specific labels or picklist values that require additional translation. The two scenarios reflecting normal multilingual user and dashboard operation are B and C.
19. Frage
A Financial Services Cloud (FSC) administrator is assigning permission set licenses to users, including personal bankers. Which permission set license is recommended for this set of users?
Antwort: C
Begründung:
The appropriate Financial Services access level for Personal Banker users is the Financial Services Cloud Standard entitlement represented by option A.
Salesforce ' s Personal Banker configuration guidance instructs administrators to create the user with the Personal Banker profile and then assign the Financial Services Cloud Standard and Personal Banker Access permission sets. This combination supplies the Financial Services capabilities required by the retail-banking persona together with the persona-specific permissions required for personal-banking functionality.
The broader Agentforce Financial Services user-creation guidance follows the same access pattern. Personal Banker, Advisor, and Relationship Manager personas use Financial Services Cloud Standard together with their persona-specific permission sets.
Salesforce distinguishes between permission sets and permission set licenses. A permission set license extends the underlying Salesforce user license so that features covered by the purchased Financial Services product can be used, while permission sets grant the associated permissions. Users therefore need the applicable license entitlement as well as required permission assignments.
For the Personal Banker group described in the question, the Standard Financial Services entitlement is the appropriate baseline rather than the Basic, Foundations, or Extension alternatives.
20. Frage
A major Japanese bank is expanding geographically and opening additional branches in Asia. As such, they hired a regional consulting firmto implement Financial Services Cloud (FSC) locally.
What are the two expectations from implementing multi language features in FSC?
Antwort: B,C
Begründung:
The following expectations are from implementing multi language features in FSC:
Bankers in Japan have been accessing FSC in Japanese, but the new bankers in China will be accessing FSC in Chinese. This expectation means that FSC supports multiplelanguages and allows users to choose their preferred language for their user interface and data display.
In Seoul, South Korea, the branch managers will be reviewing their FSC dashboards every morning in Korean, while their colleagues in Shanghai, China, will be doing so in Chinese. This expectation means that FSC supports multiple languages for reports and dashboards and allows users to view them in their preferred language.
21. Frage
Lake Tahoe Bank allows more than two owners on Financial Accounts. The Salesforce Admin wants to make sure that balances are rolled up to all joint owner's primary Households. Which 2 options does the Salesforce Admin have to accomplish this?
Antwort: B,C
Begründung:
Rollup By Lookup (RBL) is a feature in Financial Services Cloud that allows you to display summary calculations of financial account information, such as balances, market values, and cost bases. You can use RBL to roll up financial data to all joint owners' primary households by doing the following:
Create custom RBL rules to rollup the joint owner balances using the Joint Owner field on the Financial Account object.
Enable RBL rules that rollup balances using Financial Account Role for joint owners using the Account Role field on the Account Contact Relationship object. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 75.
22. Frage
Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?
Antwort: B
Begründung:
Agentforce Financial Services allows administrators to replace the default icons used for specific Life Event and Business Milestone types with organization-specific icons. The configuration is performed from the dedicated Financial Services icon-management setup area for Events and Milestones.
From that setup experience, the administrator selects the event or milestone icon that needs to be changed, chooses the appropriate change-icon action, and uploads the replacement SVG file. This allows the visual representation of events and milestones to align with the institution ' s terminology and user-experience standards.
The icon is not configured directly within Lightning App Builder or the Lightning page layout. Those interfaces control where the Events and Milestones component appears but do not maintain the icon assigned to each event or milestone type. Likewise, administrators do not simply upload an icon as a generic Static Resource and expect the Events and Milestones component to associate it automatically.
Custom icons improve rapid visual recognition when advisors review a customer ' s timeline-for example, distinguishing a marriage, home purchase, retirement event, business expansion, acquisition, or another milestone. Therefore, the appropriate location is the dedicated Financial Services Icons area for Life Events and Business Milestones.
23. Frage
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